Guidance Point Advisors, LLC
Guidance Point Advisors, LLC reported 102 positions worth $473.6M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: JPM (27.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | JPM | SH | $131.3M | 27.72% | 401,007 | — | — | |
| ▸ 2 | IVV | SH | $61.3M | 12.94% | 81,708 | — | — | |
| ▸ 3 | IVW | SH | $25.8M | 5.45% | 187,601 | — | — | |
| ▸ 4 | IEFA | SH | $23.3M | 4.91% | 240,817 | — | — | |
| ▸ 5 | IJH | SH | $19.3M | 4.07% | 249,839 | — | — | |
| ▸ 6 | IJR | SH | $18.4M | 3.89% | 124,275 | — | — | |
| ▸ 7 | IVE | SH | $14.1M | 2.98% | 62,015 | — | — | |
| ▸ 8 | IEMG | SH | $10.1M | 2.14% | 122,396 | — | — | |
| ▸ 9 | IBDV | SH | $9.4M | 1.99% | 431,677 | — | — | |
| ▸ 10 | IBDW | SH | $9.0M | 1.90% | 431,138 | — | — |
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Frequently Asked Questions
What stocks does Guidance Point Advisors, LLC hold as of Q2 2026?
Guidance Point Advisors, LLC reported 102 positions worth $473.6M in its Q2 2026 13F filing. Largest positions: JPM (27.7%), IVV (12.9%), IVW (5.4%), IEFA (4.9%) and IJH (4.1%).
What did Guidance Point Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Guidance Point Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.