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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 Q3 2025 · Filed October 9, 2025 · Accession 0001085146-25-005869

Total Value
$237.0M
Positions
63
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (63)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836334,668$21.2M8.96%
2SERIES PORTFOLIOS TR81752T528773,421$20.7M8.75%
3SCHWAB STRATEGIC TR808524805750,308$17.5M7.37%
4JANUS DETROIT STR TR47103U746329,985$17.2M7.28%
5BERKSHIRE HATHAWAY INC DELBRK-A20$15.1M6.36%
6ALPS ETF TR00162Q346459,037$12.0M5.07%
7SCHWAB STRATEGIC TR808524201404,981$10.7M4.50%
8VANGUARD WHITEHALL FDS921946794111,734$9.5M3.99%
9VANGUARD WHITEHALL FDS92194640661,948$8.7M3.68%
10SCHWAB STRATEGIC TR808524797301,971$8.2M3.48%
11SCHWAB STRATEGIC TR808524771293,902$7.7M3.26%
12SCHWAB STRATEGIC TR808524755164,377$7.1M2.98%
13JANUS DETROIT STR TR47103U845134,635$6.8M2.88%
14SCHWAB STRATEGIC TR808524706197,412$6.6M2.78%
15SCHWAB STRATEGIC TR808524300191,153$6.1M2.57%
16SCHWAB STRATEGIC TR808524839215,456$5.1M2.13%
17SCHWAB STRATEGIC TR808524789168,271$4.3M1.83%
18APPLE INCAAPL15,554$4.0M1.67%
19BERKSHIRE HATHAWAY INC DELBRK-A7,460$3.8M1.58%
20NEOS ETF TRUST78433H30362,112$3.2M1.37%
21PACER FDS TR69374H43671,214$3.0M1.26%
22SCHWAB STRATEGIC TR808524847127,222$2.7M1.16%
23J P MORGAN EXCHANGE TRADED F46641Q33247,956$2.7M1.16%
24SCHWAB STRATEGIC TR80852460794,438$2.6M1.11%
25MICROSOFT CORPMSFT4,896$2.5M1.07%
26NVIDIA CORPORATIONNVDA10,274$1.9M0.81%
27BONDBLOXX ETF TRUST09789C72132,064$1.6M0.69%
28COSTCO WHSL CORP NEW22160K1051,744$1.6M0.68%
29SCHWAB STRATEGIC TR80852488833,672$1.5M0.65%
30HOME DEPOT INCHD2,978$1.2M0.51%
31SCHWAB STRATEGIC TR80852476338,596$1.2M0.51%
32EDISON INTL28102010721,417$1.2M0.50%
33SCHWAB STRATEGIC TR80852473032,350$1.2M0.49%
34MARVELL TECHNOLOGY INCMRVL13,205$1.1M0.47%
35ISHARES TR4642872001,612$1.1M0.46%
36SCHWAB STRATEGIC TR80852486241,988$1.0M0.43%
37VANGUARD INDEX FDS9229086293,214$943,9710.40%
38ISHARES TR4642874083,998$825,6750.35%
39META PLATFORMS INCMETA1,098$806,4520.34%
40ISHARES TR4642876553,318$802,9400.34%
41SCHWAB STRATEGIC TR80852474815,688$698,2750.29%
42VANGUARD TAX-MANAGED FDS92194385811,481$687,9680.29%
43INTUITIVE SURGICAL INCISRG1,471$657,8750.28%
44VANGUARD INTL EQUITY INDEX F92204285811,322$613,4440.26%
45ROYAL BK CDA7800871024,008$590,4590.25%
46BROADCOM INCAVGO1,697$559,8950.24%
47PROCTER AND GAMBLE CO7427181093,408$523,6900.22%
48GE VERNOVA INCGEV847$521,0940.22%
49TESLA INCTSLA1,165$518,0990.22%
50AMAZON COM INCAMZN2,315$508,3050.21%
51J P MORGAN EXCHANGE TRADED F46654Q2038,000$460,1600.19%
52JPMORGAN CHASE & CO.VYLD1,330$419,4160.18%
53SCHWAB STRATEGIC TR80852487013,842$373,0410.16%
54VANGUARD INDEX FDS9229087691,111$364,5370.15%
55SPDR GOLD TRGLD825$293,2630.12%
56APOLLO GLOBAL MGMT INC03769M1062,200$293,1940.12%
57SCHWAB STRATEGIC TR80852410211,179$287,4200.12%
58PROSHARES TR74347G2426,200$279,6820.12%
59ALPHABET INCGOOG1,137$276,4090.12%
60SCHWAB STRATEGIC TR80852469810,266$236,9320.10%
61ELI LILLY & COLLY300$228,6080.10%
62CARLYLE GROUP INCCGABL3,323$208,3520.09%
63DISNEY WALT CO2546871061,754$200,8900.08%