13F Filings History of Guardian Financial Partners, LLC

Latest 13F report
Q4 2025 - 14 Jan 2026
Value $
$237,113,938
Signature - Title
Hung Nguyen - Chief Compliance Officer
Location
Orange, CA
Summary
This page shows a list of all the recent 13F filings made by Guardian Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Guardian Financial Partners, LLC reported 68 stock holdings with total value $237,113,938 as of Q4 2025. Top holdings included CLOZ, VOO, JSI, SCHF, and BRKA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $237,113,938 +$12,224,703 -$15,039,105 -$2,814,402 CLOZ, VOO, JSI, SCHF, BRKA 13F-HR 14 Jan 2026, 10:33
Q3 2025 63 $237,040,335 +$7,063,404 -$3,288,707 +$3,774,697 VOO, CLOZ, SCHF, JSI, BRKA 13F-HR 09 Oct 2025, 09:48
Q2 2025 56 $222,678,796 +$10,961,809 -$6,023,406 +$4,938,403 CLOZ, VOO, SCHF, JSI, BERKSHIRE HATHAWAY INC DEL 13F-HR 31 Jul 2025, 13:32
Q1 2025 56 $209,031,314 +$44,381,390 -$2,097,351 +$42,284,039 CLOZ, VOO, BERKSHIRE HATHAWAY INC DEL, JSI, SCHF 13F-HR 22 Apr 2025, 21:27
Q4 2024 49 $168,322,973 +$40,224,404 -$1,253,938 +$38,970,466 VOO, CLOZ, SCHF, SMTH, SCHX 13F-HR 14 Jan 2025, 19:53
Q3 2024 44 $159,936,199 +$5,737,415 -$4,502,289 +$1,235,126 VOO, CLOZ, SCHF, SMTH, SCHX 13F-HR 31 Oct 2024, 17:39
Q2 2024 45 $150,737,849 +$5,766,627 -$1,602,514 +$4,164,113 VOO, CLOZ, SCHF, SMTH, JAAA 13F-HR 15 Jul 2024, 15:08
Q1 2024 45 $145,866,400 +$29,782,836 -$13,474,726 +$16,308,110 VOO, CLOZ, SCHF, SMTH, JAAA 13F-HR 26 Apr 2024, 12:26
Q4 2023 44 $121,894,495 +$10,391,629 -$2,875,609 +$7,516,020 VOO, SCHF, CLOZ, IVOL, SCHX 13F-HR 08 Jan 2024, 21:44
Q3 2023 41 $106,366,170 +$81,857,175 -$9,380,641 +$72,476,534 VOO, SCHF, CLOZ, IVOL, FNDB 13F-HR 05 Oct 2023, 10:20
Q2 2023 17 $34,367,402 +$5,246,302 -$70,649,238 -$65,402,936 JBBB, IVOL, JAAA, JEPI, BUFF 13F-HR 11 Jul 2023, 21:03
Q1 2023 41 $99,483,527 +$6,688,433 -$6,170,120 +$518,313 VOO, SCHF, IVOL, JBBB, FNDB 13F-HR 11 Apr 2023, 15:24
Q4 2022 39 $94,265,275 +$6,976,041 -$5,035,276 +$1,940,765 VOO, SCHF, IVOL, FNDB, JBBB 13F-HR 17 Jan 2023, 21:37
Q3 2022 33 $86,312,000 +$13,862,199 -$9,589,350 +$4,272,849 VOO, SCHF, IVOL, FNDB, SCHE 13F-HR 18 Oct 2022, 18:40
Q2 2022 38 $89,259,000 +$3,658,476 -$2,701,140 +$957,336 VOO, IVOL, SCHF, SCHE, FNDB 13F-HR 13 Jul 2022, 13:17
Q1 2022 38 $96,918,000 +$10,482,915 -$6,837,561 +$3,645,354 VOO, SCHF, IVOL, SCHE, FNDB 13F-HR 26 Apr 2022, 17:05
Q4 2021 38 $104,764,000 $0 $0 $0 VOO, SCHF, IVOL, SCHE, FNDB 13F-HR 19 Jan 2022, 13:49