Guardian Financial Partners, LLC - Portfolio overview

Guardian Financial Partners, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-04-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JSI - JANUS DETROIT STR TR, 8.62%
2. CLOZ - SERIES PORTFOLIOS TR, 7.75%
3. VOO - VANGUARD INDEX FDS, 6.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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