Guidance Point Advisors, LLC 13F Holdings · Q2 2026
Guidance Point Advisors, LLC reported 102 securities worth $473.60M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: JPM (27.72%), IVV (12.94%), IVW (5.45%). Among its top 25 positions this quarter: 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | $131.3M | 27.72% | 401,007 | Hold |
| 2 | IVV | ISHARES TR | $61.3M | 12.94% | 81,708 | Trimmed |
| 3 | IVW | ISHARES TR | $25.8M | 5.45% | 187,601 | Added |
| 4 | IEFA | ISHARES TR | $23.3M | 4.91% | 240,817 | Added |
| 5 | IJH | ISHARES TR | $19.3M | 4.07% | 249,839 | Added |
| 6 | IJR | ISHARES TR | $18.4M | 3.89% | 124,275 | Trimmed |
| 7 | IVE | ISHARES TR | $14.1M | 2.98% | 62,015 | Added |
| 8 | IEMG | ISHARES INC | $10.1M | 2.14% | 122,396 | Trimmed |
| 9 | IBDV | ISHARES TR | $9.4M | 1.99% | 431,677 | Added |
| 10 | IBDW | ISHARES TR | $9.0M | 1.90% | 431,138 | Added |
| 11 | IBDX | ISHARES TR | $8.2M | 1.73% | 325,556 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 1.69% | 10,738 | Added |
| 13 | IBDU | ISHARES TR | $7.9M | 1.67% | 341,567 | Added |
| 14 | IBDZ | ISHARES TR | $7.6M | 1.61% | 292,677 | Added |
| 15 | IBDY | ISHARES TR | $7.4M | 1.57% | 289,080 | Added |
| 16 | IBCA | ISHARES TR | $7.1M | 1.50% | 278,043 | Added |
| 17 | IJK | ISHARES TR | $7.0M | 1.47% | 59,348 | Trimmed |
| 18 | IBDT | ISHARES TR | $6.7M | 1.42% | 266,941 | Added |
| 19 | IBDS | ISHARES TR | $5.6M | 1.19% | 0 | Added |
| 20 | IJT | ISHARES TR | $5.4M | 1.14% | 30,314 | Added |
| 21 | IBDR | ISHARES TR | $5.2M | 1.09% | 0 | Added |
| 22 | IWF | ISHARES TR | $4.7M | 0.99% | 37,769 | Added |
| 23 | IXUS | ISHARES TR | $4.5M | 0.94% | 46,628 | Added |
| 24 | DGRO | ISHARES TR | $3.8M | 0.81% | 50,621 | Trimmed |
| 25 | DVY | ISHARES TR | $3.8M | 0.80% | 24,247 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR