Guidance Point Advisors, LLC reported 20 positions worth $146.02M for the quarter ended Sep 30, 2026, up 0.9% on the prior quarter. It opened 0 new positions, added to 9, trimmed 7 and exited 0. Its largest holding is Jpmorgan Chase & Co at 90.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NLY Annaly Capital Management Inc | +1,748 | +12.9% | $33.03K | 0.198% |
| GLD Spdr Gold Trust | +22 | +2.2% | $8.39K | 0.27% |
| PG PROCTER & GAMBLE Co | +21 | +0.5% | $3.05K | 0.395% |
| AVGO Broadcom Inc. | +5 | +0.1% | $1.76K | 1.06% |
| JPM Jpmorgan Chase & Co | +3 | +0.0% | $992.51 | 90.86% |
| LRCX Lam Research Corp | +2 | +0.1% | $657.15 | 0.456% |
| AMZN Amazon Com Inc | +2 | +0.2% | $498.30 | 0.21% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +1 | +0.2% | $456.46 | 0.158% |
| GOOGL Alphabet Inc. | +1 | +0.1% | $344.23 | 0.409% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | -20.6K | -57.7% | $843.13K | 0.424% |
| MSFT Microsoft Corp | -80 | -2.1% | $41.08K | 1.32% |
| BAC Bank Of America Corp | -489 | -4.9% | $26.62K | 0.351% |
| JNJ Johnson & Johnson | -23 | -2.2% | $6.10K | 0.189% |
| FBTC Fidelity Wise Origin Bitcoin Fund | -31 | -0.4% | $2.25K | 0.364% |
| COST Costco Wholesale Corp | -2 | -0.6% | $1.82K | 0.208% |
| AAPL Apple Inc. | -3 | 0.0% | $999.46 | 1.73% |
No new positions this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM Jpmorgan Chase & Co | Financial Services | 401.0K | $132.67M | 90.86% | +3 | +0.0% | Added | 0.01% |
| 2 | AAPL Apple Inc. | Technology | 7,579 | $2.52M | 1.73% | -3 | 0.0% | Reduced | 0% |
| 3 | MSFT Microsoft Corp | Technology | 3,767 | $1.93M | 1.32% | -80 | -2.1% | Reduced | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 4,407 | $1.55M | 1.06% | +5 | +0.1% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 3,637 | $831.21K | 0.569% | 0 | 0.0% | Unchanged | 0% |
| 6 | LRCX Lam Research Corp | Technology | 2,026 | $665.69K | 0.456% | +2 | +0.1% | Added | 0% |
| 7 | AAAU Goldman Sachs Physical Gold ETF | Others | 15.1K | $618.88K | 0.424% | -20.6K | -57.7% | Reduced | 0.02% |
| 8 | GOOGL Alphabet Inc. | Technology | 1,733 | $596.55K | 0.409% | +1 | +0.1% | Added | 0% |
| 9 | PG PROCTER & GAMBLE Co | Consumer Staples | 3,970 | $577.00K | 0.395% | +21 | +0.5% | Added | 0% |
| 10 | FBTC Fidelity Wise Origin Bitcoin Fund | Others | 7,305 | $530.86K | 0.364% | -31 | -0.4% | Reduced | 0% |
| 11 | BAC Bank Of America Corp | Financial Services | 9,421 | $512.87K | 0.351% | -489 | -4.9% | Reduced | 0% |
| 12 | BRK-B Berkshire Hathaway Inc | Financial Services | 967 | $481.74K | 0.33% | 0 | 0.0% | Unchanged | 0% |
| 13 | GLD Spdr Gold Trust | Financial Services | 1,034 | $394.53K | 0.27% | +22 | +2.2% | Added | 0% |
| 14 | MU Micron Technology Inc | Technology | 365 | $388.77K | 0.266% | 0 | 0.0% | Unchanged | 0% |
| 15 | GLDM World Gold Trust | Others | 4,122 | $338.75K | 0.232% | 0 | 0.0% | Unchanged | 0% |
Tip. Select a row to see that position’s full history at Guidance Point Advisors.
As of its Q3 2026 13F filing, Guidance Point Advisors, LLC’s five largest positions were Jpmorgan Chase & Co (JPM) at 90.9%, Apple Inc. (AAPL) at 1.7%, Microsoft Corp (MSFT) at 1.3%, Broadcom Inc. (AVGO) at 1.1%, Nvidia Corp (NVDA) at 0.6% of the reported portfolio.
Guidance Point Advisors, LLC reported a 13F portfolio worth $146.02M across 20 positions for Q3 2026. That is up 0.9% from the previous quarter.
Its largest purchases by value were Annaly Capital Management Inc ($33.03K), Spdr Gold Trust ($8.39K), PROCTER & GAMBLE Co ($3.05K). It opened 0 new positions.
Its largest sales by value were Goldman Sachs Physical Gold ETF ($843.13K), Microsoft Corp ($41.08K), Bank Of America Corp ($26.62K). It exited 0 positions entirely.
From the Form 13F-HR reports Guidance Point Advisors, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.