Guidance Point Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$477,466
Net value change ($000)
+3,865 (0.8%)
New positions
3
Sold out positions
0
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
IBDR 5,247 NEW
IVV 1,736 2.8%
JPM 1,404 1.1%
IEFA 1,164 5.0%
IVE 923 6.5%
IVW 896 3.5%
MSFT 498 34.7%
AAPL 330 15.0%
IBDY 289 3.9%
IBDV 283 3.0%
Top Reduces (Value $000, Stocks/ETFs)
IJR -1,295 -7.0%
USMV -838 -72.4%
AAAU -793 -56.2%
IJH -704 -3.7%
IJT -660 -12.2%
IJK -575 -8.2%
VPU -293 -13.9%
DGRO -230 -6.0%
LRCX -211 -24.1%
IJJ -190 -6.4%
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