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CIK: 0001767710
Total reported value
$473.6M
$473.6M
96 檔
48.8%
As reported in its official Q1 2026 Form 13F filing, Guidance Point Advisors, LLC's tracked investment portfolio stood at $473.6M with 96 total positions.
In Q1 2026, Guidance Point Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 66 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 27.94% | -0.22% | +0.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.79% | +0.15% | +1.50% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.04% | -0.13% | +0.24% | |
| 4 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.02% | +0.43% | -0.44% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.00% | +0.07% | +0.05% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.72% | +0.17% | +1.32% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.08% | -0.10% | -0.14% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.14% | -0.15% | +3.90% | |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.09% | -0.19% | +3.52% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.04% | +0.10% | -0.74% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.89% | -0.16% | +3.85% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.78% | -0.11% | +2.52% | |
| 13 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.74% | -0.13% | +9.14% | |
| 14 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.70% | -0.13% | +5.03% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.65% | +0.04% | +1.92% | |
| 16 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 1.60% | -0.10% | +18.97% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.51% | -0.09% | +4.02% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.42% | +0.05% | -0.24% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.25% | -0.06% | +2.78% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.19% | -0.10% | -1.27% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.04% | +0.10% | -0.54% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.96% | +0.03% | +0.05% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.95% | -0.01% | +8.49% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.87% | -0.07% | +0.98% | |
| 25 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.85% | -0.04% | +0.11% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.69% | -0.02% | +2.01% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.64% | -0.01% | +0.33% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | +0.01% | +1.82% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 0.50% | -0.06% | +1.86% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.46% | — | +0.27% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.46% | — | -1.95% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.35% | -0.03% | +4.30% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.33% | -0.03% | -2.63% | |
| 34 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.33% | -0.03% | -10.07% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.02% | -1.01% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.29% | +0.06% | +66.76% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.27% | -0.01% | — | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.26% | +0.03% | +0.49% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.04% | -3.08% | |
| 40 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.01% | +5.32% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | — | +0.33% | |
| 42 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.23% | -0.02% | -0.51% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.22% | -0.01% | +6.28% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.02% | +0.06% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | — | +0.19% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.20% | -0.01% | +1.57% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | +0.01% | +0.08% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.15% | +0.11% | +88.78% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-Other | 0.14% | -0.02% | +0.64% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.14% | — | +0.23% |
According to official SEC Form 13F filings, Guidance Point Advisors, LLC reported a total U.S. public equity portfolio value of $473.6M across 96 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, IVV, IEFA) accounted for 48.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
CLOA
市值: $321.9K
Top Position Liquidated / Trimmed
APUE
前期市值: $200.5K
During Q1 2026, Guidance Point Advisors, LLC's top holdings by market value included JPM (27.9%)、IVV (12.8%)、IEFA (5.0%). The largest single position, JPM, represented 27.9% of total portfolio value.
In Q1 2026, Guidance Point Advisors, LLC made 90 total portfolio adjustments, initiating 3 new buys, adding to 66 positions, trimming 19 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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