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Financial Guidance Group, Inc. - Portfolio Stock Holdings

Financial Guidance Group, Inc. disclosed 94 stock positions in a recent SEC 13F filing. $279,428,691 of stock holdings were filed, with the largest holdings including QQQ, SCHD, and QEFA. This filing represented positions held on Sept. 30, 2026, and was filed today.

We estimate the fund has a total AUM of $288,447,277 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

Sept. 30, 2026

No. of Stocks:

94

Est. Stock Holding Value:

$279,428,691

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Financial Guidance Group, Inc.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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