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 $267.3M across 91 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: QQQ ($23.7M, 8.86%), SCHD ($16.4M, 6.14%), SPY ($14.9M, 5.57%), QEFA ($14.6M, 5.45%), ACIO ($12.7M, 4.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $23.7M | 8.86% | 32,154 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $16.4M | 6.14% | 517,863 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $14.9M | 5.57% | 19,941 | Trimmed |
| 4 | QEFA | SPDR INDEX SHS FDS | $14.6M | 5.45% | 151,649 | Added |
| 5 | ACIO | ETF SER SOLUTIONS | $12.7M | 4.73% | 274,284 | Trimmed |
| 6 | JEPI | J P MORGAN EXCHANGE TRADED F | $12.3M | 4.61% | 218,014 | Trimmed |
| 7 | SPLG | SPDR SERIES TRUST | $8.4M | 3.13% | 95,230 | Added |
| 8 | RSP | INVESCO EXCHANGE TRADED FD T | $8.0M | 2.99% | 37,522 | Added |
| 9 | OSCV | ETF SER SOLUTIONS | $7.0M | 2.64% | 166,945 | Added |
| 10 | KOMP | SPDR SERIES TRUST | $7.0M | 2.63% | 98,434 | Trimmed |
| 11 | DRSK | ETF SER SOLUTIONS | $6.9M | 2.59% | 241,104 | Trimmed |
| 12 | XONE | BONDBLOXX ETF TRUST | $6.3M | 2.36% | 127,971 | Trimmed |
| 13 | GLDM | WORLD GOLD TR | $6.2M | 2.33% | 78,428 | Trimmed |
| 14 | XMAR | FIRST TR EXCHNG TRADED FD VI | $6.2M | 2.33% | 145,685 | Trimmed |
| 15 | VFLO | VICTORY PORTFOLIOS II | $6.1M | 2.27% | 132,598 | Trimmed |
| 16 | QJUN | FIRST TR EXCHNG TRADED FD VI | $5.5M | 2.06% | 163,225 | Trimmed |
| 17 | UPSD | ETF SER SOLUTIONS | $4.6M | 1.74% | 164,760 | Added |
| 18 | XLE | SELECT SECTOR SPDR TR | $4.4M | 1.64% | 82,447 | Trimmed |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | $4.4M | 1.63% | 119,177 | Trimmed |
| 20 | BUFQ | FIRST TR EXCHNG TRADED FD VI | $4.3M | 1.61% | 109,791 | Trimmed |
| 21 | COWZ | PACER FDS TR | $4.2M | 1.57% | 67,598 | Trimmed |
| 22 | FJUN | FIRST TR EXCHNG TRADED FD VI | $4.1M | 1.52% | 67,603 | Trimmed |
| 23 | VTEB | VANGUARD MUN BD FDS | $4.0M | 1.50% | 79,504 | Added |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 1.41% | 63,137 | Added |
| 25 | VIG | VANGUARD SPECIALIZED FUNDS | $3.7M | 1.37% | 15,443 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30