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Guidance Point Advisors, LLC — 13F Holdings & Portfolio

CIK 1767710 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Guidance Point Advisors, LLC manages $473.6M in 13F-reported U.S. long-equity assets across 102 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are JPM (27.72%), IVV (12.94%), IVW (5.45%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 0, added to 69, and trimmed 5.

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.

Filer Information
Address
24 SAWYER ROAD
WELLESLEY, MA 02481
Phone
(617) 869-6653
Filing Manager
Guidance Point Advisors, LLC
Wellesley, MA
Signatory
Wesley Austin Del Col
Managing Member/Chief Compliance Officer
Loading holdings…
AUM

$473.6M

Long-equity book

Holdings

102

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+6 / −0 / ↑69 / ↓5

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • JPMORGAN CHASE & CO$13.3M +11.3%
  • ISHARES TR$7.3M +13.5%
  • ISHARES TR$4.6M +21.8%
  • ISHARES TR$2.7M +17.5%
  • ISHARES TR$2.4M +14.2%
Show all 69 →

Top Trims

  • FIDELITY WISE ORIGIN BITCOIN-$92.7K -19.8%
  • SPDR GOLD TR-$58.9K -13.6%
  • WORLD GOLD TR-$54.7K -14.3%
  • ISHARES TR-$37.8K -6.3%
  • COSTCO WHOLESALE CORPORATION-$20.3K -6.1%
Show all 5 →

New Positions

  • ISHARES TR$489.6K
  • MICRON TECHNOLOGY INC$421.3K
  • ANNALY CAPITAL MANAGEMENT IN$303.8K
  • TAIWAN SEMICONDUCTOR MANUFAC$241.9K
  • ISHARES TR$214.2K
Show all 6 →

Exited Positions

  • No exits this quarter.
Show all 0 →
All Holdings

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 $131.3M 27.72% 401,007 SH
2 ISHARES TR IVV 464287200 $61.3M 12.94% 81,708 SH
3 ISHARES TR IVW 464287309 $25.8M 5.45% 187,601 SH
4 ISHARES TR IEFA 46432F842 $23.3M 4.91% 240,817 SH
5 ISHARES TR IJH 464287507 $19.3M 4.07% 249,839 SH
6 ISHARES TR IJR 464287804 $18.4M 3.89% 124,275 SH
7 ISHARES TR IVE 464287408 $14.1M 2.98% 62,015 SH
8 ISHARES INC IEMG 46434G103 $10.1M 2.14% 122,396 SH
9 ISHARES TR IBDV 46436E726 $9.4M 1.99% 431,677 SH
10 ISHARES TR IBDW 46436E486 $9.0M 1.90% 431,138 SH
11 ISHARES TR IBDX 46436E312 $8.2M 1.73% 325,556 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $8.0M 1.69% 10,738 SH
13 ISHARES TR IBDU 46436E205 $7.9M 1.67% 341,567 SH
14 ISHARES TR IBDZ 46438G653 $7.6M 1.61% 292,677 SH
15 ISHARES TR IBDY 46436E130 $7.4M 1.57% 289,080 SH
16 ISHARES TR IBCA 46438G372 $7.1M 1.50% 278,043 SH
17 ISHARES TR IJK 464287606 $7.0M 1.47% 59,348 SH
18 ISHARES TR IBDT 46435U515 $6.7M 1.42% 266,941 SH
19 ISHARES TR IBDS 46435UAA9 $5.6M 1.19% 233,201 PRN
20 ISHARES TR IJT 464287887 $5.4M 1.14% 30,314 SH
21 ISHARES TR IBDR 46435GAA0 $5.2M 1.09% 213,363 PRN
22 ISHARES TR IWF 464287614 $4.7M 0.99% 37,769 SH
23 ISHARES TR IXUS 46432F834 $4.5M 0.94% 46,628 SH
24 ISHARES TR DGRO 46434V621 $3.8M 0.81% 50,621 SH
25 ISHARES TR DVY 464287168 $3.8M 0.80% 24,247 SH
26 ISHARES TR IUSV 464287663 $3.2M 0.67% 28,606 SH
27 ISHARES TR IJJ 464287705 $3.0M 0.63% 20,202 SH
28 ISHARES TR ITOT 464287150 $2.5M 0.53% 15,336 SH
29 VANGUARD INDEX FDS VBR 922908611 $2.2M 0.46% 9,046 SH
30 APPLE INC AAPL 037833100 $2.2M 0.46% 7,582 SH
31 VANGUARD WORLD FD VPU 92204A876 $2.1M 0.44% 10,731 SH
32 BROADCOM INC AVGO 11135F101 $1.7M 0.35% 4,402 SH
33 ISHARES TR SHYG 46434V407 $1.5M 0.33% 36,281 SH
34 MICROSOFT CORP MSFT 594918104 $1.4M 0.30% 3,847 SH
35 ISHARES TR SCZ 464288273 $1.4M 0.30% 17,301 SH
36 GOLDMAN SACHS PHYSICAL GOLD AAAU 38150K103 $1.4M 0.30% 35,693 SH
37 INVESCO QQQ TR QQQ 46090E103 $1.4M 0.29% 1,875 SH
38 ISHARES TR IWO 464287648 $1.4M 0.29% 3,441 SH
39 ISHARES TR IGSB 464288646 $1.3M 0.26% 23,841 SH
40 VANGUARD INDEX FDS VOE 922908512 $1.2M 0.26% 6,276 SH
41 ISHARES TR USMV 46429B697 $1.2M 0.24% 12,003 SH
42 ISHARES TR IWD 464287598 $1.1M 0.23% 4,459 SH
43 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $1.1M 0.23% 8,849 SH
44 ISHARES TR IWN 464287630 $1.0M 0.21% 4,568 SH
45 ISHARES TR IYR 464287739 $1.0M 0.21% 9,841 SH
46 ISHARES TR FLOT 46429B655 $996.2K 0.21% 19,505 SH
47 ISHARES TR EFA 464287465 $909.8K 0.19% 8,755 SH
48 LAM RESEARCH CORP LRCX 512807306 $877.4K 0.19% 2,024 SH
49 ISHARES TR IBHH 46436E387 $839.3K 0.18% 35,701 SH
50 ISHARES TR IGM 464287549 $796.7K 0.17% 4,869 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $473.6M 102 0001172661-26-002985
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