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Home > Institutional Investor > Guardian Financial Partners, Llc > Profile

Instuitional Investor - Guardian Financial Partners, Llc

Fund Profile
Filing Period:
Fund Name: Guardian Financial Partners, Llc
Portfolio Value $237,040,335
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 34,668 $21,229,840 8.96%
2.
Series Portfolios Tr
 773,421 $20,743,151 8.75%
3.
Schwab Strategic Trust
 FNDF 750,308 $17,467,159 7.37%
4.
Janus Detroit Str Tr
 329,985 $17,248,299 7.28%
5.
Berkshire Hathaway Inc
 BRK.A 20 $15,084,000 6.36%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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