Sign In
test

Christoph Von Dem Bussche

Financial Guidance Group, Inc.

Assets Managed
$267.28M
Holdings
91
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
7.42%(2Q avg: 4.61%)
Sustained Growth
11 quarters

Portfolio positions

This chart displays the top 10 holdings in Financial Guidance Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 91 positions.

Assets under management

The assets under management (AUM) of Financial Guidance Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 11 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 267.28M in assets, with a quarterly growth rate of 7.42% and a 2-quarter average growth rate of 4.61%. The portfolio is managed by Christoph Von Dem Bussche, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.13%
8.86%
$23.678M
32,154 shares@ $736.4 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.26%
6.15%
$16.421M
517,863 shares@ $31.71 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.34%
5.58%
$14.892M
19,941 shares@ $746.79 avg price
QEFA
Spdr Msci Eafe Strategicfact
Recent Activity
Increased 2.36%
5.45%
$14.561M
151,649 shares@ $96.02 avg price
ACIO
Aptus Collared Investment Op
Recent Activity
Decreased -3.74%
4.74%
$12.655M
274,284 shares@ $46.14 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -3.02%
4.61%
$12.313M
218,014 shares@ $56.49 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 5.17%
3.14%
$8.369M
95,230 shares@ $87.88 avg price
RSP
Invesco S&p 500 Equal Weight
Recent Activity
Increased 2.68%
2.99%
$7.984M
37,522 shares@ $212.77 avg price
OSCV
Opus Small Cap Value Etf
Recent Activity
Increased 0.22%
2.64%
$7.043M
166,945 shares@ $42.19 avg price
KOMP
Spdr S&p Kensho New Economie
Recent Activity
Decreased -2.02%
2.64%
$7.038M
98,434 shares@ $71.51 avg price

1-10 of 91