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CIK: 0001929349
Total reported value
$279.4M
$279.4M
91 檔
29.4%
In Q2 2026, Financial Guidance Group, Inc.'s U.S. equity holdings reached a combined market value of $279.4M, distributed across 91 disclosed stock positions.
Financial Guidance Group, Inc. executed strategic sector rebalancing during Q2 2026, establishing 3 new positions while fully exiting 1 holdings and trimming 31 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.86% | +0.04% | +1.12% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.14% | -0.05% | +0.26% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.57% | -0.20% | -0.34% | |
| 4 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-Other | 5.45% | +0.17% | +2.36% | |
| 5 | ACIO | Aptus Collared Invest Opp | ETF-Other | 4.73% | +0.31% | -3.74% | |
| 6 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 4.61% | -0.29% | -3.02% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.13% | +0.40% | +5.17% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.99% | +0.07% | +2.67% | |
| 9 | OSCV | Opus Small Cap Value ETF | ETF-Small Cap | 2.64% | -0.03% | +0.21% | |
| 10 | KOMP | Ss Spdr S&p Kensho Ne Comp | ETF-Other | 2.63% | -0.12% | -2.02% | |
| 11 | DRSK | Aptus Defined Risk ETF | ETF-Other | 2.59% | -0.12% | -3.17% | |
| 12 | XONE | Bondbloxx Bbg 1 Dur US Treas | ETF-Other | 2.36% | -0.21% | -2.43% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.33% | -0.01% | -2.04% | |
| 14 | XMAR | Ft Vest US Equity Enhance & | ETF-Other | 2.33% | -0.09% | -2.54% | |
| 15 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 2.27% | +0.33% | -1.72% | |
| 16 | QJUN | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 2.06% | -0.07% | -2.69% | |
| 17 | UPSD | Aptus Large Cap Upside ETF | ETF-Large Cap & Growth | 1.74% | +0.29% | +2.67% | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.64% | +0.15% | -0.33% | |
| 19 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.63% | -0.94% | -6.39% | |
| 20 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.61% | +0.05% | -6.49% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.57% | -0.01% | -2.46% | |
| 22 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.52% | -0.57% | -0.37% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.50% | -0.20% | +5.38% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.41% | +0.04% | +6.24% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.37% | -0.08% | -5.73% | |
| 26 | JUCY | Aptus Enhanced Yield ETF | ETF-Other | 1.35% | -0.07% | -3.99% | |
| 27 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.35% | -0.19% | +0.01% | |
| 28 | AIQ | Global X Art Intel & Tech | ETF-Tech | 1.31% | +0.09% | +3.08% | |
| 29 | XOCT | Ft Vest US Equity Enhance & | ETF-Other | 1.26% | -0.07% | -0.68% | |
| 30 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.23% | +0.04% | +3.56% | |
| 31 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-Other | 1.22% | -0.06% | -12.57% | |
| 32 | RSPG | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.17% | +0.16% | +2.23% | |
| 33 | ARKW | Ark Next Generation Internet | ETF-Other | 1.07% | +0.04% | -7.36% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.99% | -0.01% | -6.64% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.83% | -0.06% | -10.07% | |
| 36 | AAPL | Apple Inc | Stock-Tech | 0.79% | +0.02% | — | |
| 37 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.73% | -0.03% | — | |
| 38 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-Other | 0.72% | -0.08% | +0.01% | |
| 39 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.53% | — | +66.94% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.50% | -0.04% | -15.73% | |
| 41 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.45% | -0.05% | -13.30% | |
| 42 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.44% | +0.01% | -0.71% | |
| 43 | XNOV | Ft Vest US Equity Enhance & | ETF-Other | 0.42% | -0.01% | — | |
| 44 | BAR | Graniteshares Gold Trust | ETF-Commodities | 0.41% | -0.03% | -3.08% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.41% | +0.12% | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.06% | -0.38% | |
| 47 | BUFT | Ft Vest Buffered Allocation | ETF-Other | 0.39% | -0.01% | -0.49% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.33% | +0.01% | +547.75% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.32% | -0.02% | — | |
| 50 | IWD | Ishares Russell 1000 Value E | 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 $279.4M across 91 disclosed positions in Q2 2026.
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 29.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
VTWO
市值: $247.6K
Top Position Liquidated / Trimmed
UI
前期市值: $216.5K
During Q2 2026, Financial Guidance Group, Inc.'s top holdings by market value included QQQ (8.9%)、SCHD (6.1%)、SPY (5.6%). The largest single position, QQQ, represented 8.9% of total portfolio value.
In Q2 2026, Financial Guidance Group, Inc. made 57 total portfolio adjustments, initiating 3 new buys, adding to 22 positions, trimming 31 holdings, and fully liquidating 1 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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