§ 13F · FUND PROFILE
Guidance Point Advisors, LLC.
AUM · $474M (13F)Positions · 102Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | 401K | $131M | 27.7% | ±0% |
| 2 | IVV | ISHARES TR | 82K | $61M | 12.9% | −1% |
| 3 | IVW | ISHARES TR | 188K | $26M | 5.4% | ±0% |
| 4 | IEFA | ISHARES TR | 241K | $23M | 4.9% | +3% |
| 5 | IJH | ISHARES TR | 250K | $19M | 4.1% | ±0% |
| 6 | IJR | ISHARES TR | 124K | $18M | 3.9% | −2% |
| 7 | IVE | ISHARES TR | 62K | $14M | 3.0% | +1% |
| 8 | IEMG | ISHARES INC | 122K | $10M | 2.1% | −1% |
| 9 | IBDV | ISHARES TR | 432K | $9M | 2.0% | +4% |
| 10 | IBDW | ISHARES TR | 431K | $9M | 1.9% | +2% |
§ 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 $474 million in assets. The fund runs a portfolio of 102 positions.
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