Guidance Point Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$422.2M
Q ending 2026-03-31
Prior quarter
$431.4M
Q ending 2025-12-31
Change
-2.1% QoQ · +20.2% YoY
Positions
96
reported holdings
Largest positions
All 96 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Jpmorgan Chase & Co | JPM | Shares | $118.0M | 401K |
| Ishares Tr | IVV | Shares | $54.0M | 83K |
| Ishares Tr | IEFA | Shares | $21.3M | 235K |
| Ishares Tr | IVW | Shares | $21.2M | 187K |
| Ishares Tr | IJH | Shares | $16.9M | 250K |
| Ishares Tr | IJR | Shares | $15.7M | 126K |
| Ishares Tr | IVE | Shares | $13.0M | 62K |
| Ishares Tr | IBDV | Shares | $9.0M | 413K |
| Ishares Tr | IBDW | Shares | $8.8M | 422K |
| Ishares Inc | IEMG | Shares | $8.6M | 123K |
| Ishares Tr | IBDX | Shares | $8.0M | 316K |
| Ishares Tr | IBDU | Shares | $7.5M | 322K |
| Ishares Tr | IBDZ | Shares | $7.3M | 281K |
| Ishares Tr | IBDY | Shares | $7.2M | 278K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.0M | 11K |
| Ishares Tr | IBCA | Shares | $6.8M | 264K |
| Ishares Tr | IBDT | Shares | $6.4M | 252K |
| Ishares Tr | IJK | Shares | $6.0M | 59K |
| Ishares Tr | IBDS | Principal | $5.3M | 217K |
| Ishares Tr | IBDR | Principal | $5.0M | 206K |
| Ishares Tr | IJT | Shares | $4.4M | 30K |
| Ishares Tr | IWF | Shares | $4.1M | 10K |
| Ishares Tr | IXUS | Shares | $4.0M | 46K |
| Ishares Tr | DVY | Shares | $3.7M | 24K |
| Ishares Tr | DGRO | Shares | $3.6M | 51K |
| Ishares Tr | IUSV | Shares | $2.9M | 29K |
| Ishares Tr | IJJ | Shares | $2.7M | 20K |
| Ishares Tr | ITOT | Shares | $2.2M | 16K |
| Vanguard World Fd | VPU | Shares | $2.1M | 11K |
| Vanguard Index Fds | VBR | Shares | $2.0M | 9K |
| Apple Inc | AAPL | Shares | $1.9M | 8K |
| Ishares Tr | SHYG | Shares | $1.5M | 35K |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Goldman Sachs Physical Gold | AAAU | Shares | $1.4M | 30K |
| Ishares Tr | SCZ | Shares | $1.3M | 17K |
| Broadcom Inc | AVGO | Shares | $1.2M | 4K |
| Vanguard Index Fds | VOE | Shares | $1.2M | 6K |
| Ishares Tr | IWO | Shares | $1.1M | 3K |
| Invesco Qqq Tr | QQQ | Shares | $1.1M | 2K |
| Ishares Tr | USMV | Shares | $1.1M | 12K |
| Ishares Tr | IWD | Shares | $973K | 5K |
| Ishares Tr | IYR | Shares | $953K | 10K |
| Ishares Tr | FLOT | Shares | $921K | 18K |
| Vanguard Scottsdale Fds | VTWO | Shares | $886K | 9K |
| Ishares Tr | IWN | Shares | $881K | 5K |
| Ishares Tr | EFA | Shares | $832K | 9K |
| Ishares Tr | IWM | Shares | $640K | 3K |
| Ishares Tr | IGSB | Shares | $614K | 12K |
| Ishares Tr | PFF | Shares | $604K | 20K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $595K | 1K |
| Ishares Tr | IGM | Shares | $577K | 5K |
| Vanguard Specialized Funds | VIG | Shares | $571K | 3K |
| Procter & Gamble Co | PG | Shares | $569K | 4K |
| Ishares Tr | IBHH | Shares | $568K | 24K |
| Nvidia Corporation | NVDA | Shares | $565K | 3K |
| Ishares Tr | IBHG | Shares | $561K | 25K |
| Vanguard Admiral Fds Inc | VOOG | Shares | $530K | 1K |
| Ishares Tr | IWS | Shares | $525K | 4K |
| Alphabet Inc | GOOGL | Shares | $498K | 2K |
| Bank America Corp | BAC | Shares | $495K | 10K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $467K | 8K |
| Select Sector Spdr Tr | XLK | Shares | $464K | 3K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $464K | 967 |
| Spdr Gold Tr | GLD | Shares | $432K | 1K |
| Lam Research Corp | LRCX | Shares | $432K | 2K |
| Vanguard Tax-Managed Fds | VEA | Shares | $419K | 7K |
| Ishares Tr | EFG | Shares | $408K | 4K |
| World Gold Tr | GLDM | Shares | $382K | 4K |
| Ishares Tr | IWR | Shares | $379K | 4K |
| Ishares Tr | IBTK | Shares | $368K | 19K |
| Vanguard Admiral Fds Inc | VOOV | Shares | $366K | 2K |
| Vanguard World Fd | VGT | Shares | $357K | 509 |
| Ishares Tr | IBTM | Shares | $335K | 15K |
| Costco Wholesale Corporation | COST | Shares | $334K | 333 |
| Ishares Tr | ACWX | Shares | $326K | 5K |
| Blackrock Etf Trust Ii | CLOA | Shares | $322K | 6K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $319K | 515 |
| Ishares Tr | ISTB | Shares | $309K | 6K |
| Vanguard Index Fds | VUG | Shares | $277K | 633 |
| Ishares Tr | IBTL | Shares | $275K | 13K |
| Johnson & Johnson | JNJ | Shares | $260K | 1K |
| Ishares Tr | IBTJ | Shares | $259K | 12K |
| Amazon Com Inc | AMZN | Shares | $256K | 1K |
| Vanguard Index Fds | VNQ | Shares | $254K | 3K |
| Ishares Tr | IJS | Shares | $253K | 2K |
| Ishares Tr | IBTI | Shares | $235K | 11K |
| Ishares Tr | IBTG | Shares | $235K | 10K |
| Ishares Tr | IBTH | Shares | $235K | 10K |
| Ishares Tr | IYH | Shares | $223K | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $221K | 1K |
| Dimensional Etf Trust | DFUV | Shares | $220K | 5K |
| Ishares Inc | EEMA | Shares | $218K | 2K |
| Ishares Tr | IBTP | Shares | $212K | 8K |
| Ishares Tr | IYW | Shares | $212K | 1K |
| Vanguard Index Fds | VTI | Shares | $208K | 646 |
| Ishares Tr | IBTO | Shares | $208K | 9K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.