Grufity logo
Grufity logo

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: 18.7%
Performance for 2026 Q1 is -3.69%, and YTD is -3.69%, and 2025 is 18.7%.

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.

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.

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

Guidance 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 ii321,908
vanguard index fds208,498
ishares tr207,704
New stocks bought by Guidance Point Advisors, LLC

Additions

Ticker% Inc.
ishares tr88.78
broadcom inc66.76
ishares tr36.2
ishares tr18.97
ishares tr17.65
ishares tr9.14
ishares tr8.49
ishares tr7.23
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%
Others68.9
Financial Services28.8
Technology1.4

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%
UNALLOCATED68.9
MEGA-CAP30.6

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%
Others68.9
S&P 50030.6
Top 5 Winners (%)%
LRCX
lam research corp
24.8 %
JNJ
johnson & johnson
17.8 %
COST
costco wholesale corporation
15.6 %
GLDM
world gold tr
8.6 %
GLD
spdr gold tr
8.5 %
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
Top 5 Losers (%)%
MSFT
microsoft corp
-23.1 %
fidelity wise origin bitcoin
-22.1 %
BAC
bank america corp
-11.3 %
VB
vanguard index fds
-10.4 %
IJR
ishares tr
-9.9 %
Top 5 Losers ($)$
JPM
jpmorgan chase & co
-11.3 M
IJR
ishares tr
-2.6 M
IJR
ishares tr
-1.9 M
IJR
ishares tr
-0.4 M
MSFT
microsoft corp
-0.4 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.

Last Reported on: 12 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions