Guidance Point Advisors, LLC

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

Import this data to Google Sheets with:

=jivedata("guidance-point-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $431.4M92 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$542K	0.1%Prev: 0.1%	1,731 SH	Increased+1 SH
AMAZON COM INC	COM	$282K	0.1%Prev: 0.1%	1,223 SH	Decreased-288 SH
APPLE INC	COM	$2.1M	0.5%Prev: 0.5%	7,791 SH	Increased-344 SH
BANK AMERICA CORP	COM	$563K	0.1%Prev: 0.1%	10,234 SH	Increased+71 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$486K	0.1%Prev: 0.1%	967 SH	Decreased-1 SH
BROADCOM INC	COM	$830K	0.2%Prev: 0.3%	2,398 SH	Decreased-1,743 SH
COSTCO WHSL CORP NEW	COM	$289K	0.1%Prev: 0.1%	333 SH	Decreased-71 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$211K	0.0%Prev: 0.0%	4,521 SH	Increased+16 SH
FIDELITY WISE ORIGIN BITCOIN	SHS	$573K	0.1%Prev: 0.2%	7,509 SH	Decreased+526 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.4M	0.3%Prev: 0.3%	33,494 SH	Increased-3,002 SH
HYPERFINE INC	COM CL A	$10K	0.0%Prev: 0.0%	10,571 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$220K	0.1%Prev: 0.1%	1,150 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.2M	0.3%Prev: 0.3%	1,917 SH	Increased+172 SH
ISHARES INC	CORE MSCI EMKT	$8.4M	1.9%Prev: 1.9%	124,373 SH	Increased+2,351 SH
ISHARES INC	MSCI EM ASIA ETF	$212K	0.0%Prev: 0.0%	2,254 SH	Increased+70 SH
ISHARES TR	0-5YR HI YL CP	$1.4M	0.3%Prev: 0.2%	33,128 SH	Increased+10,021 SH
ISHARES TR	CORE 1 5 YR USD	$290K	0.1%Prev: 0.1%	5,935 SH	Increased+690 SH
ISHARES TR	CORE DIV GRWTH	$3.6M	0.8%Prev: 0.9%	51,339 SH	Decreased-1,349 SH
ISHARES TR	CORE MSCI EAFE	$21.0M	4.9%Prev: 4.7%	234,354 SH	Increased+11,447 SH
ISHARES TR	CORE MSCI TOTAL	$3.6M	0.8%Prev: 0.8%	42,646 SH	Increased+3,768 SH
ISHARES TR	CORE S&P MCP ETF	$16.5M	3.8%Prev: 3.7%	249,719 SH	Increased+15,266 SH
ISHARES TR	CORE S&P SCP ETF	$15.0M	3.5%Prev: 3.5%	124,582 SH	Increased+986 SH
ISHARES TR	CORE S&P TTL STK	$2.3M	0.5%Prev: 0.5%	15,242 SH	Increased-240 SH
ISHARES TR	CORE S&P US VLU	$2.9M	0.7%Prev: 0.7%	28,015 SH	Increased+33 SH
ISHARES TR	CORE S&P500 ETF	$55.8M	12.9%Prev: 13.0%	81,327 SH	Increased+801 SH
ISHARES TR	EAFE GRWTH ETF	$417K	0.1%Prev: 0.1%	3,663 SH	Increased
ISHARES TR	EAFE SML CP ETF	$1.3M	0.3%Prev: 0.3%	17,278 SH	Increased+155 SH
ISHARES TR	EXPND TEC SC ETF	$629K	0.1%Prev: 0.1%	4,865 SH	Increased-30 SH
ISHARES TR	FLTG RATE NT ETF	$865K	0.2%Prev: 0.2%	17,001 SH	Increased+1,000 SH
ISHARES TR	IBDS DEC28 ETF	$6.2M	1.4%Prev: 1.2%	242,520 SH	Increased+44,604 SH
ISHARES TR	IBOND DEC 2030	$358K	0.1%Prev: 0.1%	18,040 SH	Increased+281 SH
ISHARES TR	IBONDS 2027 TERM	$481K	0.1%Prev: 0.1%	21,535 SH	Increased+10,317 SH
ISHARES TR	IBONDS 26 TRM TS	$223K	0.1%Prev: 0.1%	9,728 SH	Increased+227 SH
ISHARES TR	IBONDS 27 ETF	$5.1M	1.2%Prev: 1.1%	211,361 PRN	Increased+23,090 PRN
ISHARES TR	IBONDS 27 TRM TS	$223K	0.1%Prev: 0.1%	9,924 SH	Increased+234 SH
ISHARES TR	IBONDS 28 TR HI	$420K	0.1%Prev: 0.1%	17,756 SH	Increased+5,822 SH
ISHARES TR	IBONDS 28 TRM TS	$224K	0.1%Prev: 0.1%	10,018 SH	Increased+237 SH
ISHARES TR	IBONDS 29 TRM TS	$248K	0.1%Prev: 0.1%	11,307 SH	Decreased-526 SH
ISHARES TR	IBONDS DEC 2030	$8.8M	2.0%Prev: 1.7%	397,616 SH	Increased+73,262 SH
ISHARES TR	IBONDS DEC 2031	$8.9M	2.1%Prev: 1.8%	420,664 SH	Increased+65,179 SH
ISHARES TR	IBONDS DEC 2032	$8.1M	1.9%Prev: 1.8%	317,690 SH	Increased+22,257 SH
ISHARES TR	IBONDS DEC 2033	$6.9M	1.6%Prev: 1.6%	264,961 SH	Increased+14,364 SH
ISHARES TR	IBONDS DEC 2034	$7.0M	1.6%Prev: 1.5%	265,628 SH	Increased+27,144 SH
ISHARES TR	IBONDS DEC 2035	$5.7M	1.3%Prev: 0.2%	221,647 SH	Increased+194,427 SH
ISHARES TR	IBONDS DEC 29	$7.4M	1.7%Prev: 1.7%	314,357 SH	Increased+7,979 SH
ISHARES TR	IBONDS DEC2026	$5.1M	1.2%Prev: 1.1%	209,081 PRN	Increased+27,365 PRN
ISHARES TR	ISHS 1-5YR INVS	$327K	0.1%	6,185 SH	New
ISHARES TR	MSCI ACWI EX US	$319K	0.1%Prev: 0.1%	4,744 SH	Increased+71 SH
ISHARES TR	MSCI EAFE ETF	$810K	0.2%Prev: 0.2%	8,429 SH	Increased+92 SH
ISHARES TR	MSCI USA MIN VOL	$1.0M	0.2%Prev: 0.3%	10,926 SH	Decreased+7 SH
ISHARES TR	PFD AND INCM SEC	$613K	0.1%Prev: 0.2%	19,782 SH	Decreased-9,506 SH
ISHARES TR	RUS 1000 GRW ETF	$4.5M	1.0%Prev: 1.1%	9,506 SH	Increased-11 SH
ISHARES TR	RUS 1000 VAL ETF	$954K	0.2%Prev: 0.2%	4,527 SH	Increased-2 SH
ISHARES TR	RUS 2000 GRW ETF	$1.1M	0.3%Prev: 0.3%	3,482 SH	Increased+26 SH
ISHARES TR	RUS 2000 VAL ETF	$840K	0.2%Prev: 0.2%	4,632 SH	Increased+62 SH
ISHARES TR	RUS MDCP VAL ETF	$506K	0.1%Prev: 0.1%	3,589 SH	Increased+17 SH
ISHARES TR	RUS MID CAP ETF	$375K	0.1%Prev: 0.1%	3,892 SH	Decreased+2 SH
ISHARES TR	RUSSELL 2000 ETF	$635K	0.1%Prev: 0.1%	2,576 SH	Increased+1,407 SH
ISHARES TR	S&P 500 GRWT ETF	$23.2M	5.4%Prev: 5.6%	188,093 SH	Increased-3,944 SH
ISHARES TR	S&P 500 VAL ETF	$13.1M	3.0%Prev: 3.0%	61,646 SH	Increased+1,163 SH
ISHARES TR	S&P MC 400GR ETF	$5.8M	1.3%Prev: 1.4%	59,616 SH	Increased-79 SH
ISHARES TR	S&P MC 400VL ETF	$2.7M	0.6%Prev: 0.6%	20,164 SH	Increased+164 SH
ISHARES TR	S&P SML 600 GWT	$4.3M	1.0%Prev: 1.1%	30,411 SH	Decreased-942 SH
ISHARES TR	SELECT DIVID ETF	$3.4M	0.8%Prev: 0.8%	23,965 SH	Increased+222 SH
ISHARES TR	SP SMCP600VL ETF	$242K	0.1%Prev: 0.1%	2,123 SH	Increased+56 SH
ISHARES TR	U.S. REAL ES ETF	$951K	0.2%Prev: 0.2%	10,118 SH	Decreased-288 SH
ISHARES TR	U.S. TECH ETF	$231K	0.1%Prev: 0.1%	1,156 SH	Decreased-62 SH
ISHARES TR	US HLTHCARE ETF	$272K	0.1%Prev: 0.1%	4,174 SH	Increased+195 SH
JOHNSON & JOHNSON	COM	$214K	0.0%Prev: 0.1%	1,032 SH	Decreased-195 SH
JPMORGAN CHASE & CO.	COM	$129.2M	30.0%Prev: 30.5%	401,005 SH	Increased-139 SH
LAM RESEARCH CORP	COM NEW	$345K	0.1%Prev: 0.1%	2,018 SH	Increased+4 SH
MICROSOFT CORP	COM	$1.9M	0.4%Prev: 0.5%	3,914 SH	Decreased-99 SH
NVIDIA CORPORATION	COM	$619K	0.1%Prev: 0.2%	3,316 SH	Decreased-28 SH
PROCTER AND GAMBLE CO	COM	$562K	0.1%Prev: 0.1%	3,923 SH	Decreased-79 SH
SELECT SECTOR SPDR TR	STATE STREET TEC	$510K	0.1%	3,545 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$616K	0.1%Prev: 0.1%	1,278 SH	Increased+21 SH
SPDR GOLD TR	GOLD SHS	$404K	0.1%Prev: 0.1%	1,018 SH	Increased-23 SH
SPDR S&P 500 ETF TR	TR UNIT	$7.2M	1.7%Prev: 1.7%	10,502 SH	Increased+71 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$313K	0.1%Prev: 0.1%	517 SH	Increased+15 SH
TRUST FOR PROFESSIONAL MANAG	ACTIVEPASSIVE US	$200K	0.0%Prev: 0.0%	4,811 SH	Decreased-224 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$574K	0.1%Prev: 0.1%	1,289 SH	Increased+87 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$367K	0.1%Prev: 0.1%	1,790 SH	Increased+8 SH
VANGUARD INDEX FDS	GROWTH ETF	$311K	0.1%Prev: 0.1%	637 SH	Increased+31 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.1M	0.3%Prev: 0.3%	6,276 SH	Increased+32 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$252K	0.1%Prev: 0.1%	2,836 SH	Decreased-39 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$1.9M	0.4%Prev: 0.5%	9,002 SH	Increased+55 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$880K	0.2%Prev: 0.2%	8,837 SH	Increased+11 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$581K	0.1%Prev: 0.1%	2,638 SH	Increased-12 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$406K	0.1%Prev: 0.1%	6,489 SH	Increased+308 SH
VANGUARD WORLD FD	INF TECH ETF	$385K	0.1%Prev: 0.1%	509 SH	Decreased-20 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.9M	0.4%Prev: 0.5%	10,428 SH	Increased+344 SH
WORLD GOLD TR	SPDR GLD MINIS	$352K	0.1%	4,122 SH	New

Sold (vs prior filing)

ANNALY CAPITAL MANAGEMENT IN — $368K
ISHARES GOLD TR — $336K
ISHARES TR — $209K
ISHARES TR — $4.5M
ROBINHOOD MKTS INC — $237K
SELECT SECTOR SPDR TR — $484K
WALMART INC — $209K

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