§ 13F · FUND PROFILE
Financial Guidance Group, Inc..
AUM · $267M (13F)Positions · 91Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$670K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 32K | $24M | 8.9% | +1% |
| 2 | SCHD | SCHWAB STRATEGIC TR | 518K | $16M | 6.1% | ±0% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 20K | $15M | 5.6% | ±0% |
| 4 | QEFA | SPDR INDEX SHS FDS | 152K | $15M | 5.4% | +2% |
| 5 | ACIO | ETF SER SOLUTIONS | 274K | $13M | 4.7% | −4% |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | 218K | $12M | 4.6% | −3% |
| 7 | SPYM | SPDR SERIES TRUST | 95K | $8M | 3.1% | +5% |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | 38K | $8M | 3.0% | +3% |
| 9 | OSCV | ETF SER SOLUTIONS | 167K | $7M | 2.6% | ±0% |
| 10 | KOMP | SPDR SERIES TRUST | 98K | $7M | 2.6% | −2% |
§ 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 $267 million in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →