Guidance Point Advisors, Llc Portfolio Stock Holdings
Guidance Point Advisors, Llc disclosed 96 stock positions valued at approximately $422.2 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 March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 96
- Portfolio Value
- $422.2M
Holdings by Sector
Guidance Point Advisors, Llc Portfolio Holdings in Q1 2026
93 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 | 27.94% | 401,007 | +2 | +0.00% | $117,961,927 |
| ISHARES TR | IVV | Other | 12.79% | 82,550 | +1,223 | +1.50% | $53,985,645 |
| ISHARES TR | IEFA | Other | 5.04% | 234,919 | +565 | +0.24% | $21,272,974 |
| ISHARES TR | IVW | Other | 5.02% | 187,266 | -827 | -0.44% | $21,187,764 |
| ISHARES TR | IJH | Other | 4.00% | 249,838 | +119 | +0.05% | $16,876,791 |
| ISHARES TR | IJR | Other | 3.72% | 126,226 | +1,644 | +1.32% | $15,699,075 |
| ISHARES TR | IVE | Other | 3.08% | 61,561 | -85 | -0.14% | $13,010,834 |
| ISHARES TR | IBDV | Other | 2.14% | 413,119 | +15,503 | +3.90% | $9,043,484 |
| ISHARES TR | IBDW | Other | 2.09% | 422,142 | +14,361 | +3.52% | $8,835,663 |
| ISHARES INC | IEMG | Other | 2.04% | 123,447 | -926 | -0.74% | $8,614,630 |
| ISHARES TR | IBDX | Other | 1.89% | 315,676 | +11,699 | +3.85% | $7,977,217 |
| ISHARES TR | IBDU | Other | 1.78% | 322,288 | +7,931 | +2.52% | $7,496,749 |
| ISHARES TR | IBDY | Other | 1.70% | 278,279 | +13,318 | +5.03% | $7,193,570 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.65% | 10,704 | +202 | +1.92% | $6,965,248 |
| ISHARES TR | IBDT | Other | 1.51% | 252,277 | +9,757 | +4.02% | $6,390,768 |
| ISHARES TR | IJK | Other | 1.42% | 59,470 | -146 | -0.24% | $5,985,105 |
| ISHARES TR | IBDS | Other | 1.25% | 217,238 | +5,877 | +2.78% | $5,266,007 |
| ISHARES TR | IBDR | Other | 1.19% | 206,430 | -2,651 | -1.27% | $5,003,946 |
| ISHARES TR | IJT | Other | 1.04% | 30,247 | -164 | -0.54% | $4,378,252 |
| ISHARES TR | IWF | Other | 0.96% | 9,511 | +5 | +0.05% | $4,058,098 |
| ISHARES TR | IXUS | Other | 0.95% | 46,267 | +3,621 | +8.49% | $4,009,412 |
| ISHARES TR | DVY | Other | 0.87% | 24,199 | +234 | +0.98% | $3,668,964 |
| ISHARES TR | DGRO | Other | 0.85% | 51,398 | +59 | +0.11% | $3,607,569 |
| ISHARES TR | IUSV | Other | 0.69% | 28,577 | +562 | +2.01% | $2,922,301 |
| ISHARES TR | IJJ | Other | 0.64% | 20,231 | +67 | +0.33% | $2,682,320 |
| ISHARES TR | ITOT | Other | 0.52% | 15,520 | +278 | +1.82% | $2,210,637 |
| VANGUARD WORLD FD | VPU | Other | 0.50% | 10,622 | +194 | +1.86% | $2,107,785 |
| VANGUARD INDEX FDS | VBR | Other | 0.46% | 9,026 | +24 | +0.27% | $1,961,212 |
| APPLE INC | AAPL | Technology | 0.46% | 7,639 | -152 | -1.95% | $1,939,537 |
| ISHARES TR | SHYG | Other | 0.35% | 34,554 | +1,426 | +4.30% | $1,462,369 |
| MICROSOFT CORP | MSFT | Technology | 0.33% | 3,811 | -103 | -2.63% | $1,412,327 |
| GOLDMAN SACHS PHYSICAL GOLD | AAAU | Other | 0.33% | 30,121 | -3,373 | -10.07% | $1,391,289 |
| ISHARES TR | SCZ | Other | 0.32% | 17,104 | -174 | -1.01% | $1,342,701 |
| BROADCOM INC | AVGO | Technology | 0.29% | 3,999 | +1,601 | +66.76% | $1,238,094 |
| VANGUARD INDEX FDS | VOE | Other | 0.27% | 6,276 | - | - | $1,156,579 |
| ISHARES TR | IWO | Other | 0.26% | 3,499 | +17 | +0.49% | $1,100,832 |
| INVESCO QQQ TR | QQQ | Other | 0.25% | 1,858 | -59 | -3.08% | $1,074,575 |
| ISHARES TR | USMV | Other | 0.25% | 11,507 | +581 | +5.32% | $1,067,247 |
| ISHARES TR | IWD | Other | 0.23% | 4,542 | +15 | +0.33% | $972,587 |
| ISHARES TR | IYR | Other | 0.23% | 10,066 | -52 | -0.51% | $952,717 |
| ISHARES TR | FLOT | Other | 0.22% | 18,069 | +1,068 | +6.28% | $921,143 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.21% | 8,842 | +5 | +0.06% | $885,982 |
| ISHARES TR | IWN | Other | 0.21% | 4,641 | +9 | +0.19% | $881,323 |
| ISHARES TR | EFA | Other | 0.20% | 8,561 | +132 | +1.57% | $831,941 |
| ISHARES TR | IWM | Other | 0.15% | 2,578 | +2 | +0.08% | $639,913 |
| ISHARES TR | IGSB | Other | 0.15% | 11,676 | +5,491 | +88.78% | $613,802 |
| ISHARES TR | PFF | Other | 0.14% | 19,908 | +126 | +0.64% | $603,795 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.14% | 1,281 | +3 | +0.23% | $594,586 |
| ISHARES TR | IGM | Other | 0.14% | 4,866 | +1 | +0.02% | $577,022 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.14% | 2,652 | +14 | +0.53% | $571,434 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 3,941 | +18 | +0.46% | $569,470 |
| ISHARES TR | IBHH | Other | 0.13% | 24,183 | +6,427 | +36.20% | $567,730 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 3,237 | -79 | -2.38% | $564,920 |
| ISHARES TR | IBHG | Other | 0.13% | 25,335 | +3,800 | +17.65% | $560,839 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.13% | 1,297 | +8 | +0.62% | $529,851 |
| ISHARES TR | IWS | Other | 0.12% | 3,600 | +11 | +0.31% | $524,747 |
| ALPHABET INC | GOOGL | Communication Services | 0.12% | 1,731 | - | - | $498,166 |
| BANK AMERICA CORP | BAC | Financial Services | 0.12% | 10,148 | -86 | -0.84% | $494,825 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.11% | 7,912 | +403 | +5.37% | $467,335 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.11% | 3,494 | -51 | -1.44% | $464,394 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 967 | - | - | $463,602 |
| SPDR GOLD TR | GLD | Other | 0.10% | 1,003 | -15 | -1.47% | $432,416 |
| LAM RESEARCH CORP | LRCX | Other | 0.10% | 2,022 | +4 | +0.20% | $432,126 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.10% | 6,533 | +44 | +0.68% | $418,934 |
| ISHARES TR | EFG | Other | 0.10% | 3,663 | - | - | $407,948 |
| WORLD GOLD TR | GLDM | Other | 0.09% | 4,122 | - | - | $382,068 |
| ISHARES TR | IWR | Other | 0.09% | 3,893 | +1 | +0.03% | $378,571 |
| ISHARES TR | IBTK | Other | 0.09% | 18,662 | +622 | +3.45% | $368,015 |
| VANGUARD ADMIRAL FDS INC | VOOV | Other | 0.09% | 1,798 | +8 | +0.45% | $366,491 |
| VANGUARD WORLD FD | VGT | Other | 0.08% | 509 | - | - | $356,836 |
| ISHARES TR | IBTM | Other | 0.08% | 14,615 | +902 | +6.58% | $335,128 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.08% | 333 | - | - | $333,954 |
| ISHARES TR | ACWX | Other | 0.08% | 4,758 | +14 | +0.30% | $326,155 |
| BLACKROCK ETF TRUST II | CLOA | Other | 0.08% | 6,207 | +6,207 | +100.00% | $321,908 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.08% | 515 | -2 | -0.39% | $318,872 |
| ISHARES TR | ISTB | Other | 0.07% | 6,364 | +429 | +7.23% | $308,714 |
| VANGUARD INDEX FDS | VUG | Other | 0.07% | 633 | -4 | -0.63% | $277,032 |
| ISHARES TR | IBTL | Other | 0.07% | 13,491 | +608 | +4.72% | $275,202 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.06% | 1,060 | +28 | +2.71% | $259,673 |
| ISHARES TR | IBTJ | Other | 0.06% | 11,858 | +551 | +4.87% | $259,014 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.06% | 1,227 | +4 | +0.33% | $255,547 |
| VANGUARD INDEX FDS | VNQ | Other | 0.06% | 2,855 | +19 | +0.67% | $253,929 |
| ISHARES TR | IJS | Other | 0.06% | 2,129 | +6 | +0.28% | $252,751 |
| ISHARES TR | IBTI | Other | 0.06% | 10,558 | +540 | +5.39% | $235,264 |
| ISHARES TR | IBTG | Other | 0.06% | 10,249 | +521 | +5.36% | $234,856 |
| ISHARES TR | IBTH | Other | 0.06% | 10,458 | +534 | +5.38% | $234,573 |
| ISHARES TR | IYH | Other | 0.05% | 3,623 | -551 | -13.20% | $223,421 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.05% | 1,150 | - | - | $220,708 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.05% | 4,537 | +16 | +0.35% | $219,886 |
| ISHARES INC | EEMA | Other | 0.05% | 2,274 | +20 | +0.89% | $218,060 |
| ISHARES TR | IYW | Other | 0.05% | 1,166 | +10 | +0.87% | $211,622 |
| VANGUARD INDEX FDS | VTI | Other | 0.05% | 646 | +646 | +100.00% | $208,498 |
| ISHARES TR | IBTO | Other | 0.05% | 8,516 | +8,516 | +100.00% | $207,704 |