• 13F History

Guardian Financial Partners, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 15, 2025
Value $
$168M
Signature - Title
Hung Nguyen - Chief Compliance Officer
Location
Orange, CA
Summary
This page shows a list of all the recent 13F filings made by Guardian Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Guardian Financial Partners, LLC reported 49 stock holdings with total value $168M as of Q4 2024. Top holdings included VOO, CLOZ, SCHF, SMTH, and SCHX.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 49 $168M +$40.2M -$1.25M +$39M VOO, CLOZ, SCHF, SMTH, SCHX 13F-HR 1/14/2025, 07:53 PM
Q3 2024 44 $160M +$5.74M -$4.5M +$1.24M VOO, CLOZ, SCHF, SMTH, SCHX 13F-HR 10/31/2024, 05:39 PM
Q2 2024 45 $151M +$5.77M -$1.6M +$4.16M VOO, CLOZ, SCHF, SMTH, JAAA 13F-HR 7/15/2024, 03:08 PM
Q1 2024 45 $146M +$29.8M -$13.5M +$16.3M VOO, CLOZ, SCHF, SMTH, JAAA 13F-HR 4/26/2024, 12:26 PM
Q4 2023 44 $122M +$10.4M -$2.88M +$7.52M VOO, SCHF, CLOZ, IVOL, SCHX 13F-HR 1/8/2024, 09:44 PM
Q3 2023 41 $106M +$81.9M -$1.2M +$80.7M VOO, SCHF, CLOZ, IVOL, FNDB 13F-HR 10/5/2023, 10:20 AM
Q2 2023 17 $34.4M +$5.25M -$970K +$4.28M JBBB, IVOL, JAAA, JEPI, BUFF 13F-HR 7/11/2023, 09:03 PM
Q1 2023 41 $99.5M +$6.69M -$6.17M +$518K VOO, SCHF, IVOL, JBBB, FNDB 13F-HR 4/11/2023, 03:24 PM
Q4 2022 39 $94.3M +$6.98M -$4.47M +$2.51M VOO, SCHF, IVOL, FNDB, JBBB 13F-HR 1/17/2023, 08:37 PM
Q3 2022 33 $86.3M +$13.9M -$7.78M +$6.08M VOO, SCHF, IVOL, FNDB, SCHE 13F-HR 10/18/2022, 06:40 PM
Q2 2022 38 $89.3M +$3.66M -$1.46M +$2.2M VOO, IVOL, SCHF, SCHE, FNDB 13F-HR 7/13/2022, 01:17 PM
Q1 2022 36 $96.9M +$10.5M -$5.63M +$4.85M VOO, SCHF, IVOL, SCHE, FNDB 13F-HR 4/26/2022, 05:05 PM
Q4 2021 38 $105M VOO, SCHF, IVOL, SCHE, FNDB 13F-HR 1/19/2022, 12:49 PM