As of 03/31/2026, Guidance Point Advisors LLC reported a 13F portfolio value of $422.16M, down from $431.36M for the prior reporting period. The largest reported positions included JPMorgan Chase & Co., Ishares TR (IVV), Ishares TR (IEFA), Ishares TR (IVW), and Ishares TR (IJH).
The table below shows the Guidance Point Advisors LLC top holdings by position size, including reported share amounts, changes from the prior quarter, and position value. Holdings data is derived from publicly available 13F filings.
Guidance Point Advisors LLC latest 13F summary
- Reporting date: 03/31/2026
- Reported 13F portfolio value: $422.16 million
- Prior reported value: $431.36 million
- Largest reported holding: JPMorgan Chase & Co.
- Other top holdings: Ishares TR (IVV), Ishares TR (IEFA), Ishares TR (IVW), Ishares TR (IJH)
| Entity | Amount | Change
12/31/2025 to 03/31/2026 |
Position Size ($ in 1000's) |
|---|---|---|---|
 JPMORGAN CHASE & CO |
401,007 | +2 | $117,962 |
| JPM | 401,007 | +2 | $117,962 |
| ISHARES TR (IVV) |
82,550 | +1,223 | $53,986 |
| IVV | 82,550 | +1,223 | $53,986 |
| ISHARES TR (IEFA) |
234,919 | +565 | $21,273 |
| IEFA | 234,919 | +565 | $21,273 |
| ISHARES TR (IVW) |
187,266 | -827 | $21,188 |
| IVW | 187,266 | -827 | $21,188 |
| ISHARES TR (IJH) |
249,838 | +119 | $16,877 |
| IJH | 249,838 | +119 | $16,877 |
| ISHARES TR (IJR) |
126,226 | +1,644 | $15,699 |
| IJR | 126,226 | +1,644 | $15,699 |
| ISHARES TR (IVE) |
61,561 | -85 | $13,011 |
| IVE | 61,561 | -85 | $13,011 |
| ISHARES TR (IBDV) |
413,119 | +15,503 | $9,043 |
| IBDV | 413,119 | +15,503 | $9,043 |
| ISHARES TR (IBDW) |
422,142 | +14,361 | $8,836 |
| IBDW | 422,142 | +14,361 | $8,836 |
| ISHARES INC (IEMG) |
123,447 | -926 | $8,615 |
| IEMG | 123,447 | -926 | $8,615 |
| ISHARES TR (IBDX) |
315,676 | +11,699 | $7,977 |
| IBDX | 315,676 | +11,699 | $7,977 |
| ISHARES TR (IBDU) |
322,288 | +7,931 | $7,497 |
| IBDU | 322,288 | +7,931 | $7,497 |
| ISHARES TR (IBDZ) |
281,408 | +23,567 | $7,334 |
| IBDZ | 281,408 | +23,567 | $7,334 |
| ISHARES TR (IBDY) |
278,279 | +13,318 | $7,194 |
| IBDY | 278,279 | +13,318 | $7,194 |
| STATE STR SPDR S&P 500 ETF T (SPY) |
10,704 | +202 | $6,965 |
| SPY | 10,704 | +202 | $6,965 |
| ISHARES TR (IBCA) |
263,698 | +42,051 | $6,761 |
| IBCA | 263,698 | +42,051 | $6,761 |
| ISHARES TR (IBDT) |
252,277 | +9,757 | $6,391 |
| IBDT | 252,277 | +9,757 | $6,391 |
| ISHARES TR (IJK) |
59,470 | -146 | $5,985 |
| IJK | 59,470 | -146 | $5,985 |
| ISHARES TR (IBDS) |
217,238 | +5,877 | $5,266 |
| IBDS | 217,238 | +5,877 | $5,266 |
| ISHARES TR (IBDR) |
206,430 | -2,651 | $5,004 |
| IBDR | 206,430 | -2,651 | $5,004 |
| ISHARES TR (IJT) |
30,247 | -164 | $4,378 |
| IJT | 30,247 | -164 | $4,378 |
| ISHARES TR (IWF) |
9,511 | +5 | $4,058 |
| IWF | 9,511 | +5 | $4,058 |
| ISHARES TR (IXUS) |
46,267 | +3,621 | $4,009 |
| IXUS | 46,267 | +3,621 | $4,009 |
| ISHARES TR (DVY) |
24,199 | +234 | $3,669 |
| DVY | 24,199 | +234 | $3,669 |
| ISHARES TR (DGRO) |
51,398 | +59 | $3,608 |
| DGRO | 51,398 | +59 | $3,608 |
| ISHARES TR (IUSV) |
28,577 | +562 | $2,922 |
| IUSV | 28,577 | +562 | $2,922 |
| ISHARES TR (IJJ) |
20,231 | +67 | $2,682 |
| IJJ | 20,231 | +67 | $2,682 |
| ISHARES TR (ITOT) |
15,520 | +278 | $2,211 |
| ITOT | 15,520 | +278 | $2,211 |
| VANGUARD WORLD FD (VPU) |
10,622 | +194 | $2,108 |
| VPU | 10,622 | +194 | $2,108 |
| VANGUARD INDEX FDS (VBR) |
9,026 | +24 | $1,961 |
| VBR | 9,026 | +24 | $1,961 |
| APPLE INC |
7,639 | -152 | $1,940 |
| AAPL | 7,639 | -152 | $1,940 |
| ISHARES TR (SHYG) |
34,554 | +1,426 | $1,462 |
| SHYG | 34,554 | +1,426 | $1,462 |
| MICROSOFT CORP |
3,811 | -103 | $1,412 |
| MSFT | 3,811 | -103 | $1,412 |
| GOLDMAN SACHS PHYSICAL GOLD |
30,121 | -3,373 | $1,391 |
| AAAU | 30,121 | -3,373 | $1,391 |
| ISHARES TR (SCZ) |
17,104 | -174 | $1,343 |
| SCZ | 17,104 | -174 | $1,343 |
| BROADCOM INC |
3,999 | +1,601 | $1,238 |
| AVGO | 3,999 | +1,601 | $1,238 |
| VANGUARD INDEX FDS (VOE) |
6,276 | UNCH | $1,157 |
| VOE | 6,276 | UNCH | $1,157 |
| ISHARES TR (IWO) |
3,499 | +17 | $1,101 |
| IWO | 3,499 | +17 | $1,101 |
| INVESCO QQQ TR |
1,858 | -59 | $1,075 |
| QQQ | 1,858 | -59 | $1,075 |
| ISHARES TR (USMV) |
11,507 | +581 | $1,067 |
| USMV | 11,507 | +581 | $1,067 |
| ISHARES TR (IWD) |
4,542 | +15 | $973 |
| IWD | 4,542 | +15 | $973 |
| ISHARES TR (IYR) |
10,066 | -52 | $953 |
| IYR | 10,066 | -52 | $953 |
| ISHARES TR (FLOT) |
18,069 | +1,068 | $921 |
| FLOT | 18,069 | +1,068 | $921 |
| VANGUARD SCOTTSDALE FDS (VTWO) |
8,842 | +5 | $886 |
| VTWO | 8,842 | +5 | $886 |
| ISHARES TR (IWN) |
4,641 | +9 | $881 |
| IWN | 4,641 | +9 | $881 |
| ISHARES TR (EFA) |
8,561 | +132 | $832 |
| EFA | 8,561 | +132 | $832 |
| ISHARES TR (IWM) |
2,578 | +2 | $640 |
| IWM | 2,578 | +2 | $640 |
| ISHARES TR (IGSB) |
11,676 | +5,491 | $614 |
| IGSB | 11,676 | +5,491 | $614 |
| ISHARES TR (PFF) |
19,908 | +126 | $604 |
| PFF | 19,908 | +126 | $604 |
| STATE STR SPDR DOW JONES IND (DIA) |
1,281 | +3 | $595 |
| DIA | 1,281 | +3 | $595 |
