13F Insight
DOSSIER · 13F-HR · Q3 2026

Financial Guidance Group, Inc.

$279M in tracked AUM across 94 positions as of Q3 2026.

FG
CIK 0001929349 · last filed Sep 30, 2026
Total AUM
$279M
as of Q3 2026
Holdings
94
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Financial Guidance Group, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$25M34K8.9%02
SCHD
SCHWAB STRATEGIC TR
$17M524K6.1%03
QEFA
SPDR INDEX SHS FDS
$16M161K5.6%04
SPY
STATE STR SPDR S&P 500 ETF T
$15M20K5.4%05
ACIO
ETF SER SOLUTIONS
$14M300K5.0%06
JEPI
J P MORGAN EXCHANGE TRADED F
$12M215K4.3%07
SPYM
SPDR SERIES TRUST
$10M110K3.5%08
RSP
INVESCO EXCHANGE TRADED FD T
$9M41K3.1%09
OSCV
ETF SER SOLUTIONS
$7M186K2.6%10
VFLO
VICTORY PORTFOLIOS II
$7M142K2.6%

Filing history

2026Q3Sep 30
$279M▲ 4.5%
94 positionsView →2026Q2Jun 30
$267M▲ 7.4%
91 positionsView →2026Q1Mar 31
$249M▲ 1.8%
89 positionsView →2025Q4Dec 31
$244M▲ 53.0%
89 positionsView →2025Q3Sep 30
$160M▼ 22.4%
58 positionsLocked2025Q2Jun 30
$206M▲ 58.0%
84 positionsLocked2025Q1Mar 31
$130M▼ 28.6%
50 positionsLocked2024Q4Dec 31
$183M▲ 6.5%
72 positionsLocked2024Q3Sep 30
$171M▲ 5.3%
67 positionsLocked2024Q2Jun 30
$163M▲ 5.7%
69 positionsLocked2024Q1Mar 31
$154M▲ 7.0%
57 positionsLocked2023Q4Dec 31
$144M▲ 8.3%
53 positionsLocked
Showing 12 of 19