Guardian Financial Partners, LLC - Portfolio Stock Holdings
Guardian Financial Partners, LLC disclosed 73 stock positions in a recent SEC 13F filing. $256,937,204 of stock holdings were filed, with the largest holdings including JSI, CLOZ, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.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:
June 30, 2026No. of Stocks:
73Est. Stock Holding Value:
$256,937,204Top Stock Holdings By Sector
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Portfolio Stock Holdings - Guardian Financial Partners, LLC
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