Guidance Point Advisors, LLC
Top Portfolio Positions
21 positions ·
$138,032,085 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| JPM |
Jpmorgan Chase & Co
Financial Services
|
401,007 | $117,960,219 | 85.46% | |
| SPY |
Spdr S&P 500 ETF Trust
|
10,704 | $6,961,239 | 5.04% | |
| AAPL |
Apple Inc.
Technology
|
7,639 | $1,938,701 | 1.40% | |
| MSFT |
Microsoft Corp
Technology
|
3,811 | $1,410,717 | 1.02% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
30,121 | $1,391,288 | 1.01% | |
| AVGO |
Broadcom Inc.
Technology
|
3,999 | $1,237,730 | 0.90% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,858 | $1,072,400 | 0.78% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
1,281 | $593,346 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
3,941 | $569,238 | 0.41% | |
| NVDA |
Nvidia Corp
Technology
|
3,237 | $564,532 | 0.41% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,391,288 | 30,121 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,425,169 | 33,494 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,391,227 | 36,496 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,299,095 | 39,752 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,308,601 | 42,377 | Shares | Sole | 2025-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||