Financial Guidance Group, Inc.
Annual return '25
+26.8%
SPY '25
+17.7%
Alpha
+9.1ptsvs SPY
Invested
$248.8M
Holdings
89
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q4 2025: Sold 99.9% (30.0k → 34 shares)
7.4%
02
$SCHD
SCHWAB STRATEGIC TR
Q1 2026: Increased +2.4% (179.9k → 184.1k shares)
6.4%
03
$QEFA
SPDR INDEX SHS FDS
Q1 2026: Exited (was 905 shares)
5.6%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +3.2% (7.8k → 8.1k shares)
5.2%
05
$JEPI
J P MORGAN EXCHANGE TRADED F
Q1 2026: Sold 84.5% (5.4k → 842 shares)
5.1%
06
$ACIO
ETF SER SOLUTIONS
Q4 2025: Exited (was 218.4k shares)
4.8%
07
$GLDM
WORLD GOLD TR
Q1 2026: Exited (was 268 shares)
3.0%
08
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Increased +1.0% (30.2k → 30.5k shares)
2.8%
09
$SPYM
SPDR SERIES TRUST
Q1 2026: Increased +38.5% (30.7k → 42.5k shares)
2.8%
10
$DRSK
ETF SER SOLUTIONS
Q4 2025: Exited (was 190.3k shares)
2.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.