Guidance Point Advisors, LLC reported 102 holdings worth US$474M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Guidance Point Advisors, LLC reported 102 holdings worth US$474M as of Jun 30, 2026. Largest: Jp Morgan Chase & Co., Apple Inc and Broadcom Inc. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 102
- Value as reported
- US$474M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Jp Morgan Chase & Co. | 401K | US$131M | 27.7% |
| Apple Inc | 7,582 | US$2.19M | 0.46% |
| Broadcom Inc. | 4,402 | US$1.66M | 0.35% |
| Microsoft Corp. | 3,847 | US$1.44M | 0.30% |
| Lam Research Corporation | 2,024 | US$877K | 0.19% |
| Nvidia Corporation | 3,637 | US$728K | 0.15% |
| Alphabet Inc (google) Class C | 1,732 | US$619K | 0.13% |
| Procter & Gamble Company (the) | 3,949 | US$579K | 0.12% |
| Bank Of America Corporation | 9,910 | US$565K | 0.12% |
| Berkshire Hathaway Inc. | 967 | US$484K | 0.10% |
| Micron Technology, Inc. | 365 | US$421K | 0.09% |
| Costco Wholesale Corporation | 335 | US$314K | 0.07% |
| Annaly Capital Management Inc. | 13,584 | US$304K | 0.06% |
| Amazon.com, Inc. | 1,227 | US$292K | 0.06% |
| Johnson & Johnson | 1,066 | US$271K | 0.06% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 506 | US$242K | 0.05% |