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Guardian Financial Partners, LLC
Guardian Financial Partners, LLC is a Registered Investment Adviser based in Orange, California, founded in 2007. The firm provides comprehensive financial planning, investment management, and institutional consulting to high-net-worth individuals, retirees, executives, and institutions, with particular expertise serving employees and executives of Southern California Edison. With a staff of 5 professionals, Guardian delivers personalized strategies focused on asset preservation, tax efficiency, generational planning, and tailored investment solutions.
Investment Strategy
Guardian Financial Partners employs a building-blocks investment approach, creating customized portfolios spanning traditional equities, fixed income, and alternative investments—including private equity, real estate, and private credit. The strategy prioritizes diversification, risk management, and alignment with each client's unique goals and risk tolerance. By providing access to institutional-quality alternative investments, the firm enhances portfolio resilience and seeks to generate stable, long-term growth and income while managing volatility and optimizing for tax efficiency.
Latest 13F Filing Activity
Guardian Financial Partners, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 63 equity positions with a total 13F market value of $237M. The fund increased holdings in Vanguard Whitehall FDS, Vanguard Whitehall FDS, Vanguard Index FDS among other positions. Guardian Financial Partners, LLC reduced exposure to Schwab Strategic TR, Vanguard Tax-managed FDS, Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (63)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.96% | $21.2M | 34,668 | $392.70 | $612.38 | +$788.9K |
C CLOZ | SERIES PORTFOLIOS TR | 8.75% | $20.7M | 773,421 | $26.49 | $26.82 | +$98.8K |
S SCHF | SCHWAB STRATEGIC TR | 7.37% | $17.5M | 750,308 | $17.38 | $23.28 | +$466.8K |
J JSI | JANUS DETROIT STR TR | 7.28% | $17.2M | 329,985 | $52.36 | $52.27 | +$612.5K |
| BERKSHIRE HATHAWAY INC DEL | 6.36% | $15.1M | 20 | $798441.60 | $754200.00 | +$508.0K |
Industry Allocation
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