Sponsored

The Analysis of Guardian Financial Partners, LLC's Holdings & P&L

Currently, Guardian Financial Partners, LLC holds 66 types of securities in its portfolio with a total value $236.9M. In the most recent quarter, they have increased their positions in JSI (+76.5K shares, valued at $3.9M), SMTH (+45.0K shares, valued at $1.2M), EIX (+6.4K shares, valued at $466.6K); decreased their positions in VYMI (-14.9K shares, valued at $1.4M), SCHF (-45.8K shares, valued at $1.1M), N/A (-1.5K shares, valued at $885.6K); initiated new positions in ASML (+170 shares, valued at $224.5K), XOM (+1.3K shares, valued at $217.3K).

1M P&L

+5.2M+2.42%

3M P&L

+176.9K+0.08%

HY P&L

+10.8M+5.17%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A190.6M

92.1%

2Consumer Electronics3.4M

1.7%

3Semiconductors2.2M

1.1%

Top Industries by Stock Count

1N/A44 stocks

73.3%

2Semiconductors2 stocks

3.3%

3Internet Retail1 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JSI JANUS DETROIT STR TR403.2K shares23.41%2026-03-312026-04-15

CLOZ SERIES PORTFOLIOS TR729.1K shares-0.91%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS27.6K shares-5.09%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR660.8K shares-6.48%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2026-03-312026-04-15

SMTH ALPS ETF TR495.6K shares9.99%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR424.2K shares3.04%2026-03-312026-04-15

FNDX SCHWAB STRATEGIC TR316.6K shares5.37%2026-03-312026-04-15

Sponsored

SCHD SCHWAB STRATEGIC TR263.0K shares-7.35%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS85.4K shares-14.84%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS52.3K shares-8.52%2026-03-312026-04-15

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD422.7K shares-0.00%2026-03-312026-04-15

FNDF SCHWAB STRATEGIC TR143.2K shares-8.88%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR129.8K shares7.07%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR181.8K shares-1.50%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR202.5K shares4.81%2026-03-312026-04-15

Sponsored

SCHZ SCHWAB STRATEGIC TR217.1K shares4.78%2026-03-312026-04-15

FNDB SCHWAB STRATEGIC TR134.5K shares-5.63%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.6K shares0.53%2026-03-312026-04-15

AAPL APPLE INC13.5K shares0.15%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR103.5K shares5.33%2026-03-312026-04-15

SPYI NEOS ETF TRUST55.6K shares-1.54%2026-03-312026-04-15

SCHH SCHWAB STRATEGIC TR122.3K shares-5.38%2026-03-312026-04-15

QDPL PACER FDS TR64.1K shares-3.52%2026-03-312026-04-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F45.1K shares-0.40%2026-03-312026-04-15

EIX EDISON INTL28.2K shares29.24%2026-03-312026-04-15

NVDA NVIDIA CORPORATION10.9K shares-12.50%2026-03-312026-04-15

MSFT MICROSOFT CORP4.8K shares-1.02%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR37.7K shares4.28%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION1.8K shares0.11%2026-03-312026-04-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC16.4K shares0.02%2026-03-312026-04-15

FNDA SCHWAB STRATEGIC TR43.1K shares5.73%2026-03-312026-04-15

Sponsored

FNDE SCHWAB STRATEGIC TR36.0K shares5.15%2026-03-312026-04-15

SGOV ISHARES TR13.1K shares46.64%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR45.3K shares7.55%2026-03-312026-04-15

IWM ISHARES TR4.0K shares0.15%2026-03-312026-04-15

IVE ISHARES TR4.7K shares0.32%2026-03-312026-04-15

HD HOME DEPOT INC3.0K shares0.07%2026-03-312026-04-15

VTI VANGUARD INDEX FDS2.9K shares0.10%2026-03-312026-04-15

IVV ISHARES TR1.4K shares-13.10%2026-03-312026-04-15

Sponsored

VO VANGUARD INDEX FDS3.1K shares-4.85%2026-03-312026-04-15

FNDC SCHWAB STRATEGIC TR17.0K shares4.14%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS10.6K shares-9.48%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC1.5K shares0.00%2026-03-312026-04-15

GEV GE VERNOVA INC732 shares16.38%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F11.1K shares-3.81%2026-03-312026-04-15

TSLA TESLA INC1.6K shares6.96%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.9K shares-17.18%2026-03-312026-04-15

Sponsored

PG PROCTER & GAMBLE CO4.0K shares4.00%2026-03-312026-04-15

LLY ELI LILLY & CO518 shares34.90%2026-03-312026-04-15

SCHP SCHWAB STRATEGIC TR16.8K shares20.77%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO1.4K shares0.42%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares11.95%2026-03-312026-04-15

AMZN AMAZON COM INC1.8K shares0.51%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares41.04%2026-03-312026-04-15

IVW ISHARES TR2.7K shares0.04%2026-03-312026-04-15

Sponsored

IJJ ISHARES TR2.3K shares0.22%2026-03-312026-04-15

GLD SPDR GOLD TR689 shares-28.00%2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR11.4K shares3.08%2026-03-312026-04-15

IJS ISHARES TR2.4K shares0.13%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2026-03-312026-04-15

SCHI SCHWAB STRATEGIC TR11.6K shares12.62%2026-03-312026-04-15

MGK VANGUARD WORLD FD656 shares0.00%2026-03-312026-04-15

ASML ASML HLDG NV170 sharesnew addition2026-03-312026-04-15

Sponsored

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF651 shares0.00%2026-03-312026-04-15

JSI

JANUS DETROIT STR TR

23.41%

Shares403.2K

Event2026-03-31

Filed2026-04-15

CLOZ

SERIES PORTFOLIOS TR

-0.91%

Shares729.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-5.09%

Shares27.6K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

-6.48%

Shares660.8K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares20

Event2026-03-31

Filed2026-04-15

SMTH

ALPS ETF TR

9.99%

Shares495.6K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

3.04%

Shares424.2K

Event2026-03-31

Filed2026-04-15

FNDX

SCHWAB STRATEGIC TR

5.37%

Shares316.6K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-7.35%

Shares263.0K

Event2026-03-31

Filed2026-04-15

VYMI

VANGUARD WHITEHALL FDS

-14.84%

Shares85.4K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-8.52%

Shares52.3K

Event2026-03-31

Filed2026-04-15

BLUEROCK PVT REAL ESTATE FD

-0.00%

Shares422.7K

Event2026-03-31

Filed2026-04-15

FNDF

SCHWAB STRATEGIC TR

-8.88%

Shares143.2K

Event2026-03-31

Filed2026-04-15

JAAA

JANUS DETROIT STR TR

7.07%

Shares129.8K

Event2026-03-31

Filed2026-04-15

SCHE

SCHWAB STRATEGIC TR

-1.50%

Shares181.8K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

4.81%

Shares202.5K

Event2026-03-31

Filed2026-04-15

SCHZ

SCHWAB STRATEGIC TR

4.78%

Shares217.1K

Event2026-03-31

Filed2026-04-15

FNDB

SCHWAB STRATEGIC TR

-5.63%

Shares134.5K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

0.53%

Shares7.6K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

0.15%

Shares13.5K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

5.33%

Shares103.5K

Event2026-03-31

Filed2026-04-15

SPYI

NEOS ETF TRUST

-1.54%

Shares55.6K

Event2026-03-31

Filed2026-04-15

SCHH

SCHWAB STRATEGIC TR

-5.38%

Shares122.3K

Event2026-03-31

Filed2026-04-15

QDPL

PACER FDS TR

-3.52%

Shares64.1K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

-0.40%

Shares45.1K

Event2026-03-31

Filed2026-04-15

EIX

EDISON INTL

29.24%

Shares28.2K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-12.50%

Shares10.9K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-1.02%

Shares4.8K

Event2026-03-31

Filed2026-04-15

SCHC

SCHWAB STRATEGIC TR

4.28%

Shares37.7K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-15

MARVELL TECHNOLOGY INC

0.02%

Shares16.4K

Event2026-03-31

Filed2026-04-15

FNDA

SCHWAB STRATEGIC TR

5.73%

Shares43.1K

Event2026-03-31

Filed2026-04-15

FNDE

SCHWAB STRATEGIC TR

5.15%

Shares36.0K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

46.64%

Shares13.1K

Event2026-03-31

Filed2026-04-15

SCHO

SCHWAB STRATEGIC TR

7.55%

Shares45.3K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

0.15%

Shares4.0K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

0.32%

Shares4.7K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-13.10%

Shares1.4K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-4.85%

Shares3.1K

Event2026-03-31

Filed2026-04-15

FNDC

SCHWAB STRATEGIC TR

4.14%

Shares17.0K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-9.48%

Shares10.6K

Event2026-03-31

Filed2026-04-15

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

16.38%

Shares732

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-3.81%

Shares11.1K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

6.96%

Shares1.6K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-17.18%

Shares1.9K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

4.00%

Shares4.0K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

34.90%

Shares518

Event2026-03-31

Filed2026-04-15

SCHP

SCHWAB STRATEGIC TR

20.77%

Shares16.8K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

11.95%

Shares2.1K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

0.51%

Shares1.8K

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

41.04%

Shares1.0K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

0.04%

Shares2.7K

Event2026-03-31

Filed2026-04-15

IJJ

ISHARES TR

0.22%

Shares2.3K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-28.00%

Shares689

Event2026-03-31

Filed2026-04-15

SCHB

SCHWAB STRATEGIC TR

3.08%

Shares11.4K

Event2026-03-31

Filed2026-04-15

IJS

ISHARES TR

0.13%

Shares2.4K

Event2026-03-31

Filed2026-04-15

JEPQ

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-15

SCHI

SCHWAB STRATEGIC TR

12.62%

Shares11.6K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

0.00%

Shares656

Event2026-03-31

Filed2026-04-15

ASML

ASML HLDG NV

New

Shares170

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

New

Shares1.3K

Event2026-03-31

Filed2026-04-15

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares651

Event2026-03-31

Filed2026-04-15

Call Option Holdings

IBIT Call CallISHARES BITCOIN TRUST ETF22.8K shares-34.48%2026-03-312026-04-15

IBIT Call

ISHARES BITCOIN TRUST ETF

-34.48%

Shares22.8K

Event2026-03-31

Filed2026-04-15

Put Option Holdings

No put option holdings data available