§ 13F · FUND PROFILE
Guidance Point Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $415M (13F)Positions · 98Turnover · — · Q1Filed · May 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$738K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | 401K | $118M | 27.9% | ±0% |
| 2 | IVV | ISHARES TR | 83K | $54M | 12.8% | +2% |
| 3 | IEFA | ISHARES TR | 235K | $21M | 5.0% | ±0% |
| 4 | IVW | ISHARES TR | 187K | $21M | 5.0% | ±0% |
| 5 | IJH | ISHARES TR | 250K | $17M | 4.0% | ±0% |
| 6 | IJR | ISHARES TR | 126K | $16M | 3.7% | +1% |
| 7 | IVE | ISHARES TR | 62K | $13M | 3.1% | ±0% |
| 8 | IBDV | ISHARES TR | 413K | $9M | 2.1% | +4% |
| 9 | IBDW | ISHARES TR | 422K | $9M | 2.1% | +4% |
| 10 | IEMG | ISHARES INC | 123K | $9M | 2.0% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GUIDANCE SIGNAL
AC read
Guidance Point Advisors, LLC is a Other fund managing $415 million in assets. The fund runs a portfolio of 98 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed