Financial Guidance Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the company's principal executive officer, Christoph Von Dem Bussche, as the authorized signatory.
The report details a portfolio consisting of 94 individual positions. The top holdings include significant investments in exchange-traded funds (ETFs) and technology companies. The largest position by number of shares is the Broadcom Inc. ordinary shares, held at 1,649 shares. Other notable equity holdings include Alphabet Inc. Class A (684 shares), Amazon.com Inc. (5,006 shares), Apple Inc. (6,836 shares), and Microsoft Corporation (2,910 shares).
The portfolio is heavily weighted toward ETFs, with positions in the Invesco S&P 500 Equal Weight ETF (34,698 shares) and the Invesco QQQ Trust (33,615 shares). The filing also includes positions in various bond-focused ETFs, such as the BondBloxx ETF Trust Bloomberg Five Year ETF (69,485 shares) and the BondBloxx ETF Trust Bloomberg One Year ETF (121,967 shares).
The filing lists the company's address as 788 Samantha Drive in Palm Harbor, Florida.
