Financial Guidance Group, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $191 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $18M, Schwab Strategic Tr Us Dividen with a value of $14M, Spdr S&P 500 ETF Trust with a value of $13.4M, J P Morgan Exchange Traded Fd with a value of $10.9M, and Spdr Index Shs Fds Msci Eafe S with a value of $10.5M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $176M to 191M.

Below you can find more details about Financial Guidance Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $191 Million
ETFs: $172 Million
Technology: $5.55 Million
Financial Services: $1.58 Million
Consumer Cyclical: $1.09 Million
Industrials: $624,000
Healthcare: $432,000
Consumer Defensive: $204,000
Industrial Goods: $0
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $191 Million
  • Prior Value $176 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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