Guidance Point Advisors, LLC
CIK 1767710
13F filing for Q2 2026・No. 4,026
- Holdings
- US$473.6M
- Quarter change
- +US$51.45M
- Entries
- 102
- Net bought (estimate)
- +US$6.32M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 0
- Cut 20
- Added 65
- Corporate actions 0
- Unchanged 9
Largest holdings
100 stocks worth US$462.78M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| JPMJPMORGAN CHASE & COCOM | Unchanged | 401,007 | US$131.26M | 28.36% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 81,708 | US$61.26M | 13.24% |
| ISHARES TRS&P 500 GRWT ETF | Added | 187,601 | US$25.81M | 5.58% |
| ISHARES TRCORE MSCI EAFE | Added | 240,817 | US$23.27M | 5.03% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 249,839 | US$19.27M | 4.16% |
| ISHARES TRCORE S&P SCP ETF | Cut | 124,275 | US$18.44M | 3.98% |
| ISHARES TRS&P 500 VAL ETF | Added | 62,015 | US$14.09M | 3.05% |
| IEMGISHARES INCCORE MSCI EMKT | Cut | 122,396 | US$10.14M | 2.19% |
| ISHARES TRIBONDS DEC 2030 | Added | 431,677 | US$9.41M | 2.03% |
| ISHARES TRIBONDS DEC 2031 | Added | 431,138 | US$8.99M | 1.94% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.