Financial Guidance Group, Inc. reported 23 positions worth $22.37M for the quarter ended Sep 30, 2026, up 7.4% on the prior quarter. It opened 1 new position, added to 14, trimmed 5 and exited 0. Its largest holding is World Gold Trust at 28.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +1,832 | – | $276.38K | 1.24% |
| BITB Bitwise Bitcoin ETF | +4,204 | +27.0% | $190.70K | 4.01% |
| NVDA Nvidia Corp | +318 | +6.0% | $72.62K | 5.72% |
| GOOGL Alphabet Inc. | +97 | +16.5% | $33.38K | 1.05% |
| GLDM World Gold Trust | +334 | +0.4% | $27.45K | 28.93% |
| AMZN Amazon Com Inc | +98 | +2.0% | $24.42K | 5.57% |
| JPM Jpmorgan Chase & Co | +58 | +5.7% | $19.19K | 1.58% |
| BRK-B Berkshire Hathaway Inc | +16 | +2.0% | $7.97K | 1.79% |
| DE Deere & Co | +11 | +3.3% | $7.39K | 1.04% |
| AVGO Broadcom Inc. | +19 | +1.2% | $6.67K | 2.59% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +1,832 | $276.38K | 1.24% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | GLDM World Gold Trust | Others | 78.8K | $6.47M | 28.93% | +334 | +0.4% | Added | 0.02% |
| 2 | GLD Spdr Gold Trust | Financial Services | 7,159 | $2.73M | 12.18% | -41 | -0.6% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 6,836 | $2.28M | 10.17% | -443 | -6.1% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 2,910 | $1.49M | 6.67% | -42 | -1.4% | Reduced | 0% |
| 5 | NVDA Nvidia Corp | Technology | 5,602 | $1.28M | 5.72% | +318 | +6.0% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 5,006 | $1.25M | 5.57% | +98 | +2.0% | Added | 0% |
| 7 | BAR GraniteShares Gold Trust | Others | 25.7K | $1.05M | 4.71% | -2,235 | -8.0% | Reduced | 0.07% |
| 8 | BITB Bitwise Bitcoin ETF | Others | 19.8K | $897.37K | 4.01% | +4,204 | +27.0% | Added | 0.03% |
| 9 | AVGO Broadcom Inc. | Technology | 1,649 | $579.11K | 2.59% | +19 | +1.2% | Added | 0% |
| 10 | KLAC Kla Corp | Technology | 2,622 | $511.11K | 2.28% | +22 | +0.8% | Added | 0% |
| 11 | BRK-B Berkshire Hathaway Inc | Financial Services | 804 | $400.35K | 1.79% | +16 | +2.0% | Added | 0% |
| 12 | GPN Global Payments Inc | Technology | 4,716 | $385.16K | 1.72% | +26 | +0.6% | Added | 0% |
| 13 | JPM Jpmorgan Chase & Co | Financial Services | 1,069 | $353.66K | 1.58% | +58 | +5.7% | Added | 0% |
| 14 | PNC Pnc Financial Services Group, Inc. | Financial Services | 1,500 | $333.39K | 1.49% | 0 | 0.0% | Unchanged | 0% |
| 15 | GS Goldman Sachs Group Inc | Financial Services | 352 | $316.93K | 1.42% | +1 | +0.3% | Added | 0% |
Tip. Select a row to see that position’s full history at Financial Guidance.
As of its Q3 2026 13F filing, Financial Guidance Group, Inc.’s five largest positions were World Gold Trust (GLDM) at 28.9%, Spdr Gold Trust (GLD) at 12.2%, Apple Inc. (AAPL) at 10.2%, Microsoft Corp (MSFT) at 6.7%, Nvidia Corp (NVDA) at 5.7% of the reported portfolio.
Financial Guidance Group, Inc. reported a 13F portfolio worth $22.37M across 23 positions for Q3 2026. That is up 7.4% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($276.38K), Bitwise Bitcoin ETF ($190.70K), Nvidia Corp ($72.62K). It opened 1 new positions.
Its largest sales by value were Apple Inc. ($147.53K), GraniteShares Gold Trust ($91.43K), Microsoft Corp ($21.54K). It exited 0 positions entirely.
From the Form 13F-HR reports Financial Guidance Group, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.