Financial Guidance Group, Inc.

Q1 2026 13F-HR Holdings

Location
Palm Harbor, FL
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$248,823
Net value change ($000)
+4,359 (1.8%)
New positions
1
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SCHD 1,517 10.6%
XLE 1,296 34.4%
RSPG 1,087 46.4%
OSCV 905 16.0%
QEFA 726 5.5%
GLDM 484 7.0%
UPSD 349 9.3%
VFLO 341 6.8%
FRDM 326 15.8%
JUCY 303 8.7%
Top Reduces (Value $000, Stocks/ETFs)
ARKW -993 -27.8%
QQQ -561 -3.0%
SPY -517 -3.8%
XOCT -516 -13.9%
MSFT -438 -28.6%
BNDX -291 -52.9%
TWLO -260 -100.0%
QJUN -173 -3.2%
AAPL -137 -6.9%
VOE -124 -5.1%
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