Guardian Financial Partners, LLC

CIK

1723514

Location

ORANGE, CA

Portfolio Value

Micro $33,984,023

Diversification

Diversified

Filing Date

Global Rank

#7,369 / 8,517 ▲ 37

Top Industry

Semiconductors 26.0%

3Y Alpha vs SPY

+21.8%

Period ended 46 days ago

Filed Jul 15, 2026 · 31d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+188.3%

SPY

+75.3%

Annualised alpha

+21.8%

Max drawdown

−21.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.4%

−22.7 pts

Top 5

59.7%

−10.6 pts

Top 10

79.1%

−7.6 pts

HHI

900

Diversified−1,022

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	43.1%	$14,641,358	9
Financial Services	29.0%	$9,860,684	3
Consumer Defensive	6.6%	$2,225,958	2
Utilities	5.7%	$1,948,877	1
Consumer Cyclical	5.7%	$1,932,659	3
Industrials	4.8%	$1,626,641	3
Healthcare	3.7%	$1,247,091	2
Unclassified	0.7%	$253,813	1
Communication Services	0.7%	$246,942	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
BPRE	Bluerock Private Real Estate Fund	+4,534	427,239	$5,558,379
MRVL	Marvell Technology, Inc.	+1,419	17,796	$5,301,250
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+325	1,325	$632,780
MSFT	Microsoft Corp	+177	5,017	$1,871,441
BRK-B	Berkshire Hathaway Inc	+80	7,722	$3,864,011
LLY	ELI LILLY & Co	+37	555	$665,683
PG	PROCTER & GAMBLE Co	+28	4,035	$591,692
GEV	GE Vernova Inc.	+7	739	$868,221
HD	Home Depot, Inc.	+1	2,992	$1,055,218
No positions match the current search.

Trimmed

Positions the filer reduced

9 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−5,105	5,799	$1,160,321
EIX	Edison International	−2,002	26,177	$1,948,877
AAPL	Apple Inc.	−989	12,496	$3,615,842
AMZN	Amazon Com Inc	−760	1,015	$241,915
TSLA	Tesla, Inc.	−102	1,511	$635,526
JPM	Jpmorgan Chase & Co	−83	1,339	$438,294
AVGO	Broadcom Inc.	−42	1,872	$707,148
COST	Costco Wholesale Corp /New	−16	1,747	$1,634,266
ISRG	Intuitive Surgical Inc	−4	1,462	$581,408
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	1,620	$542,408
AMD	Advanced Micro Devices Inc	854	$496,097
MU	Micron Technology Inc	400	$461,716
LRCX	Lam Research Corp	911	$394,763
GOOGL	Alphabet Inc.	691	$246,942
PWR	Quanta Services, Inc.	300	$216,012
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	43,089	$1,397,376
VEA	Vanguard FTSE Developed Markets ETF	10,566	$677,069
ASML	Asml Holding NV	170	$224,541
XOM	ExxonMobil Holdings Corp	1,281	$217,334
IBIT	iShares Bitcoin Trust ETF	23,451	$27,650
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $33,984,023 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive 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	Added	427,239	+4,534	$5,558,379	−20.8%	16.36%
MRVL	Marvell Technology, Inc. Technology	Added	17,796	+1,419	$5,301,250	+226.8%	15.60%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	7,722	+80	$3,864,011	−78.6%	11.37%
AAPL	Apple Inc. Technology	Reduced	12,496	-989	$3,615,842	+5.7%	10.64%
EIX	Edison International Utilities	Reduced	26,177	-2,002	$1,948,877	−5.5%	5.73%
MSFT	Microsoft Corp Technology	Added	5,017	+177	$1,871,441	+4.5%	5.51%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,747	-16	$1,634,266	−7.0%	4.81%
NVDA	Nvidia Corp Technology	Reduced	5,799	-5,105	$1,160,321	−39.0%	3.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,992	+1	$1,055,218	+7.3%	3.11%
GEV	GE Vernova Inc. Industrials	Added	739	+7	$868,221	+35.9%	2.55%
AVGO	Broadcom Inc. Technology	Reduced	1,872	-42	$707,148	+19.4%	2.08%
LLY	ELI LILLY & Co Healthcare	Added	555	+37	$665,683	+39.7%	1.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,511	-102	$635,526	+6.0%	1.87%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,325	+325	$632,780	+87.2%	1.86%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,035	+28	$591,692	+2.2%	1.74%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	1,462	-4	$581,408	−14.0%	1.71%
VRT	Vertiv Holdings Co Industrials	NEW	1,620	NEW	$542,408	NEW	1.60%
AMD	Advanced Micro Devices Inc Technology	NEW	854	NEW	$496,097	NEW	1.46%
MU	Micron Technology Inc Technology	NEW	400	NEW	$461,716	NEW	1.36%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	1,339	-83	$438,294	+4.8%	1.29%
LRCX	Lam Research Corp Technology	NEW	911	NEW	$394,763	NEW	1.16%
GLD	Spdr Gold Trust	Held	689	0	$253,813	−14.4%	0.75%
GOOGL	Alphabet Inc. Communication Services	NEW	691	NEW	$246,942	NEW	0.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,015	-760	$241,915	−34.6%	0.71%
PWR	Quanta Services, Inc. Industrials	NEW	300	NEW	$216,012	NEW	0.64%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.