Guidance Point Advisors, LLC
CIK
1767710
Location
Wellesley, MA
Portfolio Value
Small
$138,032,085
Diversification
Highly concentrated
Filing Date
Global Rank
#4,679
/ 8,232
▲ 78
Top Industry
Banks - Diversified
93.7%
3Y Alpha vs SPY
+11.1%
Period ended 2 months ago
Filed May 12, 2026 · 33d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+129.5%
SPY
+76.3%
Annualised alpha
+11.1%
Max drawdown
−23.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
21 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
85.5%
−0.7 pts
Top 5
93.9%
−0.6 pts
Top 10
96.9%
−0.2 pts
HHI
7,335
Highly concentrated−116
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 86.2% | $118,918,320 |
| Unclassified | 8.4% | $11,616,597 |
| Technology | 4.0% | $5,583,700 |
| Consumer Defensive | 0.7% | $901,049 |
| Communication Services | 0.4% | $497,766 |
| Healthcare | 0.2% | $259,106 |
| Consumer Cyclical | 0.2% | $255,547 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AVGO | Broadcom Inc. | +1,601 | 3,999 | $1,237,730 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | +403 | 7,912 | $467,045 | |
| SPY | Spdr S&P 500 ETF Trust | +202 | 10,704 | $6,961,239 | |
| JNJ | Johnson & Johnson | +28 | 1,060 | $259,106 | |
| PG | PROCTER & GAMBLE Co | +18 | 3,941 | $569,238 | |
| LRCX | Lam Research Corp | +4 | 2,022 | $432,020 | |
| AMZN | Amazon Com Inc | +4 | 1,227 | $255,547 | |
| DIA | Spdr Dow Jones Industrial Average ETF Trust | +3 | 1,281 | $593,346 | |
| JPM | Jpmorgan Chase & Co | +2 | 401,007 | $117,960,219 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAAU | Goldman Sachs Physical Gold ETF | −3,373 | 30,121 | $1,391,288 | |
| AAPL | Apple Inc. | −152 | 7,639 | $1,938,701 | |
| MSFT | Microsoft Corp | −103 | 3,811 | $1,410,717 | |
| BAC | Bank Of America Corp /De/ | −86 | 10,148 | $494,715 | |
| NVDA | Nvidia Corp | −79 | 3,237 | $564,532 | |
| QQQ | Invesco Qqq Trust, Series 1 | −59 | 1,858 | $1,072,400 | |
| GLD | Spdr Gold Trust | −15 | 1,003 | $431,580 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −2 | 515 | $317,631 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exited
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HYPR | Hyperfine, Inc. | 10,571 | $10,349 | |
| No positions match the current search. | ||||
21 positions ·
$138,032,085 total
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Financial Services
Healthcare
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 401,007 | $117,960,219 | 85.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,704 | $6,961,239 | 5.04% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 7,639 | $1,938,701 | 1.40% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 3,811 | $1,410,717 | 1.02% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
Reduced | 30,121 | $1,391,288 | 1.01% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,999 | $1,237,730 | 0.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,858 | $1,072,400 | 0.78% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
Added | 1,281 | $593,346 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 3,941 | $569,238 | 0.41% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 3,237 | $564,532 | 0.41% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 1,731 | $497,766 | 0.36% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 10,148 | $494,715 | 0.36% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Added | 7,912 | $467,045 | 0.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 967 | $463,386 | 0.34% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 2,022 | $432,020 | 0.31% | |
| GLD |
Spdr Gold Trust
|
Reduced | 1,003 | $431,580 | 0.31% | |
| GLDM |
World Gold Trust
|
Held | 4,122 | $382,068 | 0.28% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 333 | $331,811 | 0.24% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 515 | $317,631 | 0.23% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,060 | $259,106 | 0.19% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,227 | $255,547 | 0.19% |