Guidance Point Advisors, LLC
Net buyer this quarter
$474M
28
+$1.81M
33.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 JPM | $131M | 27.72% | 0.02% | Not reported | Q4 2018 |
 SPY | $8.02M | 1.69% | Not reported | +0.3% | Q4 2018 |
 IBCA | $7.12M | 1.50% | 1.26% | +5.4% | Q2 2025 |
 AAPL | $2.19M | 0.46% | 0.00% | -0.8% | Q3 2019 |
 AVGO | $1.66M | 0.35% | 0.00% | +10.1% | Q3 2020 |
 MSFT | $1.44M | 0.30% | 0.00% | +0.9% | Q4 2018 |
| SCZ | $1.42M | 0.30% | Not reported | +1.2% | Q4 2018 |
 AAAU | $1.41M | 0.30% | 0.06% | +18.5% | Q1 2025 |
 QQQ | $1.38M | 0.29% | Not reported | +0.9% | Q1 2021 |
 LRCX | $877K | 0.19% | 0.00% | +0.1% | Q4 2020 |
 NVDA | $728K | 0.15% | 0.00% | +12.4% | Q3 2021 |
| DIA | $672K | 0.14% | Not reported | +0.3% | Q3 2021 |
 GOOGL | $619K | 0.13% | 0.00% | +0.1% | Q3 2021 |
| IWS | $594K | 0.13% | Not reported | +0.3% | Q2 2020 |
 PG | $579K | 0.12% | 0.00% | +0.2% | Q4 2018 |
 BAC | $565K | 0.12% | 0.00% | -2.4% | Q4 2018 |
 BRK.B | $484K | 0.10% | Not reported | Not reported | Q4 2020 |
 MU | $421K | 0.09% | 0.00% | New | Q2 2026 |
 FBTC | $375K | 0.08% | 0.00% | -7.3% | Q3 2024 |
| GLD | $374K | 0.08% | 0.00% | +0.9% | Q3 2021 |
| MDY | $364K | 0.08% | Not reported | Not reported | Q2 2021 |
| GLDM | $327K | 0.07% | 0.00% | Not reported | Q4 2025 |
 COST | $314K | 0.07% | 0.00% | +0.6% | Q3 2021 |
 NLY | $304K | 0.06% | 0.00% | Not reported | Q4 2018 |
 AMZN | $292K | 0.06% | 0.00% | Not reported | Q3 2020 |
 JNJ | $271K | 0.06% | 0.00% | +0.6% | Q4 2018 |
 TSM | $242K | 0.05% | 0.00% | Not reported | Q3 2021 |
| IBTG | $240K | 0.05% | Not reported | +2.3% | Q3 2025 |
| Q1 2026 | |||||
| JPM | $118M | 27.94% | 0.02% | 0.0% | Q4 2018 |
| SPY | $6.97M | 1.65% | Not reported | +1.9% | Q4 2018 |
| IBCA | $6.76M | 1.60% | 1.20% | +19.0% | Q2 2025 |
| AAPL | $1.94M | 0.46% | 0.00% | -2.0% | Q3 2019 |
| MSFT | $1.41M | 0.33% | 0.00% | -2.6% | Q4 2018 |
| AAAU | $1.39M | 0.33% | 0.05% | -10.1% | Q1 2025 |
| SCZ | $1.34M | 0.32% | Not reported | -1.0% | Q4 2018 |
| AVGO | $1.24M | 0.29% | 0.00% | +66.8% | Q3 2020 |
| QQQ | $1.07M | 0.25% | Not reported | -3.1% | Q1 2021 |
| DIA | $595K | 0.14% | Not reported | +0.2% | Q3 2021 |
| PG | $569K | 0.13% | 0.00% | +0.5% | Q4 2018 |
| NVDA | $565K | 0.13% | 0.00% | -2.4% | Q3 2021 |
| IWS | $525K | 0.12% | Not reported | +0.3% | Q2 2020 |
| GOOGL | $498K | 0.12% | 0.00% | Not reported | Q3 2021 |
| BAC | $495K | 0.12% | 0.00% | -0.8% | Q4 2018 |
| FBTC | $467K | 0.11% | 0.00% | +5.4% | Q3 2024 |
| BRK.B | $464K | 0.11% | Not reported | Not reported | Q4 2020 |
| GLD | $432K | 0.10% | 0.00% | -1.5% | Q3 2021 |
| LRCX | $432K | 0.10% | 0.00% | +0.2% | Q4 2020 |
| GLDM | $382K | 0.09% | 0.00% | Not reported | Q4 2025 |
| COST | $334K | 0.08% | 0.00% | Not reported | Q3 2021 |
| MDY | $319K | 0.08% | Not reported | -0.4% | Q2 2021 |
| JNJ | $260K | 0.06% | 0.00% | +2.7% | Q4 2018 |
| AMZN | $256K | 0.06% | 0.00% | +0.3% | Q3 2020 |
| IBTG | $235K | 0.06% | Not reported | +5.4% | Q3 2025 |
| Q4 2025 | |||||
| JPM | $129M | 29.96% | 0.01% | 0.0% | Q4 2018 |
| SPY | $7.17M | 1.66% | Not reported | +0.7% | Q4 2018 |
| IBCA | $5.75M | 1.33% | 1.01% | +714.3% | Q2 2025 |
| AAPL | $2.12M | 0.49% | 0.00% | -4.2% | Q3 2019 |
| MSFT | $1.89M | 0.44% | 0.00% | -2.5% | Q4 2018 |
| AAAU | $1.43M | 0.33% | 0.06% | -8.2% | Q1 2025 |
| SCZ | $1.34M | 0.31% | Not reported | +0.9% | Q4 2018 |
| QQQ | $1.18M | 0.27% | Not reported | +9.9% | Q1 2021 |
| AVGO | $830K | 0.19% | 0.00% | -42.1% | Q3 2020 |
| NVDA | $619K | 0.14% | 0.00% | -0.8% | Q3 2021 |
| DIA | $616K | 0.14% | Not reported | +1.7% | Q3 2021 |
| FBTC | $573K | 0.13% | 0.00% | +7.5% | Q3 2024 |
| BAC | $563K | 0.13% | 0.00% | +0.7% | Q4 2018 |
| PG | $562K | 0.13% | 0.00% | -2.0% | Q4 2018 |
| GOOGL | $542K | 0.13% | 0.00% | +0.1% | Q3 2021 |
| IWS | $506K | 0.12% | Not reported | +0.5% | Q2 2020 |
| BRK.B | $486K | 0.11% | Not reported | -0.1% | Q4 2020 |
| GLD | $404K | 0.09% | 0.00% | -2.2% | Q3 2021 |
| GLDM | $352K | 0.08% | 0.00% | New | Q4 2025 |
| LRCX | $345K | 0.08% | 0.00% | +0.2% | Q4 2020 |
| MDY | $313K | 0.07% | Not reported | +3.0% | Q2 2021 |
| COST | $289K | 0.07% | 0.00% | -17.6% | Q3 2021 |
| AMZN | $282K | 0.07% | 0.00% | -19.1% | Q3 2020 |
| IBTG | $223K | 0.05% | Not reported | +2.4% | Q3 2025 |
| JNJ | $214K | 0.05% | 0.00% | -15.9% | Q4 2018 |
 HYPR | $10.4K | 0.00% | Not reported | Not reported | Q1 2022 |
| Q3 2025 | |||||
| JPM | $127M | 30.51% | 0.01% | +0.1% | Q4 2018 |
| SPY | $6.95M | 1.68% | Not reported | -5.8% | Q4 2018 |
| MSFT | $2.08M | 0.50% | 0.00% | -6.4% | Q4 2018 |
| AAPL | $2.07M | 0.50% | 0.00% | -5.5% | Q3 2019 |
| AAAU | $1.39M | 0.34% | 0.07% | -8.2% | Q1 2025 |
| AVGO | $1.37M | 0.33% | 0.00% | +6.8% | Q3 2020 |
| SCZ | $1.31M | 0.32% | Not reported | -9.9% | Q4 2018 |
| QQQ | $1.05M | 0.25% | Not reported | -2.4% | Q1 2021 |
| IBCA | $709K | 0.17% | 0.12% | +222.6% | Q2 2025 |
| FBTC | $697K | 0.17% | 0.00% | +14.9% | Q3 2024 |
| NVDA | $624K | 0.15% | 0.00% | -6.5% | Q3 2021 |
| PG | $615K | 0.15% | 0.00% | -2.9% | Q4 2018 |
| DIA | $584K | 0.14% | Not reported | Not reported | Q3 2021 |
| BAC | $524K | 0.13% | 0.00% | -19.3% | Q4 2018 |
| IWS | $499K | 0.12% | Not reported | +0.4% | Q2 2020 |
| BRK.B | $487K | 0.12% | Not reported | -3.9% | Q4 2020 |
| GOOGL | $421K | 0.10% | 0.00% | -17.0% | Q3 2021 |
| COST | $376K | 0.09% | 0.00% | -0.5% | Q3 2021 |
| GLD | $371K | 0.09% | 0.00% | -0.7% | Q3 2021 |
| NLY | $368K | 0.09% | 0.00% | +3.3% | Q4 2018 |
| IAU | $336K | 0.08% | 0.00% | Not reported | Q3 2021 |
| AMZN | $332K | 0.08% | 0.00% | -10.9% | Q3 2020 |
| MDY | $300K | 0.07% | Not reported | -2.3% | Q2 2021 |
| LRCX | $270K | 0.07% | 0.00% | Not reported | Q4 2020 |
 HOOD | $237K | 0.06% | 0.00% | New | Q3 2025 |
| JNJ | $228K | 0.05% | 0.00% | -6.7% | Q4 2018 |
| IBTG | $218K | 0.05% | Not reported | New | Q3 2025 |
 WMT | $209K | 0.05% | 0.00% | Not reported | Q3 2021 |
| HYPR | $15.3K | 0.00% | Not reported | Not reported | Q1 2022 |