account_balance

Investment manager · 13F filer · SEC CIK 1929349

Financial Guidance Group, Inc.

Reported value$279Mas of Sep 30, 2026
Positions94 3 new, 0 sold out
Top 10 weight47.1%QQQ alone is 9%
FiledOct 2121 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
QQQ Invesco QQQ Tr 8.9% Added +5%
SCHD Schwab Strategic Tr 6.1% Held
QEFA SPDR Index SHS FDS 5.6% Added +6%
SPY SPDR S&P 500 ETF Trust 5.4% Held
ACIO ETF Ser Solutions 5.0% Added +9%
JEPI J P Morgan Exchange Traded F 4.3% Held
SPYM SPDR Series Trust 3.5% Added +15%
RSP Invesco Exchange Traded Fd T 3.1% Added +9%
OSCV ETF Ser Solutions 2.6% Added +12%
VFLO Victory Portfolios II 2.6% Added +7%
KOMP SPDR Series Trust 2.5% Added +7%
DRSK ETF Ser Solutions 2.5% Added +5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 21, 2026, compared with the Jul 22, 2026 filing
add_circleNew
  • ABUF $4.29M
  • SPCX $276K
  • USFR $252K
arrow_upwardAdded
  • BITB +27%
  • SPYM +15%
  • UPSD +15%
  • FRDM +13%
arrow_downwardTrimmed
  • BUFR −57%
  • FJUN −36%
  • BAR −8%
  • AAPL −6%
remove_circleSold out

None

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist