Back to Guidance Point Advisors, LLC
Q3 2026 13F filing
Updated 21 days ago104 disclosed positions worth $477.5M
Portfolio value
$477.5M
Total holdings
104
New positions
2
Closed positions
0
Increased
70
Decreased
23
Turnover
1.9%
Filed
2026-10-15
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | J JPMORGAN CHASE & CO | $132.7M | 401.0K | 27.79% | Added(0.0%) |
| 2 | E ISHARES TR | $63M | 82.2K | 13.19% | Added(+0.6%) |
| 3 | E ISHARES TR | $26.7M | 187.7K | 5.59% | Added(+0.0%) |
| 4 | E ISHARES TR | $24.4M | 252.1K | 5.12% | Added(+4.7%) |
| 5 | E ISHARES TR | $18.6M | 258.0K | 3.89% | Added(+3.3%) |
| 6 | E ISHARES TR | $17.1M | 126.0K | 3.59% | Added(+1.4%) |
| 7 | E ISHARES TR | $15M | 65.7K | 3.14% | Added(+6.0%) |
| 8 | E ISHARES INC | $10.2M | 125.5K | 2.13% | Added(+2.5%) |
| 9 | ? N/A ISHARES TR | $9.7M | 458.6K | 2.03% | Added(+6.2%) |
| 10 | ? N/A ISHARES TR | $9.2M | 459.2K | 1.93% | Added(+6.5%) |
| 11 | ? N/A ISHARES TR | $8.3M | 346.5K | 1.75% | Added(+6.5%) |
| 12 | ? N/A ISHARES TR | $8.1M | 356.8K | 1.70% | Added(+4.5%) |
| 13 | S STATE STR SPDR S&P 500 ETF T | $8M | 10.5K | 1.68% | Trimmed(-2.0%) |
| 14 | ? N/A ISHARES TR | $7.7M | 315.8K | 1.62% | Added(+9.2%) |
| 15 | J ISHARES TR | $7.7M | 311.9K | 1.61% | Added(+6.5%) |
| 16 | ? N/A ISHARES TR | $7.3M | 302.4K | 1.52% | Added(+8.8%) |
| 17 | E ISHARES TR | $7M | 278.8K | 1.46% | Added(+4.4%) |
| 18 | E ISHARES TR | $6.4M | 58.4K | 1.34% | Trimmed(-1.6%) |
| 19 | E ISHARES TR | $5.9M | 245.3K | 1.24% | Added(+5.2%) |
| 20 | E ISHARES TR | $5.2M | 216.5K | 1.10% | Added(+1.4%) |
| 21 | E ISHARES TR | $4.8M | 29.6K | 1.00% | Trimmed(-2.2%) |
| 22 | E ISHARES TR | $4.7M | 37.7K | 0.99% | Trimmed(-0.3%) |
| 23 | E ISHARES TR | $4.5M | 47.0K | 0.94% | Added(+0.8%) |
| 24 | E ISHARES TR | $3.7M | 24.1K | 0.77% | Trimmed(-0.4%) |
| 25 | E ISHARES TR | $3.6M | 47.8K | 0.76% | Trimmed(-5.5%) |
| 26 | E ISHARES TR | $3.1M | 28.4K | 0.66% | Trimmed(-0.7%) |
| 27 | I ISHARES TR | $2.8M | 20.3K | 0.59% | Added(+0.4%) |
| 28 | E ISHARES TR | $2.6M | 15.3K | 0.53% | Added(+0.0%) |
| 29 | A APPLE INC | $2.5M | 7.6K | 0.53% | Trimmed(-0.0%) |
| 30 | V VANGUARD INDEX FDS | $2.1M | 9.1K | 0.44% | Added(+0.2%) |
| 31 | M MICROSOFT CORP | $1.9M | 3.8K | 0.41% | Trimmed(-2.1%) |
| 32 | V VANGUARD WORLD FD | $1.8M | 10.6K | 0.38% | Trimmed(-1.4%) |
| 33 | A BROADCOM INC | $1.5M | 4.4K | 0.32% | Added(+0.1%) |
| 34 | E ISHARES TR | $1.5M | 36.8K | 0.32% | Added(+1.4%) |
| 35 | J ISHARES TR | $1.5M | 17.6K | 0.31% | Added(+2.0%) |
| 36 | Q INVESCO QQQ TR | $1.4M | 1.9K | 0.30% | Added(+2.1%) |
| 37 | E ISHARES TR | $1.2M | 3.4K | 0.26% | Trimmed(-0.2%) |
| 38 | V VANGUARD INDEX FDS | $1.2M | 6.3K | 0.26% | Unchanged |
| 39 | E ISHARES TR | $1.2M | 23.3K | 0.25% | Trimmed(-2.1%) |
| 40 | E ISHARES TR | $1.1M | 4.5K | 0.23% | Added(+0.3%) |
| 41 | ? N/A ISHARES TR | $1M | 43.7K | 0.21% | Added(+22.4%) |
| 42 | E ISHARES TR | $1M | 19.7K | 0.21% | Added(+0.9%) |
| 43 | V VANGUARD SCOTTSDALE FDS | $996K | 8.9K | 0.21% | Added(+0.3%) |
| 44 | E ISHARES TR | $962K | 4.6K | 0.20% | Added(+0.5%) |
| 45 | ? N/A ISHARES TR | $941K | 9.9K | 0.20% | Added(+0.5%) |
| 46 | ? N/A ISHARES TR | $916K | 5.4K | 0.19% | Added(+11.2%) |
| 47 | E ISHARES TR | $888K | 8.5K | 0.19% | Trimmed(-2.4%) |
| 48 | ? N/A ISHARES TR | $882K | 40.5K | 0.18% | Added(+29.0%) |
| 49 | N NVIDIA CORPORATION | $831K | 3.6K | 0.17% | Unchanged |
| 50 | ? N/A ISHARES TR | $737K | 32.3K | 0.15% | Added(+54.3%) |