Guardian Financial Partners, LLC

CIK

1723514

Location

ORANGE, CA

Portfolio Value

Micro $30,541,197

Diversification

Diversified

Filing Date

Global Rank

#7,034 / 8,232 ▲ 169

Top Industry

Asset Management 23.9%

3Y Alpha vs SPY

-1.9%

Period ended 2 months ago

Filed Apr 15, 2026 · 2mo

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.2%

SPY

+76.3%

Annualised alpha

-1.9%

Max drawdown

−21.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

22 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

23.0%

+3.5 pts

Top 5

59.1%

+2.2 pts

Top 10

82.2%

+2.6 pts

HHI

1,026

Diversified+133

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	36.3%	$11,091,887	3
Technology	32.4%	$9,892,671	7
Consumer Defensive	7.6%	$2,335,477	2
Utilities	6.8%	$2,062,139	1
Consumer Cyclical	6.4%	$1,953,020	3
Unclassified	3.9%	$1,197,456	2
Healthcare	3.8%	$1,152,251	2
Industrials	2.1%	$638,962	1
Energy	0.7%	$217,334	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
EIX	Edison International	+6,376	28,179	$2,062,139
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+291	1,000	$337,950
PG	PROCTER & GAMBLE Co	+154	4,007	$578,771
LLY	ELI LILLY & Co	+134	518	$476,440
GEV	GE Vernova Inc.	+103	732	$638,962
BRK-B	Berkshire Hathaway Inc	+40	7,622	$3,652,462
AAPL	Apple Inc.	+20	13,485	$3,422,358
AMZN	Amazon Com Inc	+9	1,775	$369,679
JPM	Jpmorgan Chase & Co	+6	1,422	$418,295
MRVL	Marvell Technology, Inc.	+4	16,377	$1,622,141
HD	Home Depot, Inc.	+2	2,991	$983,709
COST	Costco Wholesale Corp /New	+2	1,763	$1,756,706
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	−12,000	23,451	$900,987
NVDA	Nvidia Corp	−1,558	10,904	$1,901,657
TSLA	Tesla, Inc.	−1,495	1,613	$599,632
AVGO	Broadcom Inc.	−397	1,914	$592,402
GLD	Spdr Gold Trust	−268	689	$296,469
MSFT	Microsoft Corp	−50	4,840	$1,791,622
BPRE	Bluerock Private Real Estate Fund	−8	422,705	$7,021,130
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	170	$224,541
XOM	Exxon Mobil Corp	1,281	$217,334
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
META	Meta Platforms, Inc.	796	$525,431
GOOGL	Alphabet Inc.	1,165	$364,645
DIS	Walt Disney Co	1,913	$217,642
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

22 positions · $30,541,197 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BPRE	Bluerock Private Real Estate Fund Financial Services	Reduced	422,705	-8	$7,021,130	+10.7%	22.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,622	+40	$3,652,462	−4.2%	11.96%
AAPL	Apple Inc. Technology	Added	13,485	+20	$3,422,358	−6.5%	11.21%
EIX	Edison International Utilities	Added	28,179	+6,376	$2,062,139	+57.6%	6.75%
NVDA	Nvidia Corp Technology	Reduced	10,904	-1,558	$1,901,657	−18.2%	6.23%
MSFT	Microsoft Corp Technology	Reduced	4,840	-50	$1,791,622	−24.2%	5.87%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	1,763	+2	$1,756,706	+15.7%	5.75%
MRVL	Marvell Technology, Inc. Technology	Added	16,377	+4	$1,622,141	+16.6%	5.31%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,991	+2	$983,709	−4.4%	3.22%
IBIT	iShares Bitcoin Trust ETF	Reduced	23,451	-12,000	$900,987	−48.8%	2.95%
ISRG	Intuitive Surgical Inc Healthcare	Held	1,466	0	$675,811	−18.6%	2.21%
GEV	GE Vernova Inc. Industrials	Added	732	+103	$638,962	+55.4%	2.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,613	-1,495	$599,632	−57.1%	1.96%
AVGO	Broadcom Inc. Technology	Reduced	1,914	-397	$592,402	−25.9%	1.94%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,007	+154	$578,771	+4.8%	1.90%
LLY	ELI LILLY & Co Healthcare	Added	518	+134	$476,440	+15.5%	1.56%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,422	+6	$418,295	−8.3%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,775	+9	$369,679	−9.3%	1.21%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,000	+291	$337,950	+56.9%	1.11%
GLD	Spdr Gold Trust	Reduced	689	-268	$296,469	−21.8%	0.97%
ASML	Asml Holding NV Technology	NEW	170	NEW	$224,541	NEW	0.74%
XOM	Exxon Mobil Corp Energy	NEW	1,281	NEW	$217,334	NEW	0.71%