Financial Guidance Group, Inc.
โขCIK: 1929349โขFiling: Q4 2025
**Financial Guidance Group, Inc.** manages $244M across a diversified portfolio of 89 positions. The fund exhibits a clear focus on income generation and quality equity, evidenced by top holdings including SCHD ($14.3M) and JEPI ($12.7M). Significant allocations are also directed toward broad market exposure via SPY ($13.5M) and NDQ ($18.9M). This structure suggests a tactical approach balancing growth potential with consistent yield capture.
Total AUM
$244.5M
QoQ Performance
+9.6%
Positions
50
Top 10 Concentration
45.6%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
SCHD
SPY
QEFA
JEPI
NDQ7.7%
SCHD5.9%
SPY5.5%
QEFA5.4%
JEPI5.2%
ACIO4.8%
GLDM2.8%
RSP2.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other91.3%
ETF5.6%
Technology2.1%
Consumer0.6%
Financial0.4%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
โ32 increased
โ20 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022