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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Guardian Financial Partners, LLC

Quarter ended Q2 2025 · Filed July 31, 2025 · Accession 0001085146-25-004367

Total Value
$222.7M
Positions
56
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (56)

#IssuerTicker / CUSIPSharesValue% of Filing
1SERIES PORTFOLIOS TR81752T528772,041$20.6M9.27%
2VANGUARD INDEX FDS92290836335,986$20.4M9.18%
3SCHWAB STRATEGIC TR808524805769,248$17.0M7.63%
4JANUS DETROIT STR TR47103U746316,151$16.6M7.47%
5BERKSHIRE HATHAWAY INC DELBRK-A20$14.6M6.55%
6ALPS ETF TR00162Q346444,754$11.5M5.16%
7SCHWAB STRATEGIC TR808524201405,424$9.9M4.45%
8VANGUARD WHITEHALL FDS921946794107,829$8.6M3.88%
9VANGUARD WHITEHALL FDS92194640659,145$7.9M3.54%
10SCHWAB STRATEGIC TR808524797284,751$7.5M3.39%
11SCHWAB STRATEGIC TR808524771291,211$7.1M3.21%
12SCHWAB STRATEGIC TR808524755168,573$6.7M3.03%
13JANUS DETROIT STR TR47103U845132,052$6.7M3.01%
14SCHWAB STRATEGIC TR808524706201,254$6.1M2.72%
15SCHWAB STRATEGIC TR808524300193,460$5.7M2.54%
16SCHWAB STRATEGIC TR808524839228,321$5.3M2.38%
17SCHWAB STRATEGIC TR808524789174,339$4.2M1.88%
18BERKSHIRE HATHAWAY INC DELBRK-A7,460$3.6M1.63%
19APPLE INCAAPL16,526$3.4M1.52%
20PACER FDS TR69374H43667,715$2.7M1.20%
21NEOS ETF TRUST78433H30352,401$2.6M1.18%
22SCHWAB STRATEGIC TR808524847122,349$2.6M1.16%
23J P MORGAN EXCHANGE TRADED F46641Q33245,049$2.6M1.15%
24SCHWAB STRATEGIC TR80852460792,061$2.3M1.05%
25MICROSOFT CORPMSFT3,770$1.9M0.84%
26COSTCO WHSL CORP NEW22160K1051,717$1.7M0.76%
27BONDBLOXX ETF TRUST09789C72132,089$1.6M0.74%
28NVIDIA CORPORATIONNVDA9,202$1.5M0.65%
29SCHWAB STRATEGIC TR80852488833,857$1.4M0.65%
30ISHARES TR4642872001,919$1.2M0.53%
31HOME DEPOT INCHD2,967$1.1M0.49%
32EDISON INTL28102010721,013$1.1M0.49%
33SCHWAB STRATEGIC TR80852486243,743$1.1M0.48%
34SCHWAB STRATEGIC TR80852476336,861$1.1M0.47%
35MARVELL TECHNOLOGY INCMRVL13,618$1.1M0.47%
36SCHWAB STRATEGIC TR80852473031,420$1.0M0.47%
37VANGUARD INDEX FDS9229086293,201$895,8520.40%
38VANGUARD TAX-MANAGED FDS92194385814,876$848,0740.38%
39INTUITIVE SURGICAL INCISRG1,480$804,2470.36%
40ISHARES TR4642874083,981$778,0400.35%
41ISHARES TR4642876553,309$714,1170.32%
42META PLATFORMS INCMETA898$662,8930.30%
43VANGUARD INTL EQUITY INDEX F92204285813,232$654,4710.29%
44SCHWAB STRATEGIC TR80852474815,175$638,1140.29%
45GE VERNOVA INCGEV1,144$605,3480.27%
46PROCTER AND GAMBLE CO7427181093,371$537,1450.24%
47ROYAL BK CDA7800871024,008$527,2520.24%
48AMAZON COM INCAMZN1,842$404,1160.18%
49TESLA INCTSLA1,189$377,6980.17%
50SCHWAB STRATEGIC TR80852487014,117$376,6420.17%
51JPMORGAN CHASE & CO.VYLD1,242$360,1960.16%
52ELI LILLY & COLLY459$357,9440.16%
53VANGUARD INDEX FDS9229087691,139$346,0770.16%
54SCHWAB STRATEGIC TR80852410211,187$266,5840.12%
55SCHWAB STRATEGIC TR80852469810,535$239,7880.11%
56BROADCOM INCAVGO822$226,6750.10%