Investor
Guidance Point Advisors, LLC
CIK 0001767710 · filed 2026-05-12 · SEC filing
13F book
$422.2M
Positions
96
3 new · 2 sold
Largest name
27.9%
Jpmorgan Chase & Co.
Est. mark
−$15.7M
Price effect on 93 names still held. Flow $6.53M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co. | — | 401K | $118M | 27.9% | −$11.3M | Added−$11.3M |
| Ishares Tr | — | 82.5K | $54M | 12.8% | −$2.59M | Added−$1.79M |
| Ishares Tr | — | 234.9K | $21.3M | 5.0% | $250.7K | Added$301.9K |
| Ishares Tr | — | 187.3K | $21.2M | 5.0% | −$1.9M | Cut−$2M |
| Ishares Tr | — | 249.8K | $16.9M | 4.0% | $382.8K | Added$390.8K |
| Ishares Tr | — | 126.2K | $15.7M | 3.7% | $514.2K | Added$718.7K |
| Ishares Tr | — | 61.6K | $13M | 3.1% | −$55.8K | Cut−$73.9K |
| Ishares Tr | — | 413.1K | $9.04M | 2.1% | −$71.6K | Added$267.8K |
| Ishares Tr | — | 422.1K | $8.84M | 2.1% | −$89.7K | Added$210.9K |
| Ishares Inc | — | 123.4K | $8.61M | 2.0% | $312.5K | Cut$250.2K |
| Ishares Tr | — | 315.7K | $7.98M | 1.9% | −$79K | Added$216.6K |
| Ishares Tr | — | 322.3K | $7.5M | 1.8% | −$45.7K | Added$138.8K |
| Ishares Tr | — | 281.4K | $7.33M | 1.7% | −$79.9K | Added$534.2K |
| Ishares Tr | — | 278.3K | $7.19M | 1.7% | −$76.8K | Added$267.4K |
| Spdr S&P 500 Etf Tr | — | 10.7K | $6.97M | 1.7% | −$332K | Added−$200.5K |
| Ishares Tr | — | 263.7K | $6.76M | 1.6% | −$66.5K | Added$1.01M |
| Ishares Tr | — | 252.3K | $6.39M | 1.5% | −$30.2K | Added$216.9K |
| Ishares Tr | — | 59.5K | $5.99M | 1.4% | $222.8K | Cut$208.6K |
| Ishares Tr | — | 217.2K | $5.27M | 1.2% | −$8.45K | Added$134K |
| Ishares Tr | — | 206.4K | $5M | 1.2% | $2.04K | Cut−$62.2K |
| Ishares Tr | — | 30.2K | $4.38M | 1.0% | $107.4K | Cut$84.2K |
| Ishares Tr | — | 9.51K | $4.06M | 1.0% | −$446K | Added−$443.9K |
| Ishares Tr | — | 46.3K | $4.01M | 0.9% | $85.2K | Added$399K |
| Ishares Tr | — | 24.2K | $3.67M | 0.9% | $246.6K | Added$282K |
| Ishares Tr | — | 51.4K | $3.61M | 0.9% | $39K | Added$43.2K |
| Ishares Tr | — | 28.6K | $2.92M | 0.7% | −$8.18K | Added$49.3K |
| Ishares Tr | — | 20.2K | $2.68M | 0.6% | $18.5K | Added$27.4K |
| Ishares Tr | — | 15.5K | $2.21M | 0.5% | −$95.4K | Added−$55.8K |
| Vanguard World Fd | — | 10.6K | $2.11M | 0.5% | $137K | Added$175.5K |
| Vanguard Index Fds | — | 9.03K | $1.96M | 0.5% | $49.2K | Added$54.4K |
| Apple Inc. | AAPL | 7.64K | $1.94M | 0.5% | −$138K | Cut−$179.3K |
| Ishares Tr | — | 34.6K | $1.46M | 0.3% | −$18.6K | Added$41.7K |
| Microsoft Corp | MSFT | 3.81K | $1.41M | 0.3% | −$432.7K | Cut−$482.5K |
| Goldman Sachs Physical Gold | — | 30.1K | $1.39M | 0.3% | $109.6K | Cut−$33.9K |
| Ishares Tr | — | 17.1K | $1.34M | 0.3% | $15.1K | Cut$1.58K |
| Broadcom Inc. | AVGO | 4K | $1.24M | 0.3% | −$87.8K | Added$407.9K |
| Vanguard Index Fds | — | 6.28K | $1.16M | 0.3% | $43.4K | Held |
| Ishares Tr | — | 3.5K | $1.1M | 0.3% | −$32.5K | Added−$27.1K |
| Invesco Qqq Tr | — | 1.86K | $1.07M | 0.3% | −$69K | Cut−$105.3K |
| Ishares Tr | — | 11.5K | $1.07M | 0.3% | −$15.6K | Added$38.3K |
| Ishares Tr | — | 4.54K | $972.6K | 0.2% | $15.6K | Added$18.8K |
| Ishares Tr | — | 10.1K | $952.7K | 0.2% | $6.81K | Cut$1.92K |
| Ishares Tr | — | 18.1K | $921.1K | 0.2% | $1.68K | Added$56.1K |
| Vanguard Scottsdale Fds | — | 8.84K | $886K | 0.2% | $5.89K | Added$6.39K |
| Ishares Tr | — | 4.64K | $881.3K | 0.2% | $39.5K | Added$41.2K |
| Ishares Tr | — | 8.56K | $831.9K | 0.2% | $9.27K | Added$22.1K |
| Ishares Tr | — | 2.58K | $639.9K | 0.2% | $4.65K | Added$5.15K |
| Ishares Tr | — | 11.7K | $613.8K | 0.1% | −$2.03K | Added$286.6K |
| Ishares Tr | — | 19.9K | $603.8K | 0.1% | −$12.7K | Added−$8.85K |
| Spdr Dow Jones Indl Average | — | 1.28K | $594.6K | 0.1% | −$22.6K | Added−$21.2K |
| Ishares Tr | — | 4.87K | $577K | 0.1% | −$51.8K | Added−$51.7K |
| Vanguard Specialized Funds | — | 2.65K | $571.4K | 0.1% | −$12.8K | Added−$9.81K |
| Procter And Gamble Co | PG | 3.94K | $569.5K | 0.1% | $4.43K | Added$7.03K |
| Ishares Tr | — | 24.2K | $567.7K | 0.1% | −$3.63K | Added$147.3K |
| Nvidia Corp | NVDA | 3.24K | $564.9K | 0.1% | −$39.1K | Cut−$53.9K |
| Ishares Tr | — | 25.3K | $560.8K | 0.1% | −$4.02K | Added$80.1K |
| Vanguard Admiral Fds Inc | — | 1.3K | $529.9K | 0.1% | −$47.4K | Added−$44.1K |
| Ishares Tr | — | 3.6K | $524.7K | 0.1% | $16.9K | Added$18.5K |
| Alphabet Inc | — | 1.73K | $498.2K | 0.1% | −$43.8K | Held |
| Bank America Corp | — | 10.1K | $494.8K | 0.1% | −$63.4K | Cut−$68.2K |
| Fidelity Wise Origin Bitcoin | — | 7.91K | $467.3K | 0.1% | −$129.3K | Added−$105.5K |
| Select Sector Spdr Tr | — | 3.49K | $464.4K | 0.1% | −$38.7K | Cut−$46.1K |
| Berkshire Hathaway Inc Del | — | 967 | $463.6K | 0.1% | −$22.7K | Held |
| Spdr Gold Tr | — | 1K | $432.4K | 0.1% | $34.2K | Cut$28.2K |
| Lam Research Corp | LRCX | 2.02K | $432.1K | 0.1% | $85.8K | Added$86.7K |
| Vanguard Tax-Managed Fds | — | 6.53K | $418.9K | 0.1% | $10.5K | Added$13.3K |
| Ishares Tr | — | 3.66K | $407.9K | 0.1% | −$9.34K | Held |
| World Gold Tr | — | 4.12K | $382.1K | 0.1% | $30.2K | Held |
| Ishares Tr | — | 3.89K | $378.6K | 0.1% | $3.77K | Added$3.87K |
| Ishares Tr | — | 18.7K | $368K | 0.1% | −$2.25K | Added$10K |
| Vanguard Admiral Fds Inc | — | 1.8K | $366.5K | 0.1% | −$1.86K | Added−$232 |
| Vanguard World Fd | — | 509 | $356.8K | 0.1% | −$28.3K | Held |
| Ishares Tr | — | 14.6K | $335.1K | 0.1% | −$1.98K | Added$18.7K |
| Costco Whsl Corp New | — | 333 | $334K | 0.1% | $45.1K | Held |
| Ishares Tr | — | 4.76K | $326.2K | 0.1% | $6.36K | Added$7.32K |
| Ishares Aaa Clo Active | — | 6.21K | $321.9K | 0.1% | — | New |
| Spdr S&P Midcap 400 Etf Tr | — | 515 | $318.9K | 0.1% | $6.96K | Cut$5.75K |
| Ishares Tr | — | 6.36K | $308.7K | 0.1% | −$1.69K | Added$19.1K |
| Vanguard Growth Etf | — | 633 | $277K | 0.1% | −$32.3K | Cut−$34.2K |
| Ishares Tr | — | 13.5K | $275.2K | 0.1% | −$1.62K | Added$10.8K |
| Johnson & Johnson | JNJ | 1.06K | $259.7K | 0.1% | $38.7K | Added$45.5K |
| Ishares Tr | — | 11.9K | $259K | 0.1% | −$1.15K | Added$10.9K |
| Amazon Com Inc | AMZN | 1.23K | $255.5K | 0.1% | −$27.6K | Added−$26.7K |
| Vanguard Index Fds | — | 2.85K | $253.9K | 0.1% | $703 | Added$2.39K |
| Ishares Tr | — | 2.13K | $252.8K | 0.1% | $9.81K | Added$10.5K |
| Ishares Tr | — | 10.6K | $235.3K | 0.1% | −$822 | Added$11.2K |
| Ishares Tr | — | 10.2K | $234.9K | 0.1% | $389 | Added$12.3K |
| Ishares Tr | — | 10.5K | $234.6K | 0.1% | −$397 | Added$11.6K |
| Ishares Tr | — | 3.62K | $223.4K | 0.1% | −$12.6K | Cut−$48.5K |
| Invesco Exchange Traded Fd T | — | 1.15K | $220.7K | 0.1% | $414 | Held |
| Dimensional Etf Trust | — | 4.54K | $219.9K | 0.1% | $8.47K | Added$9.24K |
| Ishares Inc | — | 2.27K | $218.1K | 0.1% | $3.88K | Added$5.79K |
| Ishares Tr | — | 8.28K | $212.2K | 0.1% | −$1.4K | Added$11.2K |
| Ishares Tr | — | 1.17K | $211.6K | 0.1% | −$21.3K | Added−$19.5K |
| Vanguard Index Fds | — | 646 | $208.5K | 0.0% | — | New |
| Ishares Tr | — | 8.52K | $207.7K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.