Financial Guidance Group, Inc.

Est. AUM

$248.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO QQQ TR	UNIT SER 1	$18.4M	31797	7.38%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$15.8M	516523	6.37%	SOLE
3	SPDR INDEX SHS FDS	STATE STREET SPD	$13.8M	148153	5.55%	SOLE
4	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.0M	20010	5.23%	SOLE
5	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$12.7M	224810	5.12%	SOLE
6	ETF SER SOLUTIONS	APTUS COLLRD INV	$12.0M	284949	4.81%	SOLE
7	WORLD GOLD TR	SPDR GLD MINIS	$7.4M	80058	2.98%	SOLE
8	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$7.0M	36546	2.82%	SOLE
9	SPDR SERIES TRUST	STATE STREET SPD	$6.9M	90551	2.79%	SOLE
10	ETF SER SOLUTIONS	APTUS DEFINED	$6.8M	249004	2.73%	SOLE
11	ETF SER SOLUTIONS	OPUS SML CP VL	$6.6M	166592	2.64%	SOLE
12	BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$6.5M	131157	2.61%	SOLE
13	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.1M	149482	2.43%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$5.9M	100466	2.36%	SOLE
15	VICTORY PORTFOLIOS II	SHARES FREE CASH	$5.3M	134919	2.14%	SOLE
16	FIRST TR EXCHNG TRADED FD VI	FT VEST NAS	$5.2M	167734	2.11%	SOLE
17	SELECT SECTOR SPDR TR	STATE STREET ENE	$5.1M	82720	2.04%	SOLE
18	PACER FDS TR	US CASH COWS 100	$4.3M	69305	1.74%	SOLE
19	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.3M	127316	1.73%	SOLE
20	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$4.1M	117411	1.67%	SOLE
21	ETF SER SOLUTIONS	APTUS LRG CAP UP	$4.1M	160483	1.64%	SOLE
22	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.8M	67853	1.54%	SOLE
23	ETF SER SOLUTIONS	APTUS ENHANCED	$3.8M	170726	1.52%	SOLE
24	VANGUARD MUN BD FDS	TAX EXEMPT BD	$3.8M	75446	1.51%	SOLE
25	BONDBLOXX ETF TRUST	BLOOMBERG FVE YR	$3.8M	76491	1.51%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.5M	16381	1.42%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL ENR	$3.4M	31326	1.38%	SOLE
28	SPDR GOLD TR	GOLD SHS	$3.3M	7712	1.33%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.2M	59428	1.29%	SOLE
30	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$3.2M	85664	1.28%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$3.1M	32945	1.25%	SOLE
32	ARK ETF TR	NEXT GNRTN INTER	$2.6M	21385	1.04%	SOLE
33	GLOBAL X FDS	ARTIFICIAL ETF	$2.4M	51921	0.97%	SOLE
34	EA SERIES TRUST	FREEDOM 100 EM	$2.4M	43648	0.96%	SOLE
35	VANGUARD INDEX FDS	MCAP VL IDXVIP	$2.3M	12415	0.92%	SOLE
36	APPLE INC	COM	$1.8M	7279	0.74%	SOLE
37	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$1.8M	31704	0.71%	SOLE
38	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	20262	0.69%	SOLE
39	ISHARES TR	RUS MDCP VAL ETF	$1.4M	9616	0.56%	SOLE
40	GRANITESHARES GOLD TR	SHS BEN INT	$1.3M	28869	0.53%	SOLE
41	ISHARES TR	RUS 2000 VAL ETF	$1.2M	6240	0.48%	SOLE
42	MICROSOFT CORP	COM	$1.1M	2952	0.44%	SOLE
43	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.1M	28300	0.43%	SOLE
44	AMAZON COM INC	COM	$1.0M	4943	0.41%	SOLE
45	FIRST TR EXCHNG TRADED FD VI	VEST BUFFERED	$1.0M	40575	0.40%	SOLE
46	NVIDIA CORPORATION	COM	$925K	5304	0.37%	SOLE
47	PIMCO ETF TR	ENHAN SHRT MA AC	$859K	8544	0.35%	SOLE
48	ISHARES TR	0-3 MNTH TREASRY	$849K	8439	0.34%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$806K	1156	0.32%	SOLE
50	ISHARES TR	RUS 1000 VAL ETF	$756K	3542	0.30%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.