Christoph Von Dem Bussche
Financial Guidance Group, Inc.
Assets Managed
$248.823M
Holdings
89
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
1.79%(2Q avg: 5.7%)
Sustained Growth
10 quarters
Portfolio positions
This chart displays the top 10 holdings in Financial Guidance Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 89 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 248.823M in assets, with a quarterly growth rate of 1.79% and a 2-quarter average growth rate of 5.7%. The portfolio is managed by Christoph Von Dem Bussche, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
QQQ Invesco Qqq Trust Series 1
| 7.38% | $18.352M 31,797 shares@ $577.18 avg price | Increased 3.28% |
SCHD Schwab Us Dvd Equity Etf
| 6.37% | $15.847M 516,523 shares@ $30.68 avg price | Decreased -1.13% |
QEFA Spdr Msci Eafe Strategicfact
| 5.56% | $13.818M 148,153 shares@ $93.27 avg price | Increased 2.61% |
SPY Spdr S&p 500 Etf Trust
| 5.23% | $13.013M 20,010 shares@ $650.34 avg price | Increased 0.86% |
JEPI Jpmorgan Equity Premium Inco
| 5.13% | $12.742M 224,810 shares@ $56.69 avg price | Increased 1.66% |
ACIO Aptus Collared Investment Op
| 4.81% | $11.956M 284,949 shares@ $41.96 avg price | Increased 5.75% |
GLDM Spdr Gold Minishares Trust
| 2.99% | $7.421M 80,058 shares@ $92.7 avg price | Decreased -1.47% |
RSP Invesco S&p 500 Equal Weight
| 2.82% | $7.014M 36,546 shares@ $191.93 avg price | Increased 1.67% |
SPLG Spdr Portfolio S&p 500 Etf
| 2.79% | $6.931M 90,551 shares@ $76.55 avg price | Increased 9.44% |
DRSK Aptus Defined Risk Etf
| 2.74% | $6.805M 249,004 shares@ $27.34 avg price | Increased 4.27% |
1-10 of 89