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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001929349

Financial Guidance Group, Inc.

Palm Harbor, FL · File #028-22546

Latest AUM
$244.5M
Positions
89
Top-10 Concentration
48.7%
Filings
13

Sector Allocation

Financials
11.6%$28.4M
Technology
2.3%$5.6M
Healthcare
0.1%$366,120
Consumer Staples
0.1%$220,592

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1INVESCO QQQ TRIVZ30,788$18.9M8.26%
2SCHWAB STRATEGIC TR808524797522,436$14.3M6.26%
3SPDR S&P 500 ETF TRSPY19,840$13.5M5.91%
4SPDR INDEX SHS FDS78463X434144,392$13.1M5.72%
5J P MORGAN EXCHANGE TRADED F46641Q332221,157$12.7M5.53%
6ETF SER SOLUTIONS26922A222269,471$11.8M5.14%
7WORLD GOLD TRGLDW81,256$6.9M3.03%
8INVESCO EXCHANGE TRADED FD TIVZ35,947$6.9M3.01%
9ETF SER SOLUTIONS26922A388238,812$6.8M2.97%
10SPDR SERIES TRUST78464A85482,741$6.6M2.90%
11BONDBLOXX ETF TRUST09789C861131,598$6.5M2.85%
12FIRST TR EXCHNG TRADED FD VI33740F474151,743$6.1M2.65%
13SPDR SERIES TRUST78468R64899,277$5.9M2.59%
14ETF SER SOLUTIONS26922A446152,985$5.7M2.47%
15FIRST TR EXCHNG TRADED FD VI33740F557170,034$5.4M2.36%
16VICTORY PORTFOLIOS II92647X830126,613$5.0M2.18%
17FIRST TR EXCHNG TRADED FD VI33740F755126,382$4.3M1.89%
18PACER FDS TR69374H88171,112$4.3M1.87%
19FIRST TR EXCHNG TRADED FD VI33740U752116,516$4.2M1.82%
20FIRST TR EXCHNG TRADED FD VI33740F72268,798$3.9M1.71%