Financial Guidance Group, Inc.
All 13F Filings
- Location
- Palm Harbor, FL
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 248,823
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/23/2026 | 89 | 248,823 | 13F-HR | Financial Guidance Group, Inc. |
| Q4 2025 | 1/26/2026 | 89 | 244,464 | 13F-HR | Financial Guidance Group, Inc. |
| Q3 2025 | 11/5/2025 | 85 | 223,031 | 13F-HR | Financial Guidance Group, Inc. |
| Q2 2025 | 7/29/2025 | 84 | 205,855 | 13F-HR | Financial Guidance Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 53.01 K | 21.3% | 0 | 167.8 K | -167.8 K |
| ETFs | 195.8 K | 78.7% | 172.1 K | 0 | 172.1 K |
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Fund Snapshot
Q1 2026
Latest filed
4/23/2026
Total value ($000)
248,823
Holdings
89
QoQ value change ($000)
4,359
(1.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.