Financial Guidance Group, Inc.
CIK: 0001929349SEC EDGAR →
Portfolio Value
$244.5M
Holdings
89
As of
Q4 2025
New Positions
89
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO QQQ TR | 30,788 | $18.9M | 7.74% |
| 2 | SCHWAB STRATEGIC TR | 522,436 | $14.3M | 5.86% |
| 3 | SPDR S&P 500 ETF TR | 19,840 | $13.5M | 5.53% |
| 4 | SPDR INDEX SHS FDS | 144,392 | $13.1M | 5.36% |
| 5 | J P MORGAN EXCHANGE TRADED F | 221,157 | $12.7M | 5.18% |
| 6 | ETF SER SOLUTIONS | 269,471 | $11.8M | 4.82% |
| 7 | WORLD GOLD TR | 81,256 | $6.9M | 2.84% |
| 8 | INVESCO EXCHANGE TRADED FD T | 35,947 | $6.9M | 2.82% |
| 9 | ETF SER SOLUTIONS | 238,812 | $6.8M | 2.78% |
| 10 | SPDR SERIES TRUST | 82,741 | $6.6M | 2.71% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (89)
$18.9M · 31K shares
$14.3M · 522K shares
$13.5M · 20K shares
$13.1M · 144K shares
$12.7M · 221K shares
$11.8M · 269K shares
$6.9M · 81K shares
$6.9M · 36K shares
$6.8M · 239K shares
$6.6M · 83K shares
$6.5M · 132K shares
$6.1M · 152K shares
$5.9M · 99K shares
$5.7M · 153K shares
$5.4M · 170K shares
$5.0M · 127K shares
$4.3M · 126K shares
$4.3M · 71K shares
$4.2M · 117K shares
$3.9M · 69K shares
$3.8M · 76K shares
$3.8M · 84K shares
$3.7M · 140K shares
$3.7M · 98K shares
$3.7M · 75K shares
$3.6M · 16K shares
$3.6M · 24K shares
$3.5M · 157K shares
$3.2M · 35K shares
$3.1M · 8K shares
$3.0M · 55K shares
$2.4M · 14K shares
$2.4M · 47K shares
$2.3M · 29K shares
$2.1M · 40K shares
$2.0M · 7K shares
$1.8M · 22K shares
$1.6M · 28K shares
$1.5M · 3K shares
$1.4M · 10K shares
$1.2M · 29K shares
$1.1M · 5K shares
$1.1M · 6K shares
$1.1M · 28K shares
$1.0M · 41K shares
$989K · 5K shares
$871K · 1K shares
$857K · 9K shares
$846K · 8K shares
$771K · 28K shares
$760K · 6K shares
$745K · 4K shares
$675K · 1K shares
$626K · 4K shares
$624K · 1K shares
$581K · 2K shares
$564K · 2K shares
$550K · 11K shares
$539K · 6K shares
$482K · 10K shares
$479K · 10K shares
$444K · 10K shares
$443K · 9K shares
$414K · 10K shares
$406K · 1K shares
$400K · 797 shares
$395K · 4K shares
$391K · 6K shares
$366K · 784 shares
$363K · 5K shares
$347K · 8K shares
$337K · 7K shares
$335K · 7K shares
$325K · 1K shares
$315K · 260 shares
$313K · 7K shares
$313K · 2K shares
$308K · 351 shares
$301K · 5K shares
$301K · 6K shares
$263K · 5K shares
$259K · 413 shares
$259K · 2K shares
$241K · 10K shares
$234K · 1K shares
$227K · 4K shares
$220K · 2K shares
$206K · 4K shares
$108K · 22K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 69 | $198.0M | 81.0% |
| Unknown | 5 | $29.7M | 12.2% |
| Technology | 8 | $14.0M | 5.7% |
| Consumer Cyclical | 1 | $1.1M | 0.5% |
| Industrials | 2 | $597K | 0.2% |
| Healthcare | 2 | $474K | 0.2% |
| Communication Services | 1 | $259K | 0.1% |
| Consumer Defensive | 1 | $220K | 0.1% |