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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 55.08% of Guidance Point Advisors's stock portfolio.
Added to shares of these 10 stocks: IWF, IGSB, IEFA, VOOG, IBHI, IBDU, VGT, MU, IBDV, IBDS.
Started 6 new stock positions in VOO, MU, IBHI, TSM, NLY, IBHJ.
Reduced shares in these 10 stocks: IVV, IJR, IEMG, DGRO, PFF, ITOT, FBTC, IYR, IWO, IWD.
Guidance Point Advisors was a net buyer of stock by $12M.
Guidance Point Advisors has $474M in assets under management (AUM), dropping by 12.19%.
Central Index Key (CIK): 0001767710

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

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Portfolio Holdings for Guidance Point Advisors

Guidance Point Advisors holds 102 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Chase & Co. (JPM)	27.7	$131M		401k	327.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	12.9	$61M		82k	749.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.4	$26M		188k	137.57	View chart
Ishares Tr Core Msci Eafe (IEFA)	4.9	$23M	+2%	241k	96.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$19M		250k	77.13	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.9	$18M		124k	148.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.0	$14M		62k	227.26	View chart
Ishares Core Msci Emkt (IEMG)	2.1	$10M		122k	82.89	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.0	$9.4M	+4%	432k	21.80	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	1.9	$9.0M	+2%	431k	20.84	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.7	$8.2M	+3%	326k	25.19	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.7	$8.0M		11k	747.13	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.7	$7.9M	+5%	342k	23.16	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	1.6	$7.6M	+4%	293k	26.05	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.6	$7.4M	+3%	289k	25.75	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	1.5	$7.1M	+5%	278k	25.61	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.5	$7.0M		59k	117.53	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.4	$6.7M	+5%	267k	25.25	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.2	$5.6M	+7%	233k	24.22	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.1	$5.4M		30k	178.64	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.1	$5.2M	+3%	213k	24.23	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$4.7M	+297%	38k	124.20	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$4.5M		47k	95.46	View chart
Ishares Tr Core Div Grwth (DGRO)	0.8	$3.8M		51k	75.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.8	$3.8M		24k	156.50	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$3.2M		29k	110.16	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$3.0M		20k	147.80	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.5M		15k	164.28	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$2.2M		9.0k	243.03	View chart
Apple (AAPL)	0.5	$2.2M		7.6k	289.46	View chart
Vanguard World Utilities Etf (VPU)	0.4	$2.1M		11k	196.03	View chart
Broadcom (AVGO)	0.4	$1.7M	+10%	4.4k	377.87	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$1.5M	+4%	36k	42.42	View chart
Microsoft Corporation (MSFT)	0.3	$1.4M		3.8k	373.38	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.4M		17k	82.35	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$1.4M	+18%	36k	39.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.4M		1.9k	737.88	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.4M		3.4k	395.14	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$1.3M	+104%	24k	52.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.2M		6.3k	197.61	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$1.2M	+4%	12k	96.47	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$1.1M		4.5k	242.86	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$1.1M		8.8k	121.45	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$1.0M		4.6k	221.60	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$1.0M	-2%	9.8k	102.36	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$996k	+7%	20k	51.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$910k	+2%	8.8k	103.92	View chart
Lam Research Corp Com New (LRCX)	0.2	$877k		2.0k	433.50	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.2	$839k	+47%	36k	23.51	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.2	$797k		4.9k	163.63	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$775k		2.6k	300.73	View chart
NVIDIA Corporation (NVDA)	0.2	$728k	+12%	3.6k	200.23	View chart
Ishares Tr Ibon 2027 Te Etf (IBHG)	0.1	$693k	+23%	31k	22.09	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$684k	+112%	13k	51.95	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$672k		1.3k	523.03	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$664k		3.5k	190.60	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$648k	+504%	7.8k	82.66	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$631k		2.7k	237.01	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$619k		1.7k	357.59	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$595k		3.6k	164.63	View chart
Procter & Gamble Company (PG)	0.1	$579k		3.9k	146.68	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$566k	-6%	19k	30.50	View chart
Bank of America Corporation (BAC)	0.1	$565k	-2%	9.9k	56.99	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	0.1	$490k	NEW	21k	23.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$490k	+704%	4.1k	119.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$484k		967.00	500.62	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$466k		6.5k	71.30	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$456k		3.7k	124.42	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$430k		3.9k	110.34	View chart
Micron Technology (MU)	0.1	$421k	NEW	365.00	1154.29	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$401k	+10%	21k	19.54	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$399k	+29%	8.3k	48.30	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$396k		1.8k	219.32	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$375k	-7%	7.3k	51.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$374k		1.0k	369.09	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$365k		4.8k	76.21	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$364k		515.00	706.72	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.1	$343k	+3%	15k	22.70	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$328k	+501%	3.8k	86.18	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$327k		4.1k	79.42	View chart
Costco Wholesale Corporation (COST)	0.1	$314k		335.00	936.33	View chart
Annaly Capital Management In Com New (NLY)	0.1	$304k	NEW	14k	22.36	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$298k	+2%	2.2k	136.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$294k		1.2k	252.37	View chart
Amazon (AMZN)	0.1	$292k		1.2k	238.34	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$279k	+2%	14k	20.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$276k		2.9k	96.67	View chart
Johnson & Johnson (JNJ)	0.1	$271k		1.1k	254.28	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$265k		2.3k	117.14	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$262k	+2%	12k	21.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$260k	+8%	700.00	371.29	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$251k		4.6k	55.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$245k		1.2k	212.77	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$242k	NEW	506.00	477.98	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$240k	+2%	11k	22.89	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$239k	+2%	11k	22.37	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$239k	+2%	11k	22.14	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$232k	-4%	3.5k	67.02	View chart
Ishares Tr Ibonds Dec 2034 (IBTP)	0.0	$217k	+3%	8.5k	25.38	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$216k	+5%	9.0k	24.13	View chart
Ishares Tr Ibon 2030 Te Etf (IBHJ)	0.0	$214k	NEW	8.1k	26.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$212k	NEW	307.00	689.79	View chart

Past Filings by Guidance Point Advisors

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

Guidance Point Advisors 2026 Q2 filed July 31, 2026
Guidance Point Advisors 2026 Q1 filed May 12, 2026
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

View all past filings

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