Guidance Point Advisors, LLC
CIK: 0001767710Latest portfolio: $431.4M · Q4 2025
Holdings
95
Total Value
$431.4M
New Positions
93
Closed Positions
0
Top Holdings
View All 95 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | JPMJPMORGAN CHASE & CO. | 401,005 | $129.2M | 29.95% | NEW | |
| 2 | IVVISHARES TR | 81,327 | $55.8M | 12.93% | NEW | |
| 3 | IVWISHARES TR | 188,093 | $23.2M | 5.38% | NEW | |
| 4 | AQLTISHARES TR | 234,354 | $21.0M | 4.86% | NEW | |
| 5 | IJHISHARES TR | 249,719 | $16.5M | 3.82% | NEW | |
| 6 | IJRISHARES TR | 124,582 | $15.0M | 3.47% | NEW | |
| 7 | IVEISHARES TR | 61,646 | $13.1M | 3.03% | NEW | |
| 8 | IBDVISHARES TR | 397,616 | $8.8M | 2.03% | NEW | |
| 9 | IBDWISHARES TR | 407,781 | $8.6M | 2.00% | NEW | |
| 10 | IEMGISHARES INC | 124,373 | $8.4M | 1.94% | NEW | |
| 11 | IBDXISHARES TR | 303,977 | $7.8M | 1.80% | NEW | |
| 12 | IBDUISHARES TR | 314,357 | $7.4M | 1.71% | NEW | |
| 13 | SPYSPDR S&P 500 ETF TR | 10,502 | $7.2M | 1.66% | NEW | |
| 14 | IBDYISHARES TR | 264,961 | $6.9M | 1.61% | NEW | |
| 15 | IBDZISHARES TR | 257,841 | $6.8M | 1.58% | NEW | |
| 16 | IBDTISHARES TR | 242,520 | $6.2M | 1.43% | NEW | |
| 17 | IJKISHARES TR | 59,616 | $5.8M | 1.34% | NEW | |
| 18 | IBCAISHARES TR | 221,647 | $5.7M | 1.33% | NEW | |
| 19 | IBDSISHARES TR | 211,361 | $5.1M | 1.19% | NEW | |
| 20 | IBDRISHARES TR | 209,081 | $5.1M | 1.17% | NEW | |
| 21 | IWFISHARES TR | 9,506 | $4.5M | 1.04% | NEW | |
| 22 | IJTISHARES TR | 30,411 | $4.3M | 1.00% | NEW | |
| 23 | IXUSISHARES TR | 42,646 | $3.6M | 0.84% | NEW | |
| 24 | DGROISHARES TR | 51,339 | $3.6M | 0.83% | NEW | |
| 25 | AQLTISHARES TR | 23,965 | $3.4M | 0.78% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.292135577223191e+259T)
Unknown0.0% ($2097133861179486.5T)
Technology0.0% ($21181894830.6T)
Consumer Defensive0.0% ($562.3M)
Healthcare0.0% ($21.4M)
Communication Services0.0% ($542K)
Consumer Cyclical0.0% ($282K)
Filing History
Fund Information
Guidance Point Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $431.4M across 95 holdings. The largest position is JPMORGAN CHASE & CO. (JPM), representing 30.0% of the portfolio. Compared to the previous quarter, the fund opened 95 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.