Financial Guidance Group
Financial Guidance Group reported 94 stocks worth $279M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are QQQ (8.9%), SCHD (6.1%) and QEFA (5.6%). Compared with Q2 2026, the fund opened new positions in ABUF, SPCX and USFR, added to QQQ, SCHD and QEFA and trimmed SPY, JEPI and XMAR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $24.9M | 8.9% | 34K | +1,461 (+5%) | 8 of 8 | |
| 2 |  SCHD Schwab US Dividend Equity ETF | $17M | 6.1% | 524K | +5,682 (+1%) | 8 of 8 | |
| 3 |  QEFA Spdr Index | $15.7M | 5.6% | 161K | +9,415 (+6%) | 8 of 8 | |
| 4 |  SPY Spdr S&P 500 ETF TR | $15M | 5.4% | 20K | −250 (−1%) | 8 of 8 | |
| 5 |  ACIO ETF Ser Solutions | $14.1M | 5.0% | 300K | +26K (+9%) | 8 of 8 | |
| 6 |  JEPI J P Morgan Exchange Traded F | $12.1M | 4.3% | 215K | −3,347 (−2%) | 8 of 8 | |
| 7 |  SPYM Spdr Series Trust | $9.9M | 3.5% | 110K | +15K (+15%) | 8 of 8 | |
| 8 |  RSP Invesco Exchange Traded FD T | $8.5M | 3.1% | 41K | +3,525 (+9%) | 8 of 8 | |
| 9 |  OSCV ETF Ser Solutions | $7.3M | 2.6% | 186K | +19K (+12%) | 8 of 8 | |
| 10 |  VFLO Victory Portfolios II | $7.3M | 2.6% | 142K | +9,490 (+7%) | 6 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Financial Guidance Group 13F FAQ
What does Financial Guidance Group own?
Financial Guidance Group reported 94 stocks worth $279M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are QQQ (8.9%), SCHD (6.1%) and QEFA (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did Financial Guidance Group buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 34 added to, 33 trimmed and 0 sold out. New positions include ABUF, SPCX and USFR.
When will Financial Guidance Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Financial Guidance Group's portfolio worth?
The Q3 2026 filing reports $279M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.