Guidance Point Advisors
Wellesley, MAfiles as Guidance Point Advisors, LLC
$463m in 100 US stocks at the end of 30 June 2026. The top 10 are 69.6% of the money. It changed about 2.2% of the portfolio this quarter.
Value
$463m
Stocks
100
Top 10 share
69.6%
Turnover
2.2%
What changed this quarter
New
Bought for the first time this quarter.
- Ishares TRIBHI0.1% of the fund
- Micron TechnologyMU<0.1% of the fund
- Annaly Capital ManagementNLY<0.1% of the fund
- Taiwan Semiconductor ManufacturingTSM<0.1% of the fund
- Ishares TRIBHJ<0.1% of the fund
- Vanguard Index FDSVOO<0.1% of the fund
Added
Bought more of a stock they already held.
- Ishares TRIEFA5.0% of the fund+3%
- Ishares TRIBDV2.0% of the fund+4%
- Ishares TRIBDW1.9% of the fund+2%
- Ishares TRIBDX1.8% of the fund+3%
- Ishares TRIBDU1.7% of the fund+6%
- Ishares TRIBDZ1.6% of the fund+4%
- Ishares TRIBDY1.6% of the fund+4%
- Ishares TRIBCA1.5% of the fund+5%
- Ishares TRIBDT1.5% of the fund+6%
- BroadcomAVGO0.4% of the fund+10%
- Ishares TRSHYG0.3% of the fund+5%
- Goldman Sachs Physical GoldAAAU0.3% of the fund+19%
- Ishares TRIGSB0.3% of the fund+104%
- Ishares TRUSMV0.3% of the fund+4%
- Ishares TRFLOT0.2% of the fund+8%
- Ishares TREFA0.2% of the fund+2%
- Ishares TRIBHH0.2% of the fund+48%
- NvidiaNVDA0.2% of the fund+12%
- Ishares TRIBHG0.1% of the fund+24%
- Blackrock ETF Trust IICLOA0.1% of the fund+112%
- Ishares TRIBTK<0.1% of the fund+10%
- Ishares TRISTB<0.1% of the fund+30%
- Ishares TRIBTM<0.1% of the fund+3%
- Ishares TRIJS<0.1% of the fund+2%
- Ishares TRIBTL<0.1% of the fund+2%
Cut
Sold some of their stake.
- Ishares TRIYR0.2% of the fund-2%
- Ishares TRPFF0.1% of the fund-7%
- Bank of AmericaBAC0.1% of the fund-2%
- Fidelity Wise Origin BitcoinFBTC<0.1% of the fund-7%
- Ishares TRIYH<0.1% of the fund-4%
Sold out
Sold their entire stake.
None this quarter.
Holdings
- Ishares TRIVV
- Share
- 13.2%
- Value
- $61m
- Shares
- 81,708
Held
- Ishares TRIVW
- Share
- 5.6%
- Value
- $26m
- Shares
- 187,601
Held
- Ishares TRIEFA
- Share
- 5.0%
- Value
- $23m
- Shares
- 240,817
+3%
- Ishares TRIJH
- Share
- 4.2%
- Value
- $19m
- Shares
- 249,839
Held
- Ishares TRIJR
- Share
- 4.0%
- Value
- $18m
- Shares
- 124,275
Held
- Ishares TRIVE
- Share
- 3.0%
- Value
- $14m
- Shares
- 62,015
Held
- IsharesIEMG
- Share
- 2.2%
- Value
- $10m
- Shares
- 122,396
Held
- Ishares TRIBDV
- Share
- 2.0%
- Value
- $9m
- Shares
- 431,677
+4%
- Ishares TRIBDW
- Share
- 1.9%
- Value
- $9m
- Shares
- 431,138
+2%
- Ishares TRIBDX
- Share
- 1.8%
- Value
- $8m
- Shares
- 325,556
+3%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.7%
- Value
- $8m
- Shares
- 10,738
Held
- Ishares TRIBDU
- Share
- 1.7%
- Value
- $8m
- Shares
- 341,567
+6%
- Ishares TRIBDZ
- Share
- 1.6%
- Value
- $8m
- Shares
- 292,677
+4%
- Ishares TRIBDY
- Share
- 1.6%
- Value
- $7m
- Shares
- 289,080
+4%
- Ishares TRIBCA
- Share
- 1.5%
- Value
- $7m
- Shares
- 278,043
+5%
- Ishares TRIJK
- Share
- 1.5%
- Value
- $7m
- Shares
- 59,348
Held
- Ishares TRIBDT
- Share
- 1.5%
- Value
- $7m
- Shares
- 266,941
+6%
- Ishares TRIJT
- Share
- 1.2%
- Value
- $5m
- Shares
- 30,314
Held
- Ishares TRIWF
- Share
- 1.0%
- Value
- $5m
- Shares
- 37,769
Held
- Ishares TRIXUS
- Share
- 1.0%
- Value
- $4m
- Shares
- 46,628
Held
- Ishares TRDGRO
- Share
- 0.8%
- Value
- $4m
- Shares
- 50,621
Held
- Ishares TRDVY
- Share
- 0.8%
- Value
- $4m
- Shares
- 24,247
Held
- Ishares TRIUSV
- Share
- 0.7%
- Value
- $3m
- Shares
- 28,606
Held
- Ishares TRIJJ
- Share
- 0.6%
- Value
- $3m
- Shares
- 20,202
Held
- Ishares TRITOT
- Share
- 0.5%
- Value
- $3m
- Shares
- 15,336
Held
- Vanguard Index FDSVBR
- Share
- 0.5%
- Value
- $2m
- Shares
- 9,046
Held
- Vanguard World FDVPU
- Share
- 0.5%
- Value
- $2m
- Shares
- 10,731
Held
- Ishares TRSHYG
- Share
- 0.3%
- Value
- $2m
- Shares
- 36,281
+5%
- Ishares TRSCZ
- Share
- 0.3%
- Value
- $1m
- Shares
- 17,301
Held
- Goldman Sachs Physical GoldAAAU
- Share
- 0.3%
- Value
- $1m
- Shares
- 35,693
+19%
- Invesco QQQ TRQQQ
- Share
- 0.3%
- Value
- $1m
- Shares
- 1,875
Held
- Ishares TRIWO
- Share
- 0.3%
- Value
- $1m
- Shares
- 3,441
Held
- Ishares TRIGSB
- Share
- 0.3%
- Value
- $1m
- Shares
- 23,841
+104%
- Vanguard Index FDSVOE
- Share
- 0.3%
- Value
- $1m
- Shares
- 6,276
Held
- Ishares TRUSMV
- Share
- 0.3%
- Value
- $1m
- Shares
- 12,003
+4%
- Ishares TRIWD
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,459
Held
- Vanguard Scottsdale FDSVTWO
- Share
- 0.2%
- Value
- $1m
- Shares
- 8,849
Held
- Ishares TRIWN
- Share
- 0.2%
- Value
- $1m
- Shares
- 4,568
Held
- Ishares TRIYR
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,841
-2%
- Ishares TRFLOT
- Share
- 0.2%
- Value
- $996,230
- Shares
- 19,505
+8%
- Ishares TREFA
- Share
- 0.2%
- Value
- $909,809
- Shares
- 8,755
+2%
- Ishares TRIBHH
- Share
- 0.2%
- Value
- $839,346
- Shares
- 35,701
+48%
- Ishares TRIGM
- Share
- 0.2%
- Value
- $796,708
- Shares
- 4,869
Held
- Ishares TRIWM
- Share
- 0.2%
- Value
- $774,990
- Shares
- 2,577
Held
- Ishares TRIBHG
- Share
- 0.1%
- Value
- $693,060
- Shares
- 31,377
+24%
- Blackrock ETF Trust IICLOA
- Share
- 0.1%
- Value
- $683,787
- Shares
- 13,163
+112%
- State STR Spdr DOW Jones INDDIA
- Share
- 0.1%
- Value
- $672,093
- Shares
- 1,285
Held
- Select Sector Spdr TRXLK
- Share
- 0.1%
- Value
- $663,476
- Shares
- 3,481
Held
- Vanguard Admiral FDSVOOG
- Share
- 0.1%
- Value
- $647,872
- Shares
- 7,838
Held
- Vanguard Specialized FundsVIG
- Share
- 0.1%
- Value
- $631,384
- Shares
- 2,664
Held
- Ishares TRIWS
- Share
- 0.1%
- Value
- $594,479
- Shares
- 3,611
Held
- Ishares TRPFF
- Share
- 0.1%
- Value
- $565,963
- Shares
- 18,557
-7%
- Ishares TRIBHI
- Share
- 0.1%
- Value
- $489,637
- Shares
- 20,925
New
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $489,596
- Shares
- 4,094
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.1%
- Value
- $466,450
- Shares
- 6,542
Held
- Ishares TREFG
- Share
- <0.1%
- Value
- $455,750
- Shares
- 3,663
Held
- Ishares TRIWR
- Share
- <0.1%
- Value
- $429,682
- Shares
- 3,894
Held
- Ishares TRIBTK
- Share
- <0.1%
- Value
- $401,137
- Shares
- 20,529
+10%
- Ishares TRISTB
- Share
- <0.1%
- Value
- $399,275
- Shares
- 8,267
+30%
- Vanguard Admiral FDSVOOV
- Share
- <0.1%
- Value
- $395,875
- Shares
- 1,805
Held
- Fidelity Wise Origin BitcoinFBTC
- Share
- <0.1%
- Value
- $374,683
- Shares
- 7,336
-7%
- Spdr Gold TRGLD
- Share
- <0.1%
- Value
- $373,515
- Shares
- 1,012
Held
- Ishares TRACWX
- Share
- <0.1%
- Value
- $365,179
- Shares
- 4,792
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- <0.1%
- Value
- $363,959
- Shares
- 515
Held
- Ishares TRIBTM
- Share
- <0.1%
- Value
- $343,171
- Shares
- 15,121
+3%
- Vanguard Index FDSVUG
- Share
- <0.1%
- Value
- $328,162
- Shares
- 3,808
Held
- World Gold TRGLDM
- Share
- <0.1%
- Value
- $327,369
- Shares
- 4,122
Held
- Ishares TRIJS
- Share
- <0.1%
- Value
- $298,164
- Shares
- 2,177
+2%
- Ishares TRIYW
- Share
- <0.1%
- Value
- $294,258
- Shares
- 1,166
Held
- Ishares TRIBTL
- Share
- <0.1%
- Value
- $278,925
- Shares
- 13,815
+2%
- Vanguard Index FDSVNQ
- Share
- <0.1%
- Value
- $276,188
- Shares
- 2,857
Held
- IsharesEEMA
- Share
- <0.1%
- Value
- $265,202
- Shares
- 2,264
Held
- Ishares TRIBTJ
- Share
- <0.1%
- Value
- $262,225
- Shares
- 12,112
+2%
- Vanguard Index FDSVTI
- Share
- <0.1%
- Value
- $259,901
- Shares
- 700
+8%
- Dimensional ETF TrustDFUV
- Share
- <0.1%
- Value
- $250,463
- Shares
- 4,553
Held
- Invesco Exchange Traded FD TRSP
- Share
- <0.1%
- Value
- $244,686
- Shares
- 1,150
Held
- Ishares TRIBTG
- Share
- <0.1%
- Value
- $239,933
- Shares
- 10,482
+2%
- Ishares TRIBTH
- Share
- <0.1%
- Value
- $239,337
- Shares
- 10,699
+2%
- Ishares TRIBTI
- Share
- <0.1%
- Value
- $239,178
- Shares
- 10,803
+2%
- Ishares TRIYH
- Share
- <0.1%
- Value
- $232,007
- Shares
- 3,462
-4%
- Ishares TRIBTP
- Share
- <0.1%
- Value
- $216,533
- Shares
- 8,530
+3%
- Ishares TRIBTO
- Share
- <0.1%
- Value
- $216,243
- Shares
- 8,961
+5%
- Ishares TRIBHJ
- Share
- <0.1%
- Value
- $214,152
- Shares
- 8,091
New
- Vanguard Index FDSVOO
- Share
- <0.1%
- Value
- $211,767
- Shares
- 307
New
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan ChaseJPM | 28.4% | $131m | 401,007 | Held |
| Ishares TRIVV | 13.2% | $61m | 81,708 | Held |
| Ishares TRIVW | 5.6% | $26m | 187,601 | Held |
| Ishares TRIEFA | 5.0% | $23m | 240,817 | +3% |
| Ishares TRIJH | 4.2% | $19m | 249,839 | Held |
| Ishares TRIJR | 4.0% | $18m | 124,275 | Held |
| Ishares TRIVE | 3.0% | $14m | 62,015 | Held |
| IsharesIEMG | 2.2% | $10m | 122,396 | Held |
| Ishares TRIBDV | 2.0% | $9m | 431,677 | +4% |
| Ishares TRIBDW | 1.9% | $9m | 431,138 | +2% |
| Ishares TRIBDX | 1.8% | $8m | 325,556 | +3% |
| State STR Spdr S&P 500 ETF TSPY | 1.7% | $8m | 10,738 | Held |
| Ishares TRIBDU | 1.7% | $8m | 341,567 | +6% |
| Ishares TRIBDZ | 1.6% | $8m | 292,677 | +4% |
| Ishares TRIBDY | 1.6% | $7m | 289,080 | +4% |
| Ishares TRIBCA | 1.5% | $7m | 278,043 | +5% |
| Ishares TRIJK | 1.5% | $7m | 59,348 | Held |
| Ishares TRIBDT | 1.5% | $7m | 266,941 | +6% |
| Ishares TRIJT | 1.2% | $5m | 30,314 | Held |
| Ishares TRIWF | 1.0% | $5m | 37,769 | Held |
| Ishares TRIXUS | 1.0% | $4m | 46,628 | Held |
| Ishares TRDGRO | 0.8% | $4m | 50,621 | Held |
| Ishares TRDVY | 0.8% | $4m | 24,247 | Held |
| Ishares TRIUSV | 0.7% | $3m | 28,606 | Held |
| Ishares TRIJJ | 0.6% | $3m | 20,202 | Held |
| Ishares TRITOT | 0.5% | $3m | 15,336 | Held |
| Vanguard Index FDSVBR | 0.5% | $2m | 9,046 | Held |
| AppleAAPL | 0.5% | $2m | 7,582 | Held |
| Vanguard World FDVPU | 0.5% | $2m | 10,731 | Held |
| BroadcomAVGO | 0.4% | $2m | 4,402 | +10% |
| Ishares TRSHYG | 0.3% | $2m | 36,281 | +5% |
| MicrosoftMSFT | 0.3% | $1m | 3,847 | Held |
| Ishares TRSCZ | 0.3% | $1m | 17,301 | Held |
| Goldman Sachs Physical GoldAAAU | 0.3% | $1m | 35,693 | +19% |
| Invesco QQQ TRQQQ | 0.3% | $1m | 1,875 | Held |
| Ishares TRIWO | 0.3% | $1m | 3,441 | Held |
| Ishares TRIGSB | 0.3% | $1m | 23,841 | +104% |
| Vanguard Index FDSVOE | 0.3% | $1m | 6,276 | Held |
| Ishares TRUSMV | 0.3% | $1m | 12,003 | +4% |
| Ishares TRIWD | 0.2% | $1m | 4,459 | Held |
| Vanguard Scottsdale FDSVTWO | 0.2% | $1m | 8,849 | Held |
| Ishares TRIWN | 0.2% | $1m | 4,568 | Held |
| Ishares TRIYR | 0.2% | $1m | 9,841 | -2% |
| Ishares TRFLOT | 0.2% | $996,230 | 19,505 | +8% |
| Ishares TREFA | 0.2% | $909,809 | 8,755 | +2% |
| Lam ResearchLRCX | 0.2% | $877,411 | 2,024 | Held |
| Ishares TRIBHH | 0.2% | $839,346 | 35,701 | +48% |
| Ishares TRIGM | 0.2% | $796,708 | 4,869 | Held |
| Ishares TRIWM | 0.2% | $774,990 | 2,577 | Held |
| NvidiaNVDA | 0.2% | $728,251 | 3,637 | +12% |
| Ishares TRIBHG | 0.1% | $693,060 | 31,377 | +24% |
| Blackrock ETF Trust IICLOA | 0.1% | $683,787 | 13,163 | +112% |
| State STR Spdr DOW Jones INDDIA | 0.1% | $672,093 | 1,285 | Held |
| Select Sector Spdr TRXLK | 0.1% | $663,476 | 3,481 | Held |
| Vanguard Admiral FDSVOOG | 0.1% | $647,872 | 7,838 | Held |
| Vanguard Specialized FundsVIG | 0.1% | $631,384 | 2,664 | Held |
| AlphabetGOOGL | 0.1% | $619,339 | 1,732 | Held |
| Ishares TRIWS | 0.1% | $594,479 | 3,611 | Held |
| Procter & GamblePG | 0.1% | $579,243 | 3,949 | Held |
| Ishares TRPFF | 0.1% | $565,963 | 18,557 | -7% |
| Bank of AmericaBAC | 0.1% | $564,786 | 9,910 | -2% |
| Ishares TRIBHI | 0.1% | $489,637 | 20,925 | New |
| Vanguard World FDVGT | 0.1% | $489,596 | 4,094 | Held |
| Berkshire HathawayBRK-B | 0.1% | $484,102 | 967 | Held |
| Vanguard Tax-Managed FDSVEA | 0.1% | $466,450 | 6,542 | Held |
| Ishares TREFG | <0.1% | $455,750 | 3,663 | Held |
| Ishares TRIWR | <0.1% | $429,682 | 3,894 | Held |
| Micron TechnologyMU | <0.1% | $421,316 | 365 | New |
| Ishares TRIBTK | <0.1% | $401,137 | 20,529 | +10% |
| Ishares TRISTB | <0.1% | $399,275 | 8,267 | +30% |
| Vanguard Admiral FDSVOOV | <0.1% | $395,875 | 1,805 | Held |
| Fidelity Wise Origin BitcoinFBTC | <0.1% | $374,683 | 7,336 | -7% |
| Spdr Gold TRGLD | <0.1% | $373,515 | 1,012 | Held |
| Ishares TRACWX | <0.1% | $365,179 | 4,792 | Held |
| State STR Spdr S&P Midcap 40MDY | <0.1% | $363,959 | 515 | Held |
| Ishares TRIBTM | <0.1% | $343,171 | 15,121 | +3% |
| Vanguard Index FDSVUG | <0.1% | $328,162 | 3,808 | Held |
| World Gold TRGLDM | <0.1% | $327,369 | 4,122 | Held |
| Costco WholesaleCOST | <0.1% | $313,670 | 335 | Held |
| Annaly Capital ManagementNLY | <0.1% | $303,792 | 13,584 | New |
| Ishares TRIJS | <0.1% | $298,164 | 2,177 | +2% |
| Ishares TRIYW | <0.1% | $294,258 | 1,166 | Held |
| Amazon.comAMZN | <0.1% | $292,443 | 1,227 | Held |
| Ishares TRIBTL | <0.1% | $278,925 | 13,815 | +2% |
| Vanguard Index FDSVNQ | <0.1% | $276,188 | 2,857 | Held |
| Johnson & JohnsonJNJ | <0.1% | $271,058 | 1,066 | Held |
| IsharesEEMA | <0.1% | $265,202 | 2,264 | Held |
| Ishares TRIBTJ | <0.1% | $262,225 | 12,112 | +2% |
| Vanguard Index FDSVTI | <0.1% | $259,901 | 700 | +8% |
| Dimensional ETF TrustDFUV | <0.1% | $250,463 | 4,553 | Held |
| Invesco Exchange Traded FD TRSP | <0.1% | $244,686 | 1,150 | Held |
| Taiwan Semiconductor ManufacturingTSM | <0.1% | $241,857 | 506 | New |
| Ishares TRIBTG | <0.1% | $239,933 | 10,482 | +2% |
| Ishares TRIBTH | <0.1% | $239,337 | 10,699 | +2% |
| Ishares TRIBTI | <0.1% | $239,178 | 10,803 | +2% |
| Ishares TRIYH | <0.1% | $232,007 | 3,462 | -4% |
| Ishares TRIBTP | <0.1% | $216,533 | 8,530 | +3% |
| Ishares TRIBTO | <0.1% | $216,243 | 8,961 | +5% |
| Ishares TRIBHJ | <0.1% | $214,152 | 8,091 | New |
| Vanguard Index FDSVOO | <0.1% | $211,767 | 307 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.1% since 30 June 2025.
Where the money is
Financial services28.7%
Technology1.6%
Everyday goods0.2%
Media & telecom0.1%
Retail & consumer0.1%
Health care0.1%
Other69.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.