Institutional Fund
Financial Guidance Group, Inc.
Palm Harbor, FLCIK 19293495 filings on record
Portfolio Value
$248.82M
Q1 2026
Holdings
89
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+1.8%
from $244.46M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr7.4%
- Schwab Strategic Tr6.4%
- Spdr Index Shs Fds5.6%
- Spdr S&P 500 ETF Tr5.2%
- J P Morgan Exchange Traded F5.1%
- ETF Ser Solutions4.8%
- Other65.5%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 31.8K | $18.35M | 7.4% | +1.0K | Added |
| 2 | Schwab Strategic Tr | 516.5K | $15.85M | 6.4% | −5.9K | Reduced |
| 3 | Spdr Index Shs Fds | 148.2K | $13.82M | 5.6% | +3.8K | Added |
| 4 | Spdr S&P 500 ETF Tr | 20.0K | $13.01M | 5.2% | +170 | Added |
| 5 | J P Morgan Exchange Traded F | 224.8K | $12.74M | 5.1% | +3.7K | Added |
| 6 | ETF Ser Solutions | 284.9K | $11.96M | 4.8% | +15.5K | Added |
| 7 | World Gold Tr | 80.1K | $7.42M | 3.0% | −1.2K | Reduced |
| 8 | Invesco Exchange Traded Fd T | 36.5K | $7.01M | 2.8% | +599 | Added |
| 9 | Spdr Series Trust | 90.6K | $6.93M | 2.8% | +7.8K | Added |
| 10 | ETF Ser Solutions | 249.0K | $6.81M | 2.7% | +10.2K | Added |
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