Guidance Point Advisors, LLC holds a focused book of 102 stocks worth $473.6M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Ishares Ibonds 2029 TM Hy In and trimmed Ishares Core S&P 500 ETF. Their largest long position is JPMorgan Chase & Co at 28% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+18.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 3.0 points over this window.
Growth of $10,000 cloning Guidance Point Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
31% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Guidance Point Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $445.6B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $156.5B |
| ROYAL BANK OF CANADA | 80 / 80 | $121.7B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $100.2B |
| LPL Financial LLC | 80 / 80 | $87.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $72.9B |
| Cetera Investment Advisers | 80 / 80 | $22.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 80 / 80 | $20.3B |
Ranked by how many of Guidance Point Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase & Co COM | $131.3M | 401.0K | 27.7% | —Held | |
| 2 | Ishares TR CORE S&P500 ETF | $61.3M | 81.7K | 12.9% | ▼−1.0% Reduced · −842 sh | |
| 3 | Ishares TR S&P 500 GRWT ETF | $25.8M | 187.6K | 5.4% | ▲+0.2% Added · +335 sh | |
| 4 | Ishares TR CORE MSCI EAFE | $23.3M | 240.8K | 4.9% | ▲+2.5% Added · +6K sh | |
| 5 | Ishares TR CORE S&P MCP ETF | $19.3M | 249.8K | 4.1% | ▲~0% Added · +1 sh | |
| 6 | Ishares TR CORE S&P SCP ETF | $18.4M | 124.3K | 3.9% | ▼−1.5% Reduced · −2K sh | |
| 7 | Ishares TR S&P 500 VAL ETF | $14.1M | 62.0K | 3.0% | ▲+0.7% Added · +454 sh | |
| 8 | Ishares Inc CORE MSCI EMKT | $10.1M | 122.4K | 2.1% | ▼−0.8% Reduced · −1K sh | |
| 9 | Ishares TR IBONDS DEC 2030 | $9.4M | 431.7K | 2.0% | ▲+4.5% Added · +19K sh | |
| 10 | Ishares TR IBONDS DEC 2031 | $9.0M | 431.1K | 1.9% | ▲+2.1% Added · +9K sh | |
| 11 | Ishares TR IBONDS DEC 2032 | $8.2M | 325.6K | 1.7% | ▲+3.1% Added · +10K sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $8.0M | 10.7K | 1.7% | ▲+0.3% Added · +34 sh | |
| 13 | Ishares TR IBONDS DEC 29 | $7.9M | 341.6K | 1.7% | ▲+6.0% Added · +19K sh | |
| 14 | Ishares TR IBONDS DEC 2034 | $7.6M | 292.7K | 1.6% | ▲+4.0% Added · +11K sh | |
| 15 | Ishares TR IBONDS DEC 2033 | $7.4M | 289.1K | 1.6% | ▲+3.9% Added · +11K sh | |
| 16 | Ishares TR IBONDS DEC 2035 | $7.1M | 278.0K | 1.5% | ▲+5.4% Added · +14K sh | |
| 17 | Ishares TR S&P MC 400GR ETF | $7.0M | 59.3K | 1.5% | ▼−0.2% Reduced · −122 sh | |
| 18 | Ishares TR IBDS DEC28 ETF | $6.7M | 266.9K | 1.4% | ▲+5.8% Added · +15K sh | |
| 19 | Ishares TR IBONDS 27 ETF | $5.6M | 233.2K | 1.2% | ▲+7.3% Added · +16K sh | |
| 20 | Ishares TR S&P SML 600 GWT | $5.4M | 30.3K | 1.1% | ▲+0.2% Added · +67 sh | |
| 21 | Ishares TR IBONDS DEC2026 | $5.2M | 213.4K | 1.1% | ▲+3.4% Added · +7K sh | |
| 22 | Ishares TR RUS 1000 GRW ETF | $4.7M | 37.8K | 1.0% | ▲+297% Added · +28K sh | |
| 23 | Ishares TR CORE MSCI TOTAL | $4.5M | 46.6K | 0.9% | ▲+0.8% Added · +361 sh | |
| 24 | Ishares TR CORE DIV GRWTH | $3.8M | 50.6K | 0.8% | ▼−1.5% Reduced · −777 sh | |
| 25 | Ishares TR SELECT DIVID ETF | $3.8M | 24.2K | 0.8% | ▲+0.2% Added · +48 sh | |
| 26 | Ishares TR CORE S&P US VLU | $3.2M | 28.6K | 0.7% | ▲+0.1% Added · +29 sh | |
| 27 | Ishares TR S&P MC 400VL ETF | $3.0M | 20.2K | 0.6% | ▼−0.1% Reduced · −29 sh | |
| 28 | Ishares TR CORE S&P TTL STK | $2.5M | 15.3K | 0.5% | ▼−1.2% Reduced · −184 sh | |
| 29 | Vanguard Index FDS SM CP VAL ETF | $2.2M | 9.0K | 0.5% | ▲+0.2% Added · +20 sh | |
| 30 | Apple Inc COM | $2.2M | 7.6K | 0.5% | ▼−0.7% Reduced · −57 sh | |
| 31 | Vanguard World FD UTILITIES ETF | $2.1M | 10.7K | 0.4% | ▲+1.0% Added · +109 sh | |
| 32 | Broadcom Inc COM | $1.7M | 4.4K | 0.4% | ▲+10% Added · +403 sh | |
| 33 | Ishares TR 0-5YR HI YL CP | $1.5M | 36.3K | 0.3% | ▲+5.0% Added · +2K sh | |
| 34 | Microsoft Corp COM | $1.4M | 3.8K | 0.3% | ▲+0.9% Added · +36 sh | |
| 35 | Ishares TR EAFE SML CP ETF | $1.4M | 17.3K | 0.3% | ▲+1.1% Added · +197 sh | |
| 36 | Goldman Sachs Physical Gold UNIT | $1.4M | 35.7K | 0.3% | ▲+18% Added · +6K sh | |
| 37 | Invesco QQQ TR UNIT SER 1 | $1.4M | 1.9K | 0.3% | ▲+0.9% Added · +17 sh | |
| 38 | Ishares TR RUS 2000 GRW ETF | $1.4M | 3.4K | 0.3% | ▼−1.6% Reduced · −58 sh | |
| 39 | Ishares TR ISHS 1-5YR INVS | $1.3M | 23.8K | 0.3% | ▲+104% Added · +12K sh | |
| 40 | Vanguard Index FDS MCAP VL IDXVIP | $1.2M | 6.3K | 0.3% | —Held | |
| 41 | Ishares TR MSCI USA MIN ETF | $1.2M | 12.0K | 0.2% | ▲+4.3% Added · +496 sh | |
| 42 | Ishares TR RUS 1000 VAL ETF | $1.1M | 4.5K | 0.2% | ▼−1.8% Reduced · −83 sh | |
| 43 | Vanguard Scottsdale FDS VNG RUS2000IDX | $1.1M | 8.8K | 0.2% | ▲+0.1% Added · +7 sh | |
| 44 | Ishares TR RUS 2000 VAL ETF | $1.0M | 4.6K | 0.2% | ▼−1.6% Reduced · −73 sh | |
| 45 | Ishares TR U.S. REAL ES ETF | $1.0M | 9.8K | 0.2% | ▼−2.2% Reduced · −225 sh | |
| 46 | Ishares TR FLTG RATE NT ETF | $996K | 19.5K | 0.2% | ▲+7.9% Added · +1K sh | |
| 47 | Ishares TR MSCI EAFE ETF | $910K | 8.8K | 0.2% | ▲+2.3% Added · +194 sh | |
| 48 | Lam Research Corp COM NEW | $877K | 2.0K | 0.2% | ▲+0.1% Added · +2 sh | |
| 49 | Ishares TR IBONDS 28 TR HI | $839K | 35.7K | 0.2% | ▲+48% Added · +12K sh | |
| 50 | Ishares TR EXPND TEC SC ETF | $797K | 4.9K | 0.2% | ▲+0.1% Added · +3 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1767710/holdings"
Use Arkolith to show Guidance Point Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 102 | $473.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 96 | $422.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 95 | $431.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 98 | $414.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 86 | $389.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 84 | $351.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 85 | $355.7M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 30, 2024 | 86 | $342.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.