2026 Q1 Portfolio Activity
In 2026 Q1, Guidance Point Advisors, LLC maintained a portfolio of 98 distinct positions. The most significant new addition was BLACKROCK ETF TRUST II, now representing 0.08% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 19.0%.
Position History
hover any row below to update
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Total Positions
98
Quarter
2026 Q1
Top Holding
JPM (27.9%)
Top 10 Concentration
67.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 98
Guidance Point Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 27.94% | 29.96% |
#1
Prev: #1
|
6.5 |
—
|
2 | 0.0% |
P
S
|
401,007 | $117,961,927 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVV
ISHARES TR
|
ETF | 12.79% | 12.93% |
#2
Prev: #2
|
6.0 |
—
|
1,223 | 1.5% |
P
S
|
82,550 | $53,985,645 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEFA
ISHARES TR
|
ETF | 5.04% | 4.86% |
#3
1
Prev: #4
|
3.5 |
—
|
565 | 0.2% |
P
S
|
234,919 | $21,272,974 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVW
ISHARES TR
|
Warrant | 5.02% | 5.38% |
#4
1
Prev: #3
|
3.0 |
—
|
-827 | -0.4% |
P
S
|
187,266 | $21,187,764 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJH
ISHARES TR
|
ETF | 4.00% | 3.82% |
#5
Prev: #5
|
2.6 |
—
|
119 | 0.0% |
P
S
|
249,838 | $16,876,791 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJR
ISHARES TR
|
ETF | 3.72% | 3.47% |
#6
Prev: #6
|
2.0 |
—
|
1,644 | 1.3% |
P
S
|
126,226 | $15,699,075 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IVE
ISHARES TR
|
ETF | 3.08% | 3.03% |
#7
Prev: #7
|
1.7 |
—
|
-85 | -0.1% |
P
S
|
61,561 | $13,010,834 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDV
ISHARES TR
|
Bond/Debt | 2.14% | 2.03% |
#8
Prev: #8
|
1.4 |
—
|
15,503 | 3.9% |
P
S
|
413,119 | $9,043,484 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDW
ISHARES TR
|
Bond/Debt | 2.09% | 2.00% |
#9
Prev: #9
|
1.3 |
—
|
14,361 | 3.5% |
P
S
|
422,142 | $8,835,663 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IEMG
ISHARES INC
|
ETF | 2.04% | 1.94% |
#10
Prev: #10
|
1.3 |
—
|
-926 | -0.7% |
P
S
|
123,447 | $8,614,630 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDX
ISHARES TR
|
Bond/Debt | 1.89% | 1.80% |
#11
Prev: #11
|
1.3 |
—
|
11,699 | 3.8% |
P
S
|
315,676 | $7,977,217 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDU
ISHARES TR
|
Bond/Debt | 1.78% | 1.71% |
#12
Prev: #12
|
1.2 |
—
|
7,931 | 2.5% |
P
S
|
322,288 | $7,496,749 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDZ
ISHARES TR
|
Bond/Debt | 1.74% | 1.58% |
#13
2
Prev: #15
|
2.7 |
—
|
23,567 | 9.1% |
P
S
|
281,408 | $7,333,534 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDY
ISHARES TR
|
Bond/Debt | 1.70% | 1.61% |
#14
Prev: #14
|
2.7 |
—
|
13,318 | 5.0% |
P
S
|
278,279 | $7,193,570 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.65% | 1.66% |
#15
2
Prev: #13
|
1.2 |
—
|
202 | 1.9% |
P
S
|
10,704 | $6,965,248 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBCA
ISHARES TR
|
Bond/Debt | 1.60% | 1.33% |
#16
2
Prev: #18
|
2.6 |
—
|
42,051 | 19.0% |
P
S
|
263,698 | $6,761,247 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDT
ISHARES TR
|
ETF | 1.51% | 1.43% |
#17
1
Prev: #16
|
1.1 |
—
|
9,757 | 4.0% |
P
S
|
252,277 | $6,390,768 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJK
ISHARES TR
|
ETF | 1.42% | 1.34% |
#18
1
Prev: #17
|
1.1 |
—
|
-146 | -0.2% |
P
S
|
59,470 | $5,985,105 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDS
ISHARES TR
|
Bond/Debt | 1.25% | 1.19% |
#19
Prev: #19
|
1.0 |
—
|
5,877 | 2.8% |
P
S
|
217,238 | $5,266,007 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IBDR
ISHARES TR
|
Bond/Debt | 1.19% | 1.17% |
#20
Prev: #20
|
1.0 |
—
|
-2,651 | -1.3% |
P
S
|
206,430 | $5,003,946 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJT
ISHARES TR
|
Warrant | 1.04% | 1.00% |
#21
1
Prev: #22
|
0.9 |
—
|
-164 | -0.5% |
P
S
|
30,247 | $4,378,252 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWF
ISHARES TR
|
ETF | 0.96% | 1.04% |
#22
1
Prev: #21
|
0.9 |
—
|
5 | 0.1% |
P
S
|
9,511 | $4,058,098 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IXUS
ISHARES TR
|
ETF | 0.95% | 0.84% |
#23
Prev: #23
|
2.4 |
—
|
3,621 | 8.5% |
P
S
|
46,267 | $4,009,412 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DVY
ISHARES TR
|
ETF | 0.87% | 0.79% |
#24
1
Prev: #25
|
0.8 |
—
|
234 | 1.0% |
P
S
|
24,199 | $3,668,964 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DGRO
ISHARES TR
|
Warrant | 0.85% | 0.83% |
#25
1
Prev: #24
|
0.8 |
—
|
59 | 0.1% |
P
S
|
51,398 | $3,607,569 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IUSV
ISHARES TR
|
ETF | 0.69% | 0.67% |
#26
Prev: #26
|
0.8 |
—
|
562 | 2.0% |
P
S
|
28,577 | $2,922,301 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IJJ
ISHARES TR
|
ETF | 0.64% | 0.62% |
#27
Prev: #27
|
0.8 |
—
|
67 | 0.3% |
P
S
|
20,231 | $2,682,320 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
ITOT
ISHARES TR
|
ETF | 0.52% | 0.53% |
#28
Prev: #28
|
0.7 |
—
|
278 | 1.8% |
P
S
|
15,520 | $2,210,637 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VPU
VANGUARD WORLD ...
|
ETF | 0.50% | 0.45% |
#29
1
Prev: #30
|
0.7 |
—
|
194 | 1.9% |
P
S
|
10,622 | $2,107,785 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.46% | 0.44% |
#30
1
Prev: #31
|
0.7 |
—
|
24 | 0.3% |
P
S
|
9,026 | $1,961,212 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAPL
APPLE INC
|
Technology | 0.46% | 0.49% |
#31
2
Prev: #29
|
0.7 |
—
|
-152 | -2.0% |
P
S
|
7,639 | $1,939,537 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SHYG
ISHARES TR
|
ETF | 0.35% | 0.33% |
#32
2
Prev: #34
|
0.6 |
—
|
1,426 | 4.3% |
P
S
|
34,554 | $1,462,369 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.33% | 0.44% |
#33
1
Prev: #32
|
0.6 |
—
|
-103 | -2.6% |
P
S
|
3,811 | $1,412,327 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AAAU
GOLDMAN SACHS P...
|
ETF | 0.33% | 0.33% |
#34
1
Prev: #33
|
0.6 |
—
|
-3,373 | -10.1% |
P
S
|
30,121 | $1,391,289 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
SCZ
ISHARES TR
|
ETF | 0.32% | 0.31% |
#35
Prev: #35
|
0.6 |
—
|
-174 | -1.0% |
P
S
|
17,104 | $1,342,701 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.29% | 0.19% |
#36
9
Prev: #45
|
3.1 |
—
|
1,601 | 66.8% |
P
S
|
3,999 | $1,238,094 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 0.27% | 0.26% |
#37
1
Prev: #38
|
1.1 |
—
|
no change | no change |
P
S
|
6,276 | $1,156,579 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWO
ISHARES TR
|
ETF | 0.26% | 0.26% |
#38
1
Prev: #37
|
0.6 |
—
|
17 | 0.5% |
P
S
|
3,499 | $1,100,832 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.25% | 0.27% |
#39
3
Prev: #36
|
0.6 |
—
|
-59 | -3.1% |
P
S
|
1,858 | $1,074,575 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
USMV
ISHARES TR
|
ETF | 0.25% | 0.24% |
#40
1
Prev: #39
|
2.1 |
—
|
581 | 5.3% |
P
S
|
11,507 | $1,067,247 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWD
ISHARES TR
|
ETF | 0.23% | 0.22% |
#41
1
Prev: #40
|
0.6 |
—
|
15 | 0.3% |
P
S
|
4,542 | $972,587 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IYR
ISHARES TR
|
ETF | 0.23% | 0.22% |
#42
1
Prev: #41
|
0.6 |
—
|
-52 | -0.5% |
P
S
|
10,066 | $952,717 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
FLOT
ISHARES TR
|
Bond/Debt | 0.22% | 0.20% |
#43
Prev: #43
|
2.1 |
—
|
1,068 | 6.3% |
P
S
|
18,069 | $921,143 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
VTWO
VANGUARD SCOTTS...
|
ETF | 0.21% | 0.20% |
#44
2
Prev: #42
|
0.6 |
—
|
5 | 0.1% |
P
S
|
8,842 | $885,982 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWN
ISHARES TR
|
ETF | 0.21% | 0.19% |
#45
1
Prev: #44
|
0.6 |
—
|
9 | 0.2% |
P
S
|
4,641 | $881,323 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
EFA
ISHARES TR
|
ETF | 0.20% | 0.19% |
#46
Prev: #46
|
0.6 |
—
|
132 | 1.6% |
P
S
|
8,561 | $831,941 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IWM
ISHARES TR
|
ETF | 0.15% | 0.15% |
#47
Prev: #47
|
0.6 |
—
|
2 | 0.1% |
P
S
|
2,578 | $639,913 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
IGSB
ISHARES TR
|
ETF | 0.15% | 0.08% |
#48
24
Prev: #72
|
3.1 |
—
|
5,491 | 88.8% |
P
S
|
11,676 | $613,802 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
PFF
ISHARES TR
|
Preferred | 0.14% | 0.14% |
#49
2
Prev: #51
|
0.6 |
—
|
126 | 0.6% |
P
S
|
19,908 | $603,795 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-12 | |||
|
DIA
STATE STR SPDR ...
|
ETF | 0.14% | 0.14% |
#50
Prev: #50
|
0.6 |
—
|
3 | 0.2% |
P
S
|
1,281 | $594,586 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-12 |
Showing 1-50 of 98 holdings