StockDriftsStockDriftsTop 50 Guidance Point Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 27.72% | 401.0K | $131.3M | +0.00%(+0) | $106.39(+242.81%) | 2026-06-30 | |
| IVV | ISHARES TR | 12.94% | 81.7K | $61.3M | -1.02%(-842) | $221.65(+251.43%) | 2026-06-30 | |
| IVW | ISHARES TR | 5.45% | 187.6K | $25.8M | +0.18%(+335) | $47.41(+198.72%) | 2026-06-30 | |
| IEFA | ISHARES TR | 4.91% | 240.8K | $23.3M | +2.51%(+5.90K) | $66.29(+52.85%) | 2026-06-30 | |
| IJH | ISHARES TR | 4.07% | 249.8K | $19.3M | +0.00%(+1) | $44.79(+75.37%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.89% | 124.3K | $18.4M | -1.55%(-1.95K) | $88.98(+68.53%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.98% | 62.0K | $14.1M | +0.74%(+454) | $131.45(+80.39%) | 2026-06-30 | |
| IEMG | ISHARES INC | 2.14% | 122.4K | $10.1M | -0.85%(-1.05K) | $53.35(+54.87%) | 2026-06-30 | |
| IBDV | ISHARES TR | 1.99% | 431.7K | $9.4M | +4.49%(+18.56K) | $21.89(-1.17%) | 2026-06-30 | |
| IBDW | ISHARES TR | 1.9% | 431.1K | $9.0M | +2.13%(+9.00K) | $20.50(+0.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.17% | +65.00% | +9.09% | +54.51% |
| Top 20 Holdings Unweighted | +9.97% | +32.98% | +4.14% | +22.51% |
Guidance Point Advisors, LLC reports $473.60M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are JPM (27.7%), IVV (12.9%) and IVW (5.5%). The top 20 holdings account for 82.98% of reported assets. Its disclosed equity book has returned +65.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Guidance Point Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767710). View Guidance Point Advisors, LLC’s 13F filings on SEC