Sponsored

The Analysis of Financial Guidance Group, Inc.'s Holdings & P&L

Currently, Financial Guidance Group, Inc. holds 91 types of securities in its portfolio with a total value $267.3M. In the most recent quarter, they have increased their positions in VGT (+6.3K shares, valued at $756.8K), KLAC (+2.3K shares, valued at $706.0K), SGOV (+5.6K shares, valued at $568.7K); decreased their positions in ACIO (-10.7K shares, valued at $492.1K), XFIV (-9.6K shares, valued at $467.9K), N/A (-1.0K shares, valued at $387.8K); initiated new positions in N/A (+2.0K shares, valued at $247.6K), DE (+336 shares, valued at $213.1K), GOOGL (+587 shares, valued at $209.8K).

1M P&L

+3.1M+1.34%

3M P&L

+5.8M+2.52%

HY P&L

+11.8M+5.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A222.1M

96.0%

2Consumer Electronics2.1M

0.9%

3Internet Retail1.2M

0.5%

Top Industries by Stock Count

1N/A66 stocks

81.5%

2Biotechnology1 stocks

1.2%

3Internet Content & Information1 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQ INVESCO QQQ TR32.2K shares1.12%2026-06-302026-07-22

SCHD SCHWAB STRATEGIC TR517.9K shares0.26%2026-06-302026-07-22

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T19.9K shares-0.34%2026-06-302026-07-22

QEFA SPDR INDEX SHS FDS151.6K shares2.36%2026-06-302026-07-22

ACIO ETF SER SOLUTIONS274.3K shares-3.74%2026-06-302026-07-22

JEPI J P MORGAN EXCHANGE TRADED F218.0K shares-3.02%2026-06-302026-07-22

SPDR SERIES TRUST SPDR SERIES TRUST95.2K shares5.17%2026-06-302026-07-22

RSP INVESCO EXCHANGE TRADED FD T37.5K shares2.67%2026-06-302026-07-22

Sponsored

OSCV ETF SER SOLUTIONS166.9K shares0.21%2026-06-302026-07-22

KOMP SPDR SERIES TRUST98.4K shares-2.02%2026-06-302026-07-22

DRSK ETF SER SOLUTIONS241.1K shares-3.17%2026-06-302026-07-22

XONE BONDBLOXX ETF TRUST128.0K shares-2.43%2026-06-302026-07-22

WORLD GOLD TR WORLD GOLD TR78.4K shares-2.04%2026-06-302026-07-22

XMAR FIRST TR EXCHNG TRADED FD VI145.7K shares-2.54%2026-06-302026-07-22

VFLO VICTORY PORTFOLIOS II132.6K shares-1.72%2026-06-302026-07-22

QJUN FIRST TR EXCHNG TRADED FD VI163.2K shares-2.69%2026-06-302026-07-22

Sponsored

UPSD ETF SER SOLUTIONS164.8K shares2.67%2026-06-302026-07-22

XLE SELECT SECTOR SPDR TR82.4K shares-0.33%2026-06-302026-07-22

BUFR FIRST TR EXCHNG TRADED FD VI119.2K shares-6.39%2026-06-302026-07-22

BUFQ FIRST TR EXCHNG TRADED FD VI109.8K shares-6.49%2026-06-302026-07-22

COWZ PACER FDS TR67.6K shares-2.46%2026-06-302026-07-22

FJUN FIRST TR EXCHNG TRADED FD VI67.6K shares-0.37%2026-06-302026-07-22

VTEB VANGUARD MUN BD FDS79.5K shares5.38%2026-06-302026-07-22

VWO VANGUARD INTL EQUITY INDEX F63.1K shares6.24%2026-06-302026-07-22

Sponsored

VIG VANGUARD SPECIALIZED FUNDS15.4K shares-5.73%2026-06-302026-07-22

JUCY ETF SER SOLUTIONS163.9K shares-3.99%2026-06-302026-07-22

SLYV SPDR SERIES TRUST32.9K shares0.01%2026-06-302026-07-22

AIQ GLOBAL X FDS53.5K shares3.08%2026-06-302026-07-22

XOCT FIRST TR EXCHNG TRADED FD VI85.1K shares-0.68%2026-06-302026-07-22

FRDM EA SERIES TRUST45.2K shares3.56%2026-06-302026-07-22

XFIV BONDBLOXX ETF TRUST66.9K shares-12.57%2026-06-302026-07-22

RSPG INVESCO EXCHANGE TRADED FD T32.0K shares2.23%2026-06-302026-07-22

Sponsored

ARK ETF TR ARK ETF TR19.8K shares-7.36%2026-06-302026-07-22

GLD SPDR GOLD TR7.2K shares-6.64%2026-06-302026-07-22

VOE VANGUARD INDEX FDS11.2K shares-10.07%2026-06-302026-07-22

AAPL APPLE INC7.3K shares0.00%2026-06-302026-07-22

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F31.7K shares0.00%2026-06-302026-07-22

MDYV SPDR SERIES TRUST20.3K shares0.01%2026-06-302026-07-22

SGOV ISHARES TR14.1K shares66.94%2026-06-302026-07-22

IWS ISHARES TR8.1K shares-15.73%2026-06-302026-07-22

Sponsored

IWN ISHARES TR5.4K shares-13.30%2026-06-302026-07-22

AMZN AMAZON COM INC4.9K shares-0.71%2026-06-302026-07-22

XNOV FIRST TR EXCHNG TRADED FD VI28.3K shares0.00%2026-06-302026-07-22

BAR GRANITESHARES GOLD TR28.0K shares-3.08%2026-06-302026-07-22

MSFT MICROSOFT CORP3.0K shares0.00%2026-06-302026-07-22

NVDA NVIDIA CORPORATION5.3K shares-0.38%2026-06-302026-07-22

BUFT FIRST TR EXCHNG TRADED FD VI40.4K shares-0.49%2026-06-302026-07-22

VGT VANGUARD WORLD FD7.5K shares547.75%2026-06-302026-07-22

Sponsored

MINT PIMCO ETF TR8.5K shares0.00%2026-06-302026-07-22

IWD ISHARES TR3.5K shares0.00%2026-06-302026-07-22

BUFG FIRST TR EXCHNG TRADED FD VI28.0K shares0.00%2026-06-302026-07-22

VONG VANGUARD SCOTTSDALE FDS6.3K shares0.00%2026-06-302026-07-22

KLAC KLA CORP2.6K shares900.00%2026-06-302026-07-22

DIA STATE STR SPDR DOW JONES IND1.4K shares-0.92%2026-06-302026-07-22

IWF ISHARES TR5.3K shares300.00%2026-06-302026-07-22

QUS SPDR SERIES TRUST3.3K shares0.00%2026-06-302026-07-22

Sponsored

BROADCOM INC BROADCOM INC1.6K shares0.00%2026-06-302026-07-22

EFA ISHARES TR5.5K shares-2.76%2026-06-302026-07-22

SPYD SPDR SERIES TRUST11.1K shares0.00%2026-06-302026-07-22

IWO ISHARES TR1.3K shares0.00%2026-06-302026-07-22

BITB BITWISE BITCOIN ETF TR15.6K shares2.54%2026-06-302026-07-22

XHLF BONDBLOXX ETF TRUST9.6K shares0.00%2026-06-302026-07-22

DSEP FIRST TR EXCHNG TRADED FD VI9.9K shares0.00%2026-06-302026-07-22

VONV VANGUARD SCOTTSDALE FDS4.3K shares0.00%2026-06-302026-07-22

Sponsored

TBIL RBB FD INC8.9K shares0.00%2026-06-302026-07-22

IDUB ETF SER SOLUTIONS15.9K shares0.00%2026-06-302026-07-22

IJH ISHARES TR5.4K shares0.00%2026-06-302026-07-22

BRK.B BERKSHIRE HATHAWAY INC DEL788 shares0.00%2026-06-302026-07-22

USTB VICTORY PORTFOLIOS II7.8K shares0.00%2026-06-302026-07-22

DMBS DOUBLELINE ETF TRUST7.9K shares0.00%2026-06-302026-07-22

PNC PNC FINL SVCS GROUP INC1.5K shares0.00%2026-06-302026-07-22

XSEP FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2026-06-302026-07-22

Sponsored

GS GOLDMAN SACHS GROUP INC351 shares0.00%2026-06-302026-07-22

SPEM SPDR INDEX SHS FDS6.7K shares0.00%2026-06-302026-07-22

GPN GLOBAL PMTS INC4.7K shares0.00%2026-06-302026-07-22

JPMORGAN CHASE & CO JPMORGAN CHASE & CO1.0K shares0.00%2026-06-302026-07-22

BAC BANK OF AMER CORP5.5K shares0.00%2026-06-302026-07-22

BNDX VANGUARD CHARLOTTE FDS6.3K shares16.91%2026-06-302026-07-22

XTWO BONDBLOXX ETF TRUST5.8K shares0.24%2026-06-302026-07-22

PFM INVESCO EXCHANGE TRADED FD T5.1K shares0.00%2026-06-302026-07-22

Sponsored

VOO VANGUARD INDEX FDS413 shares0.00%2026-06-302026-07-22

VEA VANGUARD TAX-MANAGED FDS3.9K shares8.35%2026-06-302026-07-22

HCA HCA HEALTHCARE INC703 shares0.00%2026-06-302026-07-22

EEM ISHARES TR3.8K shares0.00%2026-06-302026-07-22

VANGUARD INDEX FDS VANGUARD INDEX FDS686 shares-60.44%2026-06-302026-07-22

DRTS ALPHA TAU MEDICAL LTD20.0K shares0.00%2026-06-302026-07-22

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-06-302026-07-22

WASTE MGMT INC DEL WASTE MGMT INC DEL1.0K shares0.00%2026-06-302026-07-22

Sponsored

WMT WALMART INC2.0K shares0.00%2026-06-302026-07-22

DE DEERE & CO336 sharesnew addition2026-06-302026-07-22

GOOGL ALPHABET INC587 sharesnew addition2026-06-302026-07-22

QQQ

INVESCO QQQ TR

1.12%

Shares32.2K

Event2026-06-30

Filed2026-07-22

SCHD

SCHWAB STRATEGIC TR

0.26%

Shares517.9K

Event2026-06-30

Filed2026-07-22

STATE STR SPDR S&P 500 ETF T

-0.34%

Shares19.9K

Event2026-06-30

Filed2026-07-22

QEFA

SPDR INDEX SHS FDS

2.36%

Shares151.6K

Event2026-06-30

Filed2026-07-22

ACIO

ETF SER SOLUTIONS

-3.74%

Shares274.3K

Event2026-06-30

Filed2026-07-22

JEPI

J P MORGAN EXCHANGE TRADED F

-3.02%

Shares218.0K

Event2026-06-30

Filed2026-07-22

SPDR SERIES TRUST

5.17%

Shares95.2K

Event2026-06-30

Filed2026-07-22

RSP

INVESCO EXCHANGE TRADED FD T

2.67%

Shares37.5K

Event2026-06-30

Filed2026-07-22

OSCV

ETF SER SOLUTIONS

0.21%

Shares166.9K

Event2026-06-30

Filed2026-07-22

KOMP

SPDR SERIES TRUST

-2.02%

Shares98.4K

Event2026-06-30

Filed2026-07-22

DRSK

ETF SER SOLUTIONS

-3.17%

Shares241.1K

Event2026-06-30

Filed2026-07-22

XONE

BONDBLOXX ETF TRUST

-2.43%

Shares128.0K

Event2026-06-30

Filed2026-07-22

WORLD GOLD TR

-2.04%

Shares78.4K

Event2026-06-30

Filed2026-07-22

XMAR

FIRST TR EXCHNG TRADED FD VI

-2.54%

Shares145.7K

Event2026-06-30

Filed2026-07-22

VFLO

VICTORY PORTFOLIOS II

-1.72%

Shares132.6K

Event2026-06-30

Filed2026-07-22

QJUN

FIRST TR EXCHNG TRADED FD VI

-2.69%

Shares163.2K

Event2026-06-30

Filed2026-07-22

UPSD

ETF SER SOLUTIONS

2.67%

Shares164.8K

Event2026-06-30

Filed2026-07-22

XLE

SELECT SECTOR SPDR TR

-0.33%

Shares82.4K

Event2026-06-30

Filed2026-07-22

BUFR

FIRST TR EXCHNG TRADED FD VI

-6.39%

Shares119.2K

Event2026-06-30

Filed2026-07-22

BUFQ

FIRST TR EXCHNG TRADED FD VI

-6.49%

Shares109.8K

Event2026-06-30

Filed2026-07-22

COWZ

PACER FDS TR

-2.46%

Shares67.6K

Event2026-06-30

Filed2026-07-22

FJUN

FIRST TR EXCHNG TRADED FD VI

-0.37%

Shares67.6K

Event2026-06-30

Filed2026-07-22

VTEB

VANGUARD MUN BD FDS

5.38%

Shares79.5K

Event2026-06-30

Filed2026-07-22

VWO

VANGUARD INTL EQUITY INDEX F

6.24%

Shares63.1K

Event2026-06-30

Filed2026-07-22

VIG

VANGUARD SPECIALIZED FUNDS

-5.73%

Shares15.4K

Event2026-06-30

Filed2026-07-22

JUCY

ETF SER SOLUTIONS

-3.99%

Shares163.9K

Event2026-06-30

Filed2026-07-22

SLYV

SPDR SERIES TRUST

0.01%

Shares32.9K

Event2026-06-30

Filed2026-07-22

AIQ

GLOBAL X FDS

3.08%

Shares53.5K

Event2026-06-30

Filed2026-07-22

XOCT

FIRST TR EXCHNG TRADED FD VI

-0.68%

Shares85.1K

Event2026-06-30

Filed2026-07-22

FRDM

EA SERIES TRUST

3.56%

Shares45.2K

Event2026-06-30

Filed2026-07-22

XFIV

BONDBLOXX ETF TRUST

-12.57%

Shares66.9K

Event2026-06-30

Filed2026-07-22

RSPG

INVESCO EXCHANGE TRADED FD T

2.23%

Shares32.0K

Event2026-06-30

Filed2026-07-22

ARK ETF TR

-7.36%

Shares19.8K

Event2026-06-30

Filed2026-07-22

GLD

SPDR GOLD TR

-6.64%

Shares7.2K

Event2026-06-30

Filed2026-07-22

VOE

VANGUARD INDEX FDS

-10.07%

Shares11.2K

Event2026-06-30

Filed2026-07-22

AAPL

APPLE INC

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-22

J P MORGAN EXCHANGE TRADED F

0.00%

Shares31.7K

Event2026-06-30

Filed2026-07-22

MDYV

SPDR SERIES TRUST

0.01%

Shares20.3K

Event2026-06-30

Filed2026-07-22

SGOV

ISHARES TR

66.94%

Shares14.1K

Event2026-06-30

Filed2026-07-22

IWS

ISHARES TR

-15.73%

Shares8.1K

Event2026-06-30

Filed2026-07-22

IWN

ISHARES TR

-13.30%

Shares5.4K

Event2026-06-30

Filed2026-07-22

AMZN

AMAZON COM INC

-0.71%

Shares4.9K

Event2026-06-30

Filed2026-07-22

XNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares28.3K

Event2026-06-30

Filed2026-07-22

BAR

GRANITESHARES GOLD TR

-3.08%

Shares28.0K

Event2026-06-30

Filed2026-07-22

MSFT

MICROSOFT CORP

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-22

NVDA

NVIDIA CORPORATION

-0.38%

Shares5.3K

Event2026-06-30

Filed2026-07-22

BUFT

FIRST TR EXCHNG TRADED FD VI

-0.49%

Shares40.4K

Event2026-06-30

Filed2026-07-22

VGT

VANGUARD WORLD FD

547.75%

Shares7.5K

Event2026-06-30

Filed2026-07-22

MINT

PIMCO ETF TR

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-22

IWD

ISHARES TR

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-22

BUFG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares28.0K

Event2026-06-30

Filed2026-07-22

VONG

VANGUARD SCOTTSDALE FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-22

KLAC

KLA CORP

900.00%

Shares2.6K

Event2026-06-30

Filed2026-07-22

DIA

STATE STR SPDR DOW JONES IND

-0.92%

Shares1.4K

Event2026-06-30

Filed2026-07-22

IWF

ISHARES TR

300.00%

Shares5.3K

Event2026-06-30

Filed2026-07-22

QUS

SPDR SERIES TRUST

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-22

BROADCOM INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-22

EFA

ISHARES TR

-2.76%

Shares5.5K

Event2026-06-30

Filed2026-07-22

SPYD

SPDR SERIES TRUST

0.00%

Shares11.1K

Event2026-06-30

Filed2026-07-22

IWO

ISHARES TR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-22

BITB

BITWISE BITCOIN ETF TR

2.54%

Shares15.6K

Event2026-06-30

Filed2026-07-22

XHLF

BONDBLOXX ETF TRUST

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-22

DSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.9K

Event2026-06-30

Filed2026-07-22

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-22

TBIL

RBB FD INC

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-22

IDUB

ETF SER SOLUTIONS

0.00%

Shares15.9K

Event2026-06-30

Filed2026-07-22

IJH

ISHARES TR

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-22

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares788

Event2026-06-30

Filed2026-07-22

USTB

VICTORY PORTFOLIOS II

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-22

DMBS

DOUBLELINE ETF TRUST

0.00%

Shares7.9K

Event2026-06-30

Filed2026-07-22

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-22

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.2K

Event2026-06-30

Filed2026-07-22

GOLDMAN SACHS GROUP INC

0.00%

Shares351

Event2026-06-30

Filed2026-07-22

SPEM

SPDR INDEX SHS FDS

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-22

GPN

GLOBAL PMTS INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-22

JPMORGAN CHASE & CO

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

BAC

BANK OF AMER CORP

0.00%

Shares5.5K

Event2026-06-30

Filed2026-07-22

BNDX

VANGUARD CHARLOTTE FDS

16.91%

Shares6.3K

Event2026-06-30

Filed2026-07-22

XTWO

BONDBLOXX ETF TRUST

0.24%

Shares5.8K

Event2026-06-30

Filed2026-07-22

PFM

INVESCO EXCHANGE TRADED FD T

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-22

VOO

VANGUARD INDEX FDS

0.00%

Shares413

Event2026-06-30

Filed2026-07-22

VEA

VANGUARD TAX-MANAGED FDS

8.35%

Shares3.9K

Event2026-06-30

Filed2026-07-22

HCA

HCA HEALTHCARE INC

0.00%

Shares703

Event2026-06-30

Filed2026-07-22

EEM

ISHARES TR

0.00%

Shares3.8K

Event2026-06-30

Filed2026-07-22

VANGUARD INDEX FDS

-60.44%

Shares686

Event2026-06-30

Filed2026-07-22

DRTS

ALPHA TAU MEDICAL LTD

0.00%

Shares20.0K

Event2026-06-30

Filed2026-07-22

VANGUARD SCOTTSDALE FDS

New

Shares2.0K

Event2026-06-30

Filed2026-07-22

WASTE MGMT INC DEL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-22

WMT

WALMART INC

0.00%

Shares2.0K

Event2026-06-30

Filed2026-07-22

DEERE & CO

New

Shares336

Event2026-06-30

Filed2026-07-22

GOOGL

ALPHABET INC

New

Shares587

Event2026-06-30

Filed2026-07-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available