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CIK: 0001929349
Total reported value
$267.3M
$267.3M
85 檔
25.7%
During the Q3 2025 filing period, Financial Guidance Group, Inc. (CIK: 0001929349) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $267.3M across 85 reported positions.
In Q3 2025, Financial Guidance Group, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 18 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 | 8.09% | +1.48% | +2.65% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.29% | -0.23% | -3.43% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.00% | +0.34% | +0.31% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 5.51% | -0.10% | +2.22% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.90% | -0.51% | -0.85% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.25% | -0.08% | +12.31% | |
| 7 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 3.15% | -0.25% | -11.46% | |
| 8 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 2.73% | -0.10% | -1.98% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.70% | +0.17% | +9.87% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.65% | +0.27% | +2.80% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.61% | -0.65% | +1.36% | |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.48% | +0.34% | +14.84% | |
| 13 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.46% | -0.15% | +14.29% | |
| 14 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.38% | -0.05% | -2.06% | |
| 15 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.11% | — | +14.26% | |
| 16 | ARKW | Ark Next Generation Internet | ETF-Other | 2.06% | +0.03% | -6.82% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.92% | -0.17% | -3.96% | |
| 18 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 1.77% | +0.13% | +15.94% | |
| 19 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.74% | -0.02% | -3.42% | |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.74% | -0.01% | -1.37% | |
| 21 | XLE | Ss Energy Select Sector | ETF-Other | 1.71% | -0.40% | -5.32% | |
| 22 | XDEC | Ft Vest US Equity Enhance & | ETF-Other | 1.70% | — | -0.06% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.59% | -0.05% | -2.63% | |
| 24 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.57% | -0.10% | +10.45% | |
| 25 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.52% | +0.10% | +14.51% | |
| 26 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.49% | -0.06% | +6.49% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.41% | +0.09% | -3.41% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.27% | +0.12% | +5.36% | |
| 29 | GLD | Spdr Gold Shares | ETF-Commodities | 1.25% | -0.34% | -5.09% | |
| 30 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.17% | -0.29% | +16.42% | |
| 31 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.08% | -0.09% | -10.09% | |
| 32 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.98% | +0.34% | +8.19% | |
| 33 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.94% | -0.21% | +13.98% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.89% | +0.05% | +0.21% | |
| 35 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 0.88% | -0.17% | +29.87% | |
| 36 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.84% | +0.03% | -1.98% | |
| 37 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.74% | +0.27% | +17.23% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | -0.03% | — | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.61% | -0.06% | +0.01% | |
| 40 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.50% | -0.13% | -0.70% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.50% | -0.03% | — | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.03% | +0.40% | |
| 43 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.45% | -0.01% | -0.30% | |
| 44 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.03% | — | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.42% | +0.01% | — | |
| 46 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.40% | -0.03% | -12.77% | |
| 47 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.34% | +0.01% | -6.08% | |
| 48 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.34% | +0.02% | — | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.32% | +0.02% | — | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.29% | +0.01% | — |
According to official SEC Form 13F filings, Financial Guidance Group, Inc. reported a total U.S. public equity portfolio value of $267.3M across 85 disclosed positions in Q3 2025.
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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 25.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
VFLO
市值: $4.0M
Top Position Liquidated / Trimmed
SCHD
前期市值: $15.6M
During Q3 2025, Financial Guidance Group, Inc.'s top holdings by market value included QQQ (8.1%)、SCHD (6.3%)、SPY (6.0%). The largest single position, QQQ, represented 8.1% of total portfolio value.
In Q3 2025, Financial Guidance Group, Inc. made 48 total portfolio adjustments, initiating 14 new buys, adding to 18 positions, trimming 16 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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