13F Filings History of Financial Guidance Group, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$244,464,263
Signature - Title
Christoph Von Dem Bussche - CEO/CCO
Location
Palm Harbor, FL
Summary
This page shows a list of all the recent 13F filings made by Financial Guidance Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Financial Guidance Group, Inc. reported 89 stock holdings with total value $244,464,263 as of Q4 2025. Top holdings included QQQ, SCHD, SPY, QEFA, and JEPI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 89 $244,464,263 +$26,032,639 -$5,893,846 +$20,138,793 QQQ, SCHD, SPY, QEFA, JEPI 13F-HR 26 Jan 2026, 08:16
Q3 2025 85 $223,031,396 +$8,713,433 -$4,012,794 +$4,700,639 QQQ, SCHD, SPY, QEFA, JEPI 13F-HR 05 Nov 2025, 17:26
Q2 2025 84 $205,855,355 +$21,415,724 -$11,975,094 +$9,440,630 QQQ, SCHD, SPY, QEFA, JEPI 13F-HR 29 Jul 2025, 10:19
Q1 2025 72 $185,176,130 +$6,904,147 -$1,903,590 +$5,000,557 SCHD, QQQ, JEPI, SPY, QEFA 13F-HR 23 Apr 2025, 14:31
Q4 2024 72 $182,540,039 +$29,254,573 -$7,062,492 +$22,192,081 SCHD, QQQ, SPY, JEPI, XONE 13F-HR 29 Jan 2025, 19:47
Q3 2024 67 $171,338,347 +$6,886,962 -$7,218,120 -$331,158 SCHD, QQQ, JEPI, SPY, QEFA 13F-HR 23 Oct 2024, 09:24
Q2 2024 69 $162,775,085 +$22,752,081 -$13,906,381 +$8,845,700 SCHD, QQQ, JEPI, SPY, QEFA Restatement 07 Aug 2024, 14:37
Q1 2024 57 $154,031,592 +$12,375,944 -$9,770,682 +$2,605,262 SCHD, JEPI, QQQ, SPY, XMAR 13F-HR 01 May 2024, 08:19
Q4 2023 53 $143,962,357 +$12,252,141 -$12,295,605 -$43,464 SCHD, JEPI, QQQ, XJUN, QEFA 13F-HR 26 Jan 2024, 09:12
Q3 2023 52 $132,875,032 +$5,866,223 -$5,090,109 +$776,114 SCHD, JEPI, XJUN, QEFA, QQQ 13F-HR 23 Oct 2023, 12:02
Q2 2023 52 $136,029,126 +$1,215,691 -$1,476,823 -$261,132 SCHD, JEPI, XJUN, QQQ, MUB 13F-HR 26 Jul 2023, 10:31
Q1 2023 51 $131,496,856 +$5,591,111 -$2,562,124 +$3,028,987 SCHD, JEPI, XJUN, MUB, QQQ 13F-HR 18 Apr 2023, 11:24
Q4 2022 50 $122,852,291 +$14,269,074 -$24,135,080 -$9,866,006 SCHD, JEPI, XJUN, MUB, XLE 13F-HR 27 Jan 2023, 08:59
Q3 2022 49 $124,704,000 +$9,948,344 -$6,218,199 +$3,730,145 SCHD, FLRN, SRLN, XJUN, MUB 13F-HR 25 Oct 2022, 09:56
Q2 2022 45 $127,248,000 +$21,230,159 -$20,059,968 +$1,170,191 SCHD, FLRN, QEFA, SRLN, MUB 13F-HR 29 Jul 2022, 15:11
Q1 2022 41 $145,445,000 $0 $0 $0 MUB, SCHD, QQQ, SPY, QEFA 13F-HR 19 May 2022, 10:24