Sponsored

The Analysis of Guidance Point Advisors, LLC's Holdings & P&L

Currently, Guidance Point Advisors, LLC holds 102 types of securities in its portfolio with a total value $473.6M. In the most recent quarter, they have increased their positions in IWF (+28.3K shares, valued at $3.5M), IGSB (+12.2K shares, valued at $637.9K), N/A (+5.9K shares, valued at $569.8K); decreased their positions in N/A (-842 shares, valued at $631.3K), IJR (-2.0K shares, valued at $289.5K), IEMG (-1.1K shares, valued at $87.1K); initiated new positions in IBHI (+20.9K shares, valued at $489.6K), MU (+365 shares, valued at $421.3K), NLY (+13.6K shares, valued at $303.8K).

1M P&L

-138.0K-0.06%

3M P&L

+6.4M+2.65%

HY P&L

-3.3M-1.34%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A237.1M

96.3%

2Consumer Electronics2.2M

0.9%

3Software - Infrastructure1.4M

0.6%

Top Industries by Stock Count

1N/A80 stocks

86.0%

2Semiconductors3 stocks

3.2%

3Internet Content & Information1 stocks

1.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JPMORGAN CHASE & CO JPMORGAN CHASE & CO401.0K shares0.00%2026-06-302026-07-31

ISHARES TR ISHARES TR81.7K shares-1.02%2026-06-302026-07-31

IVW ISHARES TR187.6K shares0.18%2026-06-302026-07-31

ISHARES TR ISHARES TR240.8K shares2.51%2026-06-302026-07-31

IJH ISHARES TR249.8K shares0.00%2026-06-302026-07-31

IJR ISHARES TR124.3K shares-1.55%2026-06-302026-07-31

IVE ISHARES TR62.0K shares0.74%2026-06-302026-07-31

IEMG ISHARES INC122.4K shares-0.85%2026-06-302026-07-31

Sponsored

IBDV ISHARES TR431.7K shares4.49%2026-06-302026-07-31

IBDW ISHARES TR431.1K shares2.13%2026-06-302026-07-31

IBDX ISHARES TR325.6K shares3.13%2026-06-302026-07-31

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T10.7K shares0.32%2026-06-302026-07-31

IBDU ISHARES TR341.6K shares5.98%2026-06-302026-07-31

IBDZ ISHARES TR292.7K shares4.00%2026-06-302026-07-31

IBDY ISHARES TR289.1K shares3.88%2026-06-302026-07-31

IBCA ISHARES TR278.0K shares5.44%2026-06-302026-07-31

Sponsored

IJK ISHARES TR59.3K shares-0.21%2026-06-302026-07-31

IBDT ISHARES TR266.9K shares5.81%2026-06-302026-07-31

IBDS ISHARES TR233.2K shares7.35%2026-06-302026-07-31

IJT ISHARES TR30.3K shares0.22%2026-06-302026-07-31

IBDR ISHARES TR213.4K shares3.36%2026-06-302026-07-31

IWF ISHARES TR37.8K shares297.11%2026-06-302026-07-31

IXUS ISHARES TR46.6K shares0.78%2026-06-302026-07-31

DGRO ISHARES TR50.6K shares-1.51%2026-06-302026-07-31

Sponsored

DVY ISHARES TR24.2K shares0.20%2026-06-302026-07-31

IUSV ISHARES TR28.6K shares0.10%2026-06-302026-07-31

IJJ ISHARES TR20.2K shares-0.14%2026-06-302026-07-31

ITOT ISHARES TR15.3K shares-1.19%2026-06-302026-07-31

VBR VANGUARD INDEX FDS9.0K shares0.22%2026-06-302026-07-31

AAPL APPLE INC7.6K shares-0.75%2026-06-302026-07-31

VPU VANGUARD WORLD FD10.7K shares1.03%2026-06-302026-07-31

BROADCOM INC BROADCOM INC4.4K shares10.08%2026-06-302026-07-31

Sponsored

SHYG ISHARES TR36.3K shares5.00%2026-06-302026-07-31

MSFT MICROSOFT CORP3.8K shares0.94%2026-06-302026-07-31

SCZ ISHARES TR17.3K shares1.15%2026-06-302026-07-31

AAAU GOLDMAN SACHS PHYSICAL GOLD35.7K shares18.50%2026-06-302026-07-31

QQQ INVESCO QQQ TR1.9K shares0.91%2026-06-302026-07-31

IWO ISHARES TR3.4K shares-1.66%2026-06-302026-07-31

IGSB ISHARES TR23.8K shares104.19%2026-06-302026-07-31

VOE VANGUARD INDEX FDS6.3K shares0.00%2026-06-302026-07-31

Sponsored

USMV ISHARES TR12.0K shares4.31%2026-06-302026-07-31

IWD ISHARES TR4.5K shares-1.83%2026-06-302026-07-31

VANGUARD SCOTTSDALE FDS VANGUARD SCOTTSDALE FDS8.8K shares0.08%2026-06-302026-07-31

IWN ISHARES TR4.6K shares-1.57%2026-06-302026-07-31

IYR ISHARES TR9.8K shares-2.24%2026-06-302026-07-31

FLOT ISHARES TR19.5K shares7.95%2026-06-302026-07-31

EFA ISHARES TR8.8K shares2.27%2026-06-302026-07-31

LRCX LAM RESEARCH CORP2.0K shares0.10%2026-06-302026-07-31

Sponsored

IBHH ISHARES TR35.7K shares47.63%2026-06-302026-07-31

IGM ISHARES TR4.9K shares0.06%2026-06-302026-07-31

IWM ISHARES TR2.6K shares-0.04%2026-06-302026-07-31

NVDA NVIDIA CORPORATION3.6K shares12.36%2026-06-302026-07-31

IBHG ISHARES TR31.4K shares23.85%2026-06-302026-07-31

CLOA BLACKROCK ETF TRUST II13.2K shares112.07%2026-06-302026-07-31

DIA STATE STR SPDR DOW JONES IND1.3K shares0.31%2026-06-302026-07-31

XLK SELECT SECTOR SPDR TR3.5K shares-0.37%2026-06-302026-07-31

Sponsored

VOOG VANGUARD ADMIRAL FDS INC7.8K shares504.32%2026-06-302026-07-31

VIG VANGUARD SPECIALIZED FUNDS2.7K shares0.45%2026-06-302026-07-31

GOOGL ALPHABET INC1.7K shares0.06%2026-06-302026-07-31

IWS ISHARES TR3.6K shares0.31%2026-06-302026-07-31

PG PROCTER & GAMBLE CO3.9K shares0.20%2026-06-302026-07-31

PFF ISHARES TR18.6K shares-6.79%2026-06-302026-07-31

BAC BANK OF AMER CORP9.9K shares-2.35%2026-06-302026-07-31

IBHI ISHARES TR20.9K sharesnew addition2026-06-302026-07-31

Sponsored

VGT VANGUARD WORLD FD4.1K shares704.32%2026-06-302026-07-31

BRK.B BERKSHIRE HATHAWAY INC DEL967 shares0.00%2026-06-302026-07-31

VEA VANGUARD TAX-MANAGED FDS6.5K shares0.14%2026-06-302026-07-31

EFG ISHARES TR3.7K shares0.00%2026-06-302026-07-31

IWR ISHARES TR3.9K shares0.03%2026-06-302026-07-31

MU MICRON TECHNOLOGY INC365 sharesnew addition2026-06-302026-07-31

IBTK ISHARES TR20.5K shares10.00%2026-06-302026-07-31

ISTB ISHARES TR8.3K shares29.90%2026-06-302026-07-31

Sponsored

VOOV VANGUARD ADMIRAL FDS INC1.8K shares0.39%2026-06-302026-07-31

FBTC FIDELITY WISE ORIGIN BITCOIN7.3K shares-7.28%2026-06-302026-07-31

GLD SPDR GOLD TR1.0K shares0.90%2026-06-302026-07-31

ACWX ISHARES TR4.8K shares0.71%2026-06-302026-07-31

MDY STATE STR SPDR S&P MIDCAP 40515 shares0.00%2026-06-302026-07-31

IBTM ISHARES TR15.1K shares3.46%2026-06-302026-07-31

VUG VANGUARD INDEX FDS3.8K shares501.58%2026-06-302026-07-31

WORLD GOLD TR WORLD GOLD TR4.1K shares0.00%2026-06-302026-07-31

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION335 shares0.60%2026-06-302026-07-31

NLY ANNALY CAPITAL MANAGEMENT IN13.6K sharesnew addition2026-06-302026-07-31

IJS ISHARES TR2.2K shares2.25%2026-06-302026-07-31

IYW ISHARES TR1.2K shares0.00%2026-06-302026-07-31

AMZN AMAZON COM INC1.2K shares0.00%2026-06-302026-07-31

IBTL ISHARES TR13.8K shares2.40%2026-06-302026-07-31

VNQ VANGUARD INDEX FDS2.9K shares0.07%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON1.1K shares0.57%2026-06-302026-07-31

Sponsored

EEMA ISHARES INC2.3K shares-0.44%2026-06-302026-07-31

IBTJ ISHARES TR12.1K shares2.14%2026-06-302026-07-31

VANGUARD INDEX FDS VANGUARD INDEX FDS700 shares8.36%2026-06-302026-07-31

DFUV DIMENSIONAL ETF TRUST4.6K shares0.35%2026-06-302026-07-31

RSP INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-06-302026-07-31

TSM TAIWAN SEMICONDUCTOR MANUFAC506 sharesnew addition2026-06-302026-07-31

IBTG ISHARES TR10.5K shares2.27%2026-06-302026-07-31

IBTH ISHARES TR10.7K shares2.30%2026-06-302026-07-31

Sponsored

IBTI ISHARES TR10.8K shares2.32%2026-06-302026-07-31

IYH ISHARES TR3.5K shares-4.44%2026-06-302026-07-31

IBTP ISHARES TR8.5K shares3.04%2026-06-302026-07-31

IBTO ISHARES TR9.0K shares5.23%2026-06-302026-07-31

IBHJ ISHARES TR8.1K sharesnew addition2026-06-302026-07-31

VOO VANGUARD INDEX FDS307 sharesnew addition2026-06-302026-07-31

JPMORGAN CHASE & CO

0.00%

Shares401.0K

Event2026-06-30

Filed2026-07-31

ISHARES TR

-1.02%

Shares81.7K

Event2026-06-30

Filed2026-07-31

IVW

ISHARES TR

0.18%

Shares187.6K

Event2026-06-30

Filed2026-07-31

ISHARES TR

2.51%

Shares240.8K

Event2026-06-30

Filed2026-07-31

IJH

ISHARES TR

0.00%

Shares249.8K

Event2026-06-30

Filed2026-07-31

IJR

ISHARES TR

-1.55%

Shares124.3K

Event2026-06-30

Filed2026-07-31

IVE

ISHARES TR

0.74%

Shares62.0K

Event2026-06-30

Filed2026-07-31

IEMG

ISHARES INC

-0.85%

Shares122.4K

Event2026-06-30

Filed2026-07-31

IBDV

ISHARES TR

4.49%

Shares431.7K

Event2026-06-30

Filed2026-07-31

IBDW

ISHARES TR

2.13%

Shares431.1K

Event2026-06-30

Filed2026-07-31

IBDX

ISHARES TR

3.13%

Shares325.6K

Event2026-06-30

Filed2026-07-31

STATE STR SPDR S&P 500 ETF T

0.32%

Shares10.7K

Event2026-06-30

Filed2026-07-31

IBDU

ISHARES TR

5.98%

Shares341.6K

Event2026-06-30

Filed2026-07-31

IBDZ

ISHARES TR

4.00%

Shares292.7K

Event2026-06-30

Filed2026-07-31

IBDY

ISHARES TR

3.88%

Shares289.1K

Event2026-06-30

Filed2026-07-31

IBCA

ISHARES TR

5.44%

Shares278.0K

Event2026-06-30

Filed2026-07-31

IJK

ISHARES TR

-0.21%

Shares59.3K

Event2026-06-30

Filed2026-07-31

IBDT

ISHARES TR

5.81%

Shares266.9K

Event2026-06-30

Filed2026-07-31

IBDS

ISHARES TR

7.35%

Shares233.2K

Event2026-06-30

Filed2026-07-31

IJT

ISHARES TR

0.22%

Shares30.3K

Event2026-06-30

Filed2026-07-31

IBDR

ISHARES TR

3.36%

Shares213.4K

Event2026-06-30

Filed2026-07-31

IWF

ISHARES TR

297.11%

Shares37.8K

Event2026-06-30

Filed2026-07-31

IXUS

ISHARES TR

0.78%

Shares46.6K

Event2026-06-30

Filed2026-07-31

DGRO

ISHARES TR

-1.51%

Shares50.6K

Event2026-06-30

Filed2026-07-31

DVY

ISHARES TR

0.20%

Shares24.2K

Event2026-06-30

Filed2026-07-31

IUSV

ISHARES TR

0.10%

Shares28.6K

Event2026-06-30

Filed2026-07-31

IJJ

ISHARES TR

-0.14%

Shares20.2K

Event2026-06-30

Filed2026-07-31

ITOT

ISHARES TR

-1.19%

Shares15.3K

Event2026-06-30

Filed2026-07-31

VBR

VANGUARD INDEX FDS

0.22%

Shares9.0K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE INC

-0.75%

Shares7.6K

Event2026-06-30

Filed2026-07-31

VPU

VANGUARD WORLD FD

1.03%

Shares10.7K

Event2026-06-30

Filed2026-07-31

BROADCOM INC

10.08%

Shares4.4K

Event2026-06-30

Filed2026-07-31

SHYG

ISHARES TR

5.00%

Shares36.3K

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP

0.94%

Shares3.8K

Event2026-06-30

Filed2026-07-31

SCZ

ISHARES TR

1.15%

Shares17.3K

Event2026-06-30

Filed2026-07-31

AAAU

GOLDMAN SACHS PHYSICAL GOLD

18.50%

Shares35.7K

Event2026-06-30

Filed2026-07-31

QQQ

INVESCO QQQ TR

0.91%

Shares1.9K

Event2026-06-30

Filed2026-07-31

IWO

ISHARES TR

-1.66%

Shares3.4K

Event2026-06-30

Filed2026-07-31

IGSB

ISHARES TR

104.19%

Shares23.8K

Event2026-06-30

Filed2026-07-31

VOE

VANGUARD INDEX FDS

0.00%

Shares6.3K

Event2026-06-30

Filed2026-07-31

USMV

ISHARES TR

4.31%

Shares12.0K

Event2026-06-30

Filed2026-07-31

IWD

ISHARES TR

-1.83%

Shares4.5K

Event2026-06-30

Filed2026-07-31

VANGUARD SCOTTSDALE FDS

0.08%

Shares8.8K

Event2026-06-30

Filed2026-07-31

IWN

ISHARES TR

-1.57%

Shares4.6K

Event2026-06-30

Filed2026-07-31

IYR

ISHARES TR

-2.24%

Shares9.8K

Event2026-06-30

Filed2026-07-31

FLOT

ISHARES TR

7.95%

Shares19.5K

Event2026-06-30

Filed2026-07-31

EFA

ISHARES TR

2.27%

Shares8.8K

Event2026-06-30

Filed2026-07-31

LRCX

LAM RESEARCH CORP

0.10%

Shares2.0K

Event2026-06-30

Filed2026-07-31

IBHH

ISHARES TR

47.63%

Shares35.7K

Event2026-06-30

Filed2026-07-31

IGM

ISHARES TR

0.06%

Shares4.9K

Event2026-06-30

Filed2026-07-31

IWM

ISHARES TR

-0.04%

Shares2.6K

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORPORATION

12.36%

Shares3.6K

Event2026-06-30

Filed2026-07-31

IBHG

ISHARES TR

23.85%

Shares31.4K

Event2026-06-30

Filed2026-07-31

CLOA

BLACKROCK ETF TRUST II

112.07%

Shares13.2K

Event2026-06-30

Filed2026-07-31

DIA

STATE STR SPDR DOW JONES IND

0.31%

Shares1.3K

Event2026-06-30

Filed2026-07-31

XLK

SELECT SECTOR SPDR TR

-0.37%

Shares3.5K

Event2026-06-30

Filed2026-07-31

VOOG

VANGUARD ADMIRAL FDS INC

504.32%

Shares7.8K

Event2026-06-30

Filed2026-07-31

VIG

VANGUARD SPECIALIZED FUNDS

0.45%

Shares2.7K

Event2026-06-30

Filed2026-07-31

GOOGL

ALPHABET INC

0.06%

Shares1.7K

Event2026-06-30

Filed2026-07-31

IWS

ISHARES TR

0.31%

Shares3.6K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

0.20%

Shares3.9K

Event2026-06-30

Filed2026-07-31

PFF

ISHARES TR

-6.79%

Shares18.6K

Event2026-06-30

Filed2026-07-31

BAC

BANK OF AMER CORP

-2.35%

Shares9.9K

Event2026-06-30

Filed2026-07-31

IBHI

ISHARES TR

New

Shares20.9K

Event2026-06-30

Filed2026-07-31

VGT

VANGUARD WORLD FD

704.32%

Shares4.1K

Event2026-06-30

Filed2026-07-31

BRK.B

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares967

Event2026-06-30

Filed2026-07-31

VEA

VANGUARD TAX-MANAGED FDS

0.14%

Shares6.5K

Event2026-06-30

Filed2026-07-31

EFG

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-31

IWR

ISHARES TR

0.03%

Shares3.9K

Event2026-06-30

Filed2026-07-31

MICRON TECHNOLOGY INC

New

Shares365

Event2026-06-30

Filed2026-07-31

IBTK

ISHARES TR

10.00%

Shares20.5K

Event2026-06-30

Filed2026-07-31

ISTB

ISHARES TR

29.90%

Shares8.3K

Event2026-06-30

Filed2026-07-31

VOOV

VANGUARD ADMIRAL FDS INC

0.39%

Shares1.8K

Event2026-06-30

Filed2026-07-31

FBTC

FIDELITY WISE ORIGIN BITCOIN

-7.28%

Shares7.3K

Event2026-06-30

Filed2026-07-31

GLD

SPDR GOLD TR

0.90%

Shares1.0K

Event2026-06-30

Filed2026-07-31

ACWX

ISHARES TR

0.71%

Shares4.8K

Event2026-06-30

Filed2026-07-31

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares515

Event2026-06-30

Filed2026-07-31

IBTM

ISHARES TR

3.46%

Shares15.1K

Event2026-06-30

Filed2026-07-31

VUG

VANGUARD INDEX FDS

501.58%

Shares3.8K

Event2026-06-30

Filed2026-07-31

WORLD GOLD TR

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORPORATION

0.60%

Shares335

Event2026-06-30

Filed2026-07-31

NLY

ANNALY CAPITAL MANAGEMENT IN

New

Shares13.6K

Event2026-06-30

Filed2026-07-31

IJS

ISHARES TR

2.25%

Shares2.2K

Event2026-06-30

Filed2026-07-31

IYW

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-31

IBTL

ISHARES TR

2.40%

Shares13.8K

Event2026-06-30

Filed2026-07-31

VNQ

VANGUARD INDEX FDS

0.07%

Shares2.9K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON

0.57%

Shares1.1K

Event2026-06-30

Filed2026-07-31

EEMA

ISHARES INC

-0.44%

Shares2.3K

Event2026-06-30

Filed2026-07-31

IBTJ

ISHARES TR

2.14%

Shares12.1K

Event2026-06-30

Filed2026-07-31

VANGUARD INDEX FDS

8.36%

Shares700

Event2026-06-30

Filed2026-07-31

DFUV

DIMENSIONAL ETF TRUST

0.35%

Shares4.6K

Event2026-06-30

Filed2026-07-31

RSP

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-31

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares506

Event2026-06-30

Filed2026-07-31

IBTG

ISHARES TR

2.27%

Shares10.5K

Event2026-06-30

Filed2026-07-31

IBTH

ISHARES TR

2.30%

Shares10.7K

Event2026-06-30

Filed2026-07-31

IBTI

ISHARES TR

2.32%

Shares10.8K

Event2026-06-30

Filed2026-07-31

IYH

ISHARES TR

-4.44%

Shares3.5K

Event2026-06-30

Filed2026-07-31

IBTP

ISHARES TR

3.04%

Shares8.5K

Event2026-06-30

Filed2026-07-31

IBTO

ISHARES TR

5.23%

Shares9.0K

Event2026-06-30

Filed2026-07-31

IBHJ

ISHARES TR

New

Shares8.1K

Event2026-06-30

Filed2026-07-31

VOO

VANGUARD INDEX FDS

New

Shares307

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available