Guardian Financial Partners, LLC

RIA/Wealth

Guardian Financial Partners, LLC is a RIA/Wealth based in New York, NY led by Patrick Claude Robert Guinet, reporting $835.5M in AUM as of Q3 2025 with 84% ETF concentration and 59% concentrated in top 10 holdings.

Managing PartnerPatrick Claude Robert Guinet

Portfolio Value: $237.0M
Positions: 63
Top Holding: VOO at 8.96%
Last Reported: Q3 2025

Address1370 Avenue Of The Americas, 21st Floor, New York, NY, 10019-4602, United States

Top Holdings

Largest long holdings in Guardian Financial Partners, LLC's portfolio (59.4% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$21.2M	8.96%	-$807.1K Sold	— 34.7K shares	Q4 2021 Held for 3y 11m
2 Panagram CLOZ	ETF ETF	$20.7M	8.75%	+$37.0K Bought	— 773.4K shares	Q3 2023 Held for 2y 2m
3 Schwab International Equity SCHF	ETF ETF	$17.5M	7.37%	-$440.9K Sold	— 750.3K shares	Q4 2021 Held for 3y 11m
4 Janus Henderson Securitized Income JSI	ETF ETF	$17.2M	7.28%	+$723.1K Bought	— 330.0K shares	Q1 2025 Held for 8 months
5 Berkshire Hathaway BRK.A	Insurance - Diversified Financial Services	$15.1M	6.36%	—	0.00% 20.0 shares	Q1 2025 Held for 8 months
6 SMTH ALPS Smith Core Plus Bond SMTH	ETF ETF	$12.0M	5.07%	+$373.6K Bought	— 459.0K shares	Q1 2024 Held for 1y 8m
7 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$10.7M	4.50%	-$11.7K Sold	— 405.0K shares	Q4 2021 Held for 3y 11m
8 Vanguard International High Dividend Yield VYMI	ETF ETF	$9.5M	3.99%	+$330.7K Bought	— 111.7K shares	Q4 2022 Held for 2y 11m
9 Vanguard High Dividend Yield VYM	ETF ETF	$8.7M	3.68%	+$395.1K Bought	— 61.9K shares	Q4 2022 Held for 2y 11m
10 Schwab US Dividend Equity SCHD	ETF ETF	$8.2M	3.48%	+$470.1K Bought	— 302.0K shares	Q4 2022 Held for 2y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Guardian Financial Partners, LLC's latest filing

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Market Value

$237.0M

Prior: $222.7M

Q/Q Change

+6.45%

+$14.4M

Net Flows % of MV

+1.35%

Turnover Ratio

2.18%

New Purchases

5 stocks

$1.4M

Added To

29 stocks

+$5.1M

Sold Out Of

0 stocks

Reduced Holdings

24 stocks

-$3.3M

Increased Positions

Position	Shares Δ	Change
1 J.P. Morgan Nasdaq Equity Premium Income JEPQ	New	0 → 8.0K +$460.2K
2 Apollo Global Management APO	New	0 → 2.2K +$293.2K
3 ProShares S&P 500 High Income ISPY	New	0 → 6.2K +$279.7K
4 The Carlyle Group CG	New	0 → 3.3K +$208.4K
5 Walt Disney DIS	New	0 → 1.8K +$200.9K

Decreased Positions

Position	Shares Δ	Change
1 Eli Lilly LLY	-34.64%	459.0 → 300.0 −$121.2K
2 General Electric GEV	-25.96%	1.1K → 847.0 −$182.7K
3 Vanguard FTSE Developed Markets VEA	-22.82%	14.9K → 11.5K −$203.4K
4 iShares Core S&P 500 ETF IVV	-16.0%	1.9K → 1.6K −$205.5K
5 Vanguard FTSE Emerging Markets VWO	-14.43%	13.2K → 11.3K −$103.5K