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CIK: 0001767710
Total reported value
$477.5M
$477.5M
102 檔
54.6%
In Q2 2026, Guidance Point Advisors, LLC's U.S. equity holdings reached a combined market value of $477.5M, distributed across 102 disclosed stock positions.
In Q2 2026, Guidance Point Advisors, LLC displayed an active expansion posture, initiating 6 new positions and adding to 68 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 27.72% | +0.07% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.94% | +0.25% | -1.02% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.45% | +0.14% | +0.18% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.91% | +0.21% | +2.51% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.07% | -0.18% | +0.00% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.89% | -0.30% | -1.55% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.98% | +0.16% | +0.74% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.14% | -0.01% | -0.85% | |
| 9 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.99% | +0.04% | +4.49% | |
| 10 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.90% | +0.03% | +2.13% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.73% | +0.02% | +3.13% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.69% | -0.01% | +0.32% | |
| 13 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.67% | +0.03% | +5.98% | |
| 14 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.61% | — | +4.00% | |
| 15 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.57% | +0.05% | +3.88% | |
| 16 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 1.50% | +0.02% | +5.44% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.47% | -0.13% | -0.21% | |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.42% | +0.04% | +5.81% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.19% | +0.05% | +7.35% | |
| 20 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.14% | -0.14% | +0.22% | |
| 21 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.09% | +0.01% | +3.36% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | — | +297.11% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.94% | — | +0.78% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.81% | -0.05% | -1.51% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.80% | -0.03% | +0.20% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.67% | -0.01% | +0.10% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.63% | -0.04% | -0.14% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.53% | — | -1.19% | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.46% | -0.02% | +0.22% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.07% | -0.75% | |
| 31 | VPU | Vanguard Utilities ETF | ETF-Other | 0.44% | -0.06% | +1.03% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.35% | -0.03% | +10.08% | |
| 33 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.33% | — | +5.00% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.30% | +0.11% | +0.94% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.30% | +0.01% | +1.15% | |
| 36 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.30% | -0.17% | +18.50% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.01% | +0.92% | |
| 38 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.29% | -0.03% | -1.66% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.26% | -0.01% | +104.19% | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.26% | — | — | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.17% | +4.31% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.23% | — | -1.83% | |
| 43 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.23% | -0.02% | +0.08% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.21% | -0.01% | -1.57% | |
| 45 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.21% | -0.01% | -2.24% | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.21% | — | +7.95% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | — | +2.27% | |
| 48 | LRCX | Lam Research CORP | Stock-Tech | 0.19% | -0.05% | +0.10% | |
| 49 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 0.18% | +0.03% | +47.63% | |
| 50 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.17% | +0.02% | +0.06% |
According to official SEC Form 13F filings, Guidance Point Advisors, LLC reported a total U.S. public equity portfolio value of $477.5M across 102 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPM, IVV, IVW) accounted for 54.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
IBHI
市值: $489.6K
Top Position Liquidated / Trimmed
IVV
前期市值: $54.0M
During Q2 2026, Guidance Point Advisors, LLC's top holdings by market value included JPM (27.7%)、IVV (12.9%)、IVW (5.5%). The largest single position, JPM, represented 27.7% of total portfolio value.
In Q2 2026, Guidance Point Advisors, LLC made 93 total portfolio adjustments, initiating 6 new buys, adding to 68 positions, trimming 19 holdings, and fully liquidating 0 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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