Guardian Financial Partners, LLC

Q1 2026 13F-HR Holdings

Location
Orange, CA
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$236,887
Net value change ($000)
-264 (-0.1%)
New positions
2
Sold out positions
4
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JSI 3,776 22.2%
SMTH 1,017 8.7%
EIX 753 57.5%
BPRE 680 10.7%
FNDX 641 7.8%
SGOV 421 46.9%
JAAA 406 6.6%
SCHD 282 3.6%
COST 238 15.7%
MRVL 231 16.6%
Top Reduces (Value $000, Stocks/ETFs)
VOO -1,748 -9.6%
VYMI -977 -10.8%
CLOZ -782 -4.0%
BRK-B -733 -4.9%
SCHWAB STRATEGIC TRUST -631 -3.7%
MSFT -573 -24.2%
META -526 -100.0%
VYM -460 -5.6%
NVDA -422 -18.2%
SCHG -404 -6.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 3 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type