13F Insight
DOSSIER · 13F-HR · Q2 2026

Financial Guidance Group, Inc.

$267M in tracked AUM across 91 positions as of Q2 2026.

FG
CIK 0001929349 · last filed Jun 30, 2026
Total AUM
$267M
as of Q2 2026
Holdings
91
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Financial Guidance Group, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$24M32K8.9%02
SCHD
SCHWAB STRATEGIC TR
$16M518K6.1%03
SPY
STATE STR SPDR S&P 500 ETF T
$15M20K5.6%04
QEFA
SPDR INDEX SHS FDS
$15M152K5.4%05
ACIO
ETF SER SOLUTIONS
$13M274K4.7%06
JEPI
J P MORGAN EXCHANGE TRADED F
$12M218K4.6%07
SPYM
SPDR SERIES TRUST
$8M95K3.1%08
RSP
INVESCO EXCHANGE TRADED FD T
$8M38K3.0%09
OSCV
ETF SER SOLUTIONS
$7M167K2.6%10
KOMP
SPDR SERIES TRUST
$7M98K2.6%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$133M▼ 2.3%
52 positionsLocked
Showing 12 of 18