Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Guidance Point Advisors

Latest statistics and disclosures from Guidance Point Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are JPM, IVV, IVW, IEFA, IJH, and represent 56.94% of Guidance Point Advisors's stock portfolio.
Added to shares of these 10 stocks: IBCA (+$5.0M), IBDV, IBDW, IBDT, IEFA, IJH, IBDR, IBDX, IBDS, IVV.
Started 3 new stock positions in GLDM, IGSB, IBTP.
Reduced shares in these 10 stocks: IBDQ, AVGO, IVW, NLY, IAU, PFF, HOOD, IBTF, WMT, IJT.
Sold out of its positions in NLY, IAU, IBDQ, IBTF, HOOD, WMT.
Guidance Point Advisors was a net buyer of stock by $10M.
Guidance Point Advisors has $431M in assets under management (AUM), dropping by 4.02%.
Central Index Key (CIK): 0001767710

Tip: Access up to 7 years of quarterly data

Positions held by Guidance Point Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Chase & Co. (JPM)	30.0	$129M		401k	322.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	12.9	$56M		81k	685.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.4	$23M	-2%	188k	123.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$21M	+5%	234k	89.48	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.8	$17M	+6%	250k	66.02	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.5	$15M		125k	120.25	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$13M		62k	212.26	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.0	$8.8M	+22%	398k	22.07	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.0	$8.6M	+18%	408k	21.15	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$8.4M		124k	67.25	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.8	$7.8M	+7%	304k	25.53	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.7	$7.4M	+2%	314k	23.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$7.2M		11k	682.32	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.6	$6.9M	+5%	265k	26.14	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	1.6	$6.8M	+8%	258k	26.37	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.4	$6.2M	+22%	243k	25.46	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.3	$5.8M		60k	96.89	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	1.3	$5.7M	+714%	222k	25.94	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.2	$5.1M	+12%	211k	24.28	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.2	$5.1M	+15%	209k	24.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$4.5M		9.5k	473.60	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.0	$4.3M	-3%	30k	141.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$3.6M	+9%	43k	84.66	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$3.6M	-2%	51k	69.43	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$3.4M		24k	141.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$2.9M		28k	102.55	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$2.7M		20k	131.67	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.3M		15k	148.70	View chart
Apple (AAPL)	0.5	$2.1M	-4%	7.8k	271.96	View chart
Vanguard World Utilities Etf (VPU)	0.4	$1.9M	+3%	10k	185.30	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.4	$1.9M		9.0k	211.82	View chart
Microsoft Corporation (MSFT)	0.4	$1.9M	-2%	3.9k	484.12	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$1.4M	-8%	34k	42.55	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$1.4M	+43%	33k	42.88	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.3M		17k	77.62	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.2M	+9%	1.9k	615.48	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.1M		3.5k	323.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M		6.3k	177.38	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$1.0M		11k	94.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$954k		4.5k	210.70	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$951k	-2%	10k	93.97	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$880k		8.8k	99.53	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$865k	+6%	17k	50.88	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$840k		4.6k	181.38	View chart
Broadcom (AVGO)	0.2	$830k	-42%	2.4k	346.20	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$810k		8.4k	96.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$635k	+120%	2.6k	246.41	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$629k		4.9k	129.23	View chart
NVIDIA Corporation (NVDA)	0.1	$619k		3.3k	186.61	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$616k		1.3k	481.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$613k	-32%	20k	30.97	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$581k		2.6k	220.33	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$574k	+7%	1.3k	445.28	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$573k	+7%	7.5k	76.28	View chart
Bank of America Corporation (BAC)	0.1	$563k		10k	55.01	View chart
Procter & Gamble Company (PG)	0.1	$562k		3.9k	143.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$542k		1.7k	313.12	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$511k	+106%	3.5k	144.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$506k		3.6k	141.06	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$486k		967.00	502.88	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$481k	+91%	22k	22.32	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$421k	+48%	18k	23.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$417k		3.7k	113.92	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$406k	+4%	6.5k	62.50	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$404k	-2%	1.0k	397.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$385k	-3%	509.00	756.60	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$375k		3.9k	96.28	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$367k		1.8k	204.87	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$358k		18k	19.84	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$352k	NEW	4.1k	85.37	View chart
Lam Research Corp Com New (LRCX)	0.1	$345k		2.0k	171.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$327k	NEW	6.2k	52.90	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$319k		4.7k	67.21	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.1	$316k		14k	23.07	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$313k	+2%	517.00	605.65	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$311k	+5%	637.00	488.66	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$290k	+13%	5.9k	48.79	View chart
Costco Wholesale Corporation (COST)	0.1	$289k	-17%	333.00	867.55	View chart
Amazon (AMZN)	0.1	$282k	-19%	1.2k	230.82	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$272k	+4%	4.2k	65.14	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$264k	+2%	13k	20.52	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$252k		2.8k	88.69	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$248k	-4%	11k	21.95	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$242k	+2%	2.1k	114.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$231k	-5%	1.2k	199.90	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$224k	+2%	10k	22.36	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$223k	+2%	9.9k	22.47	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$223k	+2%	9.7k	22.88	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$220k		1.2k	191.56	View chart
Johnson & Johnson (JNJ)	0.0	$214k	-15%	1.0k	207.50	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$212k	+3%	2.3k	94.17	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$211k		4.5k	46.59	View chart
Ishares Tr Ibonds Dec 2034 (IBTP)	0.0	$201k	NEW	7.8k	25.81	View chart
Trust For Professional Man Activepassive Us (APUE)	0.0	$201k	-4%	4.8k	41.67	View chart
Hyperfine Com Cl A (HYPR)	0.0	$10k		11k	0.98	View chart

Past Filings by Guidance Point Advisors

SEC 13F filings are viewable for Guidance Point Advisors going back to 2018

Guidance Point Advisors 2025 Q4 filed Feb. 11, 2026
Guidance Point Advisors 2025 Q3 filed Oct. 23, 2025
Guidance Point Advisors 2025 Q2 filed Aug. 11, 2025
Guidance Point Advisors 2025 Q1 filed May 14, 2025
Guidance Point Advisors 2024 Q4 filed Feb. 12, 2025
Guidance Point Advisors 2024 Q3 filed Oct. 30, 2024
Guidance Point Advisors 2024 Q2 filed July 26, 2024
Guidance Point Advisors 2024 Q1 filed May 10, 2024
Guidance Point Advisors 2023 Q4 filed Jan. 30, 2024
Guidance Point Advisors 2023 Q2 restated filed Nov. 6, 2023
Guidance Point Advisors 2023 Q3 filed Nov. 6, 2023
Guidance Point Advisors 2023 Q2 filed July 24, 2023
Guidance Point Advisors 2023 Q1 filed April 20, 2023
Guidance Point Advisors 2022 Q4 filed Jan. 18, 2023
Guidance Point Advisors 2022 Q3 filed Oct. 14, 2022
Guidance Point Advisors 2022 Q2 filed July 28, 2022

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z