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Hung Nguyen

Guardian Financial Partners, Llc

Assets Managed
$256.938M
Holdings
69
Last Quarter
2026 - Q2
Filed Date
9d ago
Growth Rate
8.47%(2Q avg: 4.18%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Financial Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Guardian Financial Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 256.938M in assets, with a quarterly growth rate of 8.47% and a 2-quarter average growth rate of 4.18%. The portfolio is managed by Hung Nguyen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JSI
Jh Securitized Income Etf
Recent Activity
Increased 7.26%
8.62%
$22.147M
432,477 shares@ $51.21 avg price
CLOZ
Panagram Bbb-b Clo Etf
Recent Activity
Increased 5.73%
7.93%
$20.366M
770,855 shares@ $26.42 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -6.8%
6.89%
$17.688M
25,754 shares@ $686.82 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -4.36%
6.82%
$17.505M
631,962 shares@ $27.7 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
5.83%
$14.977M
20 shares@ $748850.0 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Increased 6.87%
5.31%
$13.634M
529,672 shares@ $25.75 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Decreased -0.88%
4.82%
$12.375M
420,492 shares@ $29.44 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Decreased -1.11%
3.79%
$9.736M
313,049 shares@ $31.1 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 3.18%
3.37%
$8.652M
88,106 shares@ $98.2 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 3.56%
3.37%
$8.636M
272,355 shares@ $31.71 avg price

1-10 of 69