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CIK: 0001929349
Total reported value
$267.3M
$267.3M
84 檔
24.4%
According to the latest 13F quarterly dataset, Financial Guidance Group, Inc. managed an equity portfolio of $267.3M at the end of Q2 2025, spanning 84 distinct U.S. exchange-listed positions.
In Q2 2025, Financial Guidance Group, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.84% | +1.48% | +6.46% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.85% | -0.23% | -4.77% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.01% | +0.34% | +0.31% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 5.67% | -0.10% | +5.79% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.33% | -0.51% | -4.58% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-Other | 3.91% | -0.08% | +18.80% | |
| 7 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 3.86% | -0.25% | -19.62% | |
| 8 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 2.94% | -0.10% | -1.43% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.55% | +0.17% | +7.67% | |
| 10 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.50% | -0.05% | -2.18% | |
| 11 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.44% | +0.27% | +8.55% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.39% | -0.65% | +2.69% | |
| 13 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.32% | -0.15% | +18.61% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.34% | +50.46% | |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.07% | -0.17% | -43.95% | |
| 16 | ARKW | Ark Next Generation Internet | ETF-Other | 2.02% | +0.03% | -6.26% | |
| 17 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 1.89% | — | +41.70% | |
| 18 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.87% | -0.02% | -3.85% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.87% | -0.01% | -1.68% | |
| 20 | XLE | Ss Energy Select Sector | ETF-Other | 1.85% | -0.40% | -32.68% | |
| 21 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 1.78% | — | -0.90% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.68% | -0.05% | -0.18% | |
| 23 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.56% | +0.13% | — | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.46% | -0.10% | +6.45% | |
| 25 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.45% | -0.06% | +6.06% | |
| 26 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.42% | +0.09% | -1.04% | |
| 27 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.34% | +0.10% | — | |
| 28 | GLD | Spdr Gold Shares | ETF-Commodities | 1.23% | -0.34% | -0.17% | |
| 29 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.23% | -0.09% | -2.97% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.19% | +0.12% | -1.70% | |
| 31 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.09% | -0.29% | — | |
| 32 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.89% | +0.03% | -2.63% | |
| 33 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.86% | +0.34% | +10.73% | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.21% | — | |
| 35 | AAPL | Apple Inc | Stock-Tech | 0.77% | +0.05% | — | |
| 36 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.73% | -0.17% | +29.87% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.72% | -0.03% | -9.62% | |
| 38 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.63% | +0.27% | — | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.63% | -0.06% | -1.57% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | -4.98% | |
| 41 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.50% | -0.03% | -6.21% | |
| 42 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.48% | -0.03% | -1.56% | |
| 43 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.48% | -0.01% | -3.65% | |
| 44 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.47% | -0.13% | -42.31% | |
| 45 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.03% | +3.96% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.40% | +0.01% | — | |
| 47 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.37% | +0.01% | -2.05% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.33% | +0.02% | — | |
| 49 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.33% | +0.02% | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.30% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VFLO | Victoryshares Free Cash Flow | +1.6% | NEW | New buy |
| 2 | UPSD | Aptus Large Cap Upside ETF | +1.3% | NEW | New buy |
| 3 | XFIV | Bondbloxx Bbg 5 Yr US Treas | +1.1% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +6.46% | Add |
| 5 | RSPG | Invesco S&p 500 Equal Weight | +0.8% | NEW | New buy |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +50.46% | Add |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.6% | NEW | New buy |
| 8 | ACIO | Aptus Collared Invest Opp | +0.5% | +18.80% | Add |
| 9 | ARKW | Ark Next Generation Internet | +0.5% | -6.26% | Trim |
| 10 | OSCV | Opus Small Cap Value ETF | +0.5% | +41.70% | Add |
| 11 | KOMP | Ss Spdr S&p Kensho Ne Comp | +0.3% | +8.55% | Add |
| 12 | DRSK | Aptus Defined Risk ETF | +0.3% | +18.61% | Add |
| 13 | BITB | Bitwise Bitcoin ETF | +0.3% | NEW | New buy |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | New buy |
| 15 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.2% | +5.79% | Add |
| 16 | AIQ | Global X Art Intel & Tech | +0.1% | +10.73% | Add |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | NEW | New buy |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | NEW | New buy |
| 19 | KLAC | Kla CORP | +0.1% | NEW | New buy |
| 20 | TWLO | Twilio Inc - A | +0.1% | NEW | New buy |
| 21 | NVDA | Nvidia CORP | +0.1% | +3.96% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | New buy |
| 23 | JUCY | Aptus Enhanced Yield ETF | +0.1% | +29.87% | Add |
| 24 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.1% | +6.06% | Add |
| 25 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 26 | MSFT | Microsoft CORP | +0.1% | -9.62% | Trim |
| 27 | RSP | Invesco S&p 500 Equal Weight | 0% | +7.67% | Add |
| 28 | VGT | Vanguard Info Tech ETF | 0% | — | Unchanged |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | +6.45% | Add |
| 30 | VONG | Vanguard Russell 1000 Growth | 0% | — | Unchanged |
| 31 | AMZN | Amazon.com Inc | 0% | -4.98% | Trim |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.31% | Add |
| 33 | QJUN | Ft Vest Nasdaq-100 Buffer Et | 0% | -2.18% | Trim |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -1.70% | Trim |
| 35 | GLDM | Spdr Gold Minishares Trust | -0.1% | +2.69% | Add |
| 36 | GLD | Spdr Gold Shares | -0.1% | -0.17% | Trim |
| 37 | GPN | Global Payments Inc | -0.1% | — | Unchanged |
| 38 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -0.18% | Trim |
| 39 | XDEC | Ft Vest US Equity Enhance & | -0.1% | -0.90% | Trim |
| 40 | FJUN | Ft Vest US Equity Buff Etf-j | -0.1% | -3.85% | Trim |
| 41 | AAPL | Apple Inc | -0.2% | — | Unchanged |
| 42 | XMAR | Ft Vest US Equity Enhance & | -0.3% | -1.43% | Trim |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -1.68% | Trim |
| 44 | BAR | Graniteshares Gold Trust | -0.4% | -42.31% | Trim |
| 45 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | -0.8% | -77.99% | Trim |
| 46 | JEPI | Jpmorgan Equity Premium Inco | -0.9% | -4.58% | Trim |
| 47 | XONE | Bondbloxx Bbg 1 Dur US Treas | -1.5% | -19.62% | Trim |
| 48 | XLE | Ss Energy Select Sector | -1.5% | -32.68% | Trim |
| 49 | SCHD | Schwab US Dvd Equity ETF | -1.6% | -4.77% | Trim |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | -2% | -43.95% | Trim |
According to official SEC Form 13F filings, Financial Guidance Group, Inc. reported a total U.S. public equity portfolio value of $267.3M across 84 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including QQQ, SCHD, SPY) accounted for 24.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
VFLO
市值: $3.2M
Top Position Liquidated / Trimmed
SCHD
前期市值: $15.6M
During Q2 2025, Financial Guidance Group, Inc.'s top holdings by market value included QQQ (7.8%)、SCHD (6.8%)、SPY (6.0%). The largest single position, QQQ, represented 7.8% of total portfolio value.
In Q2 2025, Financial Guidance Group, Inc. made 45 total portfolio adjustments, initiating 12 new buys, adding to 15 positions, trimming 18 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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