Guidance Point Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Guidance Point Advisors, Llc disclosed 99 stock positions valued at approximately $473.60M as of quarter-end June 30, 2026. The largest holdings include JPMORGAN CHASE & CO, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 99
- Portfolio Value
- $473.60M
Holdings by Sector
Guidance Point Advisors, Llc Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 99 holdings in the latest reporting period.