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Guardian Financial Partners, LLC - Portfolio Stock Holdings

Guardian Financial Partners, LLC disclosed 80 stock positions in a recent SEC 13F filing. $260,650,134 of stock holdings were filed, with the largest holdings including JSI, RCLO, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed on Nov. 4, 2026.

We estimate the fund has a total AUM of $911,901,445 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pension and profit sharing plans.

Report Period:

Sept. 30, 2026

No. of Stocks:

80

Est. Stock Holding Value:

$260,650,134

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Guardian Financial Partners, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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