Latest Guidance Point Advisors, LLC Stock Portfolio
$422Million | No. of Holdings #93
Guidance Point Advisors, LLC Performance
2026 Q1-3.69%
YTD-3.69%
2025+18.70%
About Guidance Point Advisors, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Guidance Point Advisors, LLC reported an equity portfolio of $422.2 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Guidance Point Advisors, LLC are JPM, IJR, IBCE. The fund has invested 27.9% of it's portfolio in JPMORGAN CHASE & CO and 12.8% of portfolio in ISHARES TR. <br><br> The fund managers got completely rid off TRUST FOR PROFESSIONAL MANAG (CLSE) and HYPERFINE INC (HYPR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), GOLDMAN SACHS PHYSICAL GOLD (AAAU) and INVESCO QQQ TR (QQQ). Guidance Point Advisors, LLC opened new stock positions in BLACKROCK ETF TRUST II (HYMU), VANGUARD INDEX FDS (VB) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), BROADCOM INC (AVGO) and ISHARES TR (DMXF).
Guidance Point Advisors, LLC Equity Portfolio Value
Last Reported on: 12 May, 2026
$422Million
as of May 12, 2026Guidance Point Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Guidance Point Advisors, LLC made a return of -3.69% in the last quarter. In trailing 12 months, it's portfolio return was 15.84%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| blackrock etf trust ii | 321,908 |
| vanguard index fds | 208,498 |
| ishares tr | 207,704 |
New stocks bought by Guidance Point Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 88.78 |
| broadcom inc | 66.76 |
| ishares tr | 36.2 |
| ishares tr | 18.97 |
| ishares tr | 17.65 |
| ishares tr | 9.14 |
| ishares tr | 8.49 |
| ishares tr | 7.23 |
Additions to existing portfolio by Guidance Point Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -13.2 |
| goldman sachs physical gold | -10.07 |
| invesco qqq tr | -3.08 |
| microsoft corp | -2.63 |
| nvidia corporation | -2.38 |
| apple inc | -1.95 |
| spdr gold tr | -1.47 |
| select sector spdr tr | -1.44 |
Guidance Point Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| hyperfine inc | -10,352 |
| trust for professional manag | -200,474 |
Guidance Point Advisors, LLC got rid off the above stocks
Sector Distribution
Guidance Point Advisors, LLC has about 68.9% of it's holdings in Others sector.
- Others
- Financial Services
- Technology
| Sector | % |
|---|---|
| Others | 68.9 |
| Financial Services | 28.8 |
| Technology | 1.4 |
Market Cap. Distribution
Guidance Point Advisors, LLC has about 30.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 68.9 |
| MEGA-CAP | 30.6 |
Stocks belong to which Index?
About 30.6% of the stocks held by Guidance Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
- S&P 500
| Index | % |
|---|---|
| Others | 68.9 |
| S&P 500 | 30.6 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 0.5 M |
| IJR | ishares tr | 0.4 M |
| EMGF | ishares inc | 0.3 M |
| IBCE | ishares tr | 0.3 M |
| IJR | ishares tr | 0.2 M |
Guidance Point Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Guidance Point Advisors, LLC
Guidance Point Advisors, LLC has 93 stocks in it's portfolio. About 67.9% of the portfolio is in top 10 stocks. JPM proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for Guidance Point Advisors, LLC last quarter.
$422.15MTotal Value
98.00Positions
12 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAAU Goldman Sachs Physical GoldGoldman Sachs Physical GoldAAAU | 0.33% | 30,121 | $1.39M 0.33% | 10.07%decreased 10.07 percentreduced | |
| 0.46% | 7,639 | $1.94M 0.46% | 1.95%decreased 1.95 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 0.32% | 17,104 | $1.34M 0.32% | 1.01%decreased 1.01 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 19,908 | $603.8K 0.14% | 0.64%increased 0.64 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.14% | 11,676 | $613.8K 0.14% | 88.78%increased 88.78 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.1% | 3,663 | $407.9K 0.1% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.08% | 4,758 | $326.2K 0.08% | 0.3%increased 0.3 percentadded | |
 ACWF Ishares TrIshares TrACWF | 0.86% | 51,398 | $3.61M 0.86% | 0.11%increased 0.11 percentadded | |
ACWF Ishares TrIshares TrACWF | 0.35% | 34,554 | $1.46M 0.35% | 4.3%increased 4.3 percentadded | |
 ACWV Ishares IncIshares IncACWV | 0.05% | 2,274 | $218.1K 0.05% | 0.89%increased 0.89 percentadded | |
 AGT Ishares TrIshares TrAGT | 1.19% | 206,430 | $5.00M 1.19% | 1.27%decreased 1.27 percentreduced | |
 Ishares Tr Ishares TrAMPS Guidance Point Advisors, LLC's holding in Ishares Tr over time | 0.25% | 11,507 | $1.07M 0.25% | 5.32%increased 5.32 percentadded | |
Ishares Tr Ishares TrAMPS Guidance Point Advisors, LLC's holding in Ishares Tr over time | 0.22% | 18,069 | $921.1K 0.22% | 6.28%increased 6.28 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Guidance Point Advisors, LLC's holding in Amazon Com Inc over time | 0.06% | 1,227 | $255.5K 0.06% | 0.33%increased 0.33 percentadded | |
 Broadcom Inc Broadcom IncAVGO Guidance Point Advisors, LLC's holding in Broadcom Inc over time | 0.29% | 3,999 | $1.24M 0.29% | 66.76%increased 66.76 percentadded | |
 Bank America Corp Guidance Point Advisors, LLC's holding in Bank America Corp over time | 0.12% | 10,148 | $494.8K 0.12% | 0.84%decreased 0.84 percentreduced | |
 BGRN Ishares TrIshares TrBGRN | 1.51% | 252,277 | $6.39M 1.51% | 4.02%increased 4.02 percentadded | |
BGRN Ishares TrIshares TrBGRN | 1.25% | 217,238 | $5.27M 1.25% | 2.78%increased 2.78 percentadded | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.21% | 8,842 | $886.0K 0.21% | 0.06%increased 0.06 percentadded | |
 CLSE Trust For Professional ManagTrust For Professional ManagCLSE | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
