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CIK: 0001767710
Total reported value
$473.6M
$473.6M
95 檔
51.9%
According to the latest 13F quarterly dataset, Guidance Point Advisors, LLC managed an equity portfolio of $473.6M at the end of Q4 2025, spanning 95 distinct U.S. exchange-listed positions.
In Q4 2025, Guidance Point Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 29.96% | -0.22% | -0.03% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.93% | +0.15% | +0.99% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.38% | +0.43% | -2.05% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.86% | -0.13% | +5.14% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.82% | +0.07% | +6.51% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.47% | +0.17% | +0.80% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 3.03% | -0.10% | +1.92% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.03% | -0.15% | +22.59% | |
| 9 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 2.00% | -0.19% | +18.93% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.94% | +0.10% | +1.93% | |
| 11 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-Other | 1.80% | -0.16% | +7.81% | |
| 12 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 1.71% | -0.11% | +2.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.66% | +0.04% | +0.68% | |
| 14 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-Other | 1.61% | -0.13% | +5.73% | |
| 15 | IBDZ | Isharesibondsdec2034tmcorp | ETF-Other | 1.58% | -0.13% | +8.12% | |
| 16 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 1.43% | -0.09% | +22.54% | |
| 17 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.34% | +0.05% | -0.13% | |
| 18 | IBCA | Ishares Ibonds Dec 2035 Tc | ETF-Other | 1.33% | -0.10% | +714.28% | |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 1.19% | -0.06% | +12.26% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.17% | -0.10% | +15.06% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.04% | +0.03% | -0.12% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 1.00% | +0.10% | -3.00% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.84% | -0.01% | +9.69% | |
| 24 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.83% | -0.04% | -2.56% | |
| 25 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.79% | -0.07% | +0.94% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.67% | -0.02% | +0.12% | |
| 27 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.62% | -0.01% | +0.82% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.53% | +0.01% | -1.55% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.49% | — | -4.23% | |
| 30 | VPU | Vanguard Utilities ETF | ETF-Other | 0.45% | -0.06% | +3.41% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.44% | — | +0.61% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.44% | -0.03% | -2.47% | |
| 33 | AAAU | Goldman Sachs Physical Gold | ETF-Commodities | 0.33% | -0.03% | -8.23% | |
| 34 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.33% | -0.03% | +43.37% | |
| 35 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.31% | -0.02% | +0.91% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.27% | +0.04% | +9.86% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 0.26% | +0.03% | +0.75% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.26% | -0.01% | +0.51% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.24% | -0.01% | +0.06% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.22% | — | -0.04% | |
| 41 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.22% | -0.02% | -2.77% | |
| 42 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.20% | +0.02% | +0.12% | |
| 43 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.20% | -0.01% | +6.25% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.19% | — | +1.36% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.06% | -42.09% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.19% | -0.01% | +1.10% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.15% | +0.01% | +120.36% | |
| 48 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.15% | +0.03% | -0.61% | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.02% | -0.84% | |
| 50 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.14% | — | +1.67% |
According to official SEC Form 13F filings, Guidance Point Advisors, LLC reported a total U.S. public equity portfolio value of $473.6M across 95 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including JPM, IVV, IVW) accounted for 51.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
GLDM
市值: $351.9K
Top Position Liquidated / Trimmed
IBDQ
前期市值: $4.5M
During Q4 2025, Guidance Point Advisors, LLC's top holdings by market value included JPM (30.0%)、IVV (12.9%)、IVW (5.4%). The largest single position, JPM, represented 30.0% of total portfolio value.
In Q4 2025, Guidance Point Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 11 holdings, and fully liquidating 6 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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