13F Insight
DOSSIER · 13F-HR · Q3 2026

Guidance Point Advisors, LLC

$477M in tracked AUM across 104 positions as of Q3 2026.

GP
CIK 0001767710 · last filed Sep 30, 2026
Total AUM
$477M
as of Q3 2026
Holdings
104
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Guidance Point Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
JPM
JPMORGAN CHASE & CO
$133M401K27.8%02
IVV
ISHARES TR
$63M82K13.2%03
IVW
ISHARES TR
$27M188K5.6%04
IEFA
ISHARES TR
$24M252K5.1%05
IJH
ISHARES TR
$19M258K3.9%06
IJR
ISHARES TR
$17M126K3.6%07
IVE
ISHARES TR
$15M66K3.1%08
IEMG
ISHARES INC
$10M125K2.1%09
IBDV
ISHARES TR
$10M459K2.0%10
IBDW
ISHARES TR
$9M459K1.9%

Filing history

2026Q3Sep 30
$477M▲ 0.8%
104 positionsView →2026Q2Jun 30
$474M▲ 12.2%
102 positionsView →2026Q1Mar 31
$422M▼ 2.1%
96 positionsView →2025Q4Dec 31
$431M▲ 4.0%
95 positionsView →2025Q3Sep 30
$415M▲ 6.5%
98 positionsLocked2025Q2Jun 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 positionsLocked
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