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Guidance Point Advisors, LLC Portfolio
$477.5M across 104 positions as of 2026-09-30, with 68% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| JPMJPMorgan Chase & Co | $132.7M | 27.8% | 401,010 |
| IVViShares Core S&P 500 ETF | $63M | 13.2% | 82,155 |
| IVWiShares S&P 500 Growth ETF | $26.7M | 5.6% | 187,654 |
| IEFAiShares Core MSCI EAFE ETF | $24.4M | 5.1% | 252,080 |
| IJHiShares Core S&P Mid-Cap ETF | $18.6M | 3.9% | 257,981 |
| IJRiShares Core S&P Small-Cap ETF | $17.1M | 3.6% | 125,962 |
| IVEiShares S&P 500 Value ETF | $15M | 3.1% | 65,724 |
| IEMGiShares Core MSCI Emerging Markets ETF | $10.2M | 2.1% | 125,464 |
| ISHARES TR | $9.7M | 2.0% | 458,556 |
| ISHARES TR | $9.2M | 1.9% | 459,182 |
| ISHARES TR | $8.3M | 1.7% | 346,544 |
| ISHARES TR | $8.1M | 1.7% | 356,803 |
| SPYState Street SPDR S&P 500 ETF Trust | $8M | 1.7% | 10,518 |
| ISHARES TR | $7.7M | 1.6% | 315,793 |
| ISHARES TR | $7.7M | 1.6% | 311,851 |
| ISHARES TR | $7.3M | 1.5% | 302,404 |
| ISHARES TR | $7M | 1.5% | 278,785 |
| IJKiShares S&P Mid-Cap 400 Growth ETF | $6.4M | 1.3% | 58,379 |
| ISHARES TR | $5.9M | 1.2% | 245,323 |
| ISHARES TR | $5.2M | 1.1% | 216,466 |
| IJTiShares S&P SmallCap 600 Growth ETF | $4.8M | 1.0% | 29,648 |
| IWFiShares Russell 1000 Growth ETF | $4.7M | 1.0% | 37,674 |
| IXUSiShares Core MSCI Total International Stock ETF | $4.5M | 0.9% | 47,009 |
| DVYISHARES TR | $3.7M | 0.8% | 24,143 |
| DGROiShares Core Dividend Growth ETF | $3.6M | 0.8% | 47,841 |
| IUSViShares Core S&P U.S. Value ETF | $3.1M | 0.7% | 28,400 |
| IJJiShares S&P Mid-Cap 400 Value ETF | $2.8M | 0.6% | 20,289 |
| ITOTiShares Core S&P Total U.S. Stock Market ETF | $2.6M | 0.5% | 15,338 |
| AAPLApple Inc | $2.5M | 0.5% | 7,579 |
| VBRVanguard Small-Cap Value ETF | $2.1M | 0.4% | 9,064 |
| MSFTMicrosoft Corp | $1.9M | 0.4% | 3,767 |
| VPUVanguard Utilities ETF | $1.8M | 0.4% | 10,579 |
| AVGOBroadcom Inc | $1.5M | 0.3% | 4,407 |
| SHYGiShares 0-5 Year High Yield Corporate Bond ETF | $1.5M | 0.3% | 36,784 |
| SCZiShares MSCI EAFE Small-Cap ETF | $1.5M | 0.3% | 17,641 |
| QQQInvesco QQQ Trust, Series 1 | $1.4M | 0.3% | 1,914 |
| IWOiShares Russell 2000 Growth Fund | $1.2M | 0.3% | 3,433 |
| VOEVanguard Mid-Cap Value ETF | $1.2M | 0.3% | 6,276 |
| IGSBISHARES TR | $1.2M | 0.3% | 23,348 |
| IWDiShares Russell 1000 Value ETF | $1.1M | 0.2% | 4,474 |
| ISHARES TR | $1M | 0.2% | 43,716 |
| FLOTiShares Floating Rate Bond ETF | $1M | 0.2% | 19,679 |
| VTWOVanguard Russell 2000 ETF | $996.2K | 0.2% | 8,874 |
| IWNiShares Russell 2000 Value ETF | $962.2K | 0.2% | 4,589 |
| IYRISHARES TR | $941.1K | 0.2% | 9,893 |
| IGMiShares Expanded Tech Sector ETF | $915.8K | 0.2% | 5,415 |
| EFAiShares MSCI EAFE ETF | $888.1K | 0.2% | 8,545 |
| ISHARES TR | $881.9K | 0.2% | 40,480 |
| NVDANVIDIA Corp | $831.2K | 0.2% | 3,637 |
| ISHARES TR | $737.3K | 0.2% | 32,284 |
| IWMiShares Russell 2000 Index Fund | $697.5K | 0.1% | 2,508 |
| CLOAiShares AAA CLO Active ETF | $689.3K | 0.1% | 13,278 |
| VOOGVanguard S&P 500 Growth ETF | $671K | 0.1% | 7,847 |
| LRCXLam Research Corp | $665.7K | 0.1% | 2,026 |
| DIAState Street SPDR Dow Jones Industrial Average ETF Trust | $656.1K | 0.1% | 1,288 |
| XLKState Street Technology Select Sector SPDR ETF | $648.1K | 0.1% | 3,309 |
| VIGVanguard Div Appreciation ETF | $625K | 0.1% | 2,673 |
| GOLDMAN SACHS PHYSICAL GOLD | $618.9K | 0.1% | 15,109 |
| GOOGLAlphabet Inc | $596.5K | 0.1% | 1,733 |
| IWSiShares Russell Mid-cap Value ETF | $582.6K | 0.1% | 3,624 |
| PGProcter & Gamble Co | $577K | 0.1% | 3,970 |
| FBTCFidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest | $530.9K | 0.1% | 7,305 |
| VGTVanguard Information Tech ETF | $515.4K | 0.1% | 4,099 |
| BACBank of America Corp | $512.9K | 0.1% | 9,421 |
| PFFiShares Preferred and Income Securities ETF | $491.4K | 0.1% | 16,651 |
| BRK.BBerkshire Hathaway Inc | $481.7K | 0.1% | 967 |
| VEAVanguard FTSE Developed Markets ETF | $480.4K | 0.1% | 6,800 |
| EFGiShares MSCI EAFE Growth ETF | $438.9K | 0.1% | 3,663 |
| IWRiShares Russell Mid-Cap ETF | $415.8K | 0.1% | 3,896 |
| VOOVVanguard S&P 500 Value ETF | $399.6K | 0.1% | 1,813 |
| ISTBiShares Core 1-5 Year USD Bond ETF | $396.2K | 0.1% | 8,377 |
| GLDSPDR Gold Shares | $394.5K | 0.1% | 1,034 |
| ISHARES TR | $390.5K | 0.1% | 20,563 |
| MUMicron Technology Inc | $388.8K | 0.1% | 365 |
| ISHARES TR | $366.5K | 0.1% | 14,289 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $362.8K | 0.1% | 4,792 |
| VUGVanguard Growth ETF | $343.6K | 0.1% | 3,812 |
| MDYSPDR MidCap Trust Series I | $340.2K | 0.1% | 515 |
| GLDMSPDR Gold MiniShares Trust | $338.7K | 0.1% | 4,122 |
| ISHARES TR | $329.5K | 0.1% | 15,160 |
| USMViShares MSCI USA Min Vol Factor ETF | $319.7K | 0.1% | 3,281 |
| AMZNAmazon.com Inc | $306.2K | 0.1% | 1,229 |
| COSTCostco Wholesale Corp | $303.8K | 0.1% | 333 |
| NLYAnnaly Capital Management Inc | $289.7K | 0.1% | 15,332 |
| IJSiShares S&P SmallCap 600 Value ETF | $281.5K | 0.1% | 2,194 |
| JNJJohnson & Johnson | $276.7K | 0.1% | 1,043 |
| ISHARES TR | $276.6K | 0.1% | 11,706 |
| VTIVanguard Total Stock Market ETF | $274.7K | 0.1% | 731 |
| IBMOiShares iBonds Dec 2026 Term Muni Bond ETF | $272.1K | 0.1% | 10,612 |
| ISHARES TR | $269.8K | 0.1% | 13,856 |
| IYWiShares U.S. Technology ETF | $263K | 0.1% | 992 |
| EEMAiShares MSCI Emerging Markets Asia ETF | $262.8K | 0.1% | 2,264 |
| VNQVanguard Real Estate ETF | $259.9K | 0.1% | 2,894 |
| IBTJiShares iBonds Dec 2029 Term Treasury ETF | $257.4K | 0.1% | 12,127 |
| DIMENSIONAL ETF TRUST | $251.3K | 0.1% | 4,569 |
| RSPInvesco S&P 500 Equal Weight ETF | $248.6K | 0.1% | 1,195 |
| IYHiShares U.S. Healthcare ETF | $248.1K | 0.1% | 3,466 |
| IBTGiShares iBonds Dec 2026 Term Treasury ETF | $240.1K | 0.1% | 10,494 |
| IBTHiShares iBonds Dec 2027 Term Treasury ETF | $239K | 0.1% | 10,710 |
| IBTIiShares iBonds Dec 2028 Term Treasury ETF | $237K | 0.0% | 10,817 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $231.4K | 0.0% | 507 |
| VOOVanguard S&P 500 ETF | $216.7K | 0.0% | 308 |
| ISHARES TR | $207K | 0.0% | 9,003 |
| ISHARES TR | $206.1K | 0.0% | 8,574 |
Quarter ending 2026-09-30.
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