StockDriftsStockDriftsTop 50 Financial Guidance Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 8.86% | 32.2K | $23.7M | +1.12%(+357) | $415.66(+76.23%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 6.14% | 517.9K | $16.4M | +0.26%(+1.34K) | $26.22(+31.06%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.57% | 19.9K | $14.9M | -0.34%(-69) | $469.06(+65.30%) | 2026-06-30 | |
| QEFA | SPDR INDEX SHS FDS | 5.45% | 151.6K | $14.6M | +2.36%(+3.50K) | $76.38(+32.70%) | 2026-06-30 | |
| ACIO | ETF SER SOLUTIONS | 4.73% | 274.3K | $12.7M | -3.74%(-10.66K) | $39.83(+19.68%) | 2026-06-30 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 4.61% | 218.0K | $12.3M | -3.02%(-6.80K) | $54.07(+7.05%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 3.13% | 95.2K | $8.4M | +5.17%(+4.68K) | $70.79(+28.91%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.99% | 37.5K | $8.0M | +2.67%(+976) | $175.44(+26.40%) | 2026-06-30 | |
| OSCV | ETF SER SOLUTIONS | 2.64% | 166.9K | $7.0M | +0.21%(+353) | $36.36(+18.43%) | 2026-06-30 | |
| KOMP | SPDR SERIES TRUST | 2.63% | 98.4K | $7.0M | -2.02%(-2.03K) | $50.73(+40.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (17 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.20% | +41.24% | — | — | +33.61% |
| Top 20 Holdings Unweighted | +13.24% | +45.21% | — | — | +35.35% |
Financial Guidance Group, Inc. reports $267.28M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (8.9%), SCHD (6.1%) and SPY (5.6%). The top 20 holdings account for 67.31% of reported assets. Its disclosed equity book has returned +41.24% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Financial Guidance Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1929349). View Financial Guidance Group, Inc.’s 13F filings on SEC