Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

Financial Guidance Group, Inc.

•CIK: 1929349•Filing: 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%

📈 Biggest Buys

FIRST TR EXCHNG TRADED FD VI

NEW

1.5% of portfolio

ETF SER SOLUTIONS

+23.4%

4.8% of portfolio

SELECT SECTOR SPDR TR

+98.0%

1.5% of portfolio

J P MORGAN EXCHANGE TRADED F

+15.5%

5.2% of portfolio

ETF SER SOLUTIONS

+78.7%

1.4% of portfolio

📉 Biggest Sells

BONDBLOXX ETF TRUST

-7.1%

2.7% of portfolio

ARK ETF TR

-8.1%

1.5% of portfolio

PACER FDS TR

-4.5%

1.8% of portfolio

SPDR S&P 500 ETF TR

-1.3%

5.5% of portfolio

FIRST TR EXCHNG TRADED FD VI

-2.2%

2.5% of portfolio

Sector Breakdown

Other91.2%

ETF5.6%

Technology2.1%

Consumer0.6%

Financial0.5%

🚪 Exited Positionssold since Q3 2025

FIRST TR EXCHNG TRADED FD VI

SOLD

$3.8M

BENTLEY SYS INC

SOLD

$242.0K

Changes from Q3 2025

NEW6 new positions

↑32 increased

↓20 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

SCHWAB STRATEGIC TR

SPDR S&P 500 ETF TR

SPDR INDEX SHS FDS

J P MORGAN EXCHANGE TRADED F

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