Financial Guidance Group, Inc. - Portfolio overview

Financial Guidance Group, Inc. has 92 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. QQQ - INVESCO QQQ TR, 7.10%
2. SCHD - SCHWAB STRATEGIC TR, 6.13%
3. QEFA - SPDR INDEX SHS FDS, 5.35%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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