Financial Guidance Group, Inc.

Q3 2025 13F-HR Holdings

Location
Palm Harbor, FL
Holdings as of
9/30/2025
Date filed
11/5/2025
Form type
13F-HR
Num holdings
85
Total value ($000)
$223,031
Net value change ($000)
+17,176 (8.3%)
New positions
3
Sold out positions
2
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
QQQ 1,893 11.7%
ACIO 1,434 17.8%
SPYM 1,060 23.8%
SPY 1,010 8.2%
GLDM 900 18.3%
KOMP 889 17.7%
OSCV 817 21.0%
RSP 771 14.7%
VFLO 740 23.0%
DRSK 701 14.7%
Top Reduces (Value $000, Stocks/ETFs)
XONE -906 -11.4%
TWLO -227 -100.0%
OXLC -142 -100.0%
MINT -131 -12.7%
VOE -115 -4.6%
XTWO -103 -25.4%
SCHD -72 -0.5%
JEPI -45 -0.4%
WM -14 -5.6%
BSY -12 -4.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type