account_balance

Investment manager · 13F filer · SEC CIK 1767710

Guidance Point Advisors, LLC

Reported value$477Mas of Sep 30, 2026

Positions104 2 new, 0 sold out

Top 10 weight68.4%JPM alone is 28%

FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

JPMJPMorgan Chase & Co

27.8%

IVViShares Tr

13.2%

IVWiShares Tr

5.6%

IEFAiShares Tr

5.1%Added +5%

IJHiShares Tr

3.9%Added +3%

IJRiShares Tr

3.6%

IVEiShares Tr

3.1%Added +6%

IEMGiShares Inc

2.1%Added +3%

IBDViShares Tr

2.0%Added +6%

IBDWiShares Tr

1.9%

IBDXiShares Tr

1.7%

IBDU1.7%

JPMJPMorgan Chase & Co

27.8%

IVViShares Tr

13.2%

IVWiShares Tr

5.6%

IEFAiShares Tr

5.1%

IJHiShares Tr

3.9%

IJR3.6%

IVE3.1%

IEMG

IBDV

IBDW1.9%

IBDX1.7%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

JPM JPMorgan Chase & Co 27.8% Held

IVV iShares Tr 13.2% Held

IVW iShares Tr 5.6% Held

IEFA iShares Tr 5.1% Added +5%

IJH iShares Tr 3.9% Added +3%

IJR iShares Tr 3.6% Held

IVE iShares Tr 3.1% Added +6%

IEMG iShares Inc 2.1% Added +3%

IBDV iShares Tr 2.0% Added +6%

IBDW iShares Tr 1.9% Added +7%

IBDX iShares Tr 1.7% Added +6%

IBDU iShares Tr 1.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 31, 2026 filing

add_circleNew

IBCB $277K
IBMO $272K

arrow_upwardAdded

IBHH +22%
IBDY +9%
IBCA +9%
IBDZ +7%

arrow_downwardTrimmed

DGRO −5%
IJT −2%
MSFT −2%
IGSB −2%

remove_circleSold out

None

Guidance Point Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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