Financial Guidance Group, Inc.
CIK 1929349 · Holdings on Sep 30, 2026 · First reported Oct 21, 2026
Top ten holdings
Q3 2026- QQQ8.90%
- SCHD6.09%
- QEFA5.62%
- SPY5.37%
- ACIO5.04%
- JEPI4.32%
- SPYM3.53%
- RSP3.06%
- OSCV2.61%
- VFLO2.60%
Share classes counted separately47.14%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +0.40 pp3.13% → 3.53%Shares +14.72K (+15.46%)
- VFLOWeight increased · +0.33 pp2.27% → 2.60%Shares +9.49K (+7.16%)
- ACIOWeight increased · +0.31 pp4.73% → 5.04%Shares +25.78K (+9.40%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $24.87M | 8.90% | 33.62K shares | 8.86% → 8.90%+0.04 pp +1.46K (+4.54%) | Added | ↗▾ |
| 02 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $17.03M | 6.09% | 523.54K shares | 6.14% → 6.09%-0.05 pp +5.68K (+1.10%) | Added | ↗▾ |
| 03 | QEFASTSR SPD MSC EAF STGFS-US INST STR MSCI EAFE View history and evidence | $15.71M | 5.62% | 161.06K shares | 5.45% → 5.62%+0.17 pp +9.41K (+6.21%) | Added | ↗▾ |
| 04 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $15.02M | 5.37% | 19.69K shares | 5.57% → 5.37%-0.20 pp -250 (-1.25%) | Reduced | ↗▾ |
| 05 | ACIOAPTUS COLLARED INVEST OPPAPTUS COLLRD INV View history and evidence | $14.08M | 5.04% | 300.07K shares | 4.73% → 5.04%+0.31 pp +25.78K (+9.40%) | Added | ↗▾ |
| 06 | JEPIJPMORGAN EQUITY PREMIUM INCOEQUITY PREMIUM View history and evidence | $12.07M | 4.32% | 214.67K shares | 4.61% → 4.32%-0.29 pp -3.35K (-1.54%) | Reduced | ↗▾ |
| 07 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $9.87M | 3.53% | 109.95K shares | 3.13% → 3.53%+0.40 pp +14.72K (+15.46%) | Added | ↗▾ |
| 08 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $8.54M | 3.06% | 41.05K shares | 2.99% → 3.06%+0.07 pp +3.52K (+9.39%) | Added | ↗▾ |
| 09 | OSCVOPUS SMALL CAP VALUE ETFOPUS SML CP VL View history and evidence | $7.29M | 2.61% | 186.18K shares | 2.64% → 2.61%-0.03 pp +19.23K (+11.52%) | Added | ↗▾ |
| 10 | VFLOVICTORYSHARES FREE CASH FLOWSHS FR CA FL ETF View history and evidence | $7.27M | 2.60% | 142.09K shares | 2.27% → 2.60%+0.33 pp +9.49K (+7.16%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1929349 · Period Sep 30, 2026
Data loaded Nov 10, 2026 · First reported Oct 21, 2026
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 279428565
}Research all 94 reported holdings.
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