Guidance Point Advisors, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Guidance Point Advisors, LLC reported 100 stock positions worth $462.8 million. Its top holding was JPMorgan Chase (JPM) at 28.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.2%) and iShares S&P 500 Growth ETF (IVW, 5.6%). Compared with Q1 2026, it opened 6 new positions, added to 65 and reduced 20. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +0%) and the biggest sale iShares Core Dividend Growth (DGRO, shares −2%).

Most Recent 13F
Q2 2026
Location
Wellesley, MA
CIK
0001767710
Portfolio Value
$462.8M (Q2 2026)
SEC Filing
0001172661-26-002985 ↗ filed Jul 31, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $295.1M Q1 2024 Q2 2024: $307.0M Q2 2024 Q3 2024: $329.7M Q3 2024 Q4 2024: $342.7M Q4 2024 Q1 2025: $338.2M Q1 2025 Q2 2025: $375.8M Q2 2025 Q3 2025: $401.2M Q3 2025 Q4 2025: $421.2M Q4 2025 Q1 2026: $411.9M Q1 2026 Q2 2026: $462.8M $462.8M Q2 2026

Holdings 100 stocks · $462.8M
JPM JPMorgan Chase & Co. 28.36% 401,007 $131.3M No change
IVV iShares Core S&P 500 ETF 13.24% 81,708 $61.3M Reduce -1.0%
IVW iShares S&P 500 Growth ETF 5.58% 187,601 $25.8M Add +0.2%
IEFA iShares Core MSCI Eafe ETF 5.03% 240,817 $23.3M Add +2.5%
IJH iShares Core S&P Midcap ETF 4.16% 249,839 $19.3M Add +0.0%
IJR iShares Core S&P Small-Cap E 3.98% 124,275 $18.4M Reduce -1.6%
IVE iShares S&P 500 Value ETF 3.05% 62,015 $14.1M Add +0.7%
IEMG iShares Core MSCI Emerging 2.19% 122,396 $10.1M Reduce -0.8%
IBDV iShares Ibonds Dec 2030 Corp. 2.03% 431,677 $9.4M Add +4.5%
IBDW iShares Ibonds Dec 2031 Corp. 1.94% 431,138 $9.0M Add +2.1%
IBDX iShares Ibonds Dec 2032 TC 1.77% 325,556 $8.2M Add +3.1%
SPY SS SPDR S&P 500 ETF Trust-US 1.73% 10,738 $8.0M Add +0.3%
IBDU iShares Ibonds Dec 2029 Term 1.71% 341,567 $7.9M Add +6.0%
IBDZ ISHARESIBONDSDEC2034TMCORP 1.65% 292,677 $7.6M Add +4.0%
IBDY iShares Ibonds Dec 2033 Corp. 1.61% 289,080 $7.4M Add +3.9%
IBCA iShares Ibonds Dec 2035 TC 1.54% 278,043 $7.1M Add +5.4%
IJK iShares S&P Mid-Cap 400 Grow 1.51% 59,348 $7.0M Reduce -0.2%
IBDT iShares Ibonds Dec 2028 ETF 1.46% 266,941 $6.7M Add +5.8%
IJT iShares S&P Small-Cap 600 GR 1.17% 30,314 $5.4M Add +0.2%
IWF iShares Russell 1000 Growth 1.01% 37,769 $4.7M Reduce -0.7%
IXUS iShares Core Intl Stock ETF 0.96% 46,628 $4.5M Add +0.8%
DGRO iShares Core Dividend Growth 0.83% 50,621 $3.8M Reduce -1.5%
DVY iShares Select Dividend ETF 0.82% 24,247 $3.8M Add +0.2%
IUSV iShares Core S&P U.S. Value 0.68% 28,606 $3.2M Add +0.1%
IJJ iShares S&P Mid-Cap 400 Valu 0.65% 20,202 $3.0M Reduce -0.1%
ITOT iShares Core S&P Total U.S. 0.54% 15,336 $2.5M Reduce -1.2%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.48% 9,046 $2.2M Add +0.2%
AAPL Apple Inc. 0.47% 7,582 $2.2M Reduce -0.8%
VPU Vanguard Utilities ETF 0.45% 10,731 $2.1M Add +1.0%
AVGO Broadcom Inc. 0.36% 4,402 $1.7M Add +10.1%
SHYG iShares 0-5 YR HY Corp. Bond 0.33% 36,281 $1.5M Add +5.0%
MSFT Microsoft Corp. 0.31% 3,847 $1.4M Add +0.9%
SCZ iShares MSCI Eafe Small-Cap 0.31% 17,301 $1.4M Add +1.1%
AAAU Goldman Sachs Physical Gold 0.31% 35,693 $1.4M Add +18.5%
QQQ Invesco QQQ Trust Series 1 0.30% 1,875 $1.4M Add +0.9%
IWO iShares Russell 2000 Growth 0.29% 3,441 $1.4M Reduce -1.7%
IGSB iShares 1-5Y Inv Grade Corp. 0.27% 23,841 $1.3M Add +104.2%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.27% 6,276 $1.2M No change
USMV iShares MSCI USA Min Vol Fac 0.25% 12,003 $1.2M Add +4.3%
IWD iShares Russell 1000 Value E 0.23% 4,459 $1.1M Reduce -1.8%
VTWO Vanguard Russell 2000 ETF 0.23% 8,849 $1.1M Add +0.1%
IWN iShares Russell 2000 Value E 0.22% 4,568 $1.0M Reduce -1.6%
IYR iShares US Real Estate ETF 0.22% 9,841 $1.0M Reduce -2.2%
FLOT iShares Floating Rate Bond E 0.22% 19,505 $996K Add +8.0%
EFA iShares MSCI Eafe ETF 0.20% 8,755 $910K Add +2.3%
LRCX Lam Research Corp. 0.19% 2,024 $877K Add +0.1%
IBHH iShares Ibonds 2028 TM HY Inc. 0.18% 35,701 $839K Add +47.6%
IGM iShares Expanded Tech Sector 0.17% 4,869 $797K Add +0.1%
IWM iShares Russell 2000 ETF 0.17% 2,577 $775K Reduce -0.0%
NVDA Nvidia Corp. 0.16% 3,637 $728K Add +12.4%
IBHG iShares Ibonds 2027 HY Inc. 0.15% 31,377 $693K Add +23.9%
CLOA iShares Aaa Clo Act ETF-Usdi 0.15% 13,163 $684K Add +112.1%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.15% 1,285 $672K Add +0.3%
XLK SS Technology Select Sector 0.14% 3,481 $663K Reduce -0.4%
VOOG Vanguard S&P 500 Growth ETF 0.14% 7,838 $648K Add +0.7%
VIG Vanguard Dividend Apprec ETF 0.14% 2,664 $631K Add +0.5%
GOOGL Alphabet Inc. Class A 0.13% 1,732 $619K Add +0.1%
IWS iShares Russell Mid-Cap Valu 0.13% 3,611 $594K Add +0.3%
PG The Procter & Gamble Co. 0.13% 3,949 $579K Add +0.2%
PFF iShares Preferred & Income S 0.12% 18,557 $566K Reduce -6.8%
BAC Bank of America Corp. 0.12% 9,910 $565K Reduce -2.4%
IBHI iShares Ibonds 2029 TM HY Inc. 0.11% 20,925 $490K New
VGT Vanguard Info Tech ETF 0.11% 4,094 $490K Add +0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.10% 967 $484K No change
VEA Vanguard Ftse Developed ETF 0.10% 6,542 $466K Add +0.1%
EFG iShares MSCI Eafe Growth ETF 0.10% 3,663 $456K No change
IWR iShares Russell Mid-Cap ETF 0.09% 3,894 $430K Add +0.0%
MU Micron Technology Inc. 0.09% 365 $421K New
IBTK iShares Ibonds Dec 2030 Trea 0.09% 20,529 $401K Add +10.0%
ISTB iShares Core 1-5 Year Usd Bo 0.09% 8,267 $399K Add +29.9%
VOOV Vanguard S&P 500 Value ETF 0.09% 1,805 $396K Add +0.4%
FBTC Fidelity Wise Origin Bitcoin 0.08% 7,336 $375K Reduce -7.3%
GLD SPDR Gold Shares 0.08% 1,012 $374K Add +0.9%
ACWX iShares MSCI Acwi Ex US ETF 0.08% 4,792 $365K Add +0.7%
MDY State Street SPDR S&P Midcap 0.08% 515 $364K No change
IBTM iShares Ibnds Dec 2032 TT 0.07% 15,121 $343K Add +3.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 3,808 $328K Add +0.3%
GLDM SPDR Gold Minishares Trust 0.07% 4,122 $327K No change
COST Costco Wholesale Corp. 0.07% 335 $314K Add +0.6%
NLY Annaly Capital Management Inc. 0.07% 13,584 $304K New
IJS iShares S&P Small-Cap 600 Va 0.06% 2,177 $298K Add +2.3%
IYW iShares Ustechnology ETF 0.06% 1,166 $294K No change
AMZN Amazon.com Inc. 0.06% 1,227 $292K No change
IBTL iShares Ibonds Dec 2031 Term 0.06% 13,815 $279K Add +2.4%
VNQ Vanguard Real Estate ETF 0.06% 2,857 $276K Add +0.1%
JNJ Johnson & Johnson 0.06% 1,066 $271K Add +0.6%
EEMA iShares MSCI Emerg MRKT Asia 0.06% 2,264 $265K Reduce -0.4%
IBTJ iShares Ibonds Dec 2029 Term 0.06% 12,112 $262K Add +2.1%
VTI VG Morningstar TS MKT ETF-US 0.06% 700 $260K Add +8.4%
DFUV Dimensional US Marketwide Va 0.05% 4,553 $250K Add +0.3%
RSP Invesco S&P 500 Equal Weight 0.05% 1,150 $245K No change
TSM Taiwan Semiconductor-SP ADR 0.05% 506 $242K New
IBTG iShares Ibonds Dec 2026 Term 0.05% 10,482 $240K Add +2.3%
IBTH iShares Ibonds Dec 2027 Term 0.05% 10,699 $239K Add +2.3%
IBTI iShares Ibonds Dec 2028 Term 0.05% 10,803 $239K Add +2.3%
IYH iShares U.S. Healthcare ETF 0.05% 3,462 $232K Reduce -4.4%
IBTP iShares Ibonds Dec 2034 ETF 0.05% 8,530 $217K Add +3.0%
IBTO iShares Ibonds Dec 2033 Tres 0.05% 8,961 $216K Add +5.2%
IBHJ Ishrs Ibds 2030 HY & Inc. ETF 0.05% 8,091 $214K New
VOO Vanguard S&P 500 ETF 0.05% 307 $212K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $10.8M (not counted above)
SecurityClassShares / PrincipalValueChange
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal 233,201$5.6MAdd +7.3%
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal 213,363$5.2MAdd +3.4%

Total filed on the 13F, all lines: $473.6M.

Portfolio Sells Q1 2026 → Q2 2026
DGRO iShares Core Dividend Growth Reduce -1.5% 0.83% −0.05
FBTC Fidelity Wise Origin Bitcoin Reduce -7.3% 0.08% −0.03
PFF iShares Preferred & Income S Reduce -6.8% 0.12% −0.02
IYR iShares US Real Estate ETF Reduce -2.2% 0.22% −0.01
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.1% 0.65% −0.01
IYH iShares U.S. Healthcare ETF Reduce -4.4% 0.05% −0.00
IWD iShares Russell 1000 Value E Reduce -1.8% 0.23% −0.00
BAC Bank of America Corp. Reduce -2.4% 0.12% +0.00
AAPL Apple Inc. Reduce -0.8% 0.47% +0.00
EEMA iShares MSCI Emerg MRKT Asia Reduce -0.4% 0.06% +0.00
IWN iShares Russell 2000 Value E Reduce -1.6% 0.22% +0.00
ITOT iShares Core S&P Total U.S. Reduce -1.2% 0.54% +0.01
IWM iShares Russell 2000 ETF Reduce -0.0% 0.17% +0.01
IWO iShares Russell 2000 Growth Reduce -1.7% 0.29% +0.03
IWF iShares Russell 1000 Growth Reduce -0.7% 1.01% +0.03
XLK SS Technology Select Sector Reduce -0.4% 0.14% +0.03
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.2% 1.51% +0.05
IEMG iShares Core MSCI Emerging Reduce -0.8% 2.19% +0.10
IVV iShares Core S&P 500 ETF Reduce -1.0% 13.24% +0.13
IJR iShares Core S&P Small-Cap E Reduce -1.6% 3.98% +0.17

Portfolio Buys Q1 2026 → Q2 2026
IVW iShares S&P 500 Growth ETF Add +0.2% 5.58% +0.43
IGSB iShares 1-5Y Inv Grade Corp. Add +104.2% 0.27% +0.12
IJT iShares S&P Small-Cap 600 GR Add +0.2% 1.17% +0.11
IBHI iShares Ibonds 2029 TM HY Inc. New 0.11% +0.11
MU Micron Technology Inc. New 0.09% +0.09
LRCX Lam Research Corp. Add +0.1% 0.19% +0.08
CLOA iShares Aaa Clo Act ETF-Usdi Add +112.1% 0.15% +0.07
IJH iShares Core S&P Midcap ETF Add +0.0% 4.16% +0.07
NLY Annaly Capital Management Inc. New 0.07% +0.07
AVGO Broadcom Inc. Add +10.1% 0.36% +0.06
TSM Taiwan Semiconductor-SP ADR New 0.05% +0.05
IBHJ Ishrs Ibds 2030 HY & Inc. ETF New 0.05% +0.05
VOO Vanguard S&P 500 ETF New 0.05% +0.05
IBHH iShares Ibonds 2028 TM HY Inc. Add +47.6% 0.18% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 1.73% +0.04
QQQ Invesco QQQ Trust Series 1 Add +0.9% 0.30% +0.04
IGM iShares Expanded Tech Sector Add +0.1% 0.17% +0.03
NVDA Nvidia Corp. Add +12.4% 0.16% +0.02
VGT Vanguard Info Tech ETF Add +0.5% 0.11% +0.02
VTWO Vanguard Russell 2000 ETF Add +0.1% 0.23% +0.02
IBHG iShares Ibonds 2027 HY Inc. Add +23.9% 0.15% +0.01
GOOGL Alphabet Inc. Class A Add +0.1% 0.13% +0.01
VOOG Vanguard S&P 500 Growth ETF Add +0.7% 0.14% +0.01
ISTB iShares Core 1-5 Year Usd Bo Add +29.9% 0.09% +0.01
VTI VG Morningstar TS MKT ETF-US Add +8.4% 0.06% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +0.3% 0.07% +0.00
IJS iShares S&P Small-Cap 600 Va Add +2.3% 0.06% +0.00
IWS iShares Russell Mid-Cap Valu Add +0.3% 0.13% +0.00
IWR iShares Russell Mid-Cap ETF Add +0.0% 0.09% +0.00
DIA SS SPDR Dow Jones Indus Avg Add +0.3% 0.15% +0.00
DFUV Dimensional US Marketwide Va Add +0.3% 0.05% +0.00
ACWX iShares MSCI Acwi Ex US ETF Add +0.7% 0.08% −0.00
VEA Vanguard Ftse Developed ETF Add +0.1% 0.10% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.2% 0.48% −0.00
VNQ Vanguard Real Estate ETF Add +0.1% 0.06% −0.00
VIG Vanguard Dividend Apprec ETF Add +0.5% 0.14% −0.00
IBTK iShares Ibonds Dec 2030 Trea Add +10.0% 0.09% −0.00
VOOV Vanguard S&P 500 Value ETF Add +0.4% 0.09% −0.00
IBTO iShares Ibonds Dec 2033 Tres Add +5.2% 0.05% −0.00
JNJ Johnson & Johnson Add +0.6% 0.06% −0.00
IBTP iShares Ibonds Dec 2034 ETF Add +3.0% 0.05% −0.00
IBTH iShares Ibonds Dec 2027 Term Add +2.3% 0.05% −0.01
IBTG iShares Ibonds Dec 2026 Term Add +2.3% 0.05% −0.01
EFA iShares MSCI Eafe ETF Add +2.3% 0.20% −0.01
IBTI iShares Ibonds Dec 2028 Term Add +2.3% 0.05% −0.01
IBTJ iShares Ibonds Dec 2029 Term Add +2.1% 0.06% −0.01
IBTL iShares Ibonds Dec 2031 Term Add +2.4% 0.06% −0.01
IBTM iShares Ibnds Dec 2032 TT Add +3.5% 0.07% −0.01
FLOT iShares Floating Rate Bond E Add +8.0% 0.22% −0.01
USMV iShares MSCI USA Min Vol Fac Add +4.3% 0.25% −0.01

Notes & Other Activity Q1 2026 → Q2 2026
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal Add +7.3% 233,201 $5.6M
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal Add +3.4% 213,363 $5.2M

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 100$462.8MJPM, IVV, IVW, IEFA, IJH
Q1 2026 94$411.9MJPM, IVV, IEFA, IVW, IJH
Q4 2025 93$421.2MJPM, IVV, IVW, IEFA, IJH
Q3 2025 95$401.2MJPM, IVV, IVW, IEFA, IJH
Q2 2025 83$375.8MJPM, IVV, IVW, IEFA, IJH
Q1 2025 81$338.2MJPM, IVV, IVW, IEFA, IJH
Q4 2024 82$342.7MJPM, IVV, IVW, IEFA, IJR
Q3 2024 83$329.7MJPM, IVV, IEFA, IVW, IJR
Q2 2024 78$307.0MJPM, IVV, IVW, IEFA, IJR
Q1 2024 82$295.1MJPM, IVV, IVW, IEFA, IJR