Guardian Financial Partners
Guardian Financial Partners reported 69 stocks worth $257M in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are JSI (8.6%), CLOZ (7.9%) and VOO (6.9%). Compared with Q1 2026, the fund opened new positions in VRT, AMD and MU, added to JSI, CLOZ and SMTH, trimmed VOO, SCHF and SCHX and sold out of SCHB, ASML and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  JSI Janus Detroit Str TR | $22.1M | 8.6% | 432K | +29K (+7%) | 6 of 8 | |
| 2 |  CLOZ Series Portfolios TR | $20.4M | 7.9% | 771K | +42K (+6%) | 8 of 8 | |
| 3 |  VOO Vanguard S&P 500 ETF | $17.7M | 6.9% | 26K | −1,880 (−7%) | 8 of 8 | |
| 4 |  SCHF Schwab International | $17.5M | 6.8% | 632K | −29K (−4%) | 8 of 8 | |
| 5 |  BRK.A Berkshire Hathaway Inc Dclass A | $15M | 5.8% | 20 | No change | 6 of 8 | |
| 6 |  SMTH Alps ETF TR | $13.6M | 5.3% | 530K | +34K (+7%) | 8 of 8 | |
| 7 |  SCHX Schwab US Large Cap ETF | $12.4M | 4.8% | 420K | −3,745 (−1%) | 8 of 8 | |
| 8 |  FNDX Schwab Fundamental U.s. Large Company ETF | $9.7M | 3.8% | 313K | −3,521 (−1%) | 8 of 8 | |
| 9 |  VYMI Vanguard Whitehall Fds | $8.7M | 3.4% | 88K | +2,712 (+3%) | 8 of 8 | |
| 10 |  SCHD Schwab US Dividend Equity ETF | $8.6M | 3.4% | 272K | +9,351 (+4%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 15, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Guardian Financial Partners 13F FAQ
What does Guardian Financial Partners own?
Guardian Financial Partners reported 69 stocks worth $257M in its 13F filing for Q2 2026, filed Jul 15, 2026. Its largest holdings are JSI (8.6%), CLOZ (7.9%) and VOO (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Guardian Financial Partners buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 28 added to, 27 trimmed and 4 sold out. New positions include VRT, AMD and MU. It sold all of SCHB, ASML and XOM.
When will Guardian Financial Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Guardian Financial Partners's portfolio worth?
The Q2 2026 filing reports $257M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.