Guidance Point Advisors

Guidance Point Advisors as of June 30, 2026

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 102 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
JPMorgan Chase & Co. (JPM) 27.7 $131M 401k 327.34
Ishares Tr Core S&p500 Etf (IVV) 12.9 $61M 82k 749.79
Ishares Tr S&p 500 Grwt Etf (IVW) 5.4 $26M 188k 137.57
Ishares Tr Core Msci Eafe (IEFA) 4.9 $23M 241k 96.61
Ishares Tr Core S&p Mcp Etf (IJH) 4.1 $19M 250k 77.13
Ishares Tr Core S&p Scp Etf (IJR) 3.9 $18M 124k 148.39
Ishares Tr S&p 500 Val Etf (IVE) 3.0 $14M 62k 227.26
Ishares Core Msci Emkt (IEMG) 2.1 $10M 122k 82.89
Ishares Tr Ibonds Dec 2030 (IBDV) 2.0 $9.4M 432k 21.80
Ishares Tr Ibonds Dec 2031 (IBDW) 1.9 $9.0M 431k 20.84
Ishares Tr Ibonds Dec 2032 (IBDX) 1.7 $8.2M 326k 25.19
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.7 $8.0M 11k 747.13
Ishares Tr Ibonds Dec 29 (IBDU) 1.7 $7.9M 342k 23.16
Ishares Tr Ibonds Dec 2034 (IBDZ) 1.6 $7.6M 293k 26.05
Ishares Tr Ibonds Dec 2033 (IBDY) 1.6 $7.4M 289k 25.75
Ishares Tr Ibonds Dec 2035 (IBCA) 1.5 $7.1M 278k 25.61
Ishares Tr S&p Mc 400gr Etf (IJK) 1.5 $7.0M 59k 117.53
Ishares Tr Ibds Dec28 Etf (IBDT) 1.4 $6.7M 267k 25.25
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 1.2 $5.6M 233k 24.22
Ishares Tr S&P SML 600 GWT (IJT) 1.1 $5.4M 30k 178.64
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 1.1 $5.2M 213k 24.23
Ishares Tr Rus 1000 Grw Etf (IWF) 1.0 $4.7M 38k 124.20
Ishares Tr Core Msci Total (IXUS) 0.9 $4.5M 47k 95.46
Ishares Tr Core Div Grwth (DGRO) 0.8 $3.8M 51k 75.80
Ishares Tr Select Divid Etf (DVY) 0.8 $3.8M 24k 156.50
Ishares Tr Core S&p Us Vlu (IUSV) 0.7 $3.2M 29k 110.16
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.6 $3.0M 20k 147.80
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.5M 15k 164.28
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.2M 9.0k 243.03
Apple (AAPL) 0.5 $2.2M 7.6k 289.46
Vanguard World Utilities Etf (VPU) 0.4 $2.1M 11k 196.03
Broadcom (AVGO) 0.4 $1.7M 4.4k 377.87
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.3 $1.5M 36k 42.42
Microsoft Corporation (MSFT) 0.3 $1.4M 3.8k 373.38
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.4M 17k 82.35
Goldman Sachs Physical Gold Unit (AAAU) 0.3 $1.4M 36k 39.57
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $1.4M 1.9k 737.88
Ishares Tr Rus 2000 Grw Etf (IWO) 0.3 $1.4M 3.4k 395.14
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.3M 24k 52.43
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.3 $1.2M 6.3k 197.61
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $1.2M 12k 96.47
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $1.1M 4.5k 242.86
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.2 $1.1M 8.8k 121.45
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.0M 4.6k 221.60
Ishares Tr U.s. Real Es Etf (IYR) 0.2 $1.0M 9.8k 102.36
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.2 $996k 20k 51.08
Ishares Tr Msci Eafe Etf (EFA) 0.2 $910k 8.8k 103.92
Lam Research Corp Com New (LRCX) 0.2 $877k 2.0k 433.50
Ishares Tr Ibonds 28 Tr Hi (IBHH) 0.2 $839k 36k 23.51
Ishares Tr Expnd Tec Sc Etf (IGM) 0.2 $797k 4.9k 163.63
Ishares Tr Russell 2000 Etf (IWM) 0.2 $775k 2.6k 300.73
NVIDIA Corporation (NVDA) 0.2 $728k 3.6k 200.23
Ishares Tr Ibon 2027 Te Etf (IBHG) 0.1 $693k 31k 22.09
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA) 0.1 $684k 13k 51.95
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.1 $672k 1.3k 523.03
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $664k 3.5k 190.60
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $648k 7.8k 82.66
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $631k 2.7k 237.01
Alphabet Cap Stk Cl A (GOOGL) 0.1 $619k 1.7k 357.59
Ishares Tr Rus Mdcp Val Etf (IWS) 0.1 $595k 3.6k 164.63
Procter & Gamble Company (PG) 0.1 $579k 3.9k 146.68
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $566k 19k 30.50
Bank of America Corporation (BAC) 0.1 $565k 9.9k 56.99
Ishares Tr Ibonds 29 Tr Hi (IBHI) 0.1 $490k 21k 23.40
Vanguard World Inf Tech Etf (VGT) 0.1 $490k 4.1k 119.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $484k 967.00 500.62
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $466k 6.5k 71.30
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $456k 3.7k 124.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $430k 3.9k 110.34
Micron Technology (MU) 0.1 $421k 365.00 1154.29
Ishares Tr Ibond Dec 2030 (IBTK) 0.1 $401k 21k 19.54
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.1 $399k 8.3k 48.30
Vanguard Admiral Fds 500 Val Idx Fd (VOOV) 0.1 $396k 1.8k 219.32
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $375k 7.3k 51.07
Spdr Gold Tr Gold Shs (GLD) 0.1 $374k 1.0k 369.09
Ishares Tr Msci Acwi Ex Us (ACWX) 0.1 $365k 4.8k 76.21
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.1 $364k 515.00 706.72
Ishares Tr Ibonds Dec 2032 (IBTM) 0.1 $343k 15k 22.70
Vanguard Index Fds Growth Etf (VUG) 0.1 $328k 3.8k 86.18
World Gold Tr Spdr Gld Minis (GLDM) 0.1 $327k 4.1k 79.42
Costco Wholesale Corporation (COST) 0.1 $314k 335.00 936.33
Annaly Capital Management In Com New (NLY) 0.1 $304k 14k 22.36
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $298k 2.2k 136.96
Ishares Tr U.s. Tech Etf (IYW) 0.1 $294k 1.2k 252.37
Amazon (AMZN) 0.1 $292k 1.2k 238.34
Ishares Tr Ibonds Dec 2031 (IBTL) 0.1 $279k 14k 20.19
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $276k 2.9k 96.67
Johnson & Johnson (JNJ) 0.1 $271k 1.1k 254.28
Ishares Msci Em Asia Etf (EEMA) 0.1 $265k 2.3k 117.14
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.1 $262k 12k 21.65
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $260k 700.00 371.29
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $251k 4.6k 55.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $245k 1.2k 212.77
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $242k 506.00 477.98
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.1 $240k 11k 22.89
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.1 $239k 11k 22.37
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $239k 11k 22.14
Ishares Tr Us Hlthcare Etf (IYH) 0.0 $232k 3.5k 67.02
Ishares Tr Ibonds Dec 2034 (IBTP) 0.0 $217k 8.5k 25.38
Ishares Tr Ibonds Dec 2033 (IBTO) 0.0 $216k 9.0k 24.13
Ishares Tr Ibon 2030 Te Etf (IBHJ) 0.0 $214k 8.1k 26.47
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $212k 307.00 689.79