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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 57.50% of Guidance Point Advisors's stock portfolio.
Added to shares of these 10 stocks: IBDZ, IBCA, IBDT, LRCX, ISTB, IBHG, HOOD, IBDW, IBTI, IBTH.
Started 12 new stock positions in IBHG, DFUV, IBTG, HOOD, IBTH, IBTF, LRCX, ISTB, IBTI, WMT. EEMA, APUE.
Reduced shares in these 10 stocks: IVV, IEFA, IVW, IJR, SPY, IEMG, IJT, IJK, IJH, IVE.
Guidance Point Advisors was a net seller of stock by $-1.4M.
Guidance Point Advisors has $415M in assets under management (AUM), dropping by 6.53%.
Central Index Key (CIK): 0001767710

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Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 98 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Chase & Co. (JPM)	30.5	$127M		401k	315.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	13.0	$54M	-3%	81k	670.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.6	$23M	-2%	192k	120.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.7	$20M	-3%	223k	87.33	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.7	$15M		235k	65.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.5	$15M	-4%	124k	118.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$13M		61k	206.69	View chart
Ishares Core Msci Emkt (IEMG)	1.9	$8.0M	-3%	122k	65.95	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.8	$7.3M	+3%	343k	21.22	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.7	$7.2M		282k	25.62	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.7	$7.2M		306k	23.47	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	1.7	$7.2M		324k	22.15	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.7	$7.0M	-5%	10k	666.71	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.6	$6.6M	+2%	251k	26.23	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	1.5	$6.3M	+12%	239k	26.47	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.4	$5.7M	-4%	60k	95.91	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.2	$5.1M	+9%	198k	25.52	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.1	$4.6M		188k	24.34	View chart
Ishares Tr Ibonds Dec25 Etf (Principal) (IBDQ)	1.1	$4.5M		180k	25.19	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.1	$4.5M		9.5k	468.72	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$4.4M	-6%	31k	141.54	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.1	$4.4M		182k	24.30	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$3.6M		53k	68.09	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$3.4M	-5%	24k	142.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.8	$3.2M	+6%	39k	82.60	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$2.8M	-3%	28k	99.96	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$2.6M		20k	129.81	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.3M		16k	145.67	View chart
Microsoft Corporation (MSFT)	0.5	$2.1M	-6%	4.0k	518.54	View chart
Apple (AAPL)	0.5	$2.1M	-5%	8.1k	254.73	View chart
Vanguard World Utilities Etf (VPU)	0.5	$1.9M		10k	189.74	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$1.9M		8.9k	208.74	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$1.4M	-8%	37k	38.12	View chart
Broadcom (AVGO)	0.3	$1.4M	+6%	4.1k	329.97	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.3M	-9%	17k	76.79	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.1M		3.5k	320.91	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.1M		6.2k	174.60	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.0M	-2%	1.7k	601.56	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.0M	-3%	11k	95.15	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$1.0M		10k	97.16	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.2	$1.0M	+6%	23k	43.31	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$926k	+7%	29k	31.63	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$923k		4.5k	203.87	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$864k		8.8k	97.85	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$818k	+2%	16k	51.11	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$809k		4.6k	177.12	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$779k	-7%	8.3k	93.41	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	0.2	$709k	+222%	27k	26.04	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$697k	+14%	7.0k	99.87	View chart
NVIDIA Corporation (NVDA)	0.2	$624k	-6%	3.3k	186.63	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$617k	-2%	4.9k	126.01	View chart
Procter & Gamble Company (PG)	0.1	$615k	-2%	4.0k	153.70	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$584k		1.3k	464.54	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$573k		2.7k	216.11	View chart
Bank of America Corporation (BAC)	0.1	$524k	-19%	10k	51.60	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$524k		1.2k	436.01	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$499k		3.6k	139.70	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$487k	-3%	968.00	502.97	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$484k	-16%	1.7k	282.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$421k	-16%	1.7k	243.23	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$417k		3.7k	113.88	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$396k	-2%	529.00	748.76	View chart
Costco Wholesale Corporation (COST)	0.1	$376k		404.00	930.86	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$376k		3.9k	96.56	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$371k		1.0k	356.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$371k		6.2k	59.94	View chart
Annaly Capital Management In Com New (NLY)	0.1	$368k	+3%	18k	20.21	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$356k		1.8k	199.47	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$353k	+15%	18k	19.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$336k		4.6k	72.77	View chart
Amazon (AMZN)	0.1	$332k	-10%	1.5k	219.57	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.1	$312k	+22%	14k	23.13	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$304k		4.7k	65.09	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$300k	-2%	502.00	597.81	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$291k		606.00	480.21	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$285k	+25%	12k	23.87	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$283k	-21%	1.2k	242.30	View chart
Lam Research Corp Com New (LRCX)	0.1	$270k	NEW	2.0k	133.92	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$264k		2.9k	91.65	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$260k	+22%	12k	21.95	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$259k	+22%	13k	20.57	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$257k	NEW	5.2k	48.90	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$252k	NEW	11k	22.49	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$239k		1.2k	196.06	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$237k	NEW	1.7k	143.19	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$234k		4.0k	58.76	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$229k	-2%	2.1k	110.97	View chart
Johnson & Johnson (JNJ)	0.1	$228k	-6%	1.2k	185.74	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$219k	NEW	9.8k	22.39	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$218k	NEW	9.7k	22.52	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$218k		1.2k	189.70	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$218k	NEW	9.5k	22.95	View chart
Ishares Tr Ibonds 25 Trm Ts (IBTF)	0.1	$210k	NEW	9.0k	23.36	View chart
Wal-Mart Stores (WMT)	0.1	$209k	NEW	2.0k	103.12	View chart
Trust For Professional Man Activepassive Us (APUE)	0.0	$205k	NEW	5.0k	40.78	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$201k	NEW	4.5k	44.69	View chart
Ishares Msci Em Asia Etf (EEMA)	0.0	$201k	NEW	2.2k	91.87	View chart
Hyperfine Com Cl A (HYPR)	0.0	$15k		11k	1.45	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 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
Guidance Point Advisors 2022 Q1 filed May 5, 2022

View all past filings

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