Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GUIDANCE CAPITAL, INC (CIK 1958743) reported $445.9M across 228 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($42.2M, 9.47%), IJR ($35.2M, 7.89%), IEMG ($18.2M, 4.08%), IEFA ($16.6M, 3.73%), GSY ($12.5M, 2.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $42.2M | 9.47% | 58,361 | Trimmed |
| 2 | IJR | ISHARES TR | $35.2M | 7.89% | 254,679 | Added |
| 3 | IEMG | ISHARES INC | $18.2M | 4.08% | 227,066 | Trimmed |
| 4 | IEFA | ISHARES TR | $16.6M | 3.73% | 174,201 | Trimmed |
| 5 | GSY | INVESCO ACTIVELY MANAGED EXC | $12.5M | 2.81% | 249,418 | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $12.1M | 2.70% | 59,297 | Added |
| 7 | BIL | SPDR SERIES TRUST | $11.5M | 2.58% | 125,846 | Added |
| 8 | ICSH | ISHARES TR | $11.4M | 2.55% | 225,240 | Added |
| 9 | GBIL | GOLDMAN SACHS ETF TR | $11.3M | 2.54% | 113,491 | Added |
| 10 | QQQ | INVESCO QQQ TR | $9.8M | 2.20% | 14,424 | Added |
| 11 | VUG | VANGUARD INDEX FDS | $9.2M | 2.07% | 109,504 | Added |
| 12 | GLD | SPDR GOLD TR | $7.4M | 1.66% | 17,736 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $7.3M | 1.64% | 20,494 | Added |
| 14 | SHV | ISHARES TR | $6.8M | 1.52% | 61,651 | Added |
| 15 | MSFT | MICROSOFT CORP | $5.3M | 1.18% | 12,793 | Added |
| 16 | SHY | ISHARES TR | $4.9M | 1.11% | 60,003 | Added |
| 17 | LQD | ISHARES TR | $4.8M | 1.07% | 43,836 | Added |
| 18 | AAPL | APPLE INC | $4.5M | 1.01% | 15,802 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.7M | 0.83% | 7,929 | Added |
| 20 | SMMD | ISHARES TR | $3.7M | 0.82% | 42,609 | Added |
| 21 | AVLV | AMERICAN CENTY ETF TR | $3.3M | 0.74% | 37,654 | Trimmed |
| 22 | TFLO | ISHARES TR | $3.3M | 0.74% | 65,080 | Added |
| 23 | GNMA | ISHARES TR | $3.3M | 0.73% | 74,027 | Added |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $3.1M | 0.70% | 45,475 | Trimmed |
| 25 | MGC | VANGUARD WORLD FD | $3.1M | 0.69% | 11,571 | Added |
Source: SEC Form 13F filings · as of 2026-03-31