Guidance Point Advisors LLC Q2 2026 Portfolio Activity

Guidance Point Advisors, Llc managed a substantial portfolio valued at $458.6 million as of June 30th, 2026.

Portfolio Overview

Their holdings are dominated by large-cap stocks and exchange-traded funds (ETFs). Financial Services represents the largest sector allocation in their portfolio at approximately $132.3 million, or 28.85% of the total value.

Significant Purchases This Quarter

This quarter saw notable buying activity concentrated within ETF holdings and specific large-cap stocks. The most significant purchase was in ISHARES TR (IWF), where the fund acquired a substantial number of shares, increasing its position by 297.11%. This ETF is part of their investment strategy.

Other significant additions included ISHARES TR (IGSB), which saw a nearly 105% increase in shares held, and the small-cap focused BLACKROCK ETF TRUST II (CLOA) with an over 112% share growth. Additionally, they purchased shares of ISHARES TR (IBHI), increasing the position by a full 100%, and added to their holdings in ISHARES TR (IBDV) with an approximately 4.5% increase.

No Disclosed Sales

In contrast, there were no disclosed large sales during this period according to the filing data. The indicator 'has_large_sells' is listed as false, and the list of significant sell symbols was empty.

Overall Portfolio Changes

The total number of holdings decreased slightly from 90 positions in the prior period to 89 this quarter (though one holding remained unchanged). The portfolio's top five holdings by weight accounted for approximately 55.08% of the assets, indicating a concentrated strategy.

Conclusion

In summary, Guidance Point Advisors demonstrated strong buying interest in Q2 2026, particularly adding to their exposure within ETFs like IWF and IBDR, as well as acquiring shares in specific large-cap stocks such as JPMorgan Chase. Their portfolio remains heavily weighted towards Financial Services.