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: $414.7M96 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$421K	0.1%Prev: 0.1%	1,730 SH	Decreased-2 SH
AMAZON COM INC	COM	$332K	0.1%Prev: 0.1%	1,511 SH	Increased+284 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$368K	0.1%Prev: 0.1%	18,223 SH	Increased+4,639 SH
APPLE INC	COM	$2.1M	0.5%Prev: 0.5%	8,135 SH	Decreased+553 SH
BANK AMERICA CORP	COM	$524K	0.1%	10,163 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$487K	0.1%Prev: 0.1%	968 SH	Increased+1 SH
BROADCOM INC	COM	$1.4M	0.3%Prev: 0.4%	4,141 SH	Decreased-261 SH
COSTCO WHSL CORP NEW	COM	$376K	0.1%	404 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$201K	0.0%Prev: 0.1%	4,505 SH	Decreased-48 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$697K	0.2%Prev: 0.1%	6,983 SH	Increased-353 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.4M	0.3%Prev: 0.3%	36,496 SH	Decreased+803 SH
HYPERFINE INC	COM CL A	$15K	0.0%	10,571 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$218K	0.1%Prev: 0.1%	1,150 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$1.0M	0.3%Prev: 0.3%	1,745 SH	Decreased-130 SH
ISHARES GOLD TR	ISHARES NEW	$336K	0.1%	4,622 SH	New
ISHARES INC	CORE MSCI EMKT	$8.0M	1.9%Prev: 2.1%	122,022 SH	Decreased-374 SH
ISHARES INC	MSCI EM ASIA ETF	$201K	0.0%Prev: 0.1%	2,184 SH	Decreased-80 SH
ISHARES TR	0-5YR HI YL CP	$1.0M	0.2%Prev: 0.3%	23,107 SH	Decreased-13,174 SH
ISHARES TR	CORE 1 5 YR USD	$256K	0.1%Prev: 0.1%	5,245 SH	Decreased-3,022 SH
ISHARES TR	CORE DIV GRWTH	$3.6M	0.9%Prev: 0.8%	52,688 SH	Decreased+2,067 SH
ISHARES TR	CORE MSCI EAFE	$19.5M	4.7%Prev: 4.9%	222,907 SH	Decreased-17,910 SH
ISHARES TR	CORE MSCI TOTAL	$3.2M	0.8%Prev: 0.9%	38,878 SH	Decreased-7,750 SH
ISHARES TR	CORE S&P MCP ETF	$15.3M	3.7%Prev: 4.1%	234,453 SH	Decreased-15,386 SH
ISHARES TR	CORE S&P SCP ETF	$14.7M	3.5%Prev: 3.9%	123,596 SH	Decreased-679 SH
ISHARES TR	CORE S&P TTL STK	$2.3M	0.5%Prev: 0.5%	15,482 SH	Decreased+146 SH
ISHARES TR	CORE S&P US VLU	$2.8M	0.7%Prev: 0.7%	27,982 SH	Decreased-624 SH
ISHARES TR	CORE S&P500 ETF	$54.0M	13.0%Prev: 12.9%	80,526 SH	Decreased-1,182 SH
ISHARES TR	EAFE GRWTH ETF	$417K	0.1%Prev: 0.1%	3,663 SH	Decreased
ISHARES TR	EAFE SML CP ETF	$1.3M	0.3%Prev: 0.3%	17,123 SH	Decreased-178 SH
ISHARES TR	EXPND TEC SC ETF	$617K	0.1%Prev: 0.2%	4,895 SH	Decreased+26 SH
ISHARES TR	FLTG RATE NT ETF	$818K	0.2%Prev: 0.2%	16,001 SH	Decreased-3,504 SH
ISHARES TR	IBDS DEC28 ETF	$5.1M	1.2%Prev: 1.4%	197,916 SH	Decreased-69,025 SH
ISHARES TR	IBOND DEC 2030	$353K	0.1%Prev: 0.1%	17,759 SH	Decreased-2,770 SH
ISHARES TR	IBONDS 2027 TERM	$252K	0.1%	11,218 SH	New
ISHARES TR	IBONDS 25 TRM TS	$209K	0.1%	8,966 SH	New
ISHARES TR	IBONDS 26 TRM TS	$218K	0.1%Prev: 0.1%	9,501 SH	Decreased-981 SH
ISHARES TR	IBONDS 27 ETF	$4.6M	1.1%Prev: 1.2%	188,271 PRN	Decreased-44,930 PRN
ISHARES TR	IBONDS 27 TRM TS	$218K	0.1%Prev: 0.1%	9,690 SH	Decreased-1,009 SH
ISHARES TR	IBONDS 28 TR HI	$285K	0.1%Prev: 0.2%	11,934 SH	Decreased-23,767 SH
ISHARES TR	IBONDS 28 TRM TS	$219K	0.1%Prev: 0.1%	9,781 SH	Decreased-1,022 SH
ISHARES TR	IBONDS 29 TRM TS	$260K	0.1%Prev: 0.1%	11,833 SH	Decreased-279 SH
ISHARES TR	IBONDS DEC 2030	$7.2M	1.7%Prev: 2.0%	324,354 SH	Decreased-107,323 SH
ISHARES TR	IBONDS DEC 2031	$7.5M	1.8%Prev: 2.0%	355,485 SH	Decreased-89,468 SH
ISHARES TR	IBONDS DEC 2032	$7.5M	1.8%Prev: 1.8%	295,433 SH	Decreased-45,244 SH
ISHARES TR	IBONDS DEC 2033	$6.6M	1.6%Prev: 1.6%	250,597 SH	Decreased-47,444 SH
ISHARES TR	IBONDS DEC 2034	$6.3M	1.5%Prev: 1.7%	238,484 SH	Decreased-62,723 SH
ISHARES TR	IBONDS DEC 2035	$709K	0.2%Prev: 1.5%	27,220 SH	Decreased-250,823 SH
ISHARES TR	IBONDS DEC 29	$7.2M	1.7%Prev: 1.7%	306,378 SH	Decreased-35,189 SH
ISHARES TR	IBONDS DEC2026	$4.4M	1.1%Prev: 1.1%	181,716 PRN	Decreased-31,647 PRN
ISHARES TR	IBONDS DEC25 ETF	$4.5M	1.1%	179,566 PRN	New
ISHARES TR	MSCI ACWI EX US	$304K	0.1%Prev: 0.1%	4,673 SH	Decreased-119 SH
ISHARES TR	MSCI EAFE ETF	$779K	0.2%Prev: 0.2%	8,337 SH	Decreased-418 SH
ISHARES TR	MSCI USA MIN VOL	$1.0M	0.3%	10,919 SH	New
ISHARES TR	PFD AND INCM SEC	$926K	0.2%Prev: 0.1%	29,288 SH	Increased+10,731 SH
ISHARES TR	RUS 1000 GRW ETF	$4.5M	1.1%Prev: 1.0%	9,517 SH	Decreased-28,252 SH
ISHARES TR	RUS 1000 VAL ETF	$923K	0.2%Prev: 0.2%	4,529 SH	Decreased+70 SH
ISHARES TR	RUS 2000 GRW ETF	$1.1M	0.3%Prev: 0.3%	3,456 SH	Decreased+15 SH
ISHARES TR	RUS 2000 VAL ETF	$809K	0.2%Prev: 0.2%	4,570 SH	Decreased+2 SH
ISHARES TR	RUS MDCP VAL ETF	$499K	0.1%Prev: 0.1%	3,572 SH	Decreased-39 SH
ISHARES TR	RUS MID CAP ETF	$376K	0.1%Prev: 0.1%	3,890 SH	Decreased-4 SH
ISHARES TR	RUSSELL 2000 ETF	$283K	0.1%Prev: 0.2%	1,169 SH	Decreased-1,408 SH
ISHARES TR	S&P 500 GRWT ETF	$23.2M	5.6%Prev: 5.4%	192,037 SH	Decreased+4,436 SH
ISHARES TR	S&P 500 VAL ETF	$12.5M	3.0%Prev: 3.0%	60,483 SH	Decreased-1,532 SH
ISHARES TR	S&P MC 400GR ETF	$5.7M	1.4%Prev: 1.5%	59,695 SH	Decreased+347 SH
ISHARES TR	S&P MC 400VL ETF	$2.6M	0.6%Prev: 0.6%	20,000 SH	Decreased-202 SH
ISHARES TR	S&P SML 600 GWT	$4.4M	1.1%Prev: 1.1%	31,353 SH	Decreased+1,039 SH
ISHARES TR	SELECT DIVID ETF	$3.4M	0.8%Prev: 0.8%	23,743 SH	Decreased-504 SH
ISHARES TR	SP SMCP600VL ETF	$229K	0.1%Prev: 0.1%	2,067 SH	Decreased-110 SH
ISHARES TR	U.S. REAL ES ETF	$1.0M	0.2%Prev: 0.2%	10,406 SH	Increased+565 SH
ISHARES TR	U.S. TECH ETF	$239K	0.1%Prev: 0.1%	1,218 SH	Decreased+52 SH
ISHARES TR	US HLTHCARE ETF	$234K	0.1%Prev: 0.0%	3,979 SH	Increased+517 SH
JOHNSON & JOHNSON	COM	$228K	0.1%Prev: 0.1%	1,227 SH	Decreased+161 SH
JPMORGAN CHASE & CO.	COM	$126.5M	30.5%	401,144 SH	New
LAM RESEARCH CORP	COM NEW	$270K	0.1%Prev: 0.2%	2,014 SH	Decreased-10 SH
MICROSOFT CORP	COM	$2.1M	0.5%Prev: 0.3%	4,013 SH	Increased+166 SH
NVIDIA CORPORATION	COM	$624K	0.2%Prev: 0.2%	3,344 SH	Decreased-293 SH
PROCTER AND GAMBLE CO	COM	$615K	0.1%	4,002 SH	New
ROBINHOOD MKTS INC	COM CL A	$237K	0.1%	1,655 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$484K	0.1%	1,716 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$584K	0.1%	1,257 SH	New
SPDR GOLD TR	GOLD SHS	$371K	0.1%Prev: 0.1%	1,041 SH	Decreased+29 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.0M	1.7%	10,431 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$300K	0.1%	502 SH	New
TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE US	$205K	0.0%	5,035 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$524K	0.1%Prev: 0.1%	1,202 SH	Decreased-6,636 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$355K	0.1%Prev: 0.1%	1,782 SH	Decreased-23 SH
VANGUARD INDEX FDS	GROWTH ETF	$291K	0.1%Prev: 0.1%	606 SH	Decreased-3,202 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	0.3%Prev: 0.3%	6,244 SH	Decreased-32 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$263K	0.1%Prev: 0.1%	2,875 SH	Decreased+18 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.5%Prev: 0.5%	8,947 SH	Decreased-99 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$864K	0.2%Prev: 0.2%	8,826 SH	Decreased-23 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$573K	0.1%Prev: 0.1%	2,650 SH	Decreased-14 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$371K	0.1%Prev: 0.1%	6,181 SH	Decreased-361 SH
VANGUARD WORLD FD	INF TECH ETF	$396K	0.1%Prev: 0.1%	529 SH	Decreased-3,565 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.9M	0.5%Prev: 0.4%	10,084 SH	Decreased-647 SH
WALMART INC	COM	$209K	0.1%	2,022 SH	New

Sold (vs prior filing)

BANK OF AMER CORP — $565K
BLACKROCK ETF TRUST II — $684K
COSTCO WHOLESALE CORPORATION — $314K
ISHARES TR — $693K
ISHARES TR — $214K
ISHARES TR — $490K
ISHARES TR — $1.3M
ISHARES TR — $1.2M
JPMORGAN CHASE & CO — $131.3M
MICRON TECHNOLOGY INC — $421K
PROCTER & GAMBLE CO — $579K
SELECT SECTOR SPDR TR — $663K
STATE STR SPDR DOW JONES IND — $672K
STATE STR SPDR S&P 500 ETF T — $8.0M
STATE STR SPDR S&P MIDCAP 40 — $364K
TAIWAN SEMICONDUCTOR MANUFAC — $242K
VANGUARD INDEX FDS — $212K
VANGUARD INDEX FDS — $260K
WORLD GOLD TR — $327K

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