Guidance Point Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$473,601
Net value change ($000)
+51,447 (12.2%)
New positions
6
Sold out positions
0
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
JPM 13,302 11.3%
IVV 7,278 13.5%
IVW 4,621 21.8%
IJR 2,742 17.5%
IJH 2,394 14.2%
IEFA 1,992 9.4%
IEMG 1,530 17.8%
IVE 1,082 8.3%
SPY 1,058 15.2%
IJT 1,037 23.7%
Top Reduces (Value $000, Stocks/ETFs)
FBTC -92 -19.7%
GLD -58 -13.4%
GLDM -55 -14.4%
PFF -38 -6.3%
COST -20 -6.0%
VPU -4 -0.2%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type