Financial Guidance Group, Inc.

CIK

1929349

Location

Palm Harbor, FL

Portfolio Value

Micro $60,120,573

Diversification

Moderately concentrated

Filing Date

Global Rank

#2,270 / 3,203 ▲ 4491

Top Industry

Consumer Electronics 20.4%

3Y Alpha vs SPY

+1.9%

Period ended 30 days ago

Filed Jul 22, 2026 · 8d

18 quarters · since Mar 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+73.7%

SPY

+65.3%

Annualised alpha

+2.0%

Max drawdown

−17.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

39.4%

+5.1 pts

Top 5

82.4%

+0.2 pts

Top 10

91.1%

−0.5 pts

HHI

2,325

Moderately concentrated+288

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.8%	$49,780,676	7
Technology	9.4%	$5,664,859	5
Financial Services	2.9%	$1,762,092	5
Consumer Cyclical	1.9%	$1,169,772	1
Industrials	1.3%	$783,452	3
Healthcare	0.9%	$525,692	2
Consumer Defensive	0.4%	$224,254	1
Communication Services	0.3%	$209,776	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
KLAC	Kla Corp	+2,340	2,600	$784,446
BITB	Bitwise Bitcoin ETF	+386	15,579	$496,346
QQQ	Invesco Qqq Trust, Series 1	+357	32,154	$23,678,205
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
GLDM	World Gold Trust	−1,630	78,428	$6,228,751
BAR	GraniteShares Gold Trust	−890	27,979	$1,106,009
GLD	Spdr Gold Trust	−512	7,200	$2,652,336
SPY	Spdr S&P 500 ETF Trust	−69	19,941	$14,891,340
AMZN	Amazon Com Inc	−35	4,908	$1,169,772
NVDA	Nvidia Corp	−20	5,284	$1,057,275
DIA	Spdr Dow Jones Industrial Average ETF Trust	−13	1,393	$727,689
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
DE	Deere & Co	336	$213,134
GOOGL	Alphabet Inc.	587	$209,776
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UI	Ubiquiti Inc.	274	$216,539
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

25 tracked positions · $60,120,573 total · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Added	32,154	+357	$23,678,205	+29.0%	39.38%
SPY	Spdr S&P 500 ETF Trust	Reduced	19,941	-69	$14,891,340	+14.4%	24.77%
GLDM	World Gold Trust	Reduced	78,428	-1,630	$6,228,751	−16.1%	10.36%
GLD	Spdr Gold Trust	Reduced	7,200	-512	$2,652,336	−20.1%	4.41%
AAPL	Apple Inc. Technology	Held	7,279	0	$2,106,251	+14.0%	3.50%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	4,908	-35	$1,169,772	+13.6%	1.95%
BAR	GraniteShares Gold Trust	Reduced	27,979	-890	$1,106,009	−16.9%	1.84%
MSFT	Microsoft Corp Technology	Held	2,952	0	$1,101,155	+0.8%	1.83%
NVDA	Nvidia Corp Technology	Reduced	5,284	-20	$1,057,275	+14.3%	1.76%
KLAC	Kla Corp Technology	Added	2,600	+2,340	$784,446	+104.9%	1.30%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Reduced	1,393	-13	$727,689	+11.7%	1.21%
AVGO	Broadcom Inc. Technology	Held	1,630	0	$615,732	+22.0%	1.02%
BITB	Bitwise Bitcoin ETF	Added	15,579	+386	$496,346	−11.2%	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	788	0	$394,307	+4.4%	0.66%
PNC	Pnc Financial Services Group, Inc. Financial Services	Held	1,500	0	$369,330	+18.3%	0.61%
GS	Goldman Sachs Group Inc Financial Services	Held	351	0	$354,990	+19.5%	0.59%
GPN	Global Payments Inc Industrials	Held	4,690	0	$340,306	+7.8%	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Held	1,011	0	$330,930	+11.3%	0.55%
BAC	Bank Of America Corp /De/ Financial Services	Held	5,485	0	$312,535	+16.9%	0.52%
HCA	HCA Healthcare, Inc. Healthcare	Held	703	0	$274,092	−17.6%	0.46%
DRTS	Alpha Tau Medical Ltd. Healthcare	Held	20,000	0	$251,600	+77.9%	0.42%
WM	Waste Management Inc Industrials	Held	1,032	0	$230,012	−3.0%	0.38%
WMT	Walmart Inc. Consumer Defensive	Held	1,980	0	$224,254	−8.9%	0.37%
DE	Deere & Co Industrials	NEW	336	NEW	$213,134	NEW	0.35%
GOOGL	Alphabet Inc. Communication Services	NEW	587	NEW	$209,776	NEW	0.35%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.