Universe · entity

Guidance Point Advisors, LLC

Institutional manager (13F) · CIK 1767710
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $406M
#IssuerValueShares
1JPMORGAN CHASE & CO$118M401,007
2ISHARES TR$54M82,550
3ISHARES TR$21M234,919
4ISHARES TR$21M187,266
5ISHARES TR$17M249,838
6ISHARES TR$16M126,226
7ISHARES TR$13M61,561
8ISHARES TR$9M413,119
9ISHARES TR$9M422,142
10ISHARES INC$9M123,447
11ISHARES TR$8M315,676
12ISHARES TR$7M322,288
13ISHARES TR$7M281,408
14ISHARES TR$7M278,279
15STATE STR SPDR S&P 500 ETF T$7M10,704
16ISHARES TR$7M263,698
17ISHARES TR$6M252,277
18ISHARES TR$6M59,470
19ISHARES TR$5M217,238
20ISHARES TR$5M206,430
21ISHARES TR$4M30,247
22ISHARES TR$4M9,511
23ISHARES TR$4M46,267
24ISHARES TR$4M24,199
25ISHARES TR$4M51,398
26ISHARES TR$3M28,577
27ISHARES TR$3M20,231
28ISHARES TR$2M15,520
29VANGUARD WORLD FD$2M10,622
30VANGUARD INDEX FDS$2M9,026
31APPLE INC$2M7,639
32ISHARES TR$1M34,554
33MICROSOFT CORP$1M3,811
34GOLDMAN SACHS PHYSICAL GOLD$1M30,121
35ISHARES TR$1M17,104
36BROADCOM INC$1M3,999
37VANGUARD INDEX FDS$1M6,276
38ISHARES TR$1M3,499
39INVESCO QQQ TR$1M1,858
40ISHARES TR$1M11,507
41ISHARES TR$973k4,542
42ISHARES TR$953k10,066
43ISHARES TR$921k18,069
44VANGUARD SCOTTSDALE FDS$886k8,842
45ISHARES TR$881k4,641
46ISHARES TR$832k8,561
47ISHARES TR$640k2,578
48ISHARES TR$614k11,676
49ISHARES TR$604k19,908
50STATE STR SPDR DOW JONES IND$595k1,281
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.