Guidance Point Advisors, LLC

Portfolio Overview

Guidance Point Advisors, LLC disclosed 96 positions worth $422.2M in its Form 13F-HR for Q1 2026, led by $JPM (JPMORGAN CHASE & CO) at 27.9% of the equity portfolio. During the quarter the fund opened 1 new position and exited 2. The portfolio is most concentrated in Other (69.4% of disclosed assets). All figures are sourced directly from Guidance Point Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1767710.

• 

  JPMORGAN CHASE & CO

  $JPM

  35.6#2,134

  Quality

  $118.0M401,007 sh

• ISHARES TR

  —

  Quality

  $54.0M82,550 sh

• ISHARES TR

  —

  Quality

  $21.3M234,919 sh

• ISHARES TR

  —

  Quality

  $21.2M187,266 sh

• ISHARES TR

  —

  Quality

  $16.9M249,838 sh

• ISHARES TR

  —

  Quality

  $15.7M126,226 sh

• ISHARES TR

  —

  Quality

  $13.0M61,561 sh

• ISHARES TR

  —

  Quality

  $9.0M413,119 sh

• ISHARES TR

  —

  Quality

  $8.8M422,142 sh

• ISHARES INC

  —

  Quality

  $8.6M123,447 sh

Company	Quality	Value	Shares
JPMORGAN CHASE & CO$JPM	35.6#2,134	$118.0M	401,007
ISHARES TR	—	$54.0M	82,550
ISHARES TR	—	$21.3M	234,919
ISHARES TR	—	$21.2M	187,266
ISHARES TR	—	$16.9M	249,838
ISHARES TR	—	$15.7M	126,226
ISHARES TR	—	$13.0M	61,561
ISHARES TR	—	$9.0M	413,119
ISHARES TR	—	$8.8M	422,142
ISHARES INC	—	$8.6M	123,447

Showing top 10 of 96 holdings.

Full Holdings — Guidance Point Advisors, LLC (Q1 2026)

All 96 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$JPM	JPMORGAN CHASE & CO	$118.0M	27.9%	+0%	35.6
2	—	ISHARES TR	$54.0M	12.8%	+2%	—
3	—	ISHARES TR	$21.3M	5.0%	+0%	—
4	—	ISHARES TR	$21.2M	5.0%	-0%	—
5	—	ISHARES TR	$16.9M	4.0%	+0%	—
6	—	ISHARES TR	$15.7M	3.7%	+1%	—
7	—	ISHARES TR	$13.0M	3.1%	-0%	—
8	—	ISHARES TR	$9.0M	2.1%	+4%	—
9	—	ISHARES TR	$8.8M	2.1%	+4%	—
10	—	ISHARES INC	$8.6M	2.0%	-1%	—
11	—	ISHARES TR	$8.0M	1.9%	+4%	—
12	—	ISHARES TR	$7.5M	1.8%	+3%	—
13	—	ISHARES TR	$7.3M	1.7%	+9%	—
14	—	ISHARES TR	$7.2M	1.7%	+5%	—
15	$SPY	SPDR S&P 500 ETF TRUST	$7.0M	1.6%	+2%	—
16	—	ISHARES TR	$6.8M	1.6%	+19%	—
17	—	ISHARES TR	$6.4M	1.5%	+4%	—
18	—	ISHARES TR	$6.0M	1.4%	-0%	—
19	—	ISHARES TR	$5.3M	1.3%	+3%	—
20	—	ISHARES TR	$5.0M	1.2%	-1%	—
21	—	ISHARES TR	$4.4M	1.0%	-1%	—
22	—	ISHARES TR	$4.1M	1.0%	+0%	—
23	—	ISHARES TR	$4.0M	0.9%	+8%	—
24	—	ISHARES TR	$3.7M	0.9%	+1%	—
25	—	ISHARES TR	$3.6M	0.8%	+0%	—
26	—	ISHARES TR	$2.9M	0.7%	+2%	—
27	—	ISHARES TR	$2.7M	0.6%	+0%	—
28	—	ISHARES TR	$2.2M	0.5%	+2%	—
29	—	VANGUARD WORLD FD	$2.1M	0.5%	+2%	—
30	—	VANGUARD INDEX FDS	$2.0M	0.5%	+0%	—
31	$AAPL	Apple Inc.	$1.9M	0.5%	-2%	76.1
32	—	ISHARES TR	$1.5M	0.3%	+4%	—
33	$MSFT	MICROSOFT CORP	$1.4M	0.3%	-3%	83.7
34	$AAAU	Goldman Sachs Physical Gold ETF	$1.4M	0.3%	-10%	—
35	—	ISHARES TR	$1.3M	0.3%	-1%	—
36	$AVGO	Broadcom Inc.	$1.2M	0.3%	+67%	86.4
37	—	VANGUARD INDEX FDS	$1.2M	0.3%	+0%	—
38	—	ISHARES TR	$1.1M	0.3%	+0%	—
39	$QQQ	INVESCO QQQ TRUST, SERIES 1	$1.1M	0.3%	-3%	—
40	—	ISHARES TR	$1.1M	0.3%	+5%	—
41	—	ISHARES TR	$972,587	0.2%	+0%	—
42	—	ISHARES TR	$952,717	0.2%	-1%	—
43	—	ISHARES TR	$921,143	0.2%	+6%	—
44	—	VANGUARD SCOTTSDALE FDS	$885,982	0.2%	+0%	—
45	—	ISHARES TR	$881,323	0.2%	+0%	—
46	—	ISHARES TR	$831,941	0.2%	+2%	—
47	—	ISHARES TR	$639,913	0.1%	+0%	—
48	—	ISHARES TR	$613,802	0.1%	+89%	—
49	—	ISHARES TR	$603,795	0.1%	+1%	—
50	—	STATE STR SPDR DOW JONES IND	$594,586	0.1%	+0%	—
51	—	ISHARES TR	$577,022	0.1%	+0%	—
52	—	VANGUARD SPECIALIZED FUNDS	$571,434	0.1%	+1%	—
53	$PG	PROCTER & GAMBLE Co	$569,470	0.1%	+0%	72.9
54	—	ISHARES TR	$567,730	0.1%	+36%	—
55	$NVDA	NVIDIA CORP	$564,920	0.1%	-2%	90.2
56	—	ISHARES TR	$560,839	0.1%	+18%	—
57	—	VANGUARD ADMIRAL FDS INC	$529,851	0.1%	+1%	—
58	—	ISHARES TR	$524,747	0.1%	+0%	—
59	$GOOG	Alphabet Inc.	$498,166	0.1%	+0%	80.2
60	$BAC	BANK OF AMERICA CORP /DE/	$494,825	0.1%	-1%	68.4
61	$FBTC	Fidelity Wise Origin Bitcoin Fund	$467,335	0.1%	+5%	—
62	—	SELECT SECTOR SPDR TR	$464,394	0.1%	-1%	—
63	$BRK.B	BERKSHIRE HATHAWAY INC	$463,602	0.1%	+0%	64.5
64	$GLD	SPDR GOLD TRUST	$432,416	0.1%	-1%	—
65	$LRCX	LAM RESEARCH CORP	$432,126	0.1%	+0%	82.4
66	—	VANGUARD TAX-MANAGED FDS	$418,934	0.1%	+1%	—
67	—	ISHARES TR	$407,948	0.1%	+0%	—
68	$GLDM	World Gold Trust	$382,068	0.1%	+0%	—
69	—	ISHARES TR	$378,571	0.1%	+0%	—
70	—	ISHARES TR	$368,015	0.1%	+3%	—
71	—	VANGUARD ADMIRAL FDS INC	$366,491	0.1%	+0%	—
72	—	VANGUARD WORLD FD	$356,836	0.1%	+0%	—
73	—	ISHARES TR	$335,128	0.1%	+7%	—
74	$COST	COSTCO WHOLESALE CORP /NEW	$333,954	0.1%	+0%	67
75	—	ISHARES TR	$326,155	0.1%	+0%	—
76	—	BLACKROCK ETF TRUST II	$321,908	0.1%	NEW	—
77	$MDY	SPDR S&P MIDCAP 400 ETF TRUST	$318,872	0.1%	-0%	—
78	—	ISHARES TR	$308,714	0.1%	+7%	—
79	—	VANGUARD INDEX FDS	$277,032	0.1%	-1%	—
80	—	ISHARES TR	$275,202	0.1%	+5%	—
81	$JNJ	JOHNSON & JOHNSON	$259,673	0.1%	+3%	72.8
82	—	ISHARES TR	$259,014	0.1%	+5%	—
83	$AMZN	AMAZON COM INC	$255,547	0.1%	+0%	74.6
84	—	VANGUARD INDEX FDS	$253,929	0.1%	+1%	—
85	—	ISHARES TR	$252,751	0.1%	+0%	—
86	—	ISHARES TR	$235,264	0.1%	+5%	—
87	—	ISHARES TR	$234,856	0.1%	+5%	—
88	—	ISHARES TR	$234,573	0.1%	+5%	—
89	—	ISHARES TR	$223,421	0.1%	-13%	—
90	$IVZ	Invesco Ltd.	$220,708	0.1%	+0%	—
91	—	DIMENSIONAL ETF TRUST	$219,886	0.1%	+0%	—
92	—	ISHARES INC	$218,060	0.1%	+1%	—
93	—	ISHARES TR	$212,165	0.1%	+6%	—
94	—	ISHARES TR	$211,622	0.1%	+1%	—
95	—	VANGUARD INDEX FDS	$208,498	0.1%	-90%	—
96	—	ISHARES TR	$207,704	0.1%	-98%	—