Guidance Point Advisors, LLC — 13F Holdings & Portfolio
CIK 1767710 · latest 13F-HR filed 2026-05-12
Guidance Point Advisors, LLC manages $422.2M in 13F-reported U.S. long-equity assets across 96 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are JPM (27.94%), IVV (12.79%), IEFA (5.04%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 2, added to 21, and trimmed 18.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$422.2M
Long-equity book
96
Distinct positions
2026-03-31
Filed 2026-05-12
+3 / −2 / ↑21 / ↓18
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.0M +17.6%
- ISHARES TR$534.2K +7.9%
- BROADCOM INC$407.9K +49.1%
- ISHARES TR$399.0K +11.1%
- ISHARES TR$286.6K +87.6%
Top Trims
- JPMORGAN CHASE & CO-$11.3M -8.7%
- ISHARES TR-$2.0M -8.6%
- MICROSOFT CORP-$482.5K -25.5%
- ISHARES TR-$443.9K -9.9%
- APPLE INC-$179.3K -8.5%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | JPM | 46625H100 | $118.0M | 27.94% | 401,007 | SH |
| 2 | ISHARES TR | IVV | 464287200 | $54.0M | 12.79% | 82,550 | SH |
| 3 | ISHARES TR | IEFA | 46432F842 | $21.3M | 5.04% | 234,919 | SH |
| 4 | ISHARES TR | IVW | 464287309 | $21.2M | 5.02% | 187,266 | SH |
| 5 | ISHARES TR | IJH | 464287507 | $16.9M | 4.00% | 249,838 | SH |
| 6 | ISHARES TR | IJR | 464287804 | $15.7M | 3.72% | 126,226 | SH |
| 7 | ISHARES TR | IVE | 464287408 | $13.0M | 3.08% | 61,561 | SH |
| 8 | ISHARES TR | IBDV | 46436E726 | $9.0M | 2.14% | 413,119 | SH |
| 9 | ISHARES TR | IBDW | 46436E486 | $8.8M | 2.09% | 422,142 | SH |
| 10 | ISHARES INC | IEMG | 46434G103 | $8.6M | 2.04% | 123,447 | SH |
| 11 | ISHARES TR | IBDX | 46436E312 | $8.0M | 1.89% | 315,676 | SH |
| 12 | ISHARES TR | IBDU | 46436E205 | $7.5M | 1.78% | 322,288 | SH |
| 13 | ISHARES TR | IBDZ | 46438G653 | $7.3M | 1.74% | 281,408 | SH |
| 14 | ISHARES TR | IBDY | 46436E130 | $7.2M | 1.70% | 278,279 | SH |
| 15 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.0M | 1.65% | 10,704 | SH |
| 16 | ISHARES TR | IBCA | 46438G372 | $6.8M | 1.60% | 263,698 | SH |
| 17 | ISHARES TR | IBDT | 46435U515 | $6.4M | 1.51% | 252,277 | SH |
| 18 | ISHARES TR | IJK | 464287606 | $6.0M | 1.42% | 59,470 | SH |
| 19 | ISHARES TR | IBDS | 46435UAA9 | $5.3M | 1.25% | 217,238 | PRN |
| 20 | ISHARES TR | IBDR | 46435GAA0 | $5.0M | 1.19% | 206,430 | PRN |
| 21 | ISHARES TR | IJT | 464287887 | $4.4M | 1.04% | 30,247 | SH |
| 22 | ISHARES TR | IWF | 464287614 | $4.1M | 0.96% | 9,511 | SH |
| 23 | ISHARES TR | IXUS | 46432F834 | $4.0M | 0.95% | 46,267 | SH |
| 24 | ISHARES TR | DVY | 464287168 | $3.7M | 0.87% | 24,199 | SH |
| 25 | ISHARES TR | DGRO | 46434V621 | $3.6M | 0.85% | 51,398 | SH |
| 26 | ISHARES TR | IUSV | 464287663 | $2.9M | 0.69% | 28,577 | SH |
| 27 | ISHARES TR | IJJ | 464287705 | $2.7M | 0.64% | 20,231 | SH |
| 28 | ISHARES TR | ITOT | 464287150 | $2.2M | 0.52% | 15,520 | SH |
| 29 | VANGUARD WORLD FD | VPU | 92204A876 | $2.1M | 0.50% | 10,622 | SH |
| 30 | VANGUARD INDEX FDS | VBR | 922908611 | $2.0M | 0.46% | 9,026 | SH |
| 31 | APPLE INC | AAPL | 037833100 | $1.9M | 0.46% | 7,639 | SH |
| 32 | ISHARES TR | SHYG | 46434V407 | $1.5M | 0.35% | 34,554 | SH |
| 33 | MICROSOFT CORP | MSFT | 594918104 | $1.4M | 0.33% | 3,811 | SH |
| 34 | GOLDMAN SACHS PHYSICAL GOLD | AAAU | 38150K103 | $1.4M | 0.33% | 30,121 | SH |
| 35 | ISHARES TR | SCZ | 464288273 | $1.3M | 0.32% | 17,104 | SH |
| 36 | BROADCOM INC | AVGO | 11135F101 | $1.2M | 0.29% | 3,999 | SH |
| 37 | VANGUARD INDEX FDS | VOE | 922908512 | $1.2M | 0.27% | 6,276 | SH |
| 38 | ISHARES TR | IWO | 464287648 | $1.1M | 0.26% | 3,499 | SH |
| 39 | INVESCO QQQ TR | QQQ | 46090E103 | $1.1M | 0.25% | 1,858 | SH |
| 40 | ISHARES TR | USMV | 46429B697 | $1.1M | 0.25% | 11,507 | SH |
| 41 | ISHARES TR | IWD | 464287598 | $972.6K | 0.23% | 4,542 | SH |
| 42 | ISHARES TR | IYR | 464287739 | $952.7K | 0.23% | 10,066 | SH |
| 43 | ISHARES TR | FLOT | 46429B655 | $921.1K | 0.22% | 18,069 | SH |
| 44 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $886.0K | 0.21% | 8,842 | SH |
| 45 | ISHARES TR | IWN | 464287630 | $881.3K | 0.21% | 4,641 | SH |
| 46 | ISHARES TR | EFA | 464287465 | $831.9K | 0.20% | 8,561 | SH |
| 47 | ISHARES TR | IWM | 464287655 | $639.9K | 0.15% | 2,578 | SH |
| 48 | ISHARES TR | IGSB | 464288646 | $613.8K | 0.15% | 11,676 | SH |
| 49 | ISHARES TR | PFF | 464288687 | $603.8K | 0.14% | 19,908 | SH |
| 50 | STATE STR SPDR DOW JONES IND | DIA | 78467X109 | $594.6K | 0.14% | 1,281 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-12 | $422.2M | 96 | 0001172661-26-001740 |
| 2025-12-31 | 2026-02-11 | $431.4M | 95 | 0001172661-26-000601 |
| 2025-09-30 | 2025-10-23 | $414.7M | 98 | 0001172661-25-004412 |
| 2021-03-31 | 2021-04-30 | $241.2K | 85 | 0001606587-21-000515 |