13F Insight
DOSSIER · 13F-HR · Q1 2026

Guidance Point Advisors, LLC

$422M in tracked AUM across 96 positions as of Q1 2026.

GP
CIK 0001767710 · last filed Mar 31, 2026
Total AUM
$422M
as of Q1 2026
Holdings
96
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Guidance Point Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JPM
JPMORGAN CHASE & CO
$118M401K27.9%02
IVV
ISHARES TR
$54M83K12.8%03
IEFA
ISHARES TR
$21M235K5.0%04
IVW
ISHARES TR
$21M187K5.0%05
IJH
ISHARES TR
$17M250K4.0%06
IJR
ISHARES TR
$16M126K3.7%07
IVE
ISHARES TR
$13M62K3.1%08
IBDV
ISHARES TR
$9M413K2.1%09
IBDW
ISHARES TR
$9M422K2.1%10
IEMG
ISHARES INC
$9M123K2.0%

Filing history

2026Q1Mar 31
$422M▼ 2.1%
96 positionsView →2025Q4Dec 31
$431M▲ 4.0%
95 positionsView →2025Q3Sep 30
$415M▲ 6.5%
98 positionsView →2025Q2Jun 30
$389M▲ 10.9%
86 positionsLocked2025Q1Mar 31
$351M▼ 1.3%
84 positionsLocked2024Q4Dec 31
$356M▲ 3.9%
85 positionsLocked2024Q3Sep 30
$342M▲ 6.9%
86 positionsLocked2024Q2Jun 30
$320M▲ 4.5%
82 positionsLocked2024Q1Mar 31
$307M▲ 13.4%
86 positionsLocked2023Q4Dec 31
$270M▲ 10.1%
67 positionsLocked2023Q3Sep 30
$246M▼ 5.7%
74 positionsLocked2023Q2Jun 30
$260M▲ 5.0%
77 positionsLocked
Showing 12 of 30