Guidance Point Advisors, LLC

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Institutional

CIK 0001767710

$422.2M

Reported AUM

Positions

Q1 2026

Period

2026-05-12

Filed

The Brief · Guidance Point Advisors, LLC · Q1 2026

AI · grounded in 13F

Guidance Point Advisors, LLC increased its position in AVGO by 66.764%. The fund also accumulated shares of IBCA by 18.9721% and IBDZ by 9.1401%. Conversely, the manager trimmed holdings in MSFT by 2.6316% and IVW by 0.4397%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	JPM	JPMORGAN CHASE & CO	$350.93	1.80%	21.40%	144.23%	$118.0M	27.94%	—	HELD
2	IVV	ISHARES TR	$745.23	1.65%	20.00%	75.17%	$54.0M	12.79%	—	HELD
3	IEFA	ISHARES TR	$98.88	2.75%	22.02%	47.71%	$21.3M	5.04%	—	HELD
4	IVW	ISHARES TR	$133.33	3.13%	16.18%	69.99%	$21.2M	5.02%	—	HELD
5	IJH	ISHARES TR	$75.35	0.83%	21.62%	45.60%	$16.9M	4.00%	—	HELD
6	IJR	ISHARES TR	$145.50	0.82%	34.80%	39.06%	$15.7M	3.72%	—	HELD
7	IVE	ISHARES TR	$232.16	-0.09%	21.50%	68.96%	$13.0M	3.08%	—	HELD
8	IBDV	ISHARES TR	$21.64	0.09%	2.56%	2.36%	$9.0M	2.14%	—	HELD
9	IBDW	ISHARES TR	$20.65	0.12%	2.45%	0.17%	$8.8M	2.09%	—	HELD
10	IEMG	ISHARES INC	$77.05	3.91%	26.95%	33.80%	$8.6M	2.04%	—	HELD
11	IBDX	ISHARES TR	$24.90	0.12%	2.48%	14.29%	$8.0M	1.89%	—	HELD
12	IBDU	ISHARES TR	$23.08	0.09%	3.24%	4.63%	$7.5M	1.78%	—	HELD
13	IBDZ	ISHARES TR	$25.64	0.20%	2.26%	11.34%	$7.3M	1.74%	—	HELD
14	IBDY	ISHARES TR	$25.38	0.16%	2.18%	16.59%	$7.2M	1.70%	—	HELD
15	SPY	STATE STR SPDR S&P 500 ETF T	$741.92	1.71%	18.63%	72.84%	$7.0M	1.65%	—	HELD
16	IBCA	ISHARES TR	$25.12	0.20%	2.25%	2551.10%	$6.8M	1.60%	—	HELD
17	IBDT	ISHARES TR	$25.21	0.04%	3.47%	5.81%	$6.4M	1.51%	—	HELD
18	IJK	ISHARES TR	$111.96	1.54%	21.98%	40.32%	$6.0M	1.42%	—	HELD
19	IBDS	ISHARES TR	$24.19	0.00%	3.88%	7.00%	$5.3M	1.25%	—	HELD
20	IBDR	ISHARES TR	$24.25	0.04%	4.09%	7.80%	$5.0M	1.19%	—	HELD
21	IJT	ISHARES TR	$173.07	1.74%	31.47%	33.23%	$4.4M	1.04%	—	HELD
22	IWF	ISHARES TR	$117.43	2.96%	6.02%	61.53%	$4.1M	0.96%	—	HELD
23	IXUS	ISHARES TR	$94.68	2.91%	24.35%	45.87%	$4.0M	0.95%	—	HELD
24	DVY	ISHARES TR	$161.93	-1.09%	26.68%	64.84%	$3.7M	0.87%	—	HELD
25	DGRO	ISHARES TR	$78.23	-0.05%	23.80%	64.88%	$3.6M	0.85%	—	HELD
26	IUSV	ISHARES TR	$112.54	-0.07%	20.72%	67.46%	$2.9M	0.69%	—	HELD
27	IJJ	ISHARES TR	$148.22	0.17%	22.84%	50.71%	$2.7M	0.64%	—	HELD
28	ITOT	ISHARES TR	$162.65	1.64%	19.14%	65.75%	$2.2M	0.52%	—	HELD
29	VPU	VANGUARD WORLD FD	$192.58	-0.46%	6.75%	50.09%	$2.1M	0.50%	—	HELD
30	VBR	VANGUARD INDEX FDS	$245.11	0.04%	27.15%	55.29%	$2.0M	0.46%	—	HELD
31	AAPL	APPLE INC	$333.60	-1.36%	—	—	$1.9M	0.46%	—	HELD
32	SHYG	ISHARES TR	$42.14	0.24%	—	—	$1.5M	0.35%	—	HELD
33	MSFT	MICROSOFT CORP	$451.14	15.52%	—	—	$1.4M	0.33%	—	HELD
34	AAAU	GOLDMAN SACHS PHYSICAL GOLD	$40.52	1.66%	—	—	$1.4M	0.33%	—	HELD
35	SCZ	ISHARES TR	$84.37	2.45%	—	—	$1.3M	0.32%	—	HELD
36	AVGO	BROADCOM INC	$388.15	4.81%	—	—	$1.2M	0.29%	—	HELD
37	VOE	VANGUARD INDEX FDS	$205.22	-0.34%	—	—	$1.2M	0.27%	—	HELD
38	IWO	ISHARES TR	$373.48	2.69%	—	—	$1.1M	0.26%	—	HELD
39	QQQ	INVESCO QQQ TR	$683.36	3.27%	—	—	$1.1M	0.25%	—	HELD
40	USMV	ISHARES TR	$97.84	-0.52%	—	—	$1.1M	0.25%	—	HELD
41	IWD	ISHARES TR	$250.71	0.48%	—	—	$973K	0.23%	—	HELD
42	IYR	ISHARES TR	$105.67	-1.25%	—	—	$953K	0.23%	—	HELD
43	FLOT	ISHARES TR	$51.07	0.12%	—	—	$921K	0.22%	—	HELD
44	VTWO	VANGUARD SCOTTSDALE FDS	$118.23	1.36%	—	—	$886K	0.21%	—	HELD
45	IWN	ISHARES TR	$221.79	0.09%	—	—	$881K	0.21%	—	HELD
46	EFA	ISHARES TR	$106.24	2.78%	—	—	$832K	0.20%	—	HELD
47	IWM	ISHARES TR	$292.54	1.38%	—	—	$640K	0.15%	—	HELD
48	IGSB	ISHARES TR	$52.18	0.08%	—	—	$614K	0.15%	—	HELD
49	PFF	ISHARES TR	$30.44	1.13%	—	—	$604K	0.14%	—	HELD
50	DIA	STATE STR SPDR DOW JONES IND	$521.69	1.22%	—	—	$595K	0.14%	—	HELD
51	IGM	ISHARES TR	$152.89	4.58%	—	—	$577K	0.14%	—	HELD
52	VIG	VANGUARD SPECIALIZED FUNDS	$240.06	0.63%	—	—	$571K	0.14%	—	HELD
53	PG	PROCTER & GAMBLE CO	$143.95	-1.47%	—	—	$569K	0.13%	—	HELD
54	IBHH	ISHARES TR	$23.47	0.21%	—	—	$568K	0.13%	—	HELD
55	NVDA	NVIDIA CORPORATION	$195.05	2.66%	—	—	$565K	0.13%	—	HELD
56	IBHG	ISHARES TR	$22.00	0.02%	—	—	$561K	0.13%	—	HELD
57	VOOG	VANGUARD ADMIRAL FDS INC	$80.16	3.26%	—	—	$530K	0.13%	—	HELD
58	IWS	ISHARES TR	$167.60	-0.22%	—	—	$525K	0.12%	—	HELD
59	GOOGL	ALPHABET INC	$333.62	-0.92%	—	—	$498K	0.12%	—	HELD
60	BAC	BANK AMERICA CORP	$61.76	1.13%	—	—	$495K	0.12%	—	HELD
61	FBTC	FIDELITY WISE ORIGIN BITCOIN	$56.36	1.94%	—	—	$467K	0.11%	—	HELD
62	XLK	SELECT SECTOR SPDR TR	$175.74	5.51%	—	—	$464K	0.11%	—	HELD
63	BRK/B	BERKSHIRE HATHAWAY INC DEL	—	—	—	—	$464K	0.11%	—	HELD
64	GLD	SPDR GOLD TR	$377.16	1.64%	—	—	$432K	0.10%	—	HELD
65	LRCX	LAM RESEARCH CORP	$297.72	17.98%	—	—	$432K	0.10%	—	HELD
66	VEA	VANGUARD TAX-MANAGED FDS	$71.11	3.13%	—	—	$419K	0.10%	—	HELD
67	EFG	ISHARES TR	$122.32	3.18%	—	—	$408K	0.10%	—	HELD
68	GLDM	WORLD GOLD TR	$81.33	1.64%	—	—	$382K	0.09%	—	HELD
69	IWR	ISHARES TR	$110.00	0.38%	—	—	$379K	0.09%	—	HELD
70	IBTK	ISHARES TR	$19.42	0.05%	—	—	$368K	0.09%	—	HELD
71	VOOV	VANGUARD ADMIRAL FDS INC	$224.10	-0.10%	—	—	$366K	0.09%	—	HELD
72	VGT	VANGUARD WORLD FD	$113.64	5.03%	—	—	$357K	0.08%	—	HELD
73	IBTM	ISHARES TR	$22.48	0.00%	—	—	$335K	0.08%	—	HELD
74	COST	COSTCO WHOLESALE CORPORATION	$954.15	-2.04%	—	—	$334K	0.08%	—	HELD
75	ACWX	ISHARES TR	$75.38	3.02%	—	—	$326K	0.08%	—	HELD
76	CLOA	BLACKROCK ETF TRUST II	$51.98	0.01%	—	—	$322K	0.08%	—	HELD
77	MDY	STATE STR SPDR S&P MIDCAP 40	$687.02	0.86%	—	—	$319K	0.08%	—	HELD
78	ISTB	ISHARES TR	$48.05	0.08%	—	—	$309K	0.07%	—	HELD
79	VUG	VANGUARD INDEX FDS	$84.27	2.68%	—	—	$277K	0.07%	—	HELD
80	IBTL	ISHARES TR	$20.02	0.00%	—	—	$275K	0.07%	—	HELD
81	JNJ	JOHNSON & JOHNSON	$255.84	-3.65%	—	—	$260K	0.06%	—	HELD
82	IBTJ	ISHARES TR	$21.58	0.00%	—	—	$259K	0.06%	—	HELD
83	AMZN	AMAZON COM INC	$235.66	3.98%	—	—	$256K	0.06%	—	HELD
84	VNQ	VANGUARD INDEX FDS	$99.49	-1.16%	—	—	$254K	0.06%	—	HELD
85	IJS	ISHARES TR	$135.84	-0.01%	—	—	$253K	0.06%	—	HELD
86	IBTI	ISHARES TR	$22.10	0.00%	—	—	$235K	0.06%	—	HELD
87	IBTG	ISHARES TR	$22.90	0.04%	—	—	$235K	0.06%	—	HELD
88	IBTH	ISHARES TR	$22.36	0.00%	—	—	$235K	0.06%	—	HELD
89	IYH	ISHARES TR	$68.82	-1.50%	—	—	$223K	0.05%	—	HELD
90	RSP	INVESCO EXCHANGE TRADED FD T	$215.36	-0.17%	—	—	$221K	0.05%	—	HELD
91	DFUV	DIMENSIONAL ETF TRUST	$55.47	0.82%	—	—	$220K	0.05%	—	HELD
92	EEMA	ISHARES INC	$110.12	3.30%	—	—	$218K	0.05%	—	HELD
93	IBTP	ISHARES TR	$25.05	0.07%	—	—	$212K	0.05%	—	HELD
94	IYW	ISHARES TR	$237.08	4.28%	—	—	$212K	0.05%	—	HELD
95	VTI	VANGUARD INDEX FDS	$366.33	1.64%	—	—	$208K	0.05%	—	HELD
96	IBTO	ISHARES TR	$23.84	0.04%	—	—	$208K	0.05%	—	HELD

Source: SEC EDGAR · accession 0001172661-26-001740. 13F discloses long positions only — shorts, foreign equities, and options are excluded.