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 Point Advisors, LLC (CIK 1767710) reported $422.2M across 96 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: JPM ($118.0M, 27.94%), IVV ($54.0M, 12.79%), IEFA ($21.3M, 5.04%), IVW ($21.2M, 5.02%), IJH ($16.9M, 4.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | JPM | JPMORGAN CHASE & CO | $118.0M | 27.94% | 401,007 | Added |
| 2 | IVV | ISHARES TR | $54.0M | 12.79% | 82,550 | Added |
| 3 | IEFA | ISHARES TR | $21.3M | 5.04% | 234,919 | Added |
| 4 | IVW | ISHARES TR | $21.2M | 5.02% | 187,266 | Trimmed |
| 5 | IJH | ISHARES TR | $16.9M | 4.00% | 249,838 | Added |
| 6 | IJR | ISHARES TR | $15.7M | 3.72% | 126,226 | Added |
| 7 | IVE | ISHARES TR | $13.0M | 3.08% | 61,561 | Trimmed |
| 8 | IBDV | ISHARES TR | $9.0M | 2.14% | 413,119 | Added |
| 9 | IBDW | ISHARES TR | $8.8M | 2.09% | 422,142 | Added |
| 10 | IEMG | ISHARES INC | $8.6M | 2.04% | 123,447 | Trimmed |
| 11 | IBDX | ISHARES TR | $8.0M | 1.89% | 315,676 | Added |
| 12 | IBDU | ISHARES TR | $7.5M | 1.78% | 322,288 | Added |
| 13 | IBDZ | ISHARES TR | $7.3M | 1.74% | 281,408 | Added |
| 14 | IBDY | ISHARES TR | $7.2M | 1.70% | 278,279 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $7.0M | 1.65% | 10,704 | Added |
| 16 | IBCA | ISHARES TR | $6.8M | 1.60% | 263,698 | Added |
| 17 | IBDT | ISHARES TR | $6.4M | 1.51% | 252,277 | Added |
| 18 | IJK | ISHARES TR | $6.0M | 1.42% | 59,470 | Trimmed |
| 19 | IBDS | ISHARES TR | $5.3M | 1.25% | 217,238 | Added |
| 20 | IBDR | ISHARES TR | $5.0M | 1.19% | 206,430 | Trimmed |
| 21 | IJT | ISHARES TR | $4.4M | 1.04% | 30,247 | Trimmed |
| 22 | IWF | ISHARES TR | $4.1M | 0.96% | 9,511 | Added |
| 23 | IXUS | ISHARES TR | $4.0M | 0.95% | 46,267 | Added |
| 24 | DVY | ISHARES TR | $3.7M | 0.87% | 24,199 | Added |
| 25 | DGRO | ISHARES TR | $3.6M | 0.85% | 51,398 | Added |
Source: SEC Form 13F filings · as of 2026-03-31