Financial Guidance Group, Inc.

Q4 2025 13F Holdings

  • Location
    palm harbor, FL
  • Num holdings

    89

  • Value ($000)

    $244,464

  • Date Filed
    01/26/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NDQ

INVESCO QQQ TR

UNIT SER 1
$18.91M
8 %

30,788

SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
$14.33M
6 %

522,436

SPY

SPDR S&P 500 ETF TR

TR UNIT
$13.53M
6 %

19,840

---

SPDR INDEX SHS FDS

MSCI EAFE STRTGC
$13.09M
5 %

144,392

JEPI

J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM
$12.66M
5 %

221,157

ACIO

ETF SER SOLUTIONS

APTUS COLLRD INV
$11.78M
5 %

269,471

GLDM

WORLD GOLD TR

SPDR GLD MINIS
$6.94M
3 %

81,256

RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$6.89M
3 %

35,947

DRSK

ETF SER SOLUTIONS

APTUS DEFINED
$6.8M
3 %

238,812

KRE

SPDR SERIES TRUST

STATE STREET SPD
$6.64M
3 %

82,741

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