Financial Guidance Group, Inc.
CIK
1929349
Location
Palm Harbor, FL
Portfolio Value
Micro
$53,125,402
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,748
/ 8,603
▲ 91
· as of Mar 2026
Top Industry
Consumer Electronics
21.8%
3Y Alpha vs SPY
+2.0%
Period ended 3 months ago
Filed Apr 23, 2026 · 3mo
17 quarters · since Mar 2022
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+84.5%
SPY
+76.0%
Annualised alpha
+1.9%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
24 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
34.5%
−0.3 pts
Top 5
82.7%
+0.9 pts
Top 10
92.2%
+0.1 pts
HHI
2,064
Moderately concentrated−7
Portfolio Trend
17 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 84.0% | $44,647,092 |
| Technology | 8.7% | $4,624,417 |
| Financial Services | 2.9% | $1,551,474 |
| Consumer Cyclical | 1.9% | $1,029,478 |
| Industrials | 1.0% | $552,780 |
| Healthcare | 0.9% | $474,087 |
| Consumer Defensive | 0.5% | $246,074 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DRTS | Alpha Tau Medical Ltd. | −1,945 | 20,000 | $141,400 | |
| GLDM | World Gold Trust | −1,198 | 80,058 | $7,420,576 | |
| MSFT | Microsoft Corp | −213 | 2,952 | $1,092,741 | |
| BAR | GraniteShares Gold Trust | −100 | 28,869 | $1,331,726 | |
| GLD | Spdr Gold Trust | −94 | 7,712 | $3,318,396 | |
| HCA | HCA Healthcare, Inc. | −81 | 703 | $332,687 | |
| WM | Waste Management Inc | −35 | 1,032 | $237,143 | |
| AAPL | Apple Inc. | −18 | 7,279 | $1,847,337 | |
| BRK-B | Berkshire Hathaway Inc | −9 | 788 | $377,609 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| UI | Ubiquiti Inc. | 274 | $216,539 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| TWLO | Twilio Inc | 1,826 | $259,730 | |
| No positions match the current search. | ||||
24 positions ·
$53,125,402 total
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 31,797 | $18,352,592 | 34.55% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 20,010 | $13,013,303 | 24.50% | |
| GLDM |
World Gold Trust
|
Reduced | 80,058 | $7,420,576 | 13.97% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,712 | $3,318,396 | 6.25% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,279 | $1,847,337 | 3.48% | |
| BAR |
GraniteShares Gold Trust
|
Reduced | 28,869 | $1,331,726 | 2.51% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,952 | $1,092,741 | 2.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 4,943 | $1,029,478 | 1.94% | |
| NVDA |
Nvidia Corp
Technology
|
Held | 5,304 | $925,017 | 1.74% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Held | 1,406 | $651,245 | 1.23% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 15,193 | $559,254 | 1.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,630 | $504,501 | 0.95% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 788 | $377,609 | 0.71% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Reduced | 703 | $332,687 | 0.63% | |
| GPN |
Global Payments Inc
Industrials
|
Held | 4,690 | $315,637 | 0.59% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,500 | $312,135 | 0.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,011 | $297,395 | 0.56% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 351 | $296,942 | 0.56% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,485 | $267,393 | 0.50% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,980 | $246,074 | 0.46% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 1,032 | $237,143 | 0.45% | |
| UI |
Ubiquiti Inc.
Technology
|
NEW | 274 | $216,539 | 0.41% | |
| DRTS |
Alpha Tau Medical Ltd.
Healthcare
|
Reduced | 20,000 | $141,400 | 0.27% | |
| KLAC |
Kla Corp
Technology
|
Held | 260 | $38,282 | 0.07% |