Guardian Financial Partners, LLC

CIK 0001723514 · Q2 2026

13F Equity AUM

$256.9M

+8.5% QoQ

Positions

+3 QoQ

AUM Rank

#5,432

Top 63%

Skill Alpha (FF)

-1.9%/yr^ns

No Clear Edge

Rank #5,715 · Top 69%

vs S&P -3.4%/yr (unadj.)

Quarters Tracked

~4 years

Portfolio Concentration

Top 5: 36.1%Top 10: 56.7%Top 20: 79.7%

JSI8.6%

CLOZ7.9%

VOO6.9%

SCHF6.8%

BRK/A5.8%

SMTH5.3%

SCHX4.8%

FNDX3.8%

VYMI3.4%

SCHD3.4%

Others (59)43.3%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services82.7%

Financials5.8%

Technology5.7%

Fund2.2%

Other3.6%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 69Median: 0.45%Avg: 1.45%

0–0.5%

36(8.4%)

0.5–1%

7(4.6%)

1–3%

15(27.0%)

3–5%

5(18.6%)

5%+

6(41.4%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 69vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New7Increased31Decreased27Exited4

New Positions

VRT0.2%

+2K

AMD0.2%

+854

MU0.2%

+400

LRCX0.1%

+911

SOXX0.1%

+500

GOOGL0.1%

+691

PWR0.1%

+300

Increased

CLOZ7.9%

+42K(+6%)

SMTH5.3%

+34K(+7%)

JSI8.6%

+29K(+7%)

JAAA2.8%

+10K(+8%)

SCHD3.4%

+9K(+4%)

VO0.3%

+8K(+252%)

BPRE2.2%

+5K(+1%)

VYMI3.4%

+3K(+3%)

MGK0.1%

+3K(+388%)

SPYI1.2%

+2K(+4%)

Decreased

SCHF6.8%

-28,812(-4%)

SCHZ1.7%

-26,803(-12%)

FNDB1.5%

-8,297(-6%)

SCHE2.5%

-6,525(-4%)

NVDA0.5%

-5,105(-47%)

SCHO0.4%

-3,950(-9%)

FNDF2.9%

-3,904(-3%)

SCHX4.8%

-3,745(-1%)

FNDX3.8%

-3,521(-1%)

SCHA1.4%

-2,950(-3%)

Exited

-11,402

-1,281

-170

-23,451

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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