Guidance Point Advisors, LLC - Portfolio Stock Holdings
Guidance Point Advisors, LLC disclosed 100 stock positions in a recent SEC 13F filing. $462,602,223 of stock holdings were filed, with the largest holdings including JPM, IVV, and IVW. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $558,277,757 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
100Est. Stock Holding Value:
$462,602,223Top Stock Holdings By Sector
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Portfolio Stock Holdings - Guidance Point Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (USD)
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% Change
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