Q3 2026 13F · SEC CIK 1767710
Guidance Point Advisors, LLC
Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $477.5M
- Reported positions
- 104
- Top holdings a year, 3 yrs
- +20.3%
- Assets under management
- $558.3M
Guidance Point Advisors, LLC is a wealth manager that reported 104 positions worth $477.5M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Jpmorgan Chase & Co (JPM, 27.8%), Ishares Tr (IVV, 13.2%), Ishares Tr (IVW, 5.6%). A portfolio copying its top holdings returned 20.3% a year over the last 3 years, against 20.4% for the S&P 500.
Guidance Point Advisors, LLC holdings largest 50 of 104 positions.
Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| JPMJpmorgan Chase & Co | 27.8% | +0.0% | $132.7M |
| IVVIshares Tr | 13.2% | +0.5% | $63.0M |
| IVWIshares Tr | 5.6% | +0.0% | $26.7M |
| IEFAIshares Tr | 5.1% | +4.7% | $24.4M |
| IJHIshares Tr | 3.9% | +3.3% | $18.6M |
| IJRIshares Tr | 3.6% | +1.4% | $17.1M |
| IVEIshares Tr | 3.1% | +6.0% | $15.0M |
| IEMGIshares Inc | 2.1% | +2.5% | $10.2M |
| IBDVIshares Tr | 2.0% | +6.2% | $9.7M |
| IBDWIshares Tr | 1.9% | +6.5% | $9.2M |
| IBDXIshares Tr | 1.7% | +6.4% | $8.3M |
| IBDUIshares Tr | 1.7% | +4.5% | $8.1M |
| SPYState Str Spdr S&p 500 ETF T | 1.7% | -2.0% | $8.0M |
| IBDYIshares Tr | 1.6% | +9.2% | $7.7M |
| IBDZIshares Tr | 1.6% | +6.6% | $7.7M |
| 46438G372Ishares Tr | 1.5% | +8.8% | $7.3M |
| IBDTIshares Ibonds Dec 2028 Term Corporate E | 1.5% | +4.4% | $7.0M |
| IJKIshares S&p Mid Cap 400 Growth | 1.3% | -1.6% | $6.4M |
| IBDSIshares Tr | 1.2% | — | $5.9M |
| IBDRIshares Tr | 1.1% | — | $5.2M |
| IJTIshares Tr | 1.0% | -2.2% | $4.8M |
| IWFIshares Tr | 1.0% | -0.3% | $4.7M |
| IXUSIshares Tr | 0.9% | +0.8% | $4.5M |
| DVYIshares Tr | 0.8% | -0.4% | $3.7M |
| DGROIshares Tr | 0.8% | -5.5% | $3.6M |
| IUSVIshares Tr | 0.7% | -0.7% | $3.1M |
| IJJIshares Tr | 0.6% | +0.4% | $2.8M |
| ITOTIshares Tr | 0.5% | +0.0% | $2.6M |
| AAPLApple Inc | 0.5% | -0.0% | $2.5M |
| VBRVanguard Index Fds | 0.4% | +0.2% | $2.1M |
| MSFTMicrosoft Corp | 0.4% | -2.1% | $1.9M |
| VPUVanguard World Fd | 0.4% | -1.4% | $1.8M |
| AVGOBroadcom Inc | 0.3% | +0.1% | $1.5M |
| SHYGIshares Tr | 0.3% | +1.4% | $1.5M |
| SCZIshares Tr | 0.3% | +2.0% | $1.5M |
| QQQInvesco Qqq Tr | 0.3% | +2.1% | $1.4M |
| IWOIshares Tr | 0.3% | -0.2% | $1.2M |
| VOEVanguard Index Fds | 0.3% | +0.0% | $1.2M |
| IGSBIshares Tr | 0.3% | -2.1% | $1.2M |
| IWDIshares Tr | 0.2% | +0.3% | $1.1M |
| IBHHIshares Tr | 0.2% | +22.5% | $1.0M |
| FLOTIshares Tr | 0.2% | +0.9% | $1.0M |
| VTWOVanguard Scottsdale Fds | 0.2% | +0.3% | $996K |
| IWNIshares Tr | 0.2% | +0.5% | $962K |
| IYRIshares Tr | 0.2% | +0.5% | $941K |
| IGMIshares Tr | 0.2% | +11.2% | $916K |
| EFAIshares Tr | 0.2% | -2.4% | $888K |
| IBHGIshares Tr | 0.2% | — | $882K |
| NVDANvidia Corporation | 0.2% | +0.0% | $831K |
| IBHIIshares Tr | 0.2% | — | $737K |
What Guidance Point Advisors, LLC bought and sold in Q3 2026, against Q2 2026.
New positions
Q2 2026's filing was too long to tell new positions apart.
Added to
- IBHH Ishares Tr+22.5% shares
- IGM Ishares Tr+11.2% shares
- IBDY Ishares Tr+9.2% shares
- Ishares Tr+8.8% shares
- IBDZ Ishares Tr+6.6% shares
- IBDW Ishares Tr+6.5% shares
- IBDX Ishares Tr+6.4% shares
- IBDV Ishares Tr+6.2% shares
Reduced
- DGRO Ishares Tr-5.5% shares
Left the top 50
- AAAU Goldman Sachs Physical Goldwas 0.3%
- USMV Ishares Trwas 0.3%
- LRCX Lam Research Corpwas 0.2%
- IWM Ishares Trwas 0.2%
Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.
How the holdings did against the S&P 500.
- 1 year
- +19.2% /yr
- S&P 500 +20.1%
- 3 years
- +20.3% /yr
- S&P 500 +20.4%
- 5 years
- +10.0% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q3 2026 | $477.5M | 104 |
| Q2 2026 | $462.8M | 100 |
| Q1 2026 | $411.9M | 94 |
| Q4 2025 | $421.2M | 93 |
| Q3 2025 | $401.2M | 95 |
| Q2 2025 | $375.8M | 83 |
| Q1 2025 | $338.2M | 81 |
| Q4 2024 | $342.7M | 82 |
| Q3 2024 | $329.7M | 83 |
| Q2 2024 | $307.0M | 78 |
| Q1 2024 | $295.1M | 82 |
| Q4 2023 | $259.4M | 64 |
Questions about Guidance Point Advisors, LLC's portfolio
What stocks does Guidance Point Advisors, LLC own?
Guidance Point Advisors, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 104 positions worth $477.5M. The largest are Jpmorgan Chase & Co (JPM) at 27.8%, Ishares Tr (IVV) at 13.2%, Ishares Tr (IVW) at 5.6%, Ishares Tr (IEFA) at 5.1% and Ishares Tr (IJH) at 3.9%.
What did Guidance Point Advisors, LLC buy last quarter?
In Q3 2026, Guidance Point Advisors, LLC added Ishares Tr (IBHH) (+22.5% shares), Ishares Tr (IGM) (+11.2% shares) and Ishares Tr (IBDY) (+9.2% shares), compared with its Q2 2026 filing.
What did Guidance Point Advisors, LLC sell last quarter?
In Q3 2026, Guidance Point Advisors, LLC cut from its top 50 Goldman Sachs Physical Gold (AAAU), cut from its top 50 Ishares Tr (USMV), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Ishares Tr (IWM) and Ishares Tr (DGRO) (-5.5% shares), compared with its Q2 2026 filing.
How has Guidance Point Advisors, LLC's portfolio performed?
A portfolio copying Guidance Point Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.2% against +20.1%. Over 5 years: +10.0% a year against +11.6%.
When is Guidance Point Advisors, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Guidance Point Advisors, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.
How much money does Guidance Point Advisors, LLC manage?
Guidance Point Advisors, LLC reported $558.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $477.5M.