Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Financial Guidance Group, Inc. (CIK 1929349) reported $248.8M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($18.4M, 7.38%), SCHD ($15.8M, 6.37%), QEFA ($13.8M, 5.55%), SPY ($13.0M, 5.23%), JEPI ($12.7M, 5.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $18.4M | 7.38% | 31,797 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $15.8M | 6.37% | 516,523 | Trimmed |
| 3 | QEFA | SPDR INDEX SHS FDS | $13.8M | 5.55% | 148,153 | Added |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | $13.0M | 5.23% | 20,010 | Added |
| 5 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.7M | 5.12% | 224,810 | Added |
| 6 | ACIO | ETF SER SOLUTIONS | $12.0M | 4.81% | 284,949 | Added |
| 7 | GLDM | WORLD GOLD TR | $7.4M | 2.98% | 80,058 | Trimmed |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $7.0M | 2.82% | 36,546 | Added |
| 9 | SPLG | SPDR SERIES TRUST | $6.9M | 2.79% | 90,551 | Added |
| 10 | DRSK | ETF SER SOLUTIONS | $6.8M | 2.73% | 249,004 | Added |
| 11 | OSCV | ETF SER SOLUTIONS | $6.6M | 2.64% | 166,592 | Added |
| 12 | XONE | BONDBLOXX ETF TRUST | $6.5M | 2.61% | 131,157 | Trimmed |
| 13 | XMAR | FIRST TR EXCHNG TRADED FD VI | $6.1M | 2.43% | 149,482 | Trimmed |
| 14 | KOMP | SPDR SERIES TRUST | $5.9M | 2.36% | 100,466 | Added |
| 15 | VFLO | VICTORY PORTFOLIOS II | $5.3M | 2.14% | 134,919 | Added |
| 16 | QJUN | FIRST TR EXCHNG TRADED FD VI | $5.2M | 2.11% | 167,734 | Trimmed |
| 17 | XLE | SELECT SECTOR SPDR TR | $5.1M | 2.04% | 82,720 | Trimmed |
| 18 | COWZ | PACER FDS TR | $4.3M | 1.74% | 69,305 | Trimmed |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.3M | 1.73% | 127,316 | Added |
| 20 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.1M | 1.67% | 117,411 | Added |
| 21 | UPSD | ETF SER SOLUTIONS | $4.1M | 1.64% | 160,483 | Added |
| 22 | FJUN | FIRST TR EXCHNG TRADED FD VI | $3.8M | 1.54% | 67,853 | Trimmed |
| 23 | JUCY | ETF SER SOLUTIONS | $3.8M | 1.52% | 170,726 | Added |
| 24 | XFIV | BONDBLOXX ETF TRUST | $3.8M | 1.51% | 76,491 | Added |
| 25 | VTEB | VANGUARD MUN BD FDS | $3.8M | 1.51% | 75,446 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31