Financial Guidance Group, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Financial Guidance Group, Inc. held in its portfolio 78 assets valued at $244,464,263 (i.e. $244.46M).
The most valuable assets in the portfolio included: INVESCO QQQ TR ($18.91M), SPDR SERIES TRUST ($18.67M), and SCHWAB STRATEGIC TR ($14.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 78 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financial Guidance Group, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| INVESCO QQQ TR | 30788 | 18913245 | UNIT SER 1 |
| SPDR SERIES TRUST | 252310 | 18665578 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 522436 | 14330413 | US DIVIDEND EQ |
| SPDR S&P 500 ETF TR | 19840 | 13529592 | TR UNIT |
| SPDR INDEX SHS FDS | 144392 | 13092066 | MSCI EAFE STRTGC |
| J P MORGAN EXCHANGE TRADED F | 221157 | 12659017 | EQUITY PREMIUM |
| ETF SER SOLUTIONS | 269471 | 11775888 | APTUS COLLRD INV |
| FIRST TR EXCHNG TRADED FD VI | 230441 | 10429282 | FT VEST US EQT |
| FIRST TR EXCHNG TRADED FD VI | 242898 | 8505781 | FT VEST LADDERED |
| WORLD GOLD TR | 81256 | 6936865 | SPDR GLD MINIS |
| INVESCO EXCHANGE TRADED FD T | 35947 | 6886012 | S&P500 EQL WGT |
| ETF SER SOLUTIONS | 238812 | 6798976 | APTUS DEFINED |
| BONDBLOXX ETF TRUST | 131598 | 6518707 | BLOOMBERG ONE YR |
| ETF SER SOLUTIONS | 152985 | 5665052 | OPUS SML CP VL |
| FIRST TR EXCHNG TRADED FD VI | 170034 | 5413798 | FT VEST NAS |
| FIRST TR EXCHNG TRADED FD VI | 134764 | 5128161 | FT VEST U.S |
| VICTORY PORTFOLIOS II | 126613 | 4986003 | SHARES FREE CASH |
| PACER FDS TR | 71112 | 4278834 | US CASH COWS 100 |
| VANGUARD MUN BD FDS | 75599 | 3801894 | TAX EXEMPT BD |
| SELECT SECTOR SPDR TR | 84341 | 3770888 | STATE STREET ENE |
| ETF SER SOLUTIONS | 139785 | 3743430 | APTUS LRG CAP UP |
| BONDBLOXX ETF TRUST | 74892 | 3705585 | BLOOMBERG FVE YR |
| VANGUARD SPECIALIZED FUNDS | 16428 | 3610546 | DIV APP ETF |
| ARK ETF TR | 24179 | 3571964 | NEXT GNRTN INTER |
| ETF SER SOLUTIONS | 156700 | 3478749 | APTUS ENHANCED |
| SPDR GOLD TR | 7806 | 3093596 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 55379 | 2977177 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 13600 | 2412232 | MCAP VL IDXVIP |
| GLOBAL X FDS | 47104 | 2395716 | ARTIFICIAL ETF |
| INVESCO EXCHANGE TRADED FD T | 29433 | 2342400 | S&P500 EQL ENR |
| EA SERIES TRUST | 40153 | 2058662 | FREEDOM 100 EM |
| APPLE INC | 7297 | 1983762 | COM |
| FIRST TR EXCHNG TRADED FD VI | 69112 | 1782228 | VEST BUFFERED |
| J P MORGAN EXCHANGE TRADED F | 27671 | 1608239 | NASDAQ EQT PREM |
| MICROSOFT CORP | 3165 | 1530657 | COM |
| ISHARES TR | 9741 | 1373934 | RUS MDCP VAL ETF |
| GRANITESHARES GOLD TR | 28969 | 1230893 | SHS BEN INT |
| AMAZON COM INC | 4943 | 1140943 | COM |
| ISHARES TR | 6240 | 1130727 | RUS 2000 VAL ETF |
| NVIDIA CORPORATION | 5304 | 989196 | COM |
| VANGUARD WORLD FD | 1156 | 871370 | INF TECH ETF |
| PIMCO ETF TR | 8544 | 857305 | ENHAN SHRT MA AC |
| ISHARES TR | 8433 | 846505 | 0-3 MNTH TREASRY |
| VANGUARD SCOTTSDALE FDS | 6250 | 760938 | VNG RUS1000GRW |
| ISHARES TR | 3542 | 745024 | RUS 1000 VAL ETF |
| SPDR DOW JONES INDL AVERAGE | 1406 | 675681 | UT SER 1 |
| ISHARES TR | 1320 | 624756 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 1734 | 581367 | TOTAL STK MKT |
| BROADCOM INC | 1630 | 564143 | COM |
| VANGUARD CHARLOTTE FDS | 11387 | 550220 | TOTAL INT BD ETF |
| ISHARES TR | 5613 | 539016 | MSCI EAFE ETF |
| BONDBLOXX ETF TRUST | 9600 | 482400 | BLOOMBERG SIX MN |
| BITWISE BITCOIN ETF TR | 10073 | 479086 | SHS BEN INT |
| RBB FD INC | 8900 | 443932 | US TREAS 3 MNTH |
| ISHARES TR | 1260 | 406993 | RUS 2000 GRW ETF |
| BERKSHIRE HATHAWAY INC DEL | 797 | 400612 | CL B NEW |
| VANGUARD SCOTTSDALE FDS | 4284 | 395413 | VNG RUS1000VAL |
| ISHARES TR | 5925 | 391050 | CORE S&P MCP ETF |
| HCA HEALTHCARE INC | 784 | 366120 | COM |
| GLOBAL PMTS INC | 4690 | 363006 | COM |
| VICTORY PORTFOLIOS II | 6629 | 337018 | SHORT TRM BD ETF |
| DOUBLELINE ETF TRUST | 6751 | 335221 | MORTGAGE ETF |
| JPMORGAN CHASE & CO. | 1011 | 325764 | COM |
| KLA CORP | 260 | 315921 | COM NEW |
| PNC FINL SVCS GROUP INC | 1500 | 313095 | COM |
| SPDR INDEX SHS FDS | 6688 | 313065 | PORTFOLIO EMG MK |
| GOLDMAN SACHS GROUP INC | 351 | 308529 | COM |
| BANK AMERICA CORP | 5485 | 301675 | COM |
| BONDBLOXX ETF TRUST | 6090 | 301279 | BLOOMBERG TWO YR |
| INVESCO EXCHANGE TRADED FD T | 5120 | 263704 | DIVID ACHIEVEV |
| TWILIO INC | 1826 | 259730 | CL A |
| VANGUARD INDEX FDS | 413 | 259005 | S&P 500 ETF SHS |
| ETF SER SOLUTIONS | 9906 | 241013 | APTUS INT ENH YL |
| WASTE MGMT INC DEL | 1067 | 234431 | COM |
| VANGUARD TAX-MANAGED FDS | 3639 | 227328 | VAN FTSE DEV MKT |
| WALMART INC | 1980 | 220592 | COM |
| ISHARES TR | 3777 | 206640 | MSCI EMG MKT ETF |
| ALPHA TAU MEDICAL LTD | 21945 | 108628 | ORDINARY SHARES |
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