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Hung Nguyen

Guardian Financial Partners, Llc

Assets Managed
$236.887M
Holdings
66
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
-0.11%(2Q avg: -0.03%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guardian Financial Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 66 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 236.887M in assets, with a quarterly growth rate of -0.11% and a 2-quarter average growth rate of -0.03%. The portfolio is managed by Hung Nguyen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JSI
Jh Securitized Income Etf
Recent Activity
Increased 23.41%
8.78%
$20.786M
403,212 shares@ $51.55 avg price
CLOZ
Panagram Bbb-b Clo Etf
Recent Activity
Decreased -0.9%
7.9%
$18.702M
729,139 shares@ $25.65 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.08%
6.98%
$16.512M
27,634 shares@ $597.55 avg price
SCHF
Schwab Intl Equity Etf
Recent Activity
Decreased -6.47%
6.91%
$16.354M
660,774 shares@ $24.76 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
6.07%
$14.363M
20 shares@ $718140.0 avg price
SMTH
Alps Smth Cor Bd Plus Etf
Recent Activity
Increased 10%
5.39%
$12.765M
495,650 shares@ $25.76 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 3.04%
4.6%
$10.877M
424,237 shares@ $25.64 avg price
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 5.37%
3.73%
$8.816M
316,570 shares@ $27.85 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Decreased -7.35%
3.41%
$8.069M
263,004 shares@ $30.69 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Decreased -14.84%
3.4%
$8.048M
85,394 shares@ $94.25 avg price

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