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CIK: 0001767710
Total reported value
$473.6M
$473.6M
98 檔
50.4%
During the Q3 2025 filing period, Guidance Point Advisors, LLC (CIK: 0001767710) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $473.6M across 98 reported positions.
In Q3 2025, Guidance Point Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 19 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 30.51% | -0.22% | +0.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.01% | +0.15% | -3.33% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.59% | +0.43% | -2.96% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.69% | -0.13% | -3.92% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.69% | +0.07% | -1.57% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.54% | +0.17% | -4.47% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.01% | -0.10% | -1.50% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | +0.10% | -3.68% | |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.75% | -0.19% | +3.26% | |
| 10 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.74% | -0.16% | +1.27% | |
| 11 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.73% | -0.11% | +1.76% | |
| 12 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.73% | -0.15% | +1.45% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.68% | +0.04% | -5.77% | |
| 14 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.59% | -0.13% | +2.94% | |
| 15 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.52% | -0.13% | +12.02% | |
| 16 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.38% | +0.05% | -4.42% | |
| 17 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.22% | -0.09% | +9.33% | |
| 18 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.11% | -0.06% | +0.68% | |
| 19 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.09% | — | -0.61% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.08% | +0.03% | -1.46% | |
| 21 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.07% | +0.10% | -6.02% | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.06% | -0.10% | +1.79% | |
| 23 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.87% | -0.04% | -0.18% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.81% | -0.07% | -5.19% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.77% | -0.01% | +6.32% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.67% | -0.02% | -3.40% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.63% | -0.01% | -0.22% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | +0.01% | -0.09% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.50% | -0.03% | -6.39% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.50% | — | -5.54% | |
| 31 | VPU | Vanguard Utilities ETF | ETF-Other | 0.46% | -0.06% | +1.32% | |
| 32 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.45% | — | +0.45% | |
| 33 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.34% | -0.03% | -8.19% | |
| 34 | AVGO | Broadcom Inc | Stock-Tech | 0.33% | +0.06% | +6.81% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.32% | -0.02% | -9.86% | |
| 36 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.27% | +0.03% | -1.17% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.26% | -0.01% | +0.50% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.25% | +0.04% | -2.40% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.01% | -3.80% | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.24% | -0.02% | +0.71% | |
| 41 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.24% | -0.03% | +6.39% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-Other | 0.22% | -0.02% | +7.28% | |
| 43 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | -1.33% | |
| 44 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.21% | +0.02% | +0.07% | |
| 45 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.20% | -0.01% | +2.39% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.20% | — | -0.63% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | -7.76% | |
| 48 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 0.17% | -0.10% | +222.55% | |
| 49 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.17% | -0.03% | +14.87% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.02% | -6.49% |
According to official SEC Form 13F filings, Guidance Point Advisors, LLC reported a total U.S. public equity portfolio value of $473.6M across 98 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, IVV, IVW) accounted for 50.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBCA
市值: $708.8K
Top Position Liquidated / Trimmed
XOM
前期市值: $215.8K
During Q3 2025, Guidance Point Advisors, LLC's top holdings by market value included JPM (30.5%)、IVV (13.0%)、IVW (5.6%). The largest single position, JPM, represented 30.5% of total portfolio value.
In Q3 2025, Guidance Point Advisors, LLC made 50 total portfolio adjustments, initiating 15 new buys, adding to 19 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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