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: $473.6M98 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$619K	0.1%Prev: 0.1%	1,732 SH	Increased-352 SH
AMAZON COM INC	COM	$292K	0.1%Prev: 0.1%	1,227 SH	Decreased-469 SH
ANNALY CAPITAL MANAGEMENT IN	COM NEW	$304K	0.1%Prev: 0.1%	13,584 SH	Decreased-4,062 SH
APPLE INC	COM	$2.2M	0.5%Prev: 0.5%	7,582 SH	Increased-1,030 SH
BANK OF AMER CORP	COM	$565K	0.1%	9,910 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$484K	0.1%Prev: 0.1%	967 SH	Decreased-40 SH
BLACKROCK ETF TRUST II	ISHARES AAA CLO	$684K	0.1%	13,163 SH	New
BROADCOM INC	COM	$1.7M	0.4%Prev: 0.3%	4,402 SH	Increased+525 SH
COSTCO WHOLESALE CORPORATION	COM	$314K	0.1%	335 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$250K	0.1%	4,553 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$375K	0.1%Prev: 0.1%	7,336 SH	Decreased+1,257 SH
GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.4M	0.3%Prev: 0.3%	35,693 SH	Increased-4,059 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$245K	0.1%Prev: 0.1%	1,150 SH	Increased
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.3%Prev: 0.3%	1,875 SH	Increased+87 SH
ISHARES INC	CORE MSCI EMKT	$10.1M	2.1%Prev: 2.0%	122,396 SH	Increased-4,292 SH
ISHARES INC	MSCI EM ASIA ETF	$265K	0.1%	2,264 SH	New
ISHARES TR	0-5YR HI YL CP	$1.5M	0.3%Prev: 0.2%	36,281 SH	Increased+14,561 SH
ISHARES TR	CORE 1 5 YR USD	$399K	0.1%	8,267 SH	New
ISHARES TR	CORE DIV GRWTH	$3.8M	0.8%Prev: 0.9%	50,621 SH	Increased-2,162 SH
ISHARES TR	CORE MSCI EAFE	$23.3M	4.9%Prev: 5.0%	240,817 SH	Increased+8,825 SH
ISHARES TR	CORE MSCI TOTAL	$4.5M	0.9%Prev: 0.7%	46,628 SH	Increased+10,062 SH
ISHARES TR	CORE S&P MCP ETF	$19.3M	4.1%Prev: 3.8%	249,839 SH	Increased+11,637 SH
ISHARES TR	CORE S&P SCP ETF	$18.4M	3.9%Prev: 3.6%	124,275 SH	Increased-5,106 SH
ISHARES TR	CORE S&P TTL STK	$2.5M	0.5%Prev: 0.5%	15,336 SH	Increased-160 SH
ISHARES TR	CORE S&P US VLU	$3.2M	0.7%Prev: 0.7%	28,606 SH	Increased-361 SH
ISHARES TR	CORE S&P500 ETF	$61.3M	12.9%Prev: 13.3%	81,708 SH	Increased-1,592 SH
ISHARES TR	EAFE GRWTH ETF	$456K	0.1%Prev: 0.1%	3,663 SH	Increased
ISHARES TR	EAFE SML CP ETF	$1.4M	0.3%Prev: 0.4%	17,301 SH	Increased-1,695 SH
ISHARES TR	EXPND TEC SC ETF	$797K	0.2%Prev: 0.1%	4,869 SH	Increased-127 SH
ISHARES TR	FLTG RATE NT ETF	$996K	0.2%Prev: 0.2%	19,505 SH	Increased+3,877 SH
ISHARES TR	IBDS DEC28 ETF	$6.7M	1.4%Prev: 1.2%	266,941 SH	Increased+85,920 SH
ISHARES TR	IBON 2027 TE ETF	$693K	0.1%	31,377 SH	New
ISHARES TR	IBON 2030 TE ETF	$214K	0.0%	8,091 SH	New
ISHARES TR	IBOND DEC 2030	$401K	0.1%Prev: 0.1%	20,529 SH	Increased+5,138 SH
ISHARES TR	IBONDS 26 TRM TS	$240K	0.1%	10,482 SH	New
ISHARES TR	IBONDS 27 ETF	$5.6M	1.2%Prev: 1.2%	233,201 PRN	Increased+46,202 PRN
ISHARES TR	IBONDS 27 TRM TS	$239K	0.1%	10,699 SH	New
ISHARES TR	IBONDS 28 TR HI	$839K	0.2%Prev: 0.1%	35,701 SH	Increased+26,200 SH
ISHARES TR	IBONDS 28 TRM TS	$239K	0.1%	10,803 SH	New
ISHARES TR	IBONDS 29 TR HI	$490K	0.1%	20,925 SH	New
ISHARES TR	IBONDS 29 TRM TS	$262K	0.1%Prev: 0.1%	12,112 SH	Increased+2,442 SH
ISHARES TR	IBONDS DEC 2030	$9.4M	2.0%Prev: 1.8%	431,677 SH	Increased+111,967 SH
ISHARES TR	IBONDS DEC 2031	$9.3M	2.0%Prev: 1.8%	444,953 SH	Increased+102,577 SH
ISHARES TR	IBONDS DEC 2032	$8.5M	1.8%Prev: 1.9%	340,677 SH	Increased+51,300 SH
ISHARES TR	IBONDS DEC 2033	$7.7M	1.6%Prev: 1.6%	298,041 SH	Increased+54,590 SH
ISHARES TR	IBONDS DEC 2034	$7.8M	1.7%Prev: 1.4%	301,207 SH	Increased+88,316 SH
ISHARES TR	IBONDS DEC 2035	$7.1M	1.5%Prev: 0.1%	278,043 SH	Increased+269,604 SH
ISHARES TR	IBONDS DEC 29	$7.9M	1.7%Prev: 1.8%	341,567 SH	Increased+40,481 SH
ISHARES TR	IBONDS DEC2026	$5.2M	1.1%Prev: 1.1%	213,363 PRN	Increased+34,843 PRN
ISHARES TR	ISHS 1-5YR INVS	$1.3M	0.3%	23,841 SH	New
ISHARES TR	MSCI ACWI EX US	$365K	0.1%Prev: 0.1%	4,792 SH	Increased+50 SH
ISHARES TR	MSCI EAFE ETF	$910K	0.2%Prev: 0.2%	8,755 SH	Increased-283 SH
ISHARES TR	MSCI USA MIN ETF	$1.2M	0.2%	12,003 SH	New
ISHARES TR	PFD AND INCM SEC	$566K	0.1%Prev: 0.2%	18,557 SH	Decreased-8,743 SH
ISHARES TR	RUS 1000 GRW ETF	$4.7M	1.0%Prev: 1.1%	37,769 SH	Increased+28,111 SH
ISHARES TR	RUS 1000 VAL ETF	$1.1M	0.2%Prev: 0.2%	4,459 SH	Increased-131 SH
ISHARES TR	RUS 2000 GRW ETF	$1.4M	0.3%Prev: 0.3%	3,441 SH	Increased-56 SH
ISHARES TR	RUS 2000 VAL ETF	$1.0M	0.2%Prev: 0.2%	4,568 SH	Increased-31 SH
ISHARES TR	RUS MDCP VAL ETF	$594K	0.1%Prev: 0.1%	3,611 SH	Increased+53 SH
ISHARES TR	RUS MID CAP ETF	$430K	0.1%Prev: 0.1%	3,894 SH	Increased+5 SH
ISHARES TR	RUSSELL 2000 ETF	$775K	0.2%Prev: 0.1%	2,577 SH	Increased+1,096 SH
ISHARES TR	S&P 500 GRWT ETF	$25.8M	5.4%Prev: 5.6%	187,601 SH	Increased-10,300 SH
ISHARES TR	S&P 500 VAL ETF	$14.1M	3.0%Prev: 3.1%	62,015 SH	Increased+612 SH
ISHARES TR	S&P MC 400GR ETF	$7.0M	1.5%Prev: 1.5%	59,348 SH	Increased-3,107 SH
ISHARES TR	S&P MC 400VL ETF	$3.0M	0.6%Prev: 0.6%	20,202 SH	Increased+157 SH
ISHARES TR	S&P SML 600 GWT	$5.4M	1.1%Prev: 1.1%	30,314 SH	Increased-3,047 SH
ISHARES TR	SELECT DIVID ETF	$3.8M	0.8%Prev: 0.9%	24,247 SH	Increased-795 SH
ISHARES TR	SP SMCP600VL ETF	$298K	0.1%Prev: 0.1%	2,177 SH	Increased+64 SH
ISHARES TR	U.S. REAL ES ETF	$1.0M	0.2%Prev: 0.3%	9,841 SH	Increased-492 SH
ISHARES TR	U.S. TECH ETF	$294K	0.1%Prev: 0.1%	1,166 SH	Increased-53 SH
ISHARES TR	US HLTHCARE ETF	$232K	0.0%Prev: 0.1%	3,462 SH	Increased-516 SH
JOHNSON & JOHNSON	COM	$271K	0.1%Prev: 0.1%	1,066 SH	Increased-249 SH
JPMORGAN CHASE & CO	COM	$131.3M	27.7%	401,007 SH	New
LAM RESEARCH CORP	COM NEW	$877K	0.2%	2,024 SH	New
MICRON TECHNOLOGY INC	COM	$421K	0.1%	365 SH	New
MICROSOFT CORP	COM	$1.4M	0.3%Prev: 0.5%	3,847 SH	Decreased-440 SH
NVIDIA CORPORATION	COM	$728K	0.2%Prev: 0.1%	3,637 SH	Increased+61 SH
PROCTER & GAMBLE CO	COM	$579K	0.1%	3,949 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$663K	0.1%	3,481 SH	New
SPDR GOLD TR	GOLD SHS	$374K	0.1%Prev: 0.1%	1,012 SH	Increased-36 SH
STATE STR SPDR DOW JONES IND	UT SER 1	$672K	0.1%	1,285 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$8.0M	1.7%	10,738 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$364K	0.1%	515 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$242K	0.1%	506 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$648K	0.1%Prev: 0.1%	7,838 SH	Increased+6,636 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$396K	0.1%Prev: 0.1%	1,805 SH	Increased+31 SH
VANGUARD INDEX FDS	GROWTH ETF	$328K	0.1%Prev: 0.1%	3,808 SH	Increased+3,202 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	$276K	0.1%Prev: 0.1%	2,857 SH	Increased+1 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$212K	0.0%	307 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$2.2M	0.5%Prev: 0.4%	9,046 SH	Increased+139 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$260K	0.1%	700 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$1.1M	0.2%Prev: 0.2%	8,849 SH	Increased+29 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$631K	0.1%Prev: 0.1%	2,664 SH	Increased-17 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$466K	0.1%Prev: 0.1%	6,542 SH	Increased+413 SH
VANGUARD WORLD FD	INF TECH ETF	$490K	0.1%Prev: 0.1%	4,094 SH	Increased+3,549 SH
VANGUARD WORLD FD	UTILITIES ETF	$2.1M	0.4%Prev: 0.5%	10,731 SH	Increased+778 SH
WORLD GOLD TR	SPDR GLD MINIS	$327K	0.1%	4,122 SH	New

Sold (vs prior filing)

BANK AMERICA CORP — $596K
COSTCO WHSL CORP NEW — $402K
HYPERFINE INC — $8K
ISHARES GOLD TR — $288K
ISHARES TR — $4.5M
ISHARES TR — $1.1M
JPMORGAN CHASE & CO. — $116.2M
PROCTER AND GAMBLE CO — $657K
SELECT SECTOR SPDR TR — $520K
SPDR DOW JONES INDL AVERAGE — $553K
SPDR S&P 500 ETF TR — $6.8M
SPDR S&P MIDCAP 400 ETF TR — $291K

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