Financial Guidance Group, Inc.

Q3 2025 13F Holdings

  • Location
    palm harbor, FL
  • Num holdings

    85

  • Value ($000)

    $223,031

  • Date Filed
    11/05/2025
  • Form type
    13F-HR
  • CIK
    0001929349
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$18.04 M
8 %

30,046

SCHD
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$14.02 M
6 %

513,522

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$13.38 M
6 %

20,092

---

SPDR INDEX SHS FDS

MSCI EAFE STRTGC
$12.30 M
6 %

139,915

JEPI
JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$10.93 M
5 %

191,414

ACIO
ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$9.48 M
4 %

218,373

XONE
XONE

BONDBLOXX ETF TRUST

BLOOMBERG ONE YR
$7.04 M
3 %

141,683

XMAR
XMAR

FIRST TR EXCHNG TRADED FD VI

FT VEST US EQT
$6.08 M
3 %

155,113

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$6.02 M
3 %

31,750

KRE
KRE

SPDR SERIES TRUST

S&P KENSHO NEW
$5.91 M
3 %

94,917

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