Guardian Financial Partners, LLC

Q2 2026 13F-HR Holdings

Location
Orange, CA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
69
Total value ($000)
$256,938
Net value change ($000)
+20,051 (8.5%)
New positions
7
Sold out positions
4
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
MRVL 3,679 226.8%
CLOZ 1,664 8.9%
SCHX 1,498 13.8%
JSI 1,361 6.5%
VOO 1,176 7.1%
SCHWAB STRATEGIC TRUST 1,151 7.0%
SCHG 936 15.9%
FNDX 920 10.4%
SMTH 869 6.8%
VYM 777 10.0%
Top Reduces (Value $000, Stocks/ETFs)
BPRE -1,463 -20.8%
NVDA -742 -39.0%
SCHZ -639 -12.7%
SCHB -286 -100.0%
ASML -225 -100.0%
XOM -217 -100.0%
AMZN -128 -34.6%
COST -123 -7.0%
EIX -113 -5.5%
SCHO -101 -9.2%
Instrument mix + QoQ Δ (ex-options)
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