Guidance Point Advisors, LLC

CIK 0001767710 · Q1 2026

13F Equity AUM

$422.2M

-2.1% QoQ

Positions

+1 QoQ

AUM Rank

#4,795

Top 39%

Skill Alpha (FF)

-0.8%/yr^ns

No Clear Edge

Rank #3,379 · Top 41%

vs S&P -6.1%/yr (unadj.)

Quarters Tracked

~7 years

Portfolio Concentration

Top 5: 54.8%Top 10: 67.9%Top 20: 83.6%

JPM27.9%

IVV12.8%

IEFA5.0%

IVW5.0%

IJH4.0%

IJR3.7%

IVE3.1%

IBDV2.1%

IBDW2.1%

IEMG2.0%

Others (86)32.1%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services98.1%

Other1.9%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 96Median: 0.14%Avg: 1.04%

0–0.5%

68(9.9%)

0.5–1%

7(5.5%)

1–3%

14(23.0%)

3–5%

3(10.8%)

5%+

4(50.8%)

Count of positions per weight bucket — (%) = combined portfolio weight

Loading summary cards...

Portfolio Overlap

Shared: 96Unique: 0vs 20 funds

1.3%Low

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

1.8%

BANK OF AMERICA CORP /DE/

1.6%

1.8%

2.3%

0.7%

VANGUARD CAPITAL MANAGEMENT LLC

0.4%

VANGUARD PORTFOLIO MANAGEMENT LLC

0.5%

GEODE CAPITAL MANAGEMENT, LLC

0.4%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

Loading overlap analysis...

Position Changes This Quarter

New3Increased66Decreased19Exited2

New Positions

CLOA0.1%

+6K

IBTO0.1%

+9K

VTI0.1%

+646

Increased

IBCA1.6%

+42K(+19%)

IBDZ1.7%

+24K(+9%)

IBDV2.1%

+16K(+4%)

IBDW2.1%

+14K(+4%)

IBDY1.7%

+13K(+5%)

IBDX1.9%

+12K(+4%)

IBDT1.5%

+10K(+4%)

IBDU1.8%

+8K(+3%)

IBHH0.1%

+6K(+36%)

IBDS1.3%

+6K(+3%)

Decreased

AAAU0.3%

-3,373(-10%)

IBDR1.2%

-2,651(-1%)

IEMG2.0%

-926(-1%)

IVW5.0%

-827(-0%)

IYH0.1%

-551(-13%)

SCZ0.3%

-174(-1%)

IJT1.0%

-164(-1%)

AAPL0.5%

-152(-2%)

IJK1.4%

-146(-0%)

MSFT0.3%

-103(-3%)

Exited

APUE

-4,811

HYPR

-10,571

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

Loading position changes...

Holdings

Loading holdings...