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CIK: 0001929349
Total reported value
$267.3M
$267.3M
89 檔
27.1%
According to the latest 13F quarterly dataset, Financial Guidance Group, Inc. managed an equity portfolio of $267.3M at the end of Q4 2025, spanning 89 distinct U.S. exchange-listed positions.
In Q4 2025, Financial Guidance Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 25 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 | 7.74% | +1.48% | +2.47% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.86% | -0.23% | +1.74% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.53% | +0.34% | -1.25% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 5.36% | -0.10% | +3.20% | |
| 5 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 5.18% | -0.51% | +15.54% | |
| 6 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.82% | -0.08% | +23.40% | |
| 7 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.84% | -0.65% | +6.60% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.82% | +0.17% | +13.22% | |
| 9 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.78% | -0.15% | +25.52% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.72% | +0.34% | +17.42% | |
| 11 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 2.67% | -0.25% | -7.12% | |
| 12 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 2.48% | -0.10% | -2.17% | |
| 13 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.43% | +0.27% | +4.59% | |
| 14 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.32% | — | +24.04% | |
| 15 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.21% | -0.05% | -0.25% | |
| 16 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.04% | +0.13% | +19.97% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.77% | -0.10% | +20.67% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.75% | -0.17% | -4.45% | |
| 19 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.71% | -0.06% | +21.80% | |
| 20 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.61% | -0.02% | -0.87% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.56% | -0.01% | -2.31% | |
| 22 | XLE | Ss Energy Select Sector | ETF-Other | 1.54% | -0.40% | +97.99% | |
| 23 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.53% | +0.10% | +9.73% | |
| 24 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 1.52% | -0.02% | — | |
| 25 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.52% | -0.29% | +42.03% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.48% | -0.05% | — | |
| 27 | ARKW | Ark Next Generation Internet | ETF-Other | 1.46% | +0.03% | -8.08% | |
| 28 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.42% | -0.17% | +78.65% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.31% | +0.09% | -0.54% | |
| 30 | GLD | Spdr Gold Shares | ETF-Commodities | 1.27% | -0.34% | -0.81% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.22% | +0.12% | +5.81% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.99% | -0.09% | -1.46% | |
| 33 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.98% | +0.34% | +6.93% | |
| 34 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.96% | -0.21% | +11.69% | |
| 35 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.84% | +0.27% | +7.14% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.81% | +0.05% | -5.99% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.76% | +0.03% | -3.31% | |
| 38 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.66% | +0.02% | +181.64% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.63% | -0.03% | +6.93% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.56% | -0.06% | +0.01% | |
| 41 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.50% | -0.13% | -1.12% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.03% | -0.80% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.46% | -0.03% | -0.37% | |
| 44 | XNOV | Ft Vest US Equity Enhance & | ETF-Other | 0.44% | -0.01% | — | |
| 45 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.41% | -0.01% | -0.90% | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.03% | +0.95% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.36% | +0.01% | -6.85% | |
| 48 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.35% | -0.03% | -4.57% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.35% | +0.19% | +244.20% | |
| 50 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.32% | +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 89 disclosed positions in Q4 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 27.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
XOCT
市值: $3.7M
Top Position Liquidated / Trimmed
XDEC
前期市值: $3.8M
During Q4 2025, Financial Guidance Group, Inc.'s top holdings by market value included QQQ (7.7%)、SCHD (5.9%)、SPY (5.5%). The largest single position, QQQ, represented 7.7% of total portfolio value.
In Q4 2025, Financial Guidance Group, Inc. made 46 total portfolio adjustments, initiating 6 new buys, adding to 25 positions, trimming 13 holdings, and fully liquidating 2 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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