Guidance Point Advisors, LLC — Q2 2025 13F Holdings

Name: Guidance Point Advisors, LLC — 13F Holdings, Q2 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767710

Total reported value

$422.2M

← Back to latest quarter

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JPM	Jpmorgan Chase & Co	Stock-Financials	29.86%	-2.02%	—
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	13.29%	-0.14%	+3.43%
3	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	5.60%	-0.36%	-0.38%
4	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.98%	+0.18%	+0.74%
5	IJH	Ishares Core S&p Midcap ETF	ETF-Other	3.80%	+0.18%	-4.95%
6	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.63%	+0.25%	-6.37%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.08%	+0.05%	-0.63%
8	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	1.95%	+0.10%	+6.97%
9	IBDX	Ishares Ibonds Dec 2032 Tc	ETF-Other	1.81%	+0.09%	+0.82%
10	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	1.81%	+0.11%	+0.17%
11	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	1.80%	+0.07%	+0.10%
12	IBDW	Ishares Ibonds Dec 2031 CORP	ETF-Other	1.79%	+0.09%	+0.75%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.76%	-0.01%	-0.05%
14	IBDY	Ishares Ibonds Dec 2033 CORP	ETF-Other	1.62%	+0.09%	+4.28%
15	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.46%	+0.08%	+0.16%
16	IBDZ	Isharesibondsdec2034tmcorp	ETF-Other	1.43%	+0.16%	+8.03%
17	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	1.18%	+0.08%	+0.35%
18	IBDQ	Ishares Ibonds Dec 2025 Term	ETF-Other	1.17%	—	+12.18%
19	IBDS	Ishrs Ibnds Dec 27 CORP ETF	ETF-Other	1.17%	+0.06%	-0.16%
20	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	1.14%	+0.04%	+0.12%
21	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	1.11%	+0.02%	-1.52%
22	IWF	Ishares Russell 1000 Growth	ETF-Other	1.05%	-0.08%	-0.09%
23	DGRO	Ishares Core Dividend Growth	ETF-Other	0.87%	—	+0.51%
24	DVY	Ishares Select Dividend ETF	ETF-Other	0.85%	+0.08%	+0.69%
25	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.73%	+0.11%	+1.54%
26	IUSV	Ishares Core S&p U.s. Value	ETF-Other	0.70%	+0.02%	+1.18%
27	IJJ	Ishares S&p Mid-cap 400 Valu	ETF-Other	0.64%	—	+0.11%
28	MSFT	Microsoft CORP	Stock-Tech	0.55%	-0.11%	-0.28%
29	ITOT	Ishares Core S&p Total U.s.	ETF-Other	0.54%	-0.01%	+0.01%
30	AAPL	Apple INC	Stock-Tech	0.45%	-0.03%	-0.28%
31	VPU	Vanguard Utilities ETF	ETF-Other	0.45%	+0.05%	+1.77%
32	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.45%	+0.02%	—
33	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.35%	—	+2.12%
34	AAAU	Goldman Sachs Physical Gold	ETF-Commodities	0.33%	—	-6.19%
35	AVGO	Broadcom INC	Stock-Tech	0.27%	+0.10%	+0.36%
36	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.27%	—	-43.81%
37	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.26%	—	—
38	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.26%	—	-6.87%
39	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.25%	-0.02%	+47.77%
40	IYR	Ishares US Real Estate ETF	ETF-Other	0.25%	—	-2.63%
41	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.24%	—	+4.13%
42	IWD	Ishares Russell 1000 Value E	ETF-Other	0.23%	—	+0.44%
43	PFF	Ishares Preferred & Income S	ETF-Other	0.22%	—	-3.83%
44	EFA	Ishares Msci Eafe ETF	ETF-Other	0.21%	—	+3.79%
45	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.20%	+0.02%	-2.49%
46	VTWO	Vanguard Russell 2000 ETF	ETF-Small Cap	0.20%	—	+0.09%
47	IWN	Ishares Russell 2000 Value E	ETF-Small Cap	0.19%	—	+0.46%
48	PG	Procter & Gamble Co/the	Stock-Consumer Staples	0.17%	—	-0.63%
49	BAC	Bank Of America CORP	Stock-Financials	0.15%	-0.01%	+0.39%
50	FBTC	Fidelity Wise Origin Bitcoin	ETF-Crypto	0.15%	-0.02%	+16.63%

1–50 of 86