Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

GUIDANCE CAPITAL, INC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

GUIDANCE CAPITAL, INC (CIK 1958743) reported $467.6M across 233 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($45.3M, 9.69%), IJR ($38.0M, 8.13%), IEMG ($17.9M, 3.82%), IEFA ($17.2M, 3.69%), RSP ($13.7M, 2.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$45.3M9.69%60,367Added
2IJRISHARES TR$38.0M8.13%258,295Added
3IEMGISHARES INC$17.9M3.82%228,858Added
4IEFAISHARES TR$17.2M3.69%178,249Added
5RSPINVESCO EXCHANGE TRADED FD T$13.7M2.93%63,627Added
6GSYINVESCO ACTIVELY MANAGED EXC$13.0M2.78%258,641Added
7BILSPDR SERIES TRUST$12.0M2.57%131,324Added
8ICSHISHARES TR$11.9M2.54%235,331Added
9GBILGOLDMAN SACHS ETF TR$11.8M2.53%118,446Added
10QQQINVESCO QQQ TR$10.7M2.29%15,166Added
11VUGVANGUARD INDEX FDS$9.8M2.09%112,898Added
12VTIVANGUARD INDEX FDS$8.0M1.72%21,721Added
13SHVISHARES TR$7.0M1.50%63,478Added
14GLDSPDR GOLD TR$5.8M1.24%15,833Trimmed
15SHYISHARES TR$5.6M1.19%67,859Added
16LQDISHARES TR$5.4M1.16%50,277Added
17AAPLAPPLE INC$5.2M1.11%15,579Trimmed
18MSFTMICROSOFT CORP$4.5M0.96%11,143Trimmed
19SMMDISHARES TR$4.1M0.88%45,832Added
20BRK/BBERKSHIRE HATHAWAY INC DEL$3.9M0.84%7,965Added
21GNMAISHARES TR$3.7M0.79%84,546Added
22TFLOISHARES TR$3.7M0.78%72,392Added
23RWJINVESCO EXCH TRADED FD TR II$3.5M0.75%56,940Added
24AVLVAMERICAN CENTY ETF TR$3.4M0.72%36,654Trimmed
25VEAVANGUARD TAX-MANAGED FDS$3.3M0.71%47,652Added

Source: SEC Form 13F filings · as of 2026-06-30