Institutional
Guidance Point Advisors, LLC
CIK 0001767710
$422.2M
Reported AUM
96
Positions
Q1 2026
Period
2026-05-12
Filed
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | $312.37 | 0.48% | 19.84% | 133.52% | $118.0M | 27.94% | +2 | +0.0% |
| 2 | IVV | ISHARES TR | $740.91 | -2.62% | 24.60% | 80.03% | $54.0M | 12.79% | +1,223 | +1.5% |
| 3 | IEFA | ISHARES TR | $95.56 | -2.60% | 18.86% | 46.61% | $21.3M | 5.04% | +565 | +0.2% |
| 4 | IVW | ISHARES TR | $134.60 | -3.81% | 28.06% | 84.10% | $21.2M | 5.02% | −827 | −0.4% |
| 5 | IJH | ISHARES TR | $73.95 | -2.00% | 22.71% | 46.95% | $16.9M | 4.00% | +119 | +0.0% |
| 6 | IJR | ISHARES TR | $137.68 | -1.84% | 29.63% | 34.80% | $15.7M | 3.72% | +1,644 | +1.3% |
| 7 | IVE | ISHARES TR | $226.54 | -1.15% | 20.41% | 66.77% | $13.0M | 3.08% | −85 | −0.1% |
| 8 | IBDV | ISHARES TR | $21.66 | -0.37% | 5.34% | 1.78% | $9.0M | 2.14% | +15,503 | +3.9% |
| 9 | IBDW | ISHARES TR | $20.69 | -0.48% | 5.89% | -0.29% | $8.8M | 2.09% | +14,361 | +3.5% |
| 10 | IEMG | ISHARES INC | $78.63 | -6.40% | 38.44% | 42.72% | $8.6M | 2.04% | −926 | −0.7% |
| 11 | IBDX | ISHARES TR | $24.96 | -0.60% | 6.21% | 14.25% | $8.0M | 1.89% | +11,699 | +3.8% |
| 12 | IBDU | ISHARES TR | $23.07 | 0.07% | 5.36% | 4.01% | $7.5M | 1.78% | +7,931 | +2.5% |
| 13 | IBDZ | ISHARES TR | $25.83 | -0.52% | 6.90% | 11.92% | $7.3M | 1.74% | +23,567 | +9.1% |
| 14 | IBDY | ISHARES TR | $25.57 | -0.49% | 6.44% | 17.14% | $7.2M | 1.70% | +13,318 | +5.0% |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $737.55 | -2.58% | 24.51% | 79.50% | $7.0M | 1.65% | +202 | +1.9% |
| 16 | IBCA | ISHARES TR | $25.36 | -0.65% | 6.88% | 2563.97% | $6.8M | 1.60% | +42,051 | +19.0% |
| 17 | IBDT | ISHARES TR | $25.15 | -0.24% | 5.06% | 5.11% | $6.4M | 1.51% | +9,757 | +4.0% |
| 18 | IJK | ISHARES TR | $112.46 | -2.69% | 25.75% | 43.59% | $6.0M | 1.42% | −146 | −0.2% |
| 19 | IBDS | ISHARES TR | $24.16 | 0.00% | 5.08% | 6.49% | $5.3M | 1.25% | +5,877 | +2.8% |
| 20 | IBDR | ISHARES TR | $24.19 | 0.04% | 4.79% | 7.24% | $5.0M | 1.19% | −2,651 | −1.3% |
| 21 | IJT | ISHARES TR | — | — | 24.14% | 28.14% | $4.4M | 1.04% | −164 | −0.5% |
| 22 | IWF | ISHARES TR | $122.69 | -3.26% | 20.87% | 79.95% | $4.1M | 0.96% | +5 | +0.1% |
| 23 | IXUS | ISHARES TR | $93.31 | -3.86% | 25.80% | 48.29% | $4.0M | 0.95% | +3,621 | +8.5% |
| 24 | DVY | ISHARES TR | $155.40 | 0.32% | 22.51% | 59.57% | $3.7M | 0.87% | +234 | +1.0% |
| 25 | DGRO | ISHARES TR | $75.17 | -0.78% | 22.26% | 62.26% | $3.6M | 0.85% | +59 | +0.1% |
| 26 | IUSV | ISHARES TR | $109.66 | -1.15% | 20.35% | 66.77% | $2.9M | 0.69% | +562 | +2.0% |
| 27 | IJJ | ISHARES TR | $141.94 | -1.11% | 19.33% | 47.54% | $2.7M | 0.64% | +67 | +0.3% |
| 28 | ITOT | ISHARES TR | $161.35 | -2.71% | 24.52% | 71.42% | $2.2M | 0.52% | +278 | +1.8% |
| 29 | VPU | VANGUARD WORLD FD | $192.36 | 0.79% | 12.79% | 54.49% | $2.1M | 0.50% | +194 | +1.9% |
| 30 | VBR | VANGUARD INDEX FDS | $234.32 | -1.10% | 24.65% | 51.77% | $2.0M | 0.46% | +24 | +0.3% |
| 31 | AAPL | APPLE INC | $307.34 | -1.25% | — | — | $1.9M | 0.46% | −152 | −2.0% |
| 32 | SHYG | ISHARES TR | $42.22 | 0.12% | — | — | $1.5M | 0.35% | +1,426 | +4.3% |
| 33 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | — | — | $1.4M | 0.33% | −103 | −2.6% |
| 34 | AAAU | GOLDMAN SACHS PHYSICAL GOLD | $42.83 | 0.60% | — | — | $1.4M | 0.33% | −3,373 | −10.1% |
| 35 | SCZ | ISHARES TR | $83.52 | -2.53% | — | — | $1.3M | 0.32% | −174 | −1.0% |
| 36 | AVGO | BROADCOM INC | $385.73 | -7.92% | — | — | $1.2M | 0.29% | +1,601 | +66.8% |
| 37 | VOE | VANGUARD INDEX FDS | $195.39 | -0.90% | — | — | $1.2M | 0.27% | — | HELD |
| 38 | IWO | ISHARES TR | $366.27 | -4.34% | — | — | $1.1M | 0.26% | +17 | +0.5% |
| 39 | QQQ | INVESCO QQQ TR | $705.06 | -4.80% | — | — | $1.1M | 0.25% | −59 | −3.1% |
| 40 | USMV | ISHARES TR | $95.64 | -1.06% | — | — | $1.1M | 0.25% | +581 | +5.3% |
| 41 | IWD | ISHARES TR | $236.42 | -1.91% | — | — | $973K | 0.23% | +15 | +0.3% |
| 42 | IYR | ISHARES TR | $102.14 | -0.39% | — | — | $953K | 0.23% | −52 | −0.5% |
| 43 | FLOT | ISHARES TR | $50.93 | 0.06% | — | — | $921K | 0.22% | +1,068 | +6.3% |
| 44 | VTWO | VANGUARD SCOTTSDALE FDS | $113.83 | -3.53% | — | — | $886K | 0.21% | +5 | +0.1% |
| 45 | IWN | ISHARES TR | $209.44 | -2.60% | — | — | $881K | 0.21% | +9 | +0.2% |
| 46 | EFA | ISHARES TR | $102.26 | -2.56% | — | — | $832K | 0.20% | +132 | +1.6% |
| 47 | IWM | ISHARES TR | $281.65 | -3.55% | — | — | $640K | 0.15% | +2 | +0.1% |
| 48 | IGSB | ISHARES TR | $52.14 | -0.31% | — | — | $614K | 0.15% | +5,491 | +88.8% |
| 49 | PFF | ISHARES TR | $30.91 | -1.09% | — | — | $604K | 0.14% | +126 | +0.6% |
| 50 | DIA | STATE STR SPDR DOW JONES IND | $509.70 | -1.35% | — | — | $595K | 0.14% | +3 | +0.2% |
| 51 | IGM | ISHARES TR | $160.23 | 2.30% | — | — | $577K | 0.14% | +1 | +0.0% |
| 52 | VIG | VANGUARD SPECIALIZED FUNDS | $233.28 | -1.37% | — | — | $571K | 0.14% | +14 | +0.5% |
| 53 | PG | PROCTER & GAMBLE CO | $146.54 | 4.09% | — | — | $569K | 0.13% | +18 | +0.5% |
| 54 | IBHH | ISHARES TR | $23.43 | 0.19% | — | — | $568K | 0.13% | +6,427 | +36.2% |
| 55 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | — | — | $565K | 0.13% | −79 | −2.4% |
| 56 | IBHG | ISHARES TR | $22.03 | 0.13% | — | — | $561K | 0.13% | +3,800 | +17.6% |
| 57 | VOOG | VANGUARD ADMIRAL FDS INC | $80.94 | -3.79% | — | — | $530K | 0.13% | +8 | +0.6% |
| 58 | IWS | ISHARES TR | $159.43 | -1.87% | — | — | $525K | 0.12% | +11 | +0.3% |
| 59 | GOOGL | ALPHABET INC | $368.53 | -0.98% | — | — | $498K | 0.12% | — | HELD |
| 60 | BAC | BANK AMERICA CORP | $53.83 | -0.63% | — | — | $495K | 0.12% | −86 | −0.8% |
| 61 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $55.62 | 6.03% | — | — | $467K | 0.11% | +403 | +5.4% |
| 62 | XLK | SELECT SECTOR SPDR TR | $180.30 | -6.66% | — | — | $464K | 0.11% | −51 | −1.4% |
| 63 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $464K | 0.11% | — | HELD |
| 64 | GLD | SPDR GOLD TR | $396.24 | -3.65% | — | — | $432K | 0.10% | −15 | −1.5% |
| 65 | LRCX | LAM RESEARCH CORP | $303.28 | -9.85% | — | — | $432K | 0.10% | +4 | +0.2% |
| 66 | VEA | VANGUARD TAX-MANAGED FDS | $69.17 | -3.72% | — | — | $419K | 0.10% | +44 | +0.7% |
| 67 | EFG | ISHARES TR | $119.90 | -3.38% | — | — | $408K | 0.10% | — | HELD |
| 68 | GLDM | WORLD GOLD TR | $85.90 | 0.56% | — | — | $382K | 0.09% | — | HELD |
| 69 | IWR | ISHARES TR | $106.21 | -2.12% | — | — | $379K | 0.09% | +1 | +0.0% |
| 70 | IBTK | ISHARES TR | $19.42 | -0.36% | — | — | $368K | 0.09% | +622 | +3.4% |
| 71 | VOOV | VANGUARD ADMIRAL FDS INC | $218.64 | -1.20% | — | — | $366K | 0.09% | +8 | +0.4% |
| 72 | VGT | VANGUARD WORLD FD | $115.28 | -6.14% | — | — | $357K | 0.08% | — | HELD |
| 73 | IBTM | ISHARES TR | $22.53 | -0.42% | — | — | $335K | 0.08% | +902 | +6.6% |
| 74 | COST | COSTCO WHOLESALE CORPORATION | $971.87 | -0.05% | — | — | $334K | 0.08% | — | HELD |
| 75 | ACWX | ISHARES TR | $75.03 | 1.50% | — | — | $326K | 0.08% | +14 | +0.3% |
| 76 | CLOA | BLACKROCK ETF TRUST II | $51.84 | 0.03% | — | — | $322K | 0.08% | +6,207 | NEW |
| 77 | MDY | STATE STR SPDR S&P MIDCAP 40 | $674.59 | -1.95% | — | — | $319K | 0.08% | −2 | −0.4% |
| 78 | ISTB | ISHARES TR | $48.04 | -0.27% | — | — | $309K | 0.07% | +429 | +7.2% |
| 79 | VUG | VANGUARD INDEX FDS | $85.93 | -3.62% | — | — | $277K | 0.07% | −4 | −0.6% |
| 80 | IBTL | ISHARES TR | $20.05 | -0.40% | — | — | $275K | 0.07% | +608 | +4.7% |
| 81 | JNJ | JOHNSON & JOHNSON | $232.77 | 2.02% | — | — | $260K | 0.06% | +28 | +2.7% |
| 82 | IBTJ | ISHARES TR | $21.55 | -0.25% | — | — | $259K | 0.06% | +551 | +4.9% |
| 83 | AMZN | AMAZON COM INC | $246.03 | -3.06% | — | — | $256K | 0.06% | +4 | +0.3% |
| 84 | VNQ | VANGUARD INDEX FDS | $96.79 | 0.72% | — | — | $254K | 0.06% | +19 | +0.7% |
| 85 | IJS | ISHARES TR | $130.17 | -1.74% | — | — | $253K | 0.06% | +6 | +0.3% |
| 86 | IBTI | ISHARES TR | $22.08 | 0.04% | — | — | $235K | 0.06% | +540 | +5.4% |
| 87 | IBTG | ISHARES TR | $22.85 | 0.00% | — | — | $235K | 0.06% | +521 | +5.4% |
| 88 | IBTH | ISHARES TR | $22.33 | 0.02% | — | — | $235K | 0.06% | +534 | +5.4% |
| 89 | IYH | ISHARES TR | $64.45 | 0.33% | — | — | $223K | 0.05% | −551 | −13.2% |
| 90 | RSP | INVESCO EXCHANGE TRADED FD T | $207.83 | -1.42% | — | — | $221K | 0.05% | — | HELD |
| 91 | DFUV | DIMENSIONAL ETF TRUST | $53.53 | -1.98% | — | — | $220K | 0.05% | +16 | +0.4% |
| 92 | EEMA | ISHARES INC | $111.71 | -6.22% | — | — | $218K | 0.05% | +20 | +0.9% |
| 93 | IBTP | ISHARES TR | $25.15 | -0.51% | — | — | $212K | 0.05% | +491 | +6.3% |
| 94 | IYW | ISHARES TR | $241.25 | -5.92% | — | — | $212K | 0.05% | +10 | +0.9% |
| 95 | VTI | VANGUARD INDEX FDS | $363.38 | -2.68% | — | — | $208K | 0.05% | +646 | NEW |
| 96 | IBTO | ISHARES TR | $23.92 | -0.48% | — | — | $208K | 0.05% | +8,516 | NEW |
| 97 | APUE | TRUST FOR PROFESSIONAL MANAG | $45.25 | -2.48% | — | — | — | — | −4,811 | EXITED |
| 98 | HYPR | HYPERFINE INC | $1.41 | 2.54% | — | — | — | — | −10,571 | EXITED |
Source: SEC EDGAR · accession 0001172661-26-001740. 13F discloses long positions only — shorts, foreign equities, and options are excluded.