Guidance Point Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Guidance Point Advisors, Llc disclosed 104 stock positions valued at approximately $477.47M as of quarter-end September 30, 2026. The largest holdings include JPMORGAN CHASE & CO, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 104
- Portfolio Value
- $477.47M
Holdings by Sector
Guidance Point Advisors, Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | JPM | Financial Services | 27.79% | 401,010 | +3 | +0.00% | $132,668,320 |
| ISHARES TR | IVV | Other | 13.19% | 82,155 | +447 | +0.55% | $62,999,882 |
| ISHARES TR | IVW | Other | 5.59% | 187,654 | +53 | +0.03% | $26,704,955 |
| ISHARES TR | IEFA | Other | 5.12% | 252,080 | +11,263 | +4.68% | $24,428,585 |
| ISHARES TR | IJH | Other | 3.89% | 257,981 | +8,142 | +3.26% | $18,567,493 |
| ISHARES TR | IJR | Other | 3.59% | 125,962 | +1,687 | +1.36% | $17,145,945 |
| ISHARES TR | IVE | Other | 3.14% | 65,724 | +3,709 | +5.98% | $15,015,986 |
| ISHARES INC | IEMG | Other | 2.13% | 125,464 | +3,068 | +2.51% | $10,188,166 |
| ISHARES TR | IBDV | Other | 2.03% | 458,556 | +26,879 | +6.23% | $9,694,244 |
| ISHARES TR | IBDW | Other | 1.93% | 459,182 | +28,044 | +6.50% | $9,211,398 |
| ISHARES TR | IBDX | Other | 1.75% | 346,544 | +20,988 | +6.45% | $8,341,380 |
| ISHARES TR | IBDU | Other | 1.70% | 356,803 | +15,236 | +4.46% | $8,096,338 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.68% | 10,518 | -220 | -2.05% | $8,026,850 |
| ISHARES TR | IBDY | Other | 1.62% | 315,793 | +26,713 | +9.24% | $7,730,661 |
| ISHARES TR | IBDZ | Other | 1.61% | 311,851 | +19,174 | +6.55% | $7,680,910 |
| ISHARES TR | IBCA | Other | 1.52% | 302,404 | +24,361 | +8.76% | $7,278,880 |
| ISHARES TR | IBDT | Other | 1.46% | 278,785 | +11,844 | +4.44% | $6,959,141 |
| ISHARES TR | IJK | Other | 1.34% | 58,379 | -969 | -1.63% | $6,400,224 |
| ISHARES TR | IBDS | Other | 1.24% | 245,323 | +12,122 | +5.20% | $5,917,439 |
| ISHARES TR | IBDR | Other | 1.10% | 216,466 | +3,103 | +1.45% | $5,247,273 |
| ISHARES TR | IJT | Other | 1.00% | 29,648 | -666 | -2.20% | $4,754,931 |
| ISHARES TR | IWF | Other | 0.99% | 37,674 | -95 | -0.25% | $4,719,543 |
| ISHARES TR | IXUS | Other | 0.94% | 47,009 | +381 | +0.82% | $4,466,474 |
| ISHARES TR | DVY | Other | 0.77% | 24,143 | -104 | -0.43% | $3,675,795 |
| ISHARES TR | DGRO | Other | 0.76% | 47,841 | -2,780 | -5.49% | $3,607,163 |
| ISHARES TR | IUSV | Other | 0.66% | 28,400 | -206 | -0.72% | $3,132,273 |
| ISHARES TR | IJJ | Other | 0.59% | 20,289 | +87 | +0.43% | $2,795,630 |
| ISHARES TR | ITOT | Other | 0.53% | 15,338 | +2 | +0.01% | $2,550,466 |
| APPLE INC | AAPL | Technology | 0.53% | 7,579 | -3 | -0.04% | $2,524,960 |
| VANGUARD INDEX FDS | VBR | Other | 0.44% | 9,064 | +18 | +0.20% | $2,094,404 |
Showing 30 of 104 holdings in the latest reporting period.