Q2 2026 13F · SEC CIK 1767710

Guidance Point Advisors, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $462.8M
Reported positions: 100
Top holdings a year, 3 yrs: +20.3%
Assets under management: $558.3M

Guidance Point Advisors, LLC is a wealth manager that reported 100 positions worth $462.8M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Jpmorgan Chase & Co (JPM, 28.4%), Ishares Core S&p 500 ETF (IVV, 13.2%), Ishares (IVW, 5.6%). A portfolio copying its top holdings returned 20.3% a year over the last 3 years, against 20.4% for the S&P 500.

Guidance Point Advisors, LLC holdings largest 50 of 100 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Guidance Point Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
JPMJpmorgan Chase & Co	28.4%	28.6%	401,007	+0.0%	$131.3M
IVVIshares Core S&p 500 ETF	13.2%	13.1%	81,708	-1.0%	$61.3M
IVWIshares	5.6%	5.1%	187,601	+0.2%	$25.8M
IEFAIshares Core Msci Eafe ETF	5.0%	5.2%	240,817	+2.5%	$23.3M
IJHIshares Tr	4.2%	4.1%	249,839	+0.0%	$19.3M
IJRIshares Core S&p Small Cap ETF	4.0%	3.8%	124,275	-1.5%	$18.4M
IVEIshares S&p 500 Value ETF	3.0%	3.2%	62,015	+0.7%	$14.1M
IEMGIshares	2.2%	2.1%	122,396	-0.9%	$10.1M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	2.0%	2.2%	431,677	+4.5%	$9.4M
IBDWIshares Tr	1.9%	2.1%	431,138	+2.1%	$9.0M
IBDXIshares Tr	1.8%	1.9%	325,556	+3.1%	$8.2M
SPYSpdr S&p 500 ETF Tr	1.7%	1.7%	10,738	+0.3%	$8.0M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	1.7%	1.8%	341,567	+6.0%	$7.9M
IBDZIshares Tr	1.6%	1.8%	292,677	+4.0%	$7.6M
IBDYIshares Tr	1.6%	1.7%	289,080	+3.9%	$7.4M
46438G372Ishares Tr	1.5%	1.6%	278,043	+5.4%	$7.1M
IJKIshares S&p Mid-Cap 400 Growth ETF	1.5%	1.5%	59,348	-0.2%	$7.0M
IBDTIshares Tr	1.5%	1.6%	266,941	+5.8%	$6.7M
IJTIshares Tr	1.2%	1.1%	30,314	+0.2%	$5.4M
IWFIshares Russell 1000 Growth ETF	1.0%	1.0%	37,769	+297.1%	$4.7M
IXUSIshares Core Msci Total International St	1.0%	1.0%	46,628	+0.8%	$4.5M
DGROIshares Core Dividend Growth ETF	0.8%	0.9%	50,621	-1.5%	$3.8M
DVYiShares Select Dividend ETF Total	0.8%	0.9%	24,247	+0.2%	$3.8M
IUSVIshares Tr	0.7%	0.7%	28,606	+0.1%	$3.2M
IJJiShares S&P Midcap 400 Value	0.6%	0.7%	20,202	-0.1%	$3.0M
ITOTIshares Total US Stock Market ETF	0.5%	0.5%	15,336	-1.2%	$2.5M
VBRVanguard Small Cap Value ETF	0.5%	0.5%	9,046	+0.2%	$2.2M
AAPLApple Inc	0.5%	0.5%	7,582	-0.7%	$2.2M
VPUVanguard World Fd	0.5%	0.5%	10,731	+1.0%	$2.1M
AVGOBroadcom Inc	0.4%	0.3%	4,402	+10.1%	$1.7M
SHYGIshares Tr	0.3%	0.4%	36,281	+5.0%	$1.5M
MSFTMicrosoft Corp	0.3%	0.3%	3,847	+0.9%	$1.4M
SCZIshares Msci Eafe Small Cap	0.3%	0.3%	17,301	+1.2%	$1.4M
AAAUGoldman Sachs Physical Gold	0.3%	0.3%	35,693	+18.5%	$1.4M
QQQInvesco Qqq Tr	0.3%	0.3%	1,875	+0.9%	$1.4M
IWOIshares Russell 2000 Growth ETF	0.3%	0.3%	3,441	-1.7%	$1.4M
IGSBIshares 1-3 Yr Credit Bond ETF	0.3%	0.1%	23,841	+104.2%	$1.3M
VOEVanguard Index Fds	0.3%	0.3%	6,276	+0.0%	$1.2M
USMVIshares Msci USA Min Volfctr ETF	0.3%	0.3%	12,003	+4.3%	$1.2M
IWDIshares Russell 1000 Value ETF	0.2%	0.2%	4,459	-1.8%	$1.1M
VTWOVanguard Scottsdale Fds	0.2%	0.2%	8,849	+0.1%	$1.1M
IWNIshares Russell 2000 Value ETF	0.2%	0.2%	4,568	-1.6%	$1.0M
IYRiShares US Real Estate ETF	0.2%	0.2%	9,841	-2.2%	$1.0M
FLOTIshares Tr	0.2%	0.2%	19,505	+7.9%	$996K
EFAiShs MSCI EAFE	0.2%	0.2%	8,755	+2.3%	$910K
LRCXLam Research Corp	0.2%	—	2,024	—	$877K
IBHHIshares Ibonds 2028 Term High Yield and	0.2%	—	35,701	—	$839K
IGMIshares Tr	0.2%	0.1%	4,869	+0.1%	$797K
IWMIshares	0.2%	0.2%	2,577	-0.0%	$775K
NVDANvidia Corporation Com	0.2%	—	3,637	—	$728K

What Guidance Point Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

IWF Ishares Russell 1000 Growth ETF+297.1% shares
IGSB Ishares 1-3 Yr Credit Bond ETF+104.2% shares
AAAU Goldman Sachs Physical Gold+18.5% shares
AVGO Broadcom Inc+10.1% shares
FLOT Ishares Tr+7.9% shares
IBDU Ishares Tr ETF Ibonds Dec 2029 Term Corp+6.0% shares
IBDT Ishares Tr+5.8% shares
Ishares Tr+5.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

PFF Ishares Trwas 0.1%
DIA State Street Spdr Dow Jones Industrial Awas 0.1%
VIG Vanguard Dividend Appreciation ETFwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.2% /yr; S&P 500 +20.1%
3 years: +20.3% /yr; S&P 500 +20.4%
5 years: +10.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$462.8M	100
Q1 2026	$411.9M	94
Q4 2025	$421.2M	93
Q3 2025	$401.2M	95
Q2 2025	$375.8M	83
Q1 2025	$338.2M	81
Q4 2024	$342.7M	82
Q3 2024	$329.7M	83
Q2 2024	$307.0M	78
Q1 2024	$295.1M	82
Q4 2023	$259.4M	64
Q3 2023	$236.9M	71

Questions about Guidance Point Advisors, LLC's portfolio

What stocks does Guidance Point Advisors, LLC own?

Guidance Point Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 100 positions worth $462.8M. The largest are Jpmorgan Chase & Co (JPM) at 28.4%, Ishares Core S&p 500 ETF (IVV) at 13.2%, Ishares (IVW) at 5.6%, Ishares Core Msci Eafe ETF (IEFA) at 5.0% and Ishares Tr (IJH) at 4.2%.

What did Guidance Point Advisors, LLC buy last quarter?

In Q2 2026, Guidance Point Advisors, LLC added Ishares Russell 1000 Growth ETF (IWF) (+297.1% shares), Ishares 1-3 Yr Credit Bond ETF (IGSB) (+104.2% shares) and Goldman Sachs Physical Gold (AAAU) (+18.5% shares), compared with its Q1 2026 filing.

What did Guidance Point Advisors, LLC sell last quarter?

In Q2 2026, Guidance Point Advisors, LLC cut from its top 50 Ishares Tr (PFF), cut from its top 50 State Street Spdr Dow Jones Industrial A (DIA) and cut from its top 50 Vanguard Dividend Appreciation ETF (VIG), compared with its Q1 2026 filing.

How has Guidance Point Advisors, LLC's portfolio performed?

A portfolio copying Guidance Point Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.2% against +20.1%. Over 5 years: +10.0% a year against +11.6%.

When is Guidance Point Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Guidance Point Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Guidance Point Advisors, LLC manage?

Guidance Point Advisors, LLC reported $558.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $462.8M.