Guardian Financial Partners, LLC

Guardian Financial Partners, LLC reported 69 holdings worth US$257M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 15, 2026

Guardian Financial Partners, LLC reported 69 holdings worth US$257M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Marvell Technology, Inc. and Apple Inc. Filed Jul 15, 2026 (Form 13F).

Holdings
69
Value as reported
US$257M

The filing in full

CompanySharesValue as reported% of portfolio
Berkshire Hathaway Inc.37,653US$18.8M7.3%
Marvell Technology, Inc.17,796US$5.3M2.1%
Apple Inc12,496US$3.62M1.4%
Edison International26,177US$1.95M0.76%
Microsoft Corp.5,017US$1.87M0.73%
Costco Wholesale Corporation1,747US$1.63M0.64%
Nvidia Corporation5,799US$1.16M0.45%
Home Depot, Inc. (the)2,992US$1.06M0.41%
Ge Vernova Inc.739US$868K0.34%
Broadcom Inc.1,872US$707K0.28%
Eli Lilly And Company555US$666K0.26%
Tesla, Inc.1,511US$636K0.25%
Taiwan Semiconductor Manufacturing Co., Ltd.1,325US$633K0.25%
Procter & Gamble Company (the)4,035US$592K0.23%
Intuitive Surgical, Inc.1,462US$581K0.23%
Vertiv Holdings, Llc1,620US$542K0.21%
Advanced Micro Devices Inc854US$496K0.19%
Micron Technology, Inc.400US$462K0.18%
Jp Morgan Chase & Co.1,339US$438K0.17%
Lam Research Corporation911US$395K0.15%
Alphabet Inc (google) Class C691US$247K0.10%
Amazon.com, Inc.1,015US$242K0.09%
Quanta Services, Inc.300US$216K0.08%
Asml Holding Nv0US$00.00%
Exxon Mobil Corporation0US$00.00%

Source

View original at SEC

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