Guardian Financial Partners, LLC
Annual return '25
+23.1%
SPY '25
+17.7%
Alpha
+5.3ptsvs SPY
Invested
$236.9M
Holdings
66
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JSI
JANUS DETROIT STR TR
Q1 2026: Exited (was 326.7k shares)
8.8%
02
$CLOZ
SERIES PORTFOLIOS TR
Q1 2026: Exited (was 735.8k shares)
7.9%
03
$VOO
VANGUARD INDEX FDS
Q1 2026: Exited (was 29.1k shares)
7.0%
04
$SCHF
SCHWAB STRATEGIC TR
Q1 2026: Sold 21.0% (706.5k → 558.1k shares)
6.9%
05
$BRK/A
BERKSHIRE HATHAWAY INC DEL
Q1 2026: Exited (was 20 shares)
6.1%
06
$SMTH
ALPS ETF TR
Q1 2026: Exited (was 450.6k shares)
5.4%
07
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 411.7k shares)
4.6%
08
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 300.4k shares)
3.7%
09
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Sold 97.6% (283.9k → 6.8k shares)
3.4%
10
$VYMI
VANGUARD WHITEHALL FDS
Q1 2026: Exited (was 100.3k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:26 UTC.