Guardian Financial Partners, LLC holds a focused book of 69 stocks worth $256.9M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Vanguard S&P 500 ETF. Their largest long position is JH Securitized Income ETF at 9% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1723514/holdings"
Use Arkolith to show Guardian Financial Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Janus Detroit STR TR HEND SECU IN ETF | $22.1M | 432.5K | 8.6% | ▲+7.3% Added · +29K sh | |
| 2 | Series Portfolios TR ELDRIDGE BBB B | $20.4M | 770.9K | 7.9% | ▲+5.7% Added · +42K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $17.7M | 25.8K | 6.9% | ▼−6.8% Reduced · −2K sh | |
| 4 | Schwab Strategic TR INTL EQTY ETF | $17.5M | 632.0K | 6.8% | ▼−4.4% Reduced · −29K sh | |
| 5 | Berkshire Hathaway Inc Del CL A | $15.0M | 20 | 5.8% | —Held | |
| 6 | ALPS ETF TR SMITH CORE PLUS | $13.6M | 529.7K | 5.3% | ▲+6.9% Added · +34K sh | |
| 7 | Schwab Strategic TR US LRG CAP ETF | $12.4M | 420.5K | 4.8% | ▼−0.9% Reduced · −4K sh | |
| 8 | Schwab Strategic TR FUNDAMENTAL US L | $9.7M | 313.0K | 3.8% | ▼−1.1% Reduced · −4K sh | |
| 9 | Vanguard Whitehall FDS INTL HIGH ETF | $8.7M | 88.1K | 3.4% | ▲+3.2% Added · +3K sh | |
| 10 | Schwab Strategic TR US DIVIDEND EQ | $8.6M | 272.4K | 3.4% | ▲+3.5% Added · +9K sh | |
| 11 | Vanguard Whitehall FDS HIGH DIV YLD | $8.5M | 53.9K | 3.3% | ▲+3.1% Added · +2K sh | |
| 12 | Schwab Strategic TR FUNDAMENTAL INTL | $7.4M | 139.3K | 2.9% | ▼−2.7% Reduced · −4K sh | |
| 13 | Janus Detroit STR TR HENDRSON AAA CL | $7.1M | 139.9K | 2.7% | ▲+7.8% Added · +10K sh | |
| 14 | Schwab Strategic TR US LCAP GR ETF | $6.8M | 202.0K | 2.7% | ▼−0.3% Reduced · −533 sh | |
| 15 | Schwab Strategic TR EMRG MKTEQ ETF | $6.4M | 175.3K | 2.5% | ▼−3.6% Reduced · −7K sh | |
| 16 | Bluerock PVT Real Estate FD COM | $5.6M | 427.2K | 2.2% | ▲+1.1% Added · +5K sh | |
| 17 | Marvell Technology Inc COM | $5.3M | 17.8K | 2.1% | ▲+8.7% Added · +1K sh | |
| 18 | Schwab Strategic TR US AGGREGATE B | $4.4M | 190.3K | 1.7% | ▼−12% Reduced · −27K sh | |
| 19 | Berkshire Hathaway Inc Del CL B NEW | $3.9M | 7.7K | 1.5% | ▲+1.3% Added · +100 sh | |
| 20 | Schwab Strategic TR FUNDAMENTAL US B | $3.8M | 126.2K | 1.5% | ▼−6.2% Reduced · −8K sh | |
| 21 | Schwab Strategic TR US SML CAP ETF | $3.6M | 100.6K | 1.4% | ▼−2.8% Reduced · −3K sh | |
| 22 | Apple Inc COM | $3.6M | 12.5K | 1.4% | ▼−7.3% Reduced · −989 sh | |
| 23 | NEOS ETF Trust NEOS S&P 500 HI | $3.1M | 58.0K | 1.2% | ▲+4.4% Added · +2K sh | |
| 24 | Pacer FDS TR METAURUS CAP 400 | $3.0M | 66.0K | 1.2% | ▲+3.0% Added · +2K sh | |
| 25 | Schwab Strategic TR US REIT ETF | $2.9M | 122.5K | 1.1% | ▲+0.2% Added · +220 sh | |
| 26 | J P Morgan Exchange Traded F EQUITY PREMIUM | $2.7M | 47.4K | 1.0% | ▲+5.1% Added · +2K sh | |
| 27 | Edison Intl COM | $1.9M | 26.2K | 0.8% | ▼−7.1% Reduced · −2K sh | |
| 28 | Microsoft Corp COM | $1.9M | 5.0K | 0.7% | ▲+3.6% Added · +177 sh | |
| 29 | Schwab Strategic TR INTL SCEQT ETF | $1.8M | 37.7K | 0.7% | ▲+0.1% Added · +32 sh | |
| 30 | Schwab Strategic TR FUNDAMENTAL US S | $1.7M | 44.8K | 0.7% | ▲+3.9% Added · +2K sh | |
| 31 | Costco Wholesale Corporation COM | $1.6M | 1.7K | 0.6% | ▼−0.9% Reduced · −16 sh | |
| 32 | Schwab Strategic TR FUND EM EQUI ETF | $1.5M | 36.9K | 0.6% | ▲+2.3% Added · +844 sh | |
| 33 | Ishares TR 0-3 MTH TREASURY | $1.3M | 12.8K | 0.5% | ▼−2.3% Reduced · −300 sh | |
| 34 | Vanguard Index FDS TOTAL STK MKT | $1.2M | 3.2K | 0.5% | ▲+9.1% Added · +264 sh | |
| 35 | Nvidia Corporation COM | $1.2M | 5.8K | 0.5% | ▼−47% Reduced · −5K sh | |
| 36 | Ishares TR RUSSELL 2000 ETF | $1.1M | 3.7K | 0.4% | ▼−6.3% Reduced · −252 sh | |
| 37 | Ishares TR S&P 500 VAL ETF | $1.1M | 4.7K | 0.4% | ▲+0.3% Added · +16 sh | |
| 38 | Home Depot Inc COM | $1.1M | 3.0K | 0.4% | ▲~0% Added · +1 sh | |
| 39 | Schwab Strategic TR SHT TM US TRES | $998K | 41.3K | 0.4% | ▼−8.7% Reduced · −4K sh | |
| 40 | Ishares TR CORE S&P500 ETF | $908K | 1.2K | 0.4% | ▼−14% Reduced · −194 sh | |
| 41 | Vanguard Index FDS MID CAP ETF | $873K | 10.8K | 0.3% | ▲+252% Added · +8K sh | |
| 42 | Ge Vernova Inc COM | $868K | 739 | 0.3% | ▲+0.9% Added · +7 sh | |
| 43 | Schwab Strategic TR FUNDAMENTAL INTL | $850K | 17.5K | 0.3% | ▲+2.9% Added · +485 sh | |
| 44 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $722K | 10.1K | 0.3% | ▼−4.1% Reduced · −433 sh | |
| 45 | Broadcom Inc COM | $707K | 1.9K | 0.3% | ▼−2.2% Reduced · −42 sh | |
| 46 | Eli Lilly & Co COM | $666K | 555 | 0.3% | ▲+7.1% Added · +37 sh | |
| 47 | Tesla Inc COM | $636K | 1.5K | 0.2% | ▼−6.3% Reduced · −102 sh | |
| 48 | Taiwan Semiconductor Manufac SPONSORED ADS | $633K | 1.3K | 0.2% | ▲+33% Added · +325 sh | |
| 49 | Procter & Gamble Co COM | $592K | 4.0K | 0.2% | ▲+0.7% Added · +28 sh | |
| 50 | Intuitive Surgical Inc COM NEW | $581K | 1.5K | 0.2% | ▼−0.3% Reduced · −4 sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.