Financial Guidance Group, Inc.

Q4 2025 13F-HR Holdings

Location
Palm Harbor, FL
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$244,464
Net value change ($000)
+21,433 (9.6%)
New positions
6
Sold out positions
2
Turnover %
4.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
XOCT 3,709 NEW
ACIO 2,292 24.2%
JEPI 1,729 15.8%
JUCY 1,524 78.0%
DRSK 1,314 24.0%
SPYM 1,117 20.2%
GLDM 1,110 19.0%
XFIV 1,094 41.9%
XNOV 1,072 NEW
JEPQ 1,043 184.6%
Top Reduces (Value $000, Stocks/ETFs)
XDEC -3,782 -100.0%
ARKW -1,021 -22.2%
XONE -517 -7.3%
BSY -242 -100.0%
BITB -126 -20.8%
VTEB -73 -1.9%
VGT -56 -6.0%
MINT -44 -4.9%
XLE -35 -0.9%
MDYV -35 -1.9%
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