§ 13F · FUND PROFILE
Financial Guidance Group, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223M (13F)Positions · 85Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$217K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 32K | $18M | 7.4% | +3% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 517K | $16M | 6.4% | −1% |
| 3 | QEFA | SPDR INDEX SHS FDS | 148K | $14M | 5.6% | +3% |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 20K | $13M | 5.2% | +1% |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | 225K | $13M | 5.1% | +2% |
| 6 | ACIO | ETF SER SOLUTIONS | 285K | $12M | 4.8% | +6% |
| 7 | GLDM | WORLD GOLD TR | 80K | $7M | 3.0% | −1% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 37K | $7M | 2.8% | +2% |
| 9 | SPYM | SPDR SERIES TRUST | 91K | $7M | 2.8% | +9% |
| 10 | DRSK | ETF SER SOLUTIONS | 249K | $7M | 2.7% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIAL SIGNAL
AC read
Financial Guidance Group, Inc. is a Other fund managing $223 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed