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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, IEFA, IVW, IJH, and represent 54.79% of Guidance Point Advisors's stock portfolio.
Added to shares of these 10 stocks: IBCA, IVV, IBDZ, AVGO, IBDY, IBDV, CLOA, IXUS, IBDW, IBDX.
Started 3 new stock positions in CLOA, IBTO, VTI.
Reduced shares in these 10 stocks: APUE, AAAU, IVW, IEMG, IBDR, AAPL, MSFT, QQQ, IYH, IJT.
Sold out of its positions in HYPR, APUE.
Guidance Point Advisors was a net buyer of stock by $6.5M.
Guidance Point Advisors has $422M in assets under management (AUM), dropping by -2.13%.
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 96 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
JPMorgan Chase & Co. (JPM)	27.9	$118M		401k	294.16	View chart
Ishares Tr Core S&p500 Etf (IVV)	12.8	$54M		83k	653.98	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.0	$21M		235k	90.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.0	$21M		187k	113.14	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.0	$17M		250k	67.55	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.7	$16M		126k	124.37	View chart
Ishares Tr S&p 500 Val Etf (IVE)	3.1	$13M		62k	211.35	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	2.1	$9.0M	+3%	413k	21.89	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	2.1	$8.8M	+3%	422k	20.93	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$8.6M		123k	69.78	View chart
Ishares Tr Ibonds Dec 2032 (IBDX)	1.9	$8.0M	+3%	316k	25.27	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	1.8	$7.5M	+2%	322k	23.26	View chart
Ishares Tr Ibonds Dec 2034 (IBDZ)	1.7	$7.3M	+9%	281k	26.06	View chart
Ishares Tr Ibonds Dec 2033 (IBDY)	1.7	$7.2M	+5%	278k	25.85	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.6	$7.0M		11k	650.71	View chart
Ishares Tr Ibonds Dec 2035 (IBCA)	1.6	$6.8M	+18%	264k	25.64	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	1.5	$6.4M	+4%	252k	25.33	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.4	$6.0M		60k	100.64	View chart
Ishares Tr Ibonds 27 Etf (Principal) (IBDS)	1.2	$5.3M	+2%	217k	24.24	View chart
Ishares Tr Ibonds Dec2026 (Principal) (IBDR)	1.2	$5.0M		206k	24.24	View chart
Ishares Tr S&P SML 600 GWT (IJT)	1.0	$4.4M		30k	144.75	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$4.1M		9.5k	426.67	View chart
Ishares Tr Core Msci Total (IXUS)	0.9	$4.0M	+8%	46k	86.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.9	$3.7M		24k	151.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.9	$3.6M		51k	70.19	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$2.9M	+2%	29k	102.26	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.6	$2.7M		20k	132.58	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.2M		16k	142.44	View chart
Vanguard World Utilities Etf (VPU)	0.5	$2.1M		11k	198.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.5	$2.0M		9.0k	217.28	View chart
Apple (AAPL)	0.5	$1.9M		7.6k	253.90	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$1.5M	+4%	35k	42.32	View chart
Microsoft Corporation (MSFT)	0.3	$1.4M	-2%	3.8k	370.59	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.3	$1.4M	-10%	30k	46.19	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.3M		17k	78.50	View chart
Broadcom (AVGO)	0.3	$1.2M	+66%	4.0k	309.60	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$1.2M		6.3k	184.29	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.3	$1.1M		3.5k	314.61	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$1.1M	-3%	1.9k	578.35	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.1M	+5%	12k	92.75	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$973k		4.5k	214.13	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$953k		10k	94.65	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.2	$921k	+6%	18k	50.98	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.2	$886k		8.8k	100.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$881k		4.6k	189.90	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$832k		8.6k	97.18	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$640k		2.6k	248.22	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$614k	+88%	12k	52.57	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$604k		20k	30.33	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$595k		1.3k	464.16	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$577k		4.9k	118.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$571k		2.7k	215.47	View chart
Procter & Gamble Company (PG)	0.1	$570k		3.9k	144.50	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	0.1	$568k	+36%	24k	23.48	View chart
NVIDIA Corporation (NVDA)	0.1	$565k	-2%	3.2k	174.52	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	0.1	$561k	+17%	25k	22.14	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$530k		1.3k	408.52	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$525k		3.6k	145.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$498k		1.7k	287.79	View chart
Bank of America Corporation (BAC)	0.1	$495k		10k	48.76	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$467k	+5%	7.9k	59.07	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$464k		3.5k	132.91	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$464k		967.00	479.42	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$432k		1.0k	431.12	View chart
Lam Research Corp Com New (LRCX)	0.1	$432k		2.0k	213.71	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$419k		6.5k	64.13	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$408k		3.7k	111.37	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$382k		4.1k	92.69	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$379k		3.9k	97.24	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.1	$368k	+3%	19k	19.72	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$367k		1.8k	203.83	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$357k		509.00	701.05	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.1	$335k	+6%	15k	22.93	View chart
Costco Wholesale Corporation (COST)	0.1	$334k		333.00	1002.86	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$326k		4.8k	68.55	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	0.1	$322k	NEW	6.2k	51.86	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$319k		515.00	619.17	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$309k	+7%	6.4k	48.51	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$277k		633.00	437.65	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.1	$275k	+4%	14k	20.40	View chart
Johnson & Johnson (JNJ)	0.1	$260k	+2%	1.1k	244.97	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.1	$259k	+4%	12k	21.84	View chart
Amazon (AMZN)	0.1	$256k		1.2k	208.27	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$254k		2.9k	88.94	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$253k		2.1k	118.72	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.1	$235k	+5%	11k	22.28	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$235k	+5%	10k	22.91	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$235k	+5%	11k	22.43	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$223k	-13%	3.6k	61.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$221k		1.2k	191.92	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.1	$220k		4.5k	48.47	View chart
Ishares Msci Em Asia Etf (EEMA)	0.1	$218k		2.3k	95.89	View chart
Ishares Tr Ibonds Dec 2034 (IBTP)	0.1	$212k	+6%	8.3k	25.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$212k		1.2k	181.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$209k	NEW	646.00	322.75	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.0	$208k	NEW	8.5k	24.39	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 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
Guidance Point Advisors 2022 Q3 filed Oct. 14, 2022

View all past filings

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