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Livermore
Livermore
ZHEN

Guidance Point Advisors, LLC

SEC CIK
0001767710
Latest filing
Jul 31, 2026

The latest 13F from Guidance Point Advisors, LLC covers Q2 2026 (filed Jul 31, 2026): 102 long positions worth $473.6M. The top 10 holdings make up 68.0% of the portfolio, and the largest is JPMorgan Chase & Co (JPM) at 27.7%. Livermore has 23 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
6
Est. +$1.88M
Added
64
Est. +$5.78M
Reduced
20
Est. −$1.35M
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. JPMJPMorgan Chase & Co
    27.7%$131.3MHistory
  2. iShares Core S&P 500 ETF464287200
    12.9%$61.3M
  3. iShares S&P 500 Growth ETF464287309
    5.4%$25.8M
  4. iShares Core MSCI Eafe ETF46432F842
    4.9%$23.3M
  5. iShares Core S&P Mid-Cap ETF464287507
    4.1%$19.3M

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Tr464288646
    +$637.9KAdded
  2. iShares Core MSCI Eafe ETF46432F842
    +$569.8KAdded
  3. iShares Ibonds 2029 Term High Yield and Income ETF46436E379
    +$489.6KNew
  4. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +$446.5KAdded
  5. MUMicron Technology Inc
    +$421.3KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares S&P 500 Growth ETF464287309
    +0.43 pp5.0% → 5.4%
  2. iShares Tr464288646
    +0.12 pp0.1% → 0.3%
  3. iShares S&P Small-Cap 600 Growth ETF464287887
    +0.11 pp1.0% → 1.1%
  4. iShares Ibonds 2029 Term High Yield and Income ETF46436E379
    +0.10 pp0.0% → 0.1%
  5. MUMicron Technology Inc
    +0.09 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Core S&P 500 ETF464287200
    −$631.3KReduced
  2. iShares Core S&P Small Cap ETF464287804
    −$289.5KReduced
  3. iShares Core MSCI Emerging Markets ETF46434G103
    −$87.1KReduced
  4. iShares Core Dividend Growth ETF46434V621
    −$58.9KReduced
  5. iShares Tr464288687
    −$41.2KReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Core Dividend Growth ETF46434V621
    −0.04 pp0.9% → 0.8%
  2. FBTCFidelity Wise Origin Bitcoin Fund
    −0.03 pp0.1% → 0.1%History
  3. iShares Tr464288687
    −0.02 pp0.1% → 0.1%
  4. iShares Tr464287739
    −0.01 pp0.2% → 0.2%
  5. iShares S&P Mid-Cap 400 Value ETF464287705
    0.00 pp0.6% → 0.6%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$473.6M
+$51.4M (+12.2%) vs. prior quarter
Positions
102
+6 vs. prior quarter
Top 10 concentration
68.0%
Top 10 as share of value
Turnover
0.3%
Q2 2026, one quarter
Average holding period
20.1 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $473.6M (Q2 2026)

Q1 2021: $241.2MQ2 2021: $257.5MQ3 2021: $274.0MQ4 2021: $276.0MQ1 2022: $264.0MQ2 2022: $231.8MQ3 2022: $219.1MQ4 2022: $236.2MQ1 2023: $248.0MQ2 2023: $260.4MQ3 2023: $245.6MQ4 2023: $270.4MQ1 2024: $306.5MQ2 2024: $320.3MQ3 2024: $342.5MQ4 2024: $355.7MQ1 2025: $351.1MQ2 2025: $389.3MQ3 2025: $414.7MQ4 2025: $431.4MQ1 2026: $422.2MQ2 2026: $473.6M
Q1 2021Q2 2026
13F filings of Guidance Point Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026102$473.6MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q1 2026SEC
Q1 2026May 12, 202696$422.2MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q4 2025SEC
Q4 2025Feb 11, 202695$431.4MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q3 2025SEC
Q3 2025Oct 23, 202598$414.7MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q2 2025SEC
Q2 2025Aug 11, 202586$389.3MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q1 2025SEC
Q1 2025May 14, 202584$351.1MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q4 2024SEC
Q4 2024Feb 12, 202585$355.7MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q3 2024SEC
Q3 2024Oct 30, 202486$342.5MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q2 2024SEC
Q2 2024Jul 26, 202482$320.3MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q1 2024SEC
Q1 2024May 10, 202486$306.5MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q4 2023SEC
Q4 2023Jan 30, 202467$270.4MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q3 2023SEC
Q3 2023Nov 6, 202374$245.6MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q2 2023SEC
Q2 2023Nov 6, 2023Amended77$260.4MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q1 2023SEC
Q1 2023Apr 20, 202378$248.0MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q4 2022SEC
Q4 2022Jan 18, 202378$236.2MJPMiShares Core S&P 500 ETFiShares Core MSCI Eafe ETFvs. Q3 2022SEC
Q3 2022Oct 14, 202283$219.1MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q2 2022SEC
Q2 2022Jul 28, 202284$231.8MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q1 2022SEC
Q1 2022May 5, 202292$264.0MJPMiShares Core S&P 500 ETFiShares S&P 500 Growth ETFvs. Q4 2021SEC
Q4 2021Jan 28, 202289$276.0MJPMiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFvs. Q3 2021SEC
Q3 2021Oct 20, 2021442$274.0MJPMiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFvs. Q2 2021SEC
Q2 2021Jul 20, 202187$257.5MJPMiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETFvs. Q1 2021SEC
Q1 2021Apr 30, 202185$241.2MJPMiShares Core S&P 500 ETFiShares Core U.S. Aggregate Bond ETF–SEC