Financial Guidance Group, Inc.
CIK
1929349
Location
Palm Harbor, FL
Portfolio Value
Micro
$60,120,573
Diversification
Moderately concentrated
Filing Date
Global Rank
#6,981
/ 8,700
▼ 1483
Top Industry
Consumer Electronics
20.4%
Period ended 3 months ago
Filed Jul 22, 2026 · 55d
18 quarters · since Mar 2022
Portfolio Concentration
25 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
39.4%
+25.1 pts
Top 5
82.4%
+33.7 pts
Top 10
91.1%
+19.7 pts
HHI
2,325
Moderately concentrated+1,648
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 82.8% | $49,780,676 |
| Technology | 9.4% | $5,664,859 |
| Financial Services | 2.9% | $1,762,092 |
| Consumer Cyclical | 1.9% | $1,169,772 |
| Industrials | 1.3% | $783,452 |
| Healthcare | 0.9% | $525,692 |
| Consumer Defensive | 0.4% | $224,254 |
| Communication Services | 0.3% | $209,776 |
Last Quarter's Activity
Export CSVTrimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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. | |||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| — | 1,047,660 | $33,598,424 | ||
| AFGR | First Trust Active Factor Large Cap Growth ETF | 830,472 | $30,363,014 | |
| ABI | VictoryShares Pioneer Asset-Based Income ETF | 215,683 | $16,424,454 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 516,523 | $15,846,925 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | 154,841 | $14,131,964 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | 143,758 | $11,772,020 | |
| — | 114,918 | $6,955,103 | ||
| — | 131,157 | $6,494,894 | ||
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | 82,720 | $5,067,427 | |
| HYSA | BondBloxx USD High Yield Bond Sector Rotation ETF | 91,882 | $4,528,926 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 35,215 | $4,455,375 | |
| AAAP | Pacer Barings CLO Market Flex ETF | 69,305 | $4,335,720 | |
| VCRM | Vanguard Core Tax-Exempt Bond ETF | 75,446 | $3,764,000 | |
| VIG | Vanguard Dividend Appreciation ETF | 16,381 | $3,522,897 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 59,428 | $3,212,083 | |
| VB | Vanguard Morningstar Small-Cap ETF | 14,562 | $3,090,908 | |
| — | 21,385 | $2,579,244 | ||
| AGNG | Global X Funds Global X Aging Population ETF | 51,921 | $2,423,153 | |
| AAAA | Amplius Aggressive Asset Allocation ETF | 43,648 | $2,385,363 | |
| BBAG | JPMorgan BetaBuilders U.S. Aggregate Bond ETF | 31,704 | $1,760,206 | |
| — | 6,240 | $1,183,041 | ||
| BNDW | Vanguard Total World Bond ETF | 10,534 | $1,087,144 | |
| BILZ | PIMCO Ultra Short Government Active ETF | 8,544 | $859,270 | |
| DYTA | SGI Dynamic Tactical ETF | 8,900 | $443,754 | |
| CAPE | DoubleLine Shiller CAPE U.S. Equities ETF | 7,912 | $390,694 | |
| No positions match the current search. | ||||
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 | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 32,154 | $23,678,205 | 39.38% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 19,941 | $14,891,340 | 24.77% | |
| GLDM |
World Gold Trust
|
Reduced | 78,428 | $6,228,751 | 10.36% | |
| GLD |
Spdr Gold Trust
|
Reduced | 7,200 | $2,652,336 | 4.41% | |
| AAPL |
Apple Inc.
Technology
|
Held | 7,279 | $2,106,251 | 3.50% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 4,908 | $1,169,772 | 1.95% | |
| BAR |
GraniteShares Gold Trust
|
Reduced | 27,979 | $1,106,009 | 1.84% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 2,952 | $1,101,155 | 1.83% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 5,284 | $1,057,275 | 1.76% | |
| KLAC |
Kla Corp
Technology
|
Added | 2,600 | $784,446 | 1.30% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Reduced | 1,393 | $727,689 | 1.21% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 1,630 | $615,732 | 1.02% | |
| BITB |
Bitwise Bitcoin ETF
|
Added | 15,579 | $496,346 | 0.83% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 788 | $394,307 | 0.66% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Held | 1,500 | $369,330 | 0.61% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 351 | $354,990 | 0.59% | |
| GPN |
Global Payments Inc
Industrials
|
Held | 4,690 | $340,306 | 0.57% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 1,011 | $330,930 | 0.55% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Held | 5,485 | $312,535 | 0.52% | |
| HCA |
HCA Healthcare, Inc.
Healthcare
|
Held | 703 | $274,092 | 0.46% | |
| DRTS |
Alpha Tau Medical Ltd.
Healthcare
|
Held | 20,000 | $251,600 | 0.42% | |
| WM |
Waste Management Inc
Industrials
|
Held | 1,032 | $230,012 | 0.38% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 1,980 | $224,254 | 0.37% | |
| DE |
Deere & Co
Industrials
|
NEW | 336 | $213,134 | 0.35% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
NEW | 587 | $209,776 | 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.