Guidance Point Advisors, Llc Portfolio Stock Holdings
Guidance Point Advisors, Llc disclosed 102 stock positions valued at approximately $473.6 million in its latest SEC 13F filing. The largest holdings include JPMORGAN CHASE & CO, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 102
- Portfolio Value
- $473.6M
Holdings by Sector
Guidance Point Advisors, Llc Portfolio Holdings in Q2 2026
99 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | JPM | Financial Services | 27.72% | 401,007 | - | - | $131,264,179 |
| ISHARES TR | IVV | Other | 12.94% | 81,708 | -842 | -1.02% | $61,263,573 |
| ISHARES TR | IVW | Other | 5.45% | 187,601 | +335 | +0.18% | $25,808,676 |
| ISHARES TR | IEFA | Other | 4.91% | 240,817 | +5,898 | +2.51% | $23,265,133 |
| ISHARES TR | IJH | Other | 4.07% | 249,839 | +1 | +0.00% | $19,271,236 |
| ISHARES TR | IJR | Other | 3.89% | 124,275 | -1,951 | -1.55% | $18,441,241 |
| ISHARES TR | IVE | Other | 2.98% | 62,015 | +454 | +0.74% | $14,093,454 |
| ISHARES INC | IEMG | Other | 2.14% | 122,396 | -1,051 | -0.85% | $10,144,801 |
| ISHARES TR | IBDV | Other | 1.99% | 431,677 | +18,558 | +4.49% | $9,410,876 |
| ISHARES TR | IBDW | Other | 1.90% | 431,138 | +8,996 | +2.13% | $8,985,143 |
| ISHARES TR | IBDX | Other | 1.73% | 325,556 | +9,880 | +3.13% | $8,200,817 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.69% | 10,738 | +34 | +0.32% | $8,022,720 |
| ISHARES TR | IBDU | Other | 1.67% | 341,567 | +19,279 | +5.98% | $7,911,179 |
| ISHARES TR | IBDY | Other | 1.57% | 289,080 | +10,801 | +3.88% | $7,442,402 |
| ISHARES TR | IJK | Other | 1.47% | 59,348 | -122 | -0.21% | $6,975,232 |
| ISHARES TR | IBDT | Other | 1.42% | 266,941 | +14,664 | +5.81% | $6,740,878 |
| ISHARES TR | IBDS | Other | 1.19% | 233,201 | +15,963 | +7.35% | $5,648,452 |
| ISHARES TR | IJT | Other | 1.14% | 30,314 | +67 | +0.22% | $5,415,429 |
| ISHARES TR | IBDR | Other | 1.09% | 213,363 | +6,933 | +3.36% | $5,169,911 |
| ISHARES TR | IWF | Other | 0.99% | 37,769 | +28,258 | +297.11% | $4,690,819 |
| ISHARES TR | IXUS | Other | 0.94% | 46,628 | +361 | +0.78% | $4,451,262 |
| ISHARES TR | DGRO | Other | 0.81% | 50,621 | -777 | -1.51% | $3,837,050 |
| ISHARES TR | DVY | Other | 0.80% | 24,247 | +48 | +0.20% | $3,794,651 |
| ISHARES TR | IUSV | Other | 0.67% | 28,606 | +29 | +0.10% | $3,151,202 |
| ISHARES TR | IJJ | Other | 0.63% | 20,202 | -29 | -0.14% | $2,985,892 |
| ISHARES TR | ITOT | Other | 0.53% | 15,336 | -184 | -1.19% | $2,519,423 |
| VANGUARD INDEX FDS | VBR | Other | 0.46% | 9,046 | +20 | +0.22% | $2,198,466 |
| APPLE INC | AAPL | Technology | 0.46% | 7,582 | -57 | -0.75% | $2,194,682 |
| VANGUARD WORLD FD | VPU | Other | 0.44% | 10,731 | +109 | +1.03% | $2,103,624 |
| BROADCOM INC | AVGO | Technology | 0.35% | 4,402 | +403 | +10.08% | $1,663,383 |
| ISHARES TR | SHYG | Other | 0.33% | 36,281 | +1,727 | +5.00% | $1,539,217 |
| MICROSOFT CORP | MSFT | Technology | 0.30% | 3,847 | +36 | +0.94% | $1,436,380 |
| ISHARES TR | SCZ | Other | 0.30% | 17,301 | +197 | +1.15% | $1,424,822 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 0.30% | 35,693 | +5,572 | +18.50% | $1,412,372 |
| INVESCO QQQ TR | QQQ | Other | 0.29% | 1,875 | +17 | +0.91% | $1,383,525 |
| ISHARES TR | IWO | Other | 0.29% | 3,441 | -58 | -1.66% | $1,359,673 |
| ISHARES TR | IGSB | Other | 0.26% | 23,841 | +12,165 | +104.19% | $1,250,093 |
| VANGUARD INDEX FDS | VOE | Other | 0.26% | 6,276 | - | - | $1,240,178 |
| ISHARES TR | USMV | Other | 0.24% | 12,003 | +496 | +4.31% | $1,157,965 |
| ISHARES TR | IWD | Other | 0.23% | 4,459 | -83 | -1.83% | $1,082,909 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.23% | 8,849 | +7 | +0.08% | $1,074,702 |
| ISHARES TR | IWN | Other | 0.21% | 4,568 | -73 | -1.57% | $1,012,276 |
| ISHARES TR | IYR | Other | 0.21% | 9,841 | -225 | -2.24% | $1,007,350 |
| ISHARES TR | FLOT | Other | 0.21% | 19,505 | +1,436 | +7.95% | $996,230 |
| ISHARES TR | EFA | Other | 0.19% | 8,755 | +194 | +2.27% | $909,809 |
| LAM RESEARCH CORP | LRCX | Other | 0.19% | 2,024 | +2 | +0.10% | $877,411 |
| ISHARES TR | IBHH | Other | 0.18% | 35,701 | +11,518 | +47.63% | $839,346 |
| ISHARES TR | IGM | Other | 0.17% | 4,869 | +3 | +0.06% | $796,708 |
| ISHARES TR | IWM | Other | 0.16% | 2,577 | -1 | -0.04% | $774,990 |
| NVIDIA CORPORATION | NVDA | Technology | 0.15% | 3,637 | +400 | +12.36% | $728,251 |
| ISHARES TR | IBHG | Other | 0.15% | 31,377 | +6,042 | +23.85% | $693,060 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.14% | 13,163 | +6,956 | +112.07% | $683,787 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.14% | 1,285 | +4 | +0.31% | $672,093 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.14% | 3,481 | -13 | -0.37% | $663,476 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.14% | 7,838 | +6,541 | +504.32% | $647,872 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.13% | 2,664 | +12 | +0.45% | $631,384 |
| ALPHABET INC | GOOGL | Communication Services | 0.13% | 1,732 | +1 | +0.06% | $619,339 |
| ISHARES TR | IWS | Other | 0.13% | 3,611 | +11 | +0.31% | $594,479 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 3,949 | +8 | +0.20% | $579,243 |
| ISHARES TR | PFF | Other | 0.12% | 18,557 | -1,351 | -6.79% | $565,963 |
| BANK OF AMER CORP | BAC | Financial Services | 0.12% | 9,910 | -238 | -2.35% | $564,786 |
| ISHARES TR | IBHI | Other | 0.10% | 20,925 | +20,925 | +100.00% | $489,637 |
| VANGUARD WORLD FD | VGT | Other | 0.10% | 4,094 | +3,585 | +704.32% | $489,596 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.10% | 967 | - | - | $484,102 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.10% | 6,542 | +9 | +0.14% | $466,450 |
| ISHARES TR | EFG | Other | 0.10% | 3,663 | - | - | $455,750 |
| ISHARES TR | IWR | Other | 0.09% | 3,894 | +1 | +0.03% | $429,682 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.09% | 365 | +365 | +100.00% | $421,316 |
| ISHARES TR | IBTK | Other | 0.08% | 20,529 | +1,867 | +10.00% | $401,137 |
| ISHARES TR | ISTB | Other | 0.08% | 8,267 | +1,903 | +29.90% | $399,275 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.08% | 1,805 | +7 | +0.39% | $395,875 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.08% | 7,336 | -576 | -7.28% | $374,683 |
| SPDR GOLD TR | GLD | Other | 0.08% | 1,012 | +9 | +0.90% | $373,515 |
| ISHARES TR | ACWX | Other | 0.08% | 4,792 | +34 | +0.71% | $365,179 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.08% | 515 | - | - | $363,959 |
| ISHARES TR | IBTM | Other | 0.07% | 15,121 | +506 | +3.46% | $343,171 |
| VANGUARD INDEX FDS | VUG | Other | 0.07% | 3,808 | +3,175 | +501.58% | $328,162 |
| WORLD GOLD TR | GLDM | Other | 0.07% | 4,122 | - | - | $327,369 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.07% | 335 | +2 | +0.60% | $313,670 |
| ANNALY CAPITAL MANAGEMENT IN | NLY | Real Estate | 0.06% | 13,584 | +13,584 | +100.00% | $303,792 |
| ISHARES TR | IJS | Other | 0.06% | 2,177 | +48 | +2.25% | $298,164 |
| ISHARES TR | IYW | Other | 0.06% | 1,166 | - | - | $294,258 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.06% | 1,227 | - | - | $292,443 |
| ISHARES TR | IBTL | Other | 0.06% | 13,815 | +324 | +2.40% | $278,925 |
| VANGUARD INDEX FDS | VNQ | Other | 0.06% | 2,857 | +2 | +0.07% | $276,188 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 1,066 | +6 | +0.57% | $271,058 |
| ISHARES INC | EEMA | Other | 0.06% | 2,264 | -10 | -0.44% | $265,202 |
| ISHARES TR | IBTJ | Other | 0.06% | 12,112 | +254 | +2.14% | $262,225 |
| VANGUARD INDEX FDS | VTI | Other | 0.05% | 700 | +54 | +8.36% | $259,901 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.05% | 4,553 | +16 | +0.35% | $250,463 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.05% | 1,150 | - | - | $244,686 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.05% | 506 | +506 | +100.00% | $241,857 |
| ISHARES TR | IBTG | Other | 0.05% | 10,482 | +233 | +2.27% | $239,933 |
| ISHARES TR | IBTH | Other | 0.05% | 10,699 | +241 | +2.30% | $239,337 |
| ISHARES TR | IBTI | Other | 0.05% | 10,803 | +245 | +2.32% | $239,178 |
| ISHARES TR | IYH | Other | 0.05% | 3,462 | -161 | -4.44% | $232,007 |
| ISHARES TR | IBTO | Other | 0.05% | 8,961 | +445 | +5.23% | $216,243 |
| ISHARES TR | IBHJ | Other | 0.05% | 8,091 | +8,091 | +100.00% | $214,152 |
| VANGUARD INDEX FDS | VOO | Other | 0.04% | 307 | +307 | +100.00% | $211,767 |