Financial Guidance Group, Inc.

CIK 0001929349 · PALM HARBOR, FL · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source

Financial Guidance Group, Inc. reported 91 positions worth $267.3M as of June 30, 2026 (13F filed July 22, 2026). Largest holding: QQQ (8.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$267.3M
2026 Q2
Positions
91
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
46.8%
Est. Net Flow (Q)
2026 Q2
10 / 91 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1QQQINVESCO QQQ TRSH$23.7M8.86%32,154
2SCHDSCHWAB STRATEGIC TRSH$16.4M6.14%517,863
3SPYSTATE STR SPDR S&P 500 ETF TSH$14.9M5.57%19,941
4QEFASPDR INDEX SHS FDSSH$14.6M5.45%151,649
5ACIOETF SER SOLUTIONSSH$12.7M4.73%274,284
6JEPIJ P MORGAN EXCHANGE TRADED FSH$12.3M4.61%218,014
7SPYMSPDR SERIES TRUSTSH$8.4M3.13%95,230
8RSPINVESCO EXCHANGE TRADED FD TSH$8.0M2.99%37,522
9OSCVETF SER SOLUTIONSSH$7.0M2.64%166,945
10KOMPSPDR SERIES TRUSTSH$7.0M2.63%98,434

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Financial Guidance Group, Inc. hold as of Q2 2026?

Financial Guidance Group, Inc. reported 91 positions worth $267.3M in its Q2 2026 13F filing. Largest positions: QQQ (8.9%), SCHD (6.1%), SPY (5.6%), QEFA (5.4%) and ACIO (4.7%).

What did Financial Guidance Group, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Financial Guidance Group, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.