Financial Guidance Group, Inc. Top Holdings and 13F Report (2026) About Financial Guidance Group, Inc.Investment ActivityFinancial Guidance Group, Inc. has $248.82 million in total holdings as of March 31, 2026.Financial Guidance Group, Inc. owns shares of 89 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.66% of the portfolio was purchased this quarter.About 1.21% of the portfolio was sold this quarter.This quarter, Financial Guidance Group, Inc. has purchased 89 new stocks and bought additional shares in 27 stocks.Financial Guidance Group, Inc. sold shares of 29 stocks and completely divested from 1 stock this quarter.Largest Holdings Invesco QQQ $18,352,451Schwab US Dividend Equity ETF $15,846,922SPDR MSCI EAFE StrategicFactors ETF $13,818,209SPDR S&P 500 ETF Trust $13,013,256JPMorgan Equity Premium Income ETF $12,742,231 Largest New Holdings this Quarter 90353W103 - Ubiquiti $216,539 Holding Largest Purchases this Quarter Aptus Collared Investment Opportunity ETF 15,478 shares (about $649.46K)SPDR Portfolio S&P 500 ETF 7,810 shares (about $597.78K)Invesco QQQ 1,009 shares (about $582.37K)Opus Small Cap Value Plus ETF 13,607 shares (about $536.66K)ETF SER SOLUTIONS 20,698 shares (about $527.80K) Largest Sales this Quarter FIRST TR EXCHNG TRADED FD VI 12,600 shares (about $469.58K)ARK ETF TR 2,794 shares (about $336.98K)Vanguard Total International Bond ETF 5,993 shares (about $287.96K)SPDR S&P 600 Small Cap Value ETF 2,330 shares (about $220.37K)Vanguard Mid-Cap Value ETF 1,185 shares (about $218.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancial Guidance Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$18,352,451$582,370 â–²3.3%31,7977.4%FinanceSCHDSchwab US Dividend Equity ETF$15,846,922$181,411 â–¼-1.1%516,5236.4%ETFQEFASPDR MSCI EAFE StrategicFactors ETF$13,818,209$350,788 â–²2.6%148,1535.6%ETFSPYSPDR S&P 500 ETF Trust$13,013,256$110,557 â–²0.9%20,0105.2%FinanceJEPIJPMorgan Equity Premium Income ETF$12,742,231$207,052 â–²1.7%224,8105.1%ETFACIOAptus Collared Investment Opportunity ETF$11,956,452$649,456 â–²5.7%284,9494.8%ETFGLDMSPDR Gold MiniShares Trust$7,420,620$111,043 â–¼-1.5%80,0583.0%FinanceRSPInvesco S&P 500 Equal Weight ETF$7,013,919$114,960 â–²1.7%36,5462.8%ETFSPLGSPDR Portfolio S&P 500 ETF$6,930,797$597,779 â–²9.4%90,5512.8%ETFDRSKAptus Defined Risk ETF$6,805,282$278,547 â–²4.3%249,0042.7%ETFOSCVOpus Small Cap Value Plus ETF$6,570,381$536,659 â–²8.9%166,5922.6%ETFXONEBondBloxx Bloomberg One Year Target Duration US Treasury ETF$6,494,895$21,838 â–¼-0.3%131,1572.6%ETFFIRST TR EXCHNG TRADED FD VI$6,052,526$91,548 â–¼-1.5%149,4822.4%FT VEST US EQTKOMPSPDR S&P Kensho New Economies Composite ETF$5,875,002$69,530 â–²1.2%100,4662.4%ETFVFLOVictoryShares Free Cash Flow ETF$5,326,613$327,922 â–²6.6%134,9192.1%ETFQJUNFT Vest Nasdaq-100 Buffer ETF - June$5,240,849$71,864 â–¼-1.4%167,7342.1%ETFXLEEnergy Select Sector SPDR Fund$5,067,451$99,303 â–¼-1.9%82,7202.0%ETFCOWZPacer US Cash Cows 100 ETF$4,335,704$113,045 â–¼-2.5%69,3051.7%ETFBUFRFT Vest Laddered Buffer ETF$4,299,462$31,541 â–²0.7%127,3161.7%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$4,146,956$31,611 â–²0.8%117,4111.7%ETFETF SER SOLUTIONS$4,092,309$527,798 â–²14.8%160,4831.6%APTUS LRG CAP UPFJUNFT Vest U.S. Equity Buffer ETF - June$3,833,898$53,395 â–¼-1.4%67,8531.5%ManufacturingJUCYAptus Enhanced Yield ETF$3,781,576$310,675 â–²9.0%170,7261.5%ETFVTEBVanguard Tax-Exempt Bond ETF$3,763,987$7,633 â–¼-0.2%75,4461.5%ETFXFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF$3,760,322$78,607 â–²2.1%76,4911.5%ETFVIGVanguard Dividend Appreciation ETF$3,522,898$10,108 â–¼-0.3%16,3811.4%ETFRSPGInvesco S&P 500 Equal Weight Energy ETF$3,429,235$207,225 â–²6.4%31,3261.4%ETFGLDSPDR Gold Shares$3,318,396$40,447 â–¼-1.2%7,7121.3%FinanceVWOVanguard FTSE Emerging Markets ETF$3,212,096$218,849 â–²7.3%59,4281.3%ETFFIRST TR EXCHNG TRADED FD VI$3,192,526$469,577 â–¼-12.8%85,6641.3%FT VEST U.SSLYVSPDR S&P 600 Small Cap Value ETF$3,115,955$220,373 â–¼-6.6%32,9451.3%ETFARK ETF TR$2,579,245$336,984 â–¼-11.6%21,3851.0%NEXT GNRTN INTERAIQGlobal X Artificial Intelligence & Technology ETF$2,423,166$224,811 â–²10.2%51,9211.0%ETFFRDMFreedom 100 Emerging Markets ETF$2,385,379$191,003 â–²8.7%43,6481.0%ETFVOEVanguard Mid-Cap Value ETF$2,287,836$218,372 â–¼-8.7%12,4150.9%ETFAAPLApple$1,847,337$4,568 â–¼-0.2%7,2790.7%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$1,760,206$223,912 â–²14.6%31,7040.7%ETFMDYVSPDR S&P 400 Mid Cap Value ETF$1,725,318$133,856 â–¼-7.2%20,2620.7%ETFIWSiShares Russell Mid-Cap Value ETF$1,401,471$18,218 â–¼-1.3%9,6160.6%ETFBARGraniteShares Gold Trust$1,331,727$4,613 â–¼-0.3%28,8690.5%FinanceIWNiShares Russell 2000 Value ETF$1,183,0800.0%6,2400.5%ETFMSFTMicrosoft$1,092,742$78,846 â–¼-6.7%2,9520.4%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI$1,058,3860.0%28,3000.4%FT VEST U.S.AMZNAmazon.com$1,029,4790.0%4,9430.4%Retail/WholesaleBUFTFT Vest Buffered Allocation Defensive ETF$1,006,666$12,405 â–¼-1.2%40,5750.4%ETFNVDANVIDIA$925,0180.0%5,3040.4%Computer and TechnologyMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$859,2700.0%8,5440.3%ETFSGOViShares 0-3 Month Treasury Bond ETF$849,470$604 â–²0.1%8,4390.3%ETFVGTVanguard Information Technology ETF$806,5640.0%1,1560.3%ETFIWDiShares Russell 1000 Value ETF$756,8190.0%3,5420.3%ETFBUFGFT Vest Buffered Allocation Growth ETF$753,0740.0%28,0370.3%ETFVONGVanguard Russell 1000 Growth ETF$685,5630.0%6,2500.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$651,2450.0%1,4060.3%FinanceQUSSPDR MSCI USA StrategicFactors ETF$574,307$42,910 â–¼-7.0%3,3460.2%ETFIWFiShares Russell 1000 Growth ETF$562,8480.0%1,3200.2%ETFBITWISE BITCOIN ETF TR$559,244$188,464 â–²50.8%15,1930.2%SHS BEN INTVTIVanguard Total Stock Market ETF$556,2960.0%1,7340.2%ETFEFAiShares MSCI EAFE ETF$545,1910.0%5,6130.2%FinanceSPYDSPDR Portfolio S&P 500 High Dividend ETF$505,545$69,145 â–²15.8%11,1060.2%ETFAVGOBroadcom$504,5010.0%1,6300.2%Computer and TechnologyXHLFBondBloxx Bloomberg Six Month Target Duration US Treasury ETF$483,1680.0%9,6000.2%ETFTBILUS Treasury 3 Month Bill ETF$443,7540.0%8,9000.2%ETFDSEPFT Vest U.S. Equity Deep Buffer ETF - September$435,2200.0%9,9000.2%ETFVONVVanguard Russell 1000 Value ETF$401,5820.0%4,2840.2%ETFIWOiShares Russell 2000 Growth ETF$395,4010.0%1,2600.2%ETFUSTBVictoryShares Short-Term Bond ETF$393,108$57,813 â–²17.2%7,7720.2%ETFIDUBAptus International Enhanced Yield ETF$392,401$148,020 â–²60.6%15,9060.2%ETFDMBSDoubleLine Mortgage ETF$390,695$57,330 â–²17.2%7,9120.2%ETFKLACKLA$382,8270.0%2600.2%Computer and TechnologyBRK.BBerkshire Hathaway$377,610$4,313 â–¼-1.1%7880.2%FinanceIJHiShares Core S&P Mid-Cap ETF$366,350$33,765 â–¼-8.4%5,4250.1%ETFXSEPFT Vest U.S. Equity Enhance & Moderate Buffer ETF - September$343,4500.0%8,2000.1%ETFHCAHCA Healthcare$332,475$38,308 â–¼-10.3%7030.1%MedicalGPNGlobal Payments$315,6370.0%4,6900.1%Business ServicesSPEMSPDR Portfolio Emerging Markets ETF$313,7340.0%6,6880.1%ETFPNCThe PNC Financial Services Group$312,1350.0%1,5000.1%FinanceJPMJPMorgan Chase & Co.$297,3960.0%1,0110.1%FinanceGSThe Goldman Sachs Group$296,9420.0%3510.1%FinanceXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$285,459$14,739 â–¼-4.9%5,7910.1%ETFBACBank of America$267,3940.0%5,4850.1%FinancePFMInvesco Dividend Achievers ETF$261,5910.0%5,1200.1%ManufacturingBNDXVanguard Total International Bond ETF$259,182$287,964 â–¼-52.6%5,3940.1%ETFVOOVanguard S&P 500 ETF$246,7880.0%4130.1%ETFWALMART INC$246,0740.0%1,9800.1%COMWMWaste Management$237,143$8,043 â–¼-3.3%1,0320.1%Business ServicesVEAVanguard FTSE Developed Markets ETF$233,1870.0%3,6390.1%ETFUIUbiquiti$216,539$216,539 â–²New Holding2740.1%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$214,4960.0%3,7770.1%FinanceDRTSAlpha Tau Medical$141,400$13,751 â–¼-8.9%20,0000.1%MedicalTWLOTwilio$0$259,730 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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