Guidance Point Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
96
Total value ($000)
$422,154
Net value change ($000)
-9,204 (-2.1%)
New positions
3
Sold out positions
2
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IBCA 1,011 17.6%
IJR 719 4.8%
IBDZ 535 7.9%
AVGO 408 49.2%
IXUS 399 11.1%
IJH 391 2.4%
CLOA 322 NEW
IEFA 302 1.4%
IGSB 287 87.8%
DVY 282 8.3%
Top Reduces (Value $000, Stocks/ETFs)
JPM -11,252 -8.7%
IVW -2,003 -8.6%
IVV -1,787 -3.2%
MSFT -483 -25.5%
IWF -444 -9.9%
SPY -201 -2.8%
APUE -200 -100.0%
AAPL -179 -8.4%
FBTC -106 -18.5%
QQQ -105 -8.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type