Guidance Point Advisors, LLC — Q3 2025 13F Holdings

Name: Guidance Point Advisors, LLC — 13F Holdings, Q3 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001767710

Total reported value

$422.2M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	JPM	Jpmorgan Chase & Co	Stock-Financials	30.51%	-2.02%	+0.05%
2	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	13.01%	-0.14%	-3.33%
3	IVW	Ishares S&p 500 Growth ETF	ETF-Large Cap & Growth	5.59%	-0.36%	-2.96%
4	IEFA	Ishares Core Msci Eafe ETF	ETF-Other	4.69%	+0.18%	-3.92%
5	IJH	Ishares Core S&p Midcap ETF	ETF-Other	3.69%	+0.18%	-1.57%
6	IJR	Ishares Core S&p Small-cap E	ETF-Small Cap	3.54%	+0.25%	-4.47%
7	IVE	Ishares S&p 500 Value ETF	ETF-Large Cap & Growth	3.01%	+0.05%	-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%	+0.09%	+3.26%
10	IBDX	Ishares Ibonds Dec 2032 Tc	ETF-Other	1.74%	+0.09%	+1.27%
11	IBDU	Ishares Ibonds Dec 2029 Term	ETF-Other	1.73%	+0.07%	+1.76%
12	IBDV	Ishares Ibonds Dec 2030 CORP	ETF-Other	1.73%	+0.11%	+1.45%
13	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	1.68%	-0.01%	-5.77%
14	IBDY	Ishares Ibonds Dec 2033 CORP	ETF-Other	1.59%	+0.09%	+2.94%
15	IBDZ	Isharesibondsdec2034tmcorp	ETF-Other	1.52%	+0.16%	+12.02%
16	IJK	Ishares S&p Mid-cap 400 Grow	ETF-Other	1.38%	+0.08%	-4.42%
17	IBDT	Ishares Ibonds Dec 2028 ETF	ETF-Other	1.22%	+0.08%	+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%	-0.08%	-1.46%
21	IJT	Ishares S&p Small-cap 600 Gr	ETF-Other	1.07%	+0.04%	-6.02%
22	IBDR	Ishares Ibonds Dec 2026 Term	ETF-Other	1.06%	+0.02%	+1.79%
23	DGRO	Ishares Core Dividend Growth	ETF-Other	0.87%	—	-0.18%
24	DVY	Ishares Select Dividend ETF	ETF-Other	0.81%	+0.08%	-5.19%
25	IXUS	Ishares Core Intl Stock ETF	ETF-Other	0.77%	+0.11%	+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%	—	-0.22%
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%	-0.11%	-6.39%
30	AAPL	Apple INC	Stock-Tech	0.50%	-0.03%	-5.54%
31	VPU	Vanguard Utilities ETF	ETF-Other	0.46%	+0.05%	+1.32%
32	VBR	Vanguard Small-cap Value ETF	ETF-Other	0.45%	+0.02%	+0.45%
33	AAAU	Goldman Sachs Physical Gold	ETF-Commodities	0.34%	—	-8.19%
34	AVGO	Broadcom INC	Stock-Tech	0.33%	+0.10%	+6.81%
35	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.32%	—	-9.86%
36	IWO	Ishares Russell 2000 Growth	ETF-Small Cap	0.27%	—	-1.17%
37	VOE	Vanguard Mid-cap Value ETF	ETF-Other	0.26%	—	+0.50%
38	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.25%	-0.02%	-2.40%
39	USMV	Ishares Msci USA Min Vol Fac	ETF-Other	0.25%	—	-3.80%
40	IYR	Ishares US Real Estate ETF	ETF-Other	0.24%	—	+0.71%
41	SHYG	Ishares 0-5 Yr Hy CORP Bond	ETF-Corp Bonds	0.24%	—	+6.39%
42	PFF	Ishares Preferred & Income S	ETF-Other	0.22%	—	+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%	—	+0.07%
45	FLOT	Ishares Floating Rate Bond E	ETF-Other	0.20%	+0.02%	+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%	—	-7.76%
48	IBCA	Ishares Ibonds Dec 2035 Tc	ETF-Other	0.17%	+0.27%	+222.55%
49	FBTC	Fidelity Wise Origin Bitcoin	ETF-Crypto	0.17%	-0.02%	+14.87%
50	NVDA	Nvidia CORP	Stock-Tech	0.15%	-0.01%	-6.49%

1–50 of 98

Holding changes this quarter

Position changes disclosed by Guidance Point Advisors, LLC for the quarter ending Q3 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	JPM	Jpmorgan Chase & Co	+2.5%	+0.05%	Add
2	IVW	Ishares S&p 500 Growth ETF	+0.3%	-2.96%	Trim
3	AVGO	Broadcom INC	+0.2%	+6.81%	Add
4	IVV	Ishares Core S&p 500 ETF	+0.1%	-3.33%	Trim
5	IEMG	Ishares Core Msci Emerging	+0.1%	-3.68%	Add
6	IWF	Ishares Russell 1000 Growth	+0.1%	-1.46%	Trim
7	QQQ	Invesco Qqq Trust Series 1	+0.1%	-2.40%	Add
8	DIA	Ss Spdr Dow Jones Indus Avg	+0.1%	—	Add
9	IBDZ	Isharesibondsdec2034tmcorp	+0.1%	+12.02%	Add
10	FBTC	Fidelity Wise Origin Bitcoin	+0.1%	+14.87%	Add
11	IXUS	Ishares Core Intl Stock ETF	+0.1%	+6.32%	Add
12	IGM	Ishares Expanded Tech Sector	+0.1%	-2.02%	Add
13	MSFT	Microsoft CORP	0%	-6.39%	Trim
14	NVDA	Nvidia CORP	0%	-6.49%	Trim
15	ITOT	Ishares Core S&p Total U.s.	—	-0.09%	Trim
16	VPU	Vanguard Utilities ETF	0%	+1.32%	Add
17	VBR	Vanguard Small-cap Value ETF	0%	+0.45%	Add
18	DGRO	Ishares Core Dividend Growth	-0.1%	-0.18%	Add
19	IJJ	Ishares S&p Mid-cap 400 Valu	-0.1%	-0.22%	Trim
20	IBDQ	Ishares Ibonds Dec 2025 Term	-0.1%	-0.61%	Add
21	SPY	Ss Spdr S&p 500 ETF Trust-us	-0.1%	-5.77%	Trim
22	IBDT	Ishares Ibonds Dec 2028 ETF	-0.1%	+9.33%	Add
23	IJK	Ishares S&p Mid-cap 400 Grow	-0.1%	-4.42%	Trim
24	IBDY	Ishares Ibonds Dec 2033 CORP	-0.1%	+2.94%	Add
25	IJT	Ishares S&p Small-cap 600 Gr	-0.1%	-6.02%	Trim
26	IBDW	Ishares Ibonds Dec 2031 CORP	-0.2%	+3.26%	Add
27	IBDX	Ishares Ibonds Dec 2032 Tc	-0.2%	+1.27%	Add
28	IBDV	Ishares Ibonds Dec 2030 CORP	-0.2%	+1.45%	Add
29	IBDU	Ishares Ibonds Dec 2029 Term	-0.3%	+1.76%	Add
30	IEFA	Ishares Core Msci Eafe ETF	-0.3%	-3.92%	Trim
31	USMV	Ishares Msci USA Min Vol Fac	-0.3%	-3.80%	Trim
32	IVE	Ishares S&p 500 Value ETF	-0.3%	-1.50%	Trim
33	IJH	Ishares Core S&p Midcap ETF	-0.5%	-1.57%	Trim
34	IJR	Ishares Core S&p Small-cap E	-0.6%	-4.47%	Trim
35	IBCA	Ishares Ibonds Dec 2035 Tc	—	NEW	New buy
36	IBHH	Ishares Ibonds 2028 Tm Hy In	—	NEW	New buy
37	LRCX	Lam Research CORP	—	NEW	New buy
38	ISTB	Ishares Core 1-5 Year Usd Bo	—	NEW	New buy
39	IBHG	Ishares Ibonds 2027 Hy INC	—	NEW	New buy
40	HOOD	Robinhood Markets INC - A	—	NEW	New buy
41	IBTI	Ishares Ibonds Dec 2028 Term	—	NEW	New buy
42	IBTH	Ishares Ibonds Dec 2027 Term	—	NEW	New buy
43	RSP	Invesco S&p 500 Equal Weight	—	NEW	New buy
44	IBTG	Ishares Ibonds Dec 2026 Term	—	NEW	New buy
45	XOM	Exxon Mobil CORP	—	EXIT	Sold out
46	TLT	iShares 20+ Year Treasury Bond ETF	—	NEW	New buy
47	WMT	Walmart INC	—	NEW	New buy
48	APUE	Activepassive US Equity ETF	—	NEW	New buy
49	DFUV	Dimensional US Marketwide Va	—	NEW	New buy
50	EEMA	Ishares Msci Emerg Mrkt Asia	—	NEW	New buy