Guidance Point Advisors, LLC

CIK 0001767710 • 7 13F filings • May 14, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $389.3M84 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$367K	0.1%Prev: 0.1%	2,084 SH	Decreased+353 SH
AMAZON COM INC	COM	$372K	0.1%Prev: 0.1%	1,696 SH	Increased+469 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$332K	0.1%	17,646 SH	New
APPLE INC	COM	$1.8M	0.5%Prev: 0.5%	8,612 SH	Decreased+973 SH
BANK AMERICA CORP	COM	$596K	0.2%Prev: 0.1%	12,590 SH	Increased+2,442 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$489K	0.1%Prev: 0.1%	1,007 SH	Increased+40 SH
BROADCOM INC	COM	$1.1M	0.3%Prev: 0.3%	3,877 SH	Decreased-122 SH
COSTCO WHSL CORP NEW	COM	$402K	0.1%	406 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$571K	0.1%Prev: 0.1%	6,079 SH	Increased-1,833 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.3M	0.3%Prev: 0.3%	39,752 SH	Decreased+9,631 SH
HYPERFINE INC	COM CL A	$8K	0.0%	10,571 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$209K	0.1%Prev: 0.1%	1,150 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$987K	0.3%Prev: 0.3%	1,788 SH	Decreased-70 SH
ISHARES GOLD TR	ISHARES NEW	$288K	0.1%	4,622 SH	New
ISHARES INC	CORE MSCI EMKT	$7.6M	2.0%Prev: 2.0%	126,688 SH	Decreased+3,241 SH
ISHARES TR	0-5YR HI YL CP	$937K	0.2%Prev: 0.3%	21,720 SH	Decreased-12,834 SH
ISHARES TR	CORE DIV GRWTH	$3.4M	0.9%Prev: 0.9%	52,783 SH	Decreased+1,385 SH
ISHARES TR	CORE MSCI EAFE	$19.4M	5.0%Prev: 5.0%	231,992 SH	Decreased-2,927 SH
ISHARES TR	CORE MSCI TOTAL	$2.8M	0.7%Prev: 0.9%	36,566 SH	Decreased-9,701 SH
ISHARES TR	CORE S&P MCP ETF	$14.8M	3.8%Prev: 4.0%	238,202 SH	Decreased-11,636 SH
ISHARES TR	CORE S&P SCP ETF	$14.1M	3.6%Prev: 3.7%	129,381 SH	Decreased+3,155 SH
ISHARES TR	CORE S&P TTL STK	$2.1M	0.5%Prev: 0.5%	15,496 SH	Decreased-24 SH
ISHARES TR	CORE S&P US VLU	$2.7M	0.7%Prev: 0.7%	28,967 SH	Decreased+390 SH
ISHARES TR	CORE S&P500 ETF	$51.7M	13.3%Prev: 12.8%	83,300 SH	Decreased+750 SH
ISHARES TR	EAFE GRWTH ETF	$410K	0.1%Prev: 0.1%	3,663 SH	Increased
ISHARES TR	EAFE SML CP ETF	$1.4M	0.4%Prev: 0.3%	18,996 SH	Increased+1,892 SH
ISHARES TR	EXPND TEC SC ETF	$561K	0.1%Prev: 0.1%	4,996 SH	Decreased+130 SH
ISHARES TR	FLTG RATE NT ETF	$797K	0.2%Prev: 0.2%	15,628 SH	Decreased-2,441 SH
ISHARES TR	IBDS DEC28 ETF	$4.6M	1.2%Prev: 1.5%	181,021 SH	Decreased-71,256 SH
ISHARES TR	IBOND DEC 2030	$305K	0.1%Prev: 0.1%	15,391 SH	Decreased-3,271 SH
ISHARES TR	IBONDS 27 ETF	$4.5M	1.2%Prev: 1.2%	186,999 PRN	Decreased-30,239 PRN
ISHARES TR	IBONDS 28 TR HI	$225K	0.1%Prev: 0.1%	9,501 SH	Decreased-14,682 SH
ISHARES TR	IBONDS 29 TRM TS	$212K	0.1%Prev: 0.1%	9,670 SH	Decreased-2,188 SH
ISHARES TR	IBONDS DEC 2030	$7.0M	1.8%Prev: 2.1%	319,710 SH	Decreased-93,409 SH
ISHARES TR	IBONDS DEC 2031	$7.2M	1.8%Prev: 2.2%	342,376 SH	Decreased-93,257 SH
ISHARES TR	IBONDS DEC 2032	$7.3M	1.9%Prev: 2.0%	289,377 SH	Decreased-40,914 SH
ISHARES TR	IBONDS DEC 2033	$6.3M	1.6%Prev: 1.8%	243,451 SH	Decreased-43,344 SH
ISHARES TR	IBONDS DEC 2034	$5.6M	1.4%Prev: 1.8%	212,891 SH	Decreased-76,795 SH
ISHARES TR	IBONDS DEC 2035	$216K	0.1%Prev: 1.6%	8,439 SH	Decreased-255,259 SH
ISHARES TR	IBONDS DEC 29	$7.0M	1.8%Prev: 1.8%	301,086 SH	Decreased-21,202 SH
ISHARES TR	IBONDS DEC2026	$4.3M	1.1%Prev: 1.2%	178,520 PRN	Decreased-27,910 PRN
ISHARES TR	IBONDS DEC25 ETF	$4.5M	1.2%	180,660 PRN	New
ISHARES TR	MSCI ACWI EX US	$289K	0.1%Prev: 0.1%	4,742 SH	Decreased-16 SH
ISHARES TR	MSCI EAFE ETF	$808K	0.2%Prev: 0.2%	9,038 SH	Decreased+477 SH
ISHARES TR	MSCI USA MIN VOL	$1.1M	0.3%Prev: 0.3%	11,350 SH	Decreased-157 SH
ISHARES TR	PFD AND INCM SEC	$838K	0.2%Prev: 0.1%	27,300 SH	Increased+7,392 SH
ISHARES TR	RUS 1000 GRW ETF	$4.1M	1.1%Prev: 1.0%	9,658 SH	Increased+147 SH
ISHARES TR	RUS 1000 VAL ETF	$891K	0.2%Prev: 0.2%	4,590 SH	Decreased+48 SH
ISHARES TR	RUS 2000 GRW ETF	$1.0M	0.3%Prev: 0.3%	3,497 SH	Decreased-2 SH
ISHARES TR	RUS 2000 VAL ETF	$725K	0.2%Prev: 0.2%	4,599 SH	Decreased-42 SH
ISHARES TR	RUS MDCP VAL ETF	$470K	0.1%Prev: 0.1%	3,558 SH	Decreased-42 SH
ISHARES TR	RUS MID CAP ETF	$358K	0.1%Prev: 0.1%	3,889 SH	Decreased-4 SH
ISHARES TR	RUSSELL 2000 ETF	$320K	0.1%Prev: 0.2%	1,481 SH	Decreased-1,097 SH
ISHARES TR	S&P 500 GRWT ETF	$21.8M	5.6%Prev: 5.0%	197,901 SH	Increased+10,635 SH
ISHARES TR	S&P 500 VAL ETF	$12.0M	3.1%Prev: 3.1%	61,403 SH	Decreased-158 SH
ISHARES TR	S&P MC 400GR ETF	$5.7M	1.5%Prev: 1.4%	62,455 SH	Decreased+2,985 SH
ISHARES TR	S&P MC 400VL ETF	$2.5M	0.6%Prev: 0.6%	20,045 SH	Decreased-186 SH
ISHARES TR	S&P SML 600 GWT	$4.4M	1.1%Prev: 1.0%	33,361 SH	Increased+3,114 SH
ISHARES TR	SELECT DIVID ETF	$3.3M	0.9%Prev: 0.9%	25,042 SH	Decreased+843 SH
ISHARES TR	SP SMCP600VL ETF	$210K	0.1%Prev: 0.1%	2,113 SH	Decreased-16 SH
ISHARES TR	U.S. REAL ES ETF	$979K	0.3%Prev: 0.2%	10,333 SH	Increased+267 SH
ISHARES TR	U.S. TECH ETF	$211K	0.1%Prev: 0.1%	1,219 SH	Decreased+53 SH
ISHARES TR	US HLTHCARE ETF	$225K	0.1%Prev: 0.1%	3,978 SH	Increased+355 SH
JOHNSON & JOHNSON	COM	$201K	0.1%Prev: 0.1%	1,315 SH	Decreased+255 SH
JPMORGAN CHASE & CO.	COM	$116.2M	29.9%	400,939 SH	New
MICROSOFT CORP	COM	$2.1M	0.5%Prev: 0.3%	4,287 SH	Increased+476 SH
NVIDIA CORPORATION	COM	$565K	0.1%Prev: 0.1%	3,576 SH	Increased+339 SH
PROCTER AND GAMBLE CO	COM	$657K	0.2%	4,123 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$520K	0.1%	2,055 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$553K	0.1%	1,257 SH	New
SPDR GOLD TR	GOLD SHS	$319K	0.1%Prev: 0.1%	1,048 SH	Decreased+45 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.8M	1.8%	11,070 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$291K	0.1%	514 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$477K	0.1%Prev: 0.1%	1,202 SH	Decreased-95 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$335K	0.1%Prev: 0.1%	1,774 SH	Decreased-24 SH
VANGUARD INDEX FDS	GROWTH ETF	$266K	0.1%Prev: 0.1%	606 SH	Decreased-27 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.0M	0.3%Prev: 0.3%	6,213 SH	Decreased-63 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$254K	0.1%Prev: 0.1%	2,856 SH	Increased+1 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.7M	0.4%Prev: 0.5%	8,907 SH	Decreased-119 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$769K	0.2%Prev: 0.2%	8,820 SH	Decreased-22 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$549K	0.1%Prev: 0.1%	2,681 SH	Decreased+29 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$349K	0.1%Prev: 0.1%	6,129 SH	Decreased-404 SH
VANGUARD WORLD FD	INF TECH ETF	$361K	0.1%Prev: 0.1%	545 SH	Increased+36 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.8M	0.5%Prev: 0.5%	9,953 SH	Decreased-669 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST II — $322K
COSTCO WHOLESALE CORPORATION — $334K
DIMENSIONAL ETF TRUST — $220K
ISHARES INC — $218K
ISHARES TR — $309K
ISHARES TR — $561K
ISHARES TR — $235K
ISHARES TR — $235K
ISHARES TR — $235K
ISHARES TR — $614K
JPMORGAN CHASE & CO — $118.0M
LAM RESEARCH CORP — $432K
PROCTER & GAMBLE CO — $569K
SELECT SECTOR SPDR TR — $464K
STATE STR SPDR DOW JONES IND — $595K
STATE STR SPDR S&P 500 ETF T — $7.0M
STATE STR SPDR S&P MIDCAP 40 — $319K
VANGUARD INDEX FDS — $208K
WORLD GOLD TR — $382K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001172661-26-004550	—	View
Feb 11, 2026	Q4 2025	13F-HR	0001172661-26-000601	$431.4M	View
Oct 23, 2025	Q3 2025