Holders — by stockHoldings — by fund
Guidance Point Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001767710
$473.6M
disclosed book value
102
positions
27.7%
largest position share
Positions, as of 2026-06-30
top 100 of 102 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO | 401,007 | $131.3M | 27.7% |
| 2 | IVVISHARES TR | 81,708 | $61.3M | 12.9% |
| 3 | IVWISHARES TR | 187,601 | $25.8M | 5.4% |
| 4 | IEFAISHARES TR | 240,817 | $23.3M | 4.9% |
| 5 | IJHISHARES TR | 249,839 | $19.3M | 4.1% |
| 6 | IJRISHARES TR | 124,275 | $18.4M | 3.9% |
| 7 | IVEISHARES TR | 62,015 | $14.1M | 3% |
| 8 | IEMGISHARES INC | 122,396 | $10.1M | 2.1% |
| 9 | IBDVISHARES TR | 431,677 | $9.4M | 2% |
| 10 | IBDWISHARES TR | 431,138 | $9.0M | 1.9% |
| 11 | IBDXISHARES TR | 325,556 | $8.2M | 1.7% |
| 12 | SPYSTATE STR SPDR S&P 500 ETF T | 10,738 | $8.0M | 1.7% |
| 13 | IBDUISHARES TR | 341,567 | $7.9M | 1.7% |
| 14 | IBDZISHARES TR | 292,677 | $7.6M | 1.6% |
| 15 | IBDYISHARES TR | 289,080 | $7.4M | 1.6% |
| 16 | IBCAISHARES TR | 278,043 | $7.1M | 1.5% |
| 17 | IJKISHARES TR | 59,348 | $7.0M | 1.5% |
| 18 | IBDTISHARES TR | 266,941 | $6.7M | 1.4% |
| 19 | IBDSISHARES TR | 233,201 | $5.6M | 1.2% |
| 20 | IJTISHARES TR | 30,314 | $5.4M | 1.1% |
| 21 | IBDRISHARES TR | 213,363 | $5.2M | 1.1% |
| 22 | IWFISHARES TR | 37,769 | $4.7M | 1% |
| 23 | IXUSISHARES TR | 46,628 | $4.5M | 0.9% |
| 24 | DGROISHARES TR | 50,621 | $3.8M | 0.8% |
| 25 | DVYISHARES TR | 24,247 | $3.8M | 0.8% |
| 26 | IUSVISHARES TR | 28,606 | $3.2M | 0.7% |
| 27 | IJJISHARES TR | 20,202 | $3.0M | 0.6% |
| 28 | ITOTISHARES TR | 15,336 | $2.5M | 0.5% |
| 29 | VBRVANGUARD INDEX FDS | 9,046 | $2.2M | 0.5% |
| 30 | AAPLAPPLE INC | 7,582 | $2.2M | 0.5% |
| 31 | VPUVANGUARD WORLD FD | 10,731 | $2.1M | 0.4% |
| 32 | AVGOBROADCOM INC | 4,402 | $1.7M | 0.4% |
| 33 | SHYGISHARES TR | 36,281 | $1.5M | 0.3% |
| 34 | MSFTMICROSOFT CORP | 3,847 | $1.4M | 0.3% |
| 35 | SCZISHARES TR | 17,301 | $1.4M | 0.3% |
| 36 | AAAUGOLDMAN SACHS PHYSICAL GOLD | 35,693 | $1.4M | 0.3% |
| 37 | QQQINVESCO QQQ TR | 1,875 | $1.4M | 0.3% |
| 38 | IWOISHARES TR | 3,441 | $1.4M | 0.3% |
| 39 | IGSBISHARES TR | 23,841 | $1.3M | 0.3% |
| 40 | VOEVANGUARD INDEX FDS | 6,276 | $1.2M | 0.3% |
| 41 | USMVISHARES TR | 12,003 | $1.2M | 0.2% |
| 42 | IWDISHARES TR | 4,459 | $1.1M | 0.2% |
| 43 | VTWOVANGUARD SCOTTSDALE FDS | 8,849 | $1.1M | 0.2% |
| 44 | IWNISHARES TR | 4,568 | $1.0M | 0.2% |
| 45 | IYRISHARES TR | 9,841 | $1.0M | 0.2% |
| 46 | FLOTISHARES TR | 19,505 | $996,230 | 0.2% |
| 47 | EFAISHARES TR | 8,755 | $909,809 | 0.2% |
| 48 | LRCXLAM RESEARCH CORP | 2,024 | $877,411 | 0.2% |
| 49 | IBHHISHARES TR | 35,701 | $839,346 | 0.2% |
| 50 | IGMISHARES TR | 4,869 | $796,708 | 0.2% |
| 51 | IWMISHARES TR | 2,577 | $774,990 | 0.2% |
| 52 | NVDANVIDIA CORPORATION | 3,637 | $728,251 | 0.2% |
| 53 | IBHGISHARES TR | 31,377 | $693,060 | 0.1% |
| 54 | CLOABLACKROCK ETF TRUST II | 13,163 | $683,787 | 0.1% |
| 55 | DIASTATE STR SPDR DOW JONES IND | 1,285 | $672,093 | 0.1% |
| 56 | XLKSELECT SECTOR SPDR TR | 3,481 | $663,476 | 0.1% |
| 57 | VOOGVANGUARD ADMIRAL FDS INC | 7,838 | $647,872 | 0.1% |
| 58 | VIGVANGUARD SPECIALIZED FUNDS | 2,664 | $631,384 | 0.1% |
| 59 | GOOGLALPHABET INC | 1,732 | $619,339 | 0.1% |
| 60 | IWSISHARES TR | 3,611 | $594,479 | 0.1% |
| 61 | PGPROCTER & GAMBLE CO | 3,949 | $579,243 | 0.1% |
| 62 | PFFISHARES TR | 18,557 | $565,963 | 0.1% |
| 63 | BACBANK OF AMER CORP | 9,910 | $564,786 | 0.1% |
| 64 | IBHIISHARES TR | 20,925 | $489,637 | 0.1% |
| 65 | VGTVANGUARD WORLD FD | 4,094 | $489,596 | 0.1% |
| 66 | BRK/BBERKSHIRE HATHAWAY INC DEL | 967 | $484,102 | 0.1% |
| 67 | VEAVANGUARD TAX-MANAGED FDS | 6,542 | $466,450 | 0.1% |
| 68 | EFGISHARES TR | 3,663 | $455,750 | 0.1% |
| 69 | IWRISHARES TR | 3,894 | $429,682 | 0.1% |
| 70 | MUMICRON TECHNOLOGY INC | 365 | $421,316 | 0.1% |
| 71 | IBTKISHARES TR | 20,529 | $401,137 | 0.1% |
| 72 | ISTBISHARES TR | 8,267 | $399,275 | 0.1% |
| 73 | VOOVVANGUARD ADMIRAL FDS INC | 1,805 | $395,875 | 0.1% |
| 74 | FBTCFIDELITY WISE ORIGIN BITCOIN | 7,336 | $374,683 | 0.1% |
| 75 | GLDSPDR GOLD TR | 1,012 | $373,515 | 0.1% |
| 76 | ACWXISHARES TR | 4,792 | $365,179 | 0.1% |
| 77 | MDYSTATE STR SPDR S&P MIDCAP 40 | 515 | $363,959 | 0.1% |
| 78 | IBTMISHARES TR | 15,121 | $343,171 | 0.1% |
| 79 | VUGVANGUARD INDEX FDS | 3,808 | $328,162 | 0.1% |
| 80 | GLDMWORLD GOLD TR | 4,122 | $327,369 | 0.1% |
| 81 | COSTCOSTCO WHOLESALE CORPORATION | 335 | $313,670 | 0.1% |
| 82 | NLYANNALY CAPITAL MANAGEMENT IN | 13,584 | $303,792 | 0.1% |
| 83 | IJSISHARES TR | 2,177 | $298,164 | 0.1% |
| 84 | IYWISHARES TR | 1,166 | $294,258 | 0.1% |
| 85 | AMZNAMAZON COM INC | 1,227 | $292,443 | 0.1% |
| 86 | IBTLISHARES TR | 13,815 | $278,925 | 0.1% |
| 87 | VNQVANGUARD INDEX FDS | 2,857 | $276,188 | 0.1% |
| 88 | JNJJOHNSON & JOHNSON | 1,066 | $271,058 | 0.1% |
| 89 | EEMAISHARES INC | 2,264 | $265,202 | 0.1% |
| 90 | IBTJISHARES TR | 12,112 | $262,225 | 0.1% |
| 91 | VTIVANGUARD INDEX FDS | 700 | $259,901 | 0.1% |
| 92 | DFUVDIMENSIONAL ETF TRUST | 4,553 | $250,463 | 0.1% |
| 93 | RSPINVESCO EXCHANGE TRADED FD T | 1,150 | $244,686 | 0.1% |
| 94 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 506 | $241,857 | 0.1% |
| 95 | IBTGISHARES TR | 10,482 | $239,933 | 0.1% |
| 96 | IBTHISHARES TR | 10,699 | $239,337 | 0.1% |
| 97 | IBTIISHARES TR | 10,803 | $239,178 | 0.1% |
| 98 | IYHISHARES TR | 3,462 | $232,007 | 0% |
| 99 | IBTPISHARES TR | 8,530 | $216,533 | 0% |
| 100 | IBTOISHARES TR | 8,961 | $216,243 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.