Guidance Point Advisors, LLC

CIK

1767710

Location

Wellesley, MA

Portfolio Value

Small $155,168,149

Diversification

Highly concentrated

Filing Date

Global Rank

#4,990 / 8,517 ▲ 260

Top Industry

Banks - Diversified 92.7%

3Y Alpha vs SPY

+15.8%

Period ended 46 days ago

Filed Jul 31, 2026 · 15d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+156.7%

SPY

+75.3%

Annualised alpha

+16.3%

Max drawdown

−23.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

24 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

84.6%

−0.3 pts

Top 5

93.2%

−0.1 pts

Top 10

96.4%

+0.3 pts

HHI

7,190

Highly concentrated−42

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	85.3%	$132,310,169	3
Unclassified	8.3%	$12,920,100	8
Technology	4.9%	$7,559,540	7
Consumer Defensive	0.6%	$892,463	2
Communication Services	0.4%	$618,964	1
Real Estate	0.2%	$303,738	1
Consumer Cyclical	0.2%	$292,443	1
Healthcare	0.2%	$270,732	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

13 positions

Ticker	Company	Δ Shares	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	+5,572	35,693	$1,412,372
AVGO	Broadcom Inc.	+403	4,402	$1,662,855
NVDA	Nvidia Corp	+400	3,637	$727,727
MSFT	Microsoft Corp	+36	3,847	$1,435,007
SPY	Spdr S&P 500 ETF Trust	+34	10,738	$8,018,816
QQQ	Invesco Qqq Trust, Series 1	+17	1,875	$1,380,750
GLD	Spdr Gold Trust	+9	1,012	$372,800
PG	PROCTER & GAMBLE Co	+8	3,949	$579,081
JNJ	Johnson & Johnson	+6	1,066	$270,732
DIA	Spdr Dow Jones Industrial Average ETF Trust	+4	1,285	$671,271
COST	Costco Wholesale Corp /New	+2	335	$313,382
LRCX	Lam Research Corp	+2	2,024	$877,059
GOOGL	Alphabet Inc.	+1	1,732	$618,964
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	−576	7,336	$374,502
BAC	Bank Of America Corp /De/	−238	9,910	$564,671
AAPL	Apple Inc.	−57	7,582	$2,193,927
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
MU	Micron Technology Inc	365	$421,315
NLY	Annaly Capital Management Inc	13,584	$303,738
TSM	Taiwan Semiconductor Manufacturing Co Ltd	506	$241,650
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VIG	Vanguard Dividend Appreciation ETF	2,652	$570,339
VEA	Vanguard FTSE Developed Markets ETF	6,533	$418,634
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

24 tracked positions · $155,168,149 total · filing declares 102 positions · $473,601,315 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Held	401,007	0	$131,261,621	+11.3%	84.59%
SPY	Spdr S&P 500 ETF Trust	Added	10,738	+34	$8,018,816	+15.2%	5.17%
AAPL	Apple Inc. Technology	Reduced	7,582	-57	$2,193,927	+13.2%	1.41%
AVGO	Broadcom Inc. Technology	Added	4,402	+403	$1,662,855	+34.3%	1.07%
MSFT	Microsoft Corp Technology	Added	3,847	+36	$1,435,007	+1.7%	0.92%
AAAU	Goldman Sachs Physical Gold ETF	Added	35,693	+5,572	$1,412,372	+1.5%	0.91%
QQQ	Invesco Qqq Trust, Series 1	Added	1,875	+17	$1,380,750	+28.8%	0.89%
LRCX	Lam Research Corp Technology	Added	2,024	+2	$877,059	+103.0%	0.57%
NVDA	Nvidia Corp Technology	Added	3,637	+400	$727,727	+28.9%	0.47%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,285	+4	$671,271	+13.1%	0.43%
GOOGL	Alphabet Inc. Communication Services	Added	1,732	+1	$618,964	+24.3%	0.40%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,949	+8	$579,081	+1.7%	0.37%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	9,910	-238	$564,671	+14.1%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	967	0	$483,877	+4.4%	0.31%
MU	Micron Technology Inc Technology	NEW	365	NEW	$421,315	NEW	0.27%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	7,336	-576	$374,502	−19.8%	0.24%
GLD	Spdr Gold Trust	Added	1,012	+9	$372,800	−13.6%	0.24%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	515	0	$362,220	+14.0%	0.23%
GLDM	World Gold Trust	Held	4,122	0	$327,369	−14.3%	0.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	335	+2	$313,382	−5.6%	0.20%
NLY	Annaly Capital Management Inc Real Estate	NEW	13,584	NEW	$303,738	NEW	0.20%
AMZN	Amazon Com Inc Consumer Cyclical	Held	1,227	0	$292,443	+14.4%	0.19%
JNJ	Johnson & Johnson Healthcare	Added	1,066	+6	$270,732	+4.5%	0.17%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	506	NEW	$241,650	NEW	0.16%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.