Guardian Financial Partners, LLC
Net buyer this quarter
$257M
29
+$926K
21.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.A | $15M | 5.83% | Not reported | Not reported | Q1 2025 |
 VYM | $8.52M | 3.32% | Not reported | +3.1% | Q4 2022 |
 FNDF | $7.35M | 2.86% | Not reported | -2.7% | Q4 2021 |
 BPRE | $5.56M | 2.16% | Not reported | +1.1% | Q4 2025 |
 MRVL | $5.3M | 2.06% | 0.00% | +8.7% | Q4 2021 |
| BRK.B | $3.86M | 1.50% | Not reported | +1.3% | Q4 2021 |
 AAPL | $3.62M | 1.41% | 0.00% | -7.3% | Q4 2021 |
 EIX | $1.95M | 0.76% | 0.01% | -7.1% | Q4 2021 |
 MSFT | $1.87M | 0.73% | 0.00% | +3.7% | Q4 2021 |
 COST | $1.63M | 0.64% | 0.00% | -0.9% | Q4 2021 |
 NVDA | $1.16M | 0.45% | 0.00% | -46.8% | Q4 2021 |
 HD | $1.06M | 0.41% | 0.00% | 0.0% | Q4 2021 |
 GEV | $868K | 0.34% | 0.00% | +1.0% | Q2 2025 |
 AVGO | $707K | 0.28% | 0.00% | -2.2% | Q1 2022 |
 LLY | $666K | 0.26% | 0.00% | +7.1% | Q3 2023 |
 TSLA | $636K | 0.25% | 0.00% | -6.3% | Q4 2021 |
 TSM | $633K | 0.25% | 0.00% | +32.5% | Q4 2025 |
 PG | $592K | 0.23% | 0.00% | +0.7% | Q4 2021 |
 ISRG | $581K | 0.23% | 0.00% | -0.3% | Q1 2022 |
 VRT | $542K | 0.21% | 0.00% | New | Q2 2026 |
 AMD | $496K | 0.19% | 0.00% | New | Q2 2026 |
 MU | $462K | 0.18% | 0.00% | New | Q2 2026 |
 JPM | $438K | 0.17% | 0.00% | -5.8% | Q4 2021 |
 LRCX | $395K | 0.15% | 0.00% | New | Q2 2026 |
 GLD | $254K | 0.10% | 0.00% | Not reported | Q4 2021 |
 GOOGL | $247K | 0.10% | 0.00% | Not reported | Q4 2021 |
| SCHI | $244K | 0.09% | Not reported | -6.7% | Q4 2024 |
 AMZN | $242K | 0.09% | 0.00% | -42.8% | Q4 2021 |
 PWR | $216K | 0.08% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| BRK.A | $14.4M | 6.06% | Not reported | Not reported | Q1 2025 |
| VYM | $7.74M | 3.27% | Not reported | -8.5% | Q4 2022 |
| BPRE | $7.02M | 2.96% | Not reported | 0.0% | Q4 2025 |
| FNDF | $7.01M | 2.96% | Not reported | -8.9% | Q4 2021 |
| BRK.B | $3.65M | 1.54% | Not reported | +0.5% | Q4 2021 |
| AAPL | $3.42M | 1.44% | 0.00% | +0.2% | Q4 2021 |
| EIX | $2.06M | 0.87% | 0.01% | +29.2% | Q4 2021 |
| NVDA | $1.9M | 0.80% | 0.00% | -12.5% | Q4 2021 |
| MSFT | $1.79M | 0.76% | 0.00% | -1.0% | Q4 2021 |
| COST | $1.76M | 0.74% | 0.00% | +0.1% | Q4 2021 |
| MRVL | $1.62M | 0.68% | 0.00% | 0.0% | Q4 2021 |
| HD | $984K | 0.42% | 0.00% | +0.1% | Q4 2021 |
| ISRG | $676K | 0.29% | 0.00% | Not reported | Q1 2022 |
| GEV | $639K | 0.27% | 0.00% | +16.4% | Q2 2025 |
| TSLA | $600K | 0.25% | 0.00% | +7.0% | Q4 2021 |
| AVGO | $592K | 0.25% | 0.00% | -17.2% | Q1 2022 |
| PG | $579K | 0.24% | 0.00% | +4.0% | Q4 2021 |
| LLY | $476K | 0.20% | 0.00% | +34.9% | Q3 2023 |
| JPM | $418K | 0.18% | 0.00% | +0.4% | Q4 2021 |
| AMZN | $370K | 0.16% | 0.00% | +0.5% | Q4 2021 |
| TSM | $338K | 0.14% | 0.00% | +41.0% | Q4 2025 |
| GLD | $296K | 0.13% | 0.00% | -28.0% | Q4 2021 |
| SCHI | $262K | 0.11% | Not reported | +12.6% | Q4 2024 |
 ASML | $225K | 0.09% | 0.00% | New | Q1 2026 |
 XOM | $217K | 0.09% | 0.00% | Not reported | Q4 2021 |
 IBIT | $25K | 0.01% | 0.00% | Not reported | Q4 2025 |
| Q4 2025 | |||||
| BRK.A | $15.1M | 6.37% | Not reported | Not reported | Q1 2025 |
| VYM | $8.2M | 3.46% | Not reported | -7.7% | Q4 2022 |
| FNDF | $7.11M | 3.00% | Not reported | -4.4% | Q4 2021 |
| BPRE | $6.34M | 2.67% | Not reported | New | Q4 2025 |
| BRK.B | $3.81M | 1.61% | Not reported | +1.6% | Q4 2021 |
| AAPL | $3.66M | 1.54% | 0.00% | -13.4% | Q4 2021 |
| MSFT | $2.36M | 1.00% | 0.00% | -0.1% | Q4 2021 |
| NVDA | $2.32M | 0.98% | 0.00% | +21.3% | Q4 2021 |
| COST | $1.52M | 0.64% | 0.00% | +1.0% | Q4 2021 |
| MRVL | $1.39M | 0.59% | 0.00% | +24.0% | Q4 2021 |
| EIX | $1.31M | 0.55% | 0.01% | +1.8% | Q4 2021 |
| HD | $1.03M | 0.43% | 0.00% | +0.4% | Q4 2021 |
| ISRG | $830K | 0.35% | 0.00% | -0.3% | Q1 2022 |
| AVGO | $800K | 0.34% | 0.00% | +36.2% | Q1 2022 |
| TSLA | $678K | 0.29% | 0.00% | +29.4% | Q4 2021 |
| PG | $552K | 0.23% | 0.00% | +13.1% | Q4 2021 |
 META | $526K | 0.22% | Not reported | -27.5% | Q4 2021 |
| JPM | $456K | 0.19% | 0.00% | +6.5% | Q4 2021 |
| LLY | $413K | 0.17% | 0.00% | +28.0% | Q3 2023 |
| GEV | $411K | 0.17% | 0.00% | -25.7% | Q2 2025 |
| AMZN | $408K | 0.17% | 0.00% | -23.7% | Q4 2021 |
| GLD | $379K | 0.16% | 0.00% | +16.0% | Q4 2021 |
| GOOGL | $365K | 0.15% | 0.00% | +2.5% | Q4 2021 |
| SCHI | $236K | 0.10% | Not reported | 0.0% | Q4 2024 |
 DIS | $218K | 0.09% | 0.00% | +9.1% | Q3 2025 |
| TSM | $215K | 0.09% | 0.00% | New | Q4 2025 |
| IBIT | $32.3K | 0.01% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| BRK.A | $15.1M | 6.36% | Not reported | Not reported | Q1 2025 |
| VYM | $8.73M | 3.68% | Not reported | +4.7% | Q4 2022 |
| FNDF | $7.06M | 2.98% | Not reported | -2.5% | Q4 2021 |
| AAPL | $3.96M | 1.67% | 0.00% | -5.9% | Q4 2021 |
| BRK.B | $3.75M | 1.58% | Not reported | Not reported | Q4 2021 |
| MSFT | $2.54M | 1.07% | 0.00% | +29.9% | Q4 2021 |
| NVDA | $1.92M | 0.81% | 0.00% | +11.7% | Q4 2021 |
| COST | $1.61M | 0.68% | 0.00% | +1.6% | Q4 2021 |
| HD | $1.21M | 0.51% | 0.00% | +0.4% | Q4 2021 |
| EIX | $1.18M | 0.50% | 0.01% | +1.9% | Q4 2021 |
| MRVL | $1.11M | 0.47% | 0.00% | -3.0% | Q4 2021 |
| META | $806K | 0.34% | Not reported | +22.3% | Q4 2021 |
| ISRG | $658K | 0.28% | 0.00% | -0.6% | Q1 2022 |
 RY | $590K | 0.25% | 0.00% | Not reported | Q4 2023 |
| AVGO | $560K | 0.24% | 0.00% | +106.5% | Q1 2022 |
| PG | $524K | 0.22% | 0.00% | +1.1% | Q4 2021 |
| GEV | $521K | 0.22% | 0.00% | -26.0% | Q2 2025 |
| TSLA | $518K | 0.22% | 0.00% | -2.0% | Q4 2021 |
| AMZN | $508K | 0.21% | 0.00% | +25.7% | Q4 2021 |
| JPM | $419K | 0.18% | 0.00% | +7.1% | Q4 2021 |
| GLD | $293K | 0.12% | 0.00% | Not reported | Q4 2021 |
 APO | $293K | 0.12% | 0.00% | New | Q3 2025 |
| GOOGL | $276K | 0.12% | 0.00% | Not reported | Q4 2021 |
| SCHI | $237K | 0.10% | Not reported | -2.6% | Q4 2024 |
| LLY | $229K | 0.10% | 0.00% | -34.6% | Q3 2023 |
 CG | $208K | 0.09% | 0.00% | New | Q3 2025 |
| DIS | $201K | 0.08% | 0.00% | New | Q3 2025 |