Guidance Point Advisors, LLC
CIK: 0001767710SEC EDGAR →
Portfolio Value
$431K
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | 401,005 | $129K | 29.96% |
| 2 | ISHARES TR | 81,327 | $56K | 12.93% |
| 3 | ISHARES TR | 188,093 | $23K | 5.38% |
| 4 | ISHARES TR | 234,354 | $21K | 4.86% |
| 5 | ISHARES TR | 249,719 | $16K | 3.82% |
| 6 | ISHARES TR | 124,582 | $15K | 3.47% |
| 7 | ISHARES TR | 61,646 | $13K | 3.03% |
| 8 | ISHARES TR | 397,616 | $9K | 2.03% |
| 9 | ISHARES TR | 407,781 | $9K | 2.00% |
| 10 | ISHARES INC | 124,373 | $8K | 1.94% |
Quarterly Changes
New Positions (95)
$129K · 401K shares
$56K · 81K shares
$23K · 188K shares
$21K · 234K shares
$16K · 250K shares
$15K · 125K shares
$13K · 62K shares
$9K · 398K shares
$9K · 408K shares
$8K · 124K shares
$8K · 304K shares
$7K · 314K shares
$7K · 11K shares
$7K · 265K shares
$7K · 258K shares
$6K · 243K shares
$6K · 60K shares
$6K · 222K shares
$5K · 211K shares
$5K · 209K shares
$5K · 10K shares
$4K · 30K shares
$4K · 43K shares
$4K · 51K shares
$3K · 24K shares
$3K · 28K shares
$3K · 20K shares
$2K · 15K shares
$2K · 8K shares
$2K · 10K shares
$2K · 9K shares
$2K · 4K shares
$1K · 33K shares
$1K · 33K shares
$1K · 17K shares
$1K · 2K shares
$1K · 3K shares
$1K · 6K shares
$1K · 11K shares
$953 · 5K shares
$950 · 10K shares
$879 · 9K shares
$865 · 17K shares
$840 · 5K shares
$830 · 2K shares
$809 · 8K shares
$634 · 3K shares
$628 · 5K shares
$618 · 3K shares
$615 · 1K shares
$612 · 20K shares
$581 · 3K shares
$573 · 1K shares
$572 · 8K shares
$562 · 4K shares
$562 · 10K shares
$542 · 2K shares
$510 · 4K shares
$506 · 4K shares
$486 · 967 shares
$480 · 22K shares
$420 · 18K shares
$417 · 4K shares
$405 · 6K shares
$404 · 1K shares
$385 · 509 shares
$374 · 4K shares
$366 · 2K shares
$358 · 18K shares
$351 · 4K shares
$345 · 2K shares
$327 · 6K shares
$318 · 5K shares
$316 · 14K shares
$313 · 517 shares
$311 · 637 shares
$289 · 6K shares
$288 · 333 shares
$282 · 1K shares
$271 · 4K shares
$264 · 13K shares
$251 · 3K shares
$248 · 11K shares
$242 · 2K shares
$231 · 1K shares
$224 · 10K shares
$222 · 10K shares
$222 · 10K shares
$220 · 1K shares
$214 · 1K shares
$212 · 2K shares
$210 · 5K shares
$200 · 5K shares
$200 · 8K shares
$10 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 76 | $396K | 91.9% |
| Unknown | 7 | $27K | 6.3% |
| Technology | 6 | $6K | 1.4% |
| Consumer Defensive | 2 | $850 | 0.2% |
| Communication Services | 1 | $542 | 0.1% |
| Consumer Cyclical | 1 | $282 | 0.1% |
| Healthcare | 2 | $224 | 0.1% |