Guardian Financial Partners Q2 2026 Portfolio Activity: Focus on ETFs
Guardian Financial Partners, a financial institution focused on ETF investments, saw notable changes in its holdings during the second quarter of 2026.
As reported by Guardian Financial Partners, a financial institution focused on ETF investments, there were significant changes in its portfolio holdings during the period ending June 30, 2026.
The investor's primary activity appears to be concentrated within specific sectors and investment vehicles. Their largest position, BRK-A, remained unchanged at approximately 5.83% allocation, indicating stability in their core holding of Berkshire Hathaway Inc.
In terms of observable purchases this quarter:
- SERIES PORTFOLIOS TR (CLOZ) saw a substantial increase in shares, rising by about 5.72% from the previous quarter.
- ALPS ETF TR (SMTH) experienced significant buying interest, with share increases of roughly 6.86%.
- JANUS DETROIT STR TR (JSI), another key holding, also showed strong positive movement, increasing by approximately 7.26% in shares.
Conversely, the investor was observed to be reducing certain positions:
- SCHWAB STRATEGIC TR (SCHF) experienced a notable decrease in shares during Q2, representing about a 4.36% reduction.
- The allocation for SCHWAB STRATEGIC TR ETFs overall saw reductions across several sub-funds (e.g., SCHX, FNDX, FNDF) although the largest single position within that complex remained stable or grew slightly elsewhere (SCHD).
Guardian Financial Partners appears to be actively managing its portfolio allocation. While they maintained their top holding in BRK-A, the investor also increased exposure to specific trusts like CLOZ and SMTH, while decreasing allocations for certain SCHWAB Strategic Trust funds.
Additionally, they were observed buying shares in SCHWAB STRATEGIC TR (FNDX), albeit a smaller position compared to their other holdings. The investor also purchased Vanguard Index Funds ETFs (VOO) and Vanguards Whitehall funds (VYMI, SCHD). However, the most significant purchase was in VANGUARD INDEX FDS (VO), which saw a substantial increase of over 250%.
Overall, Guardian Financial Partners' portfolio during Q2 2026 displayed active management focused on ETFs. Their buying activity was concentrated in specific Vanguard and SCHWAB funds, while they reduced positions in other SCHWAB Strategic Trust offerings like SCHF.