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: $422.2M92 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$498K	0.1%Prev: 0.1%	1,731 SH	Increased-357 SH
AMAZON COM INC	COM	$256K	0.1%Prev: 0.1%	1,227 SH	Decreased-458 SH
APPLE INC	COM	$1.9M	0.5%Prev: 0.5%	7,639 SH	Increased-997 SH
BANK AMERICA CORP	COM	$495K	0.1%Prev: 0.1%	10,148 SH	Decreased-2,393 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$464K	0.1%Prev: 0.2%	967 SH	Decreased-40 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$322K	0.1%	6,207 SH	New
BROADCOM INC	COM	$1.2M	0.3%Prev: 0.2%	3,999 SH	Increased+136 SH
COSTCO WHOLESALE CORPORATION	COM	$334K	0.1%	333 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$220K	0.1%	4,537 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$467K	0.1%Prev: 0.1%	7,912 SH	Increased+2,700 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.4M	0.3%Prev: 0.4%	30,121 SH	Increased-12,256 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$221K	0.1%	1,150 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.1M	0.3%Prev: 0.2%	1,858 SH	Increased+648 SH
ISHARES INC	CORE MSCI EMKT	$8.6M	2.0%Prev: 1.8%	123,447 SH	Increased+5,018 SH
ISHARES INC	MSCI EM ASIA ETF	$218K	0.1%	2,274 SH	New
ISHARES TR	0-5YR HI YL CP	$1.5M	0.3%Prev: 0.3%	34,554 SH	Increased+13,696 SH
ISHARES TR	CORE 1 5 YR USD	$309K	0.1%	6,364 SH	New
ISHARES TR	CORE DIV GRWTH	$3.6M	0.9%Prev: 0.9%	51,398 SH	Increased-1,116 SH
ISHARES TR	CORE MSCI EAFE	$21.3M	5.0%Prev: 5.0%	234,919 SH	Increased+4,623 SH
ISHARES TR	CORE MSCI TOTAL	$4.0M	0.9%Prev: 0.7%	46,267 SH	Increased+10,254 SH
ISHARES TR	CORE S&P MCP ETF	$16.9M	4.0%Prev: 4.2%	249,838 SH	Increased-756 SH
ISHARES TR	CORE S&P SCP ETF	$15.7M	3.7%Prev: 4.1%	126,226 SH	Increased-11,955 SH
ISHARES TR	CORE S&P TTL STK	$2.2M	0.5%Prev: 0.5%	15,520 SH	Increased+25 SH
ISHARES TR	CORE S&P US VLU	$2.9M	0.7%Prev: 0.8%	28,577 SH	Increased-53 SH
ISHARES TR	CORE S&P500 ETF	$54.0M	12.8%Prev: 12.9%	82,550 SH	Increased+2,014 SH
ISHARES TR	EAFE GRWTH ETF	$408K	0.1%Prev: 0.1%	3,663 SH	Increased
ISHARES TR	EAFE SML CP ETF	$1.3M	0.3%Prev: 0.3%	17,104 SH	Increased-1,497 SH
ISHARES TR	EXPND TEC SC ETF	$577K	0.1%Prev: 0.1%	4,866 SH	Increased+1,018 SH
ISHARES TR	FLTG RATE NT ETF	$921K	0.2%Prev: 0.2%	18,069 SH	Increased+2,042 SH
ISHARES TR	IBDS DEC28 ETF	$6.4M	1.5%Prev: 1.3%	252,277 SH	Increased+71,883 SH
ISHARES TR	IBOND DEC 2030	$368K	0.1%Prev: 0.1%	18,662 SH	Increased+4,114 SH
ISHARES TR	IBONDS 2027 TERM	$561K	0.1%	25,335 SH	New
ISHARES TR	IBONDS 26 TRM TS	$235K	0.1%	10,249 SH	New
ISHARES TR	IBONDS 27 ETF	$5.3M	1.2%Prev: 1.3%	217,238 PRN	Increased+29,948 PRN
ISHARES TR	IBONDS 27 TRM TS	$235K	0.1%	10,458 SH	New
ISHARES TR	IBONDS 28 TR HI	$568K	0.1%	24,183 SH	New
ISHARES TR	IBONDS 28 TRM TS	$235K	0.1%	10,558 SH	New
ISHARES TR	IBONDS 29 TRM TS	$259K	0.1%Prev: 0.1%	11,858 SH	Increased+2,205 SH
ISHARES TR	IBONDS DEC 2030	$9.0M	2.1%Prev: 2.0%	413,119 SH	Increased+93,948 SH
ISHARES TR	IBONDS DEC 2031	$9.1M	2.2%Prev: 2.0%	435,633 SH	Increased+95,764 SH
ISHARES TR	IBONDS DEC 2032	$8.3M	2.0%Prev: 2.0%	330,291 SH	Increased+43,950 SH
ISHARES TR	IBONDS DEC 2033	$7.4M	1.8%Prev: 1.7%	286,795 SH	Increased+53,339 SH
ISHARES TR	IBONDS DEC 2034	$7.5M	1.8%Prev: 1.4%	289,686 SH	Increased+92,623 SH
ISHARES TR	IBONDS DEC 2035	$6.8M	1.6%	263,698 SH	New
ISHARES TR	IBONDS DEC 29	$7.5M	1.8%Prev: 2.0%	322,288 SH	Increased+21,508 SH
ISHARES TR	IBONDS DEC2026	$5.0M	1.2%Prev: 1.2%	206,430 PRN	Increased+25,147 PRN
ISHARES TR	ISHS 1-5YR INVS	$614K	0.1%	11,676 SH	New
ISHARES TR	MSCI ACWI EX US	$326K	0.1%Prev: 0.1%	4,758 SH	Increased+79 SH
ISHARES TR	MSCI EAFE ETF	$832K	0.2%Prev: 0.2%	8,561 SH	Increased-147 SH
ISHARES TR	MSCI USA MIN VOL	$1.1M	0.3%Prev: 0.5%	11,507 SH	Decreased-8,691 SH
ISHARES TR	PFD AND INCM SEC	$604K	0.1%Prev: 0.2%	19,908 SH	Decreased-8,480 SH
ISHARES TR	RUS 1000 GRW ETF	$4.1M	1.0%Prev: 1.0%	9,511 SH	Increased-156 SH
ISHARES TR	RUS 1000 VAL ETF	$973K	0.2%Prev: 0.2%	4,542 SH	Increased-28 SH
ISHARES TR	RUS 2000 GRW ETF	$1.1M	0.3%Prev: 0.3%	3,499 SH	Increased-256 SH
ISHARES TR	RUS 2000 VAL ETF	$881K	0.2%Prev: 0.2%	4,641 SH	Increased+63 SH
ISHARES TR	RUS MDCP VAL ETF	$525K	0.1%Prev: 0.1%	3,600 SH	Increased+55 SH
ISHARES TR	RUS MID CAP ETF	$379K	0.1%Prev: 0.1%	3,893 SH	Increased+6 SH
ISHARES TR	RUSSELL 2000 ETF	$640K	0.2%Prev: 0.1%	2,578 SH	Increased+1,082 SH
ISHARES TR	S&P 500 GRWT ETF	$21.2M	5.0%Prev: 5.3%	187,266 SH	Increased-11,399 SH
ISHARES TR	S&P 500 VAL ETF	$13.0M	3.1%Prev: 3.4%	61,561 SH	Increased-232 SH
ISHARES TR	S&P MC 400GR ETF	$6.0M	1.4%Prev: 1.5%	59,470 SH	Increased-2,883 SH
ISHARES TR	S&P MC 400VL ETF	$2.7M	0.6%Prev: 0.7%	20,231 SH	Increased+208 SH
ISHARES TR	S&P SML 600 GWT	$4.4M	1.0%Prev: 1.2%	30,247 SH	Increased-3,075 SH
ISHARES TR	SELECT DIVID ETF	$3.7M	0.9%Prev: 1.0%	24,199 SH	Increased-672 SH
ISHARES TR	SP SMCP600VL ETF	$253K	0.1%Prev: 0.1%	2,129 SH	Increased-3 SH
ISHARES TR	U.S. REAL ES ETF	$953K	0.2%Prev: 0.3%	10,066 SH	Decreased-546 SH
ISHARES TR	U.S. TECH ETF	$212K	0.1%Prev: 0.1%	1,166 SH	Decreased-881 SH
ISHARES TR	US HLTHCARE ETF	$223K	0.1%Prev: 0.1%	3,623 SH	Decreased-339 SH
JOHNSON & JOHNSON	COM	$260K	0.1%Prev: 0.1%	1,060 SH	Increased-250 SH
JPMORGAN CHASE & CO	COM	$118.0M	27.9%	401,007 SH	New
LAM RESEARCH CORP	COM NEW	$432K	0.1%	2,022 SH	New
MICROSOFT CORP	COM	$1.4M	0.3%Prev: 0.5%	3,811 SH	Decreased-488 SH
NVIDIA CORPORATION	COM	$565K	0.1%Prev: 0.1%	3,237 SH	Increased-844 SH
PROCTER & GAMBLE CO	COM	$569K	0.1%	3,941 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$464K	0.1%	3,494 SH	New
SPDR GOLD TR	GOLD SHS	$432K	0.1%Prev: 0.1%	1,003 SH	Decreased-769 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$595K	0.1%	1,281 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.0M	1.6%	10,704 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$319K	0.1%	515 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$530K	0.1%Prev: 0.1%	1,297 SH	Increased+111 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$366K	0.1%Prev: 0.1%	1,798 SH	Increased+32 SH
VANGUARD INDEX FDS	GROWTH ETF	$277K	0.1%Prev: 0.1%	633 SH	Increased+27 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	0.3%Prev: 0.3%	6,276 SH	Increased+63 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$254K	0.1%Prev: 0.1%	2,855 SH	Decreased-704 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	0.5%Prev: 0.5%	9,026 SH	Increased+119 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$208K	0.0%	646 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$886K	0.2%Prev: 0.2%	8,842 SH	Increased+30 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$571K	0.1%Prev: 0.1%	2,652 SH	Increased+5 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$419K	0.1%Prev: 0.1%	6,533 SH	Increased+493 SH
VANGUARD WORLD FD	INF TECH ETF	$357K	0.1%Prev: 0.1%	509 SH	Increased-30 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.1M	0.5%Prev: 0.5%	10,622 SH	Increased+842 SH
WORLD GOLD TR	SPDR GLD MINIS	$382K	0.1%	4,122 SH	New

Sold (vs prior filing)

ANNALY CAPITAL MANAGEMENT IN — $346K
COSTCO WHSL CORP NEW — $384K
EXXON MOBIL CORP — $216K
HYPERFINE INC — $8K
ISHARES GOLD TR — $273K
ISHARES TR — $4.1M
JPMORGAN CHASE & CO. — $98.4M
PROCTER AND GAMBLE CO — $707K
SELECT SECTOR SPDR TR — $424K
SPDR DOW JONES INDL AVERAGE — $202K
SPDR S&P 500 ETF TR — $6.2M
SPDR S&P MIDCAP 400 ETF TR — $273K

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