Institutional Fund
Guidance Point Advisors, LLC
Wellesley, MACIK 17677105 filings on record
Portfolio Value
$411.88M
Q1 2026
Holdings
94
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-2.2%
from $421.16M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Jpmorgan Chase & Co.28.6%
- Ishares Tr13.1%
- Ishares Tr5.2%
- Ishares Tr5.1%
- Ishares Tr4.1%
- Ishares Tr3.8%
- Other40.0%
Portfolio Holdings
94 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co. | 401.0K | $117.96M | 28.6% | +2 | Added |
| 2 | Ishares Tr | 82.5K | $53.99M | 13.1% | +1.2K | Added |
| 3 | Ishares Tr | 234.9K | $21.27M | 5.2% | +565 | Added |
| 4 | Ishares Tr | 187.3K | $21.19M | 5.1% | −827 | Reduced |
| 5 | Ishares Tr | 249.8K | $16.88M | 4.1% | +119 | Added |
| 6 | Ishares Tr | 126.2K | $15.70M | 3.8% | +1.6K | Added |
| 7 | Ishares Tr | 61.6K | $13.01M | 3.2% | −85 | Reduced |
| 8 | Ishares Tr | 413.1K | $9.04M | 2.2% | +15.5K | Added |
| 9 | Ishares Tr | 422.1K | $8.84M | 2.1% | +14.4K | Added |
| 10 | Ishares Inc | 123.4K | $8.61M | 2.1% | −926 | Reduced |
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