Universe · entity
Guidance Point Advisors, LLC
Institutional manager (13F) · CIK 1767710
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $406M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $118M | 401,007 |
| 2 | ISHARES TR | $54M | 82,550 |
| 3 | ISHARES TR | $21M | 234,919 |
| 4 | ISHARES TR | $21M | 187,266 |
| 5 | ISHARES TR | $17M | 249,838 |
| 6 | ISHARES TR | $16M | 126,226 |
| 7 | ISHARES TR | $13M | 61,561 |
| 8 | ISHARES TR | $9M | 413,119 |
| 9 | ISHARES TR | $9M | 422,142 |
| 10 | ISHARES INC | $9M | 123,447 |
| 11 | ISHARES TR | $8M | 315,676 |
| 12 | ISHARES TR | $7M | 322,288 |
| 13 | ISHARES TR | $7M | 281,408 |
| 14 | ISHARES TR | $7M | 278,279 |
| 15 | STATE STR SPDR S&P 500 ETF T | $7M | 10,704 |
| 16 | ISHARES TR | $7M | 263,698 |
| 17 | ISHARES TR | $6M | 252,277 |
| 18 | ISHARES TR | $6M | 59,470 |
| 19 | ISHARES TR | $5M | 217,238 |
| 20 | ISHARES TR | $5M | 206,430 |
| 21 | ISHARES TR | $4M | 30,247 |
| 22 | ISHARES TR | $4M | 9,511 |
| 23 | ISHARES TR | $4M | 46,267 |
| 24 | ISHARES TR | $4M | 24,199 |
| 25 | ISHARES TR | $4M | 51,398 |
| 26 | ISHARES TR | $3M | 28,577 |
| 27 | ISHARES TR | $3M | 20,231 |
| 28 | ISHARES TR | $2M | 15,520 |
| 29 | VANGUARD WORLD FD | $2M | 10,622 |
| 30 | VANGUARD INDEX FDS | $2M | 9,026 |
| 31 | APPLE INC | $2M | 7,639 |
| 32 | ISHARES TR | $1M | 34,554 |
| 33 | MICROSOFT CORP | $1M | 3,811 |
| 34 | GOLDMAN SACHS PHYSICAL GOLD | $1M | 30,121 |
| 35 | ISHARES TR | $1M | 17,104 |
| 36 | BROADCOM INC | $1M | 3,999 |
| 37 | VANGUARD INDEX FDS | $1M | 6,276 |
| 38 | ISHARES TR | $1M | 3,499 |
| 39 | INVESCO QQQ TR | $1M | 1,858 |
| 40 | ISHARES TR | $1M | 11,507 |
| 41 | ISHARES TR | $973k | 4,542 |
| 42 | ISHARES TR | $953k | 10,066 |
| 43 | ISHARES TR | $921k | 18,069 |
| 44 | VANGUARD SCOTTSDALE FDS | $886k | 8,842 |
| 45 | ISHARES TR | $881k | 4,641 |
| 46 | ISHARES TR | $832k | 8,561 |
| 47 | ISHARES TR | $640k | 2,578 |
| 48 | ISHARES TR | $614k | 11,676 |
| 49 | ISHARES TR | $604k | 19,908 |
| 50 | STATE STR SPDR DOW JONES IND | $595k | 1,281 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.