Guidance Point Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Guidance Point Advisors, LLC reported 94 stock positions worth $411.9 million. Its top holding was JPMorgan Chase (JPM) at 28.6% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.1%) and iShares Core MSCI Eafe ETF (IEFA, 5.2%). Compared with Q4 2025, it opened 3 new positions, sold out of 2, added to 65 and reduced 18. The biggest buy was iShares Ibonds Dec 2035 TC (IBCA, shares +19%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −0%).

Most Recent 13F
Q2 2026
Location
Wellesley, MA
CIK
0001767710
Portfolio Value
$411.9M (Q1 2026)
SEC Filing
0001172661-26-001740 ↗ filed May 12, 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 $411.9M Q1 2026 Q2 2026: $462.8M Q2 2026

Holdings 94 stocks · $411.9M
JPM JPMorgan Chase & Co. 28.64% 401,007 $118.0M Add +0.0%
IVV iShares Core S&P 500 ETF 13.11% 82,550 $54.0M Add +1.5%
IEFA iShares Core MSCI Eafe ETF 5.16% 234,919 $21.3M Add +0.2%
IVW iShares S&P 500 Growth ETF 5.14% 187,266 $21.2M Reduce -0.4%
IJH iShares Core S&P Midcap ETF 4.10% 249,838 $16.9M Add +0.1%
IJR iShares Core S&P Small-Cap E 3.81% 126,226 $15.7M Add +1.3%
IVE iShares S&P 500 Value ETF 3.16% 61,561 $13.0M Reduce -0.1%
IBDV iShares Ibonds Dec 2030 Corp. 2.20% 413,119 $9.0M Add +3.9%
IBDW iShares Ibonds Dec 2031 Corp. 2.15% 422,142 $8.8M Add +3.5%
IEMG iShares Core MSCI Emerging 2.09% 123,447 $8.6M Reduce -0.7%
IBDX iShares Ibonds Dec 2032 TC 1.94% 315,676 $8.0M Add +3.9%
IBDU iShares Ibonds Dec 2029 Term 1.82% 322,288 $7.5M Add +2.5%
IBDZ ISHARESIBONDSDEC2034TMCORP 1.78% 281,408 $7.3M Add +9.1%
IBDY iShares Ibonds Dec 2033 Corp. 1.75% 278,279 $7.2M Add +5.0%
SPY SS SPDR S&P 500 ETF Trust-US 1.69% 10,704 $7.0M Add +1.9%
IBCA iShares Ibonds Dec 2035 TC 1.64% 263,698 $6.8M Add +19.0%
IBDT iShares Ibonds Dec 2028 ETF 1.55% 252,277 $6.4M Add +4.0%
IJK iShares S&P Mid-Cap 400 Grow 1.45% 59,470 $6.0M Reduce -0.2%
IJT iShares S&P Small-Cap 600 GR 1.06% 30,247 $4.4M Reduce -0.5%
IWF iShares Russell 1000 Growth 0.99% 9,511 $4.1M Add +0.1%
IXUS iShares Core Intl Stock ETF 0.97% 46,267 $4.0M Add +8.5%
DVY iShares Select Dividend ETF 0.89% 24,199 $3.7M Add +1.0%
DGRO iShares Core Dividend Growth 0.88% 51,398 $3.6M Add +0.1%
IUSV iShares Core S&P U.S. Value 0.71% 28,577 $2.9M Add +2.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.65% 20,231 $2.7M Add +0.3%
ITOT iShares Core S&P Total U.S. 0.54% 15,520 $2.2M Add +1.8%
VPU Vanguard Utilities ETF 0.51% 10,622 $2.1M Add +1.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.48% 9,026 $2.0M Add +0.3%
AAPL Apple Inc. 0.47% 7,639 $1.9M Reduce -1.9%
SHYG iShares 0-5 YR HY Corp. Bond 0.35% 34,554 $1.5M Add +4.3%
MSFT Microsoft Corp. 0.34% 3,811 $1.4M Reduce -2.6%
AAAU Goldman Sachs Physical Gold 0.34% 30,121 $1.4M Reduce -10.1%
SCZ iShares MSCI Eafe Small-Cap 0.33% 17,104 $1.3M Reduce -1.0%
AVGO Broadcom Inc. 0.30% 3,999 $1.2M Add +66.8%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.28% 6,276 $1.2M No change
IWO iShares Russell 2000 Growth 0.27% 3,499 $1.1M Add +0.5%
QQQ Invesco QQQ Trust Series 1 0.26% 1,858 $1.1M Reduce -3.1%
USMV iShares MSCI USA Min Vol Fac 0.26% 11,507 $1.1M Add +5.3%
IWD iShares Russell 1000 Value E 0.24% 4,542 $973K Add +0.3%
IYR iShares US Real Estate ETF 0.23% 10,066 $953K Reduce -0.5%
FLOT iShares Floating Rate Bond E 0.22% 18,069 $921K Add +6.3%
VTWO Vanguard Russell 2000 ETF 0.22% 8,842 $886K Add +0.1%
IWN iShares Russell 2000 Value E 0.21% 4,641 $881K Add +0.2%
EFA iShares MSCI Eafe ETF 0.20% 8,561 $832K Add +1.6%
IWM iShares Russell 2000 ETF 0.16% 2,578 $640K Add +0.1%
IGSB iShares 1-5Y Inv Grade Corp. 0.15% 11,676 $614K Add +88.8%
PFF iShares Preferred & Income S 0.15% 19,908 $604K Add +0.6%
DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND 0.14% 1,281 $595K Add +0.2%
IGM iShares Expanded Tech Sector 0.14% 4,866 $577K Add +0.0%
VIG Vanguard Dividend Apprec ETF 0.14% 2,652 $571K Add +0.5%
PG The Procter & Gamble Co. 0.14% 3,941 $569K Add +0.5%
IBHH iShares Ibonds 2028 TM HY Inc. 0.14% 24,183 $568K Add +36.2%
NVDA Nvidia Corp. 0.14% 3,237 $565K Reduce -2.4%
IBHG iShares Ibonds 2027 HY Inc. 0.14% 25,335 $561K Add +17.6%
VOOG Vanguard S&P 500 Growth ETF 0.13% 1,297 $530K Add +0.6%
IWS iShares Russell Mid-Cap Valu 0.13% 3,600 $525K Add +0.3%
GOOGL Alphabet Inc. Class A 0.12% 1,731 $498K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 10,148 $495K Reduce -0.8%
FBTC Fidelity Wise Origin Bitcoin 0.11% 7,912 $467K Add +5.4%
XLK SS Technology Select Sector 0.11% 3,494 $464K Reduce -1.4%
BRK.B Berkshire Hathaway Inc. Class B 0.11% 967 $464K No change
GLD SPDR Gold Shares 0.10% 1,003 $432K Reduce -1.5%
LRCX Lam Research Corp. 0.10% 2,022 $432K Add +0.2%
VEA Vanguard Ftse Developed ETF 0.10% 6,533 $419K Add +0.7%
EFG iShares MSCI Eafe Growth ETF 0.10% 3,663 $408K No change
GLDM SPDR Gold Minishares Trust 0.09% 4,122 $382K No change
IWR iShares Russell Mid-Cap ETF 0.09% 3,893 $379K Add +0.0%
IBTK iShares Ibonds Dec 2030 Trea 0.09% 18,662 $368K Add +3.5%
VOOV Vanguard S&P 500 Value ETF 0.09% 1,798 $366K Add +0.5%
VGT Vanguard Info Tech ETF 0.09% 509 $357K No change
IBTM iShares Ibnds Dec 2032 TT 0.08% 14,615 $335K Add +6.6%
COST Costco Wholesale Corp. 0.08% 333 $334K No change
ACWX iShares MSCI Acwi Ex US ETF 0.08% 4,758 $326K Add +0.3%
CLOA iShares Aaa Clo Act ETF-Usdi 0.08% 6,207 $322K New
MDY State Street SPDR S&P Midcap 0.08% 515 $319K Reduce -0.4%
ISTB iShares Core 1-5 Year Usd Bo 0.07% 6,364 $309K Add +7.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.07% 633 $277K Reduce -0.6%
IBTL iShares Ibonds Dec 2031 Term 0.07% 13,491 $275K Add +4.7%
JNJ Johnson & Johnson 0.06% 1,060 $260K Add +2.7%
IBTJ iShares Ibonds Dec 2029 Term 0.06% 11,858 $259K Add +4.9%
AMZN Amazon.com Inc. 0.06% 1,227 $256K Add +0.3%
VNQ Vanguard Real Estate ETF 0.06% 2,855 $254K Add +0.7%
IJS iShares S&P Small-Cap 600 Va 0.06% 2,129 $253K Add +0.3%
IBTI iShares Ibonds Dec 2028 Term 0.06% 10,558 $235K Add +5.4%
IBTG iShares Ibonds Dec 2026 Term 0.06% 10,249 $235K Add +5.4%
IBTH iShares Ibonds Dec 2027 Term 0.06% 10,458 $235K Add +5.4%
IYH iShares U.S. Healthcare ETF 0.05% 3,623 $223K Reduce -13.2%
RSP Invesco S&P 500 Equal Weight 0.05% 1,150 $221K No change
DFUV Dimensional US Marketwide Va 0.05% 4,537 $220K Add +0.3%
EEMA iShares MSCI Emerg MRKT Asia 0.05% 2,274 $218K Add +0.9%
IBTP iShares Ibonds Dec 2034 ETF 0.05% 8,278 $212K Add +6.3%
IYW iShares Ustechnology ETF 0.05% 1,166 $212K Add +0.9%
VTI VG Morningstar TS MKT ETF-US 0.05% 646 $208K New
IBTO iShares Ibonds Dec 2033 Tres 0.05% 8,516 $208K New
Other holdings (2): bonds, preferreds, convertibles and warrants · $10.3M (not counted above)
SecurityClassShares / PrincipalValueChange
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal 217,238$5.3MAdd +2.8%
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal 206,430$5.0MReduce -1.3%

Total filed on the 13F, all lines: $422.2M.

Portfolio Sells Q4 2025 → Q1 2026
IVW iShares S&P 500 Growth ETF Reduce -0.4% 5.14% −0.36
MSFT Microsoft Corp. Reduce -2.6% 0.34% −0.11
APUE Activepassive US Equity ETF Sold out 0.00% −0.05
AAPL Apple Inc. Reduce -1.9% 0.47% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -3.1% 0.26% −0.02
BAC Bank of America Corp. Reduce -0.8% 0.12% −0.01
IYH iShares U.S. Healthcare ETF Reduce -13.2% 0.05% −0.01
NVDA Nvidia Corp. Reduce -2.4% 0.14% −0.01
XLK SS Technology Select Sector Reduce -1.4% 0.11% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.6% 0.07% −0.01
HYPR Hyperfine Inc. Sold out 0.00% −0.00
AAAU Goldman Sachs Physical Gold Reduce -10.1% 0.34% −0.00
MDY State Street SPDR S&P Midcap Reduce -0.4% 0.08% +0.00
IYR iShares US Real Estate ETF Reduce -0.5% 0.23% +0.01
SCZ iShares MSCI Eafe Small-Cap Reduce -1.0% 0.33% +0.01
GLD SPDR Gold Shares Reduce -1.5% 0.10% +0.01
IJT iShares S&P Small-Cap 600 GR Reduce -0.5% 1.06% +0.04
IVE iShares S&P 500 Value ETF Reduce -0.1% 3.16% +0.05
IJK iShares S&P Mid-Cap 400 Grow Reduce -0.2% 1.45% +0.08
IEMG iShares Core MSCI Emerging Reduce -0.7% 2.09% +0.11

Portfolio Buys Q4 2025 → Q1 2026
IBCA iShares Ibonds Dec 2035 TC Add +19.0% 1.64% +0.28
IJR iShares Core S&P Small-Cap E Add +1.3% 3.81% +0.25
IEFA iShares Core MSCI Eafe ETF Add +0.2% 5.16% +0.19
IJH iShares Core S&P Midcap ETF Add +0.1% 4.10% +0.18
IBDZ ISHARESIBONDSDEC2034TMCORP Add +9.1% 1.78% +0.17
IXUS iShares Core Intl Stock ETF Add +8.5% 0.97% +0.12
IBDV iShares Ibonds Dec 2030 Corp. Add +3.9% 2.20% +0.11
AVGO Broadcom Inc. Add +66.8% 0.30% +0.10
IBDY iShares Ibonds Dec 2033 Corp. Add +5.0% 1.75% +0.10
IBDW iShares Ibonds Dec 2031 Corp. Add +3.5% 2.15% +0.10
IBDX iShares Ibonds Dec 2032 TC Add +3.9% 1.94% +0.09
DVY iShares Select Dividend ETF Add +1.0% 0.89% +0.09
IBDT iShares Ibonds Dec 2028 ETF Add +4.0% 1.55% +0.09
CLOA iShares Aaa Clo Act ETF-Usdi New 0.08% +0.08
IBDU iShares Ibonds Dec 2029 Term Add +2.5% 1.82% +0.07
IGSB iShares 1-5Y Inv Grade Corp. Add +88.8% 0.15% +0.07
VPU Vanguard Utilities ETF Add +1.9% 0.51% +0.05
VTI VG Morningstar TS MKT ETF-US New 0.05% +0.05
IBTO iShares Ibonds Dec 2033 Tres New 0.05% +0.05
IBHH iShares Ibonds 2028 TM HY Inc. Add +36.2% 0.14% +0.04
DGRO iShares Core Dividend Growth Add +0.1% 0.88% +0.03
IUSV iShares Core S&P U.S. Value Add +2.0% 0.71% +0.03
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.3% 0.48% +0.02
LRCX Lam Research Corp. Add +0.2% 0.10% +0.02
IBHG iShares Ibonds 2027 HY Inc. Add +17.6% 0.14% +0.02
IJJ iShares S&P Mid-Cap 400 Valu Add +0.3% 0.65% +0.02
FLOT iShares Floating Rate Bond E Add +6.3% 0.22% +0.02
SHYG iShares 0-5 YR HY Corp. Bond Add +4.3% 0.35% +0.02
USMV iShares MSCI USA Min Vol Fac Add +5.3% 0.26% +0.01
IWN iShares Russell 2000 Value E Add +0.2% 0.21% +0.01
JNJ Johnson & Johnson Add +2.7% 0.06% +0.01
EFA iShares MSCI Eafe ETF Add +1.6% 0.20% +0.01
IWD iShares Russell 1000 Value E Add +0.3% 0.24% +0.01
IWS iShares Russell Mid-Cap Valu Add +0.3% 0.13% +0.01
VTWO Vanguard Russell 2000 ETF Add +0.1% 0.22% +0.01
ISTB iShares Core 1-5 Year Usd Bo Add +7.2% 0.07% +0.01
IBTM iShares Ibnds Dec 2032 TT Add +6.6% 0.08% +0.01
VEA Vanguard Ftse Developed ETF Add +0.7% 0.10% +0.01
PG The Procter & Gamble Co. Add +0.5% 0.14% +0.00
IWM iShares Russell 2000 ETF Add +0.1% 0.16% +0.00
IBTK iShares Ibonds Dec 2030 Trea Add +3.5% 0.09% +0.00
IBTG iShares Ibonds Dec 2026 Term Add +5.4% 0.06% +0.00
IBTL iShares Ibonds Dec 2031 Term Add +4.7% 0.07% +0.00
IBTJ iShares Ibonds Dec 2029 Term Add +4.9% 0.06% +0.00
IBTH iShares Ibonds Dec 2027 Term Add +5.4% 0.06% +0.00
IBTI iShares Ibonds Dec 2028 Term Add +5.4% 0.06% +0.00
IJS iShares S&P Small-Cap 600 Va Add +0.3% 0.06% +0.00
IBTP iShares Ibonds Dec 2034 ETF Add +6.3% 0.05% +0.00
ACWX iShares MSCI Acwi Ex US ETF Add +0.3% 0.08% +0.00
DFUV Dimensional US Marketwide Va Add +0.3% 0.05% +0.00

Notes & Other Activity Q4 2025 → Q1 2026
IBDS Ishrs Ibnds Dec 27 Corp. ETF IBONDS 27 ETF · principal Add +2.8% 217,238 $5.3M
IBDR iShares Ibonds Dec 2026 Term IBONDS DEC2026 · principal Reduce -1.3% 206,430 $5.0M

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