Guidance Point Advisors, LLC: 13F holdings
CIK 17677102026Q2
| Positions | 102 |
|---|---|
| Reported value | $473.6m |
| Filed | 2026-07-31 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| JPM JPMORGAN CHASE & CO | 401,007 | $131.3m | 27.7% |
| IVV ISHARES TR | 81,708 | $61.3m | 12.9% |
| IWF ISHARES TR | 187,601 | $25.8m | 5.4% |
| IEFA ISHARES TR | 240,817 | $23.3m | 4.9% |
| IJH ISHARES TR | 249,839 | $19.3m | 4.1% |
| IJR ISHARES TR | 124,275 | $18.4m | 3.9% |
| IVE ISHARES TR | 62,015 | $14.1m | 3.0% |
| IEMG ISHARES INC | 122,396 | $10.1m | 2.1% |
| ISHARES TR | 431,677 | $9.4m | 2.0% |
| ISHARES TR | 431,138 | $9.0m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767710")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.