Guardian Financial Partners, LLC
All 13F Filings
- Location
- Orange, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 256,938
- Description
- —
- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 69 | 256,938 | 13F-HR | Guardian Financial Partners, LLC |
| Q1 2026 | 4/15/2026 | 67 | 236,887 | 13F-HR | Guardian Financial Partners, LLC |
| Q4 2025 | 1/14/2026 | 70 | 237,151 | 13F-HR | Guardian Financial Partners, LLC |
| Q3 2025 | 10/9/2025 | 63 | 237,040 | 13F-HR | Guardian Financial Partners, LLC |
| Q2 2025 | 7/31/2025 | 56 | 222,679 | 13F-HR | Guardian Financial Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 79.11 K | 30.8% | 0 | 13.2 K | -13.2 K |
| ETFs | 177.8 K | 69.2% | 33.25 K | 0 | 33.25 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
256,938
Holdings
69
QoQ value change ($000)
20,051
(8.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.