Guidance Point Advisors, LLC

Est. AUM

$402.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	JPMORGAN CHASE & CO	COM	$118.0M	401007	29.30%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$54.0M	82550	13.41%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$21.3M	234919	5.28%	SOLE
4	ISHARES TR	S&P 500 GRWT ETF	$21.2M	187266	5.26%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$16.9M	249838	4.19%	SOLE
6	ISHARES TR	CORE S&P SCP ETF	$15.7M	126226	3.90%	SOLE
7	ISHARES TR	S&P 500 VAL ETF	$13.0M	61561	3.23%	SOLE
8	ISHARES TR	IBONDS DEC 2030	$9.0M	413119	2.25%	SOLE
9	ISHARES INC	CORE MSCI EMKT	$8.6M	123447	2.14%	SOLE
10	ISHARES TR	IBONDS DEC 29	$7.5M	322288	1.86%	SOLE
11	ISHARES TR	IBONDS DEC 2034	$7.3M	281408	1.82%	SOLE
12	ISHARES TR	IBONDS DEC 2033	$7.2M	278279	1.79%	SOLE
13	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.0M	10704	1.73%	SOLE
14	ISHARES TR	IBONDS DEC 2035	$6.8M	263698	1.68%	SOLE
15	ISHARES TR	IBDS DEC28 ETF	$6.4M	252277	1.59%	SOLE
16	ISHARES TR	S&P MC 400GR ETF	$6.0M	59470	1.49%	SOLE
17	ISHARES TR	IBONDS 27 ETF	$5.3M	217238	1.31%	SOLE
18	ISHARES TR	IBONDS DEC2026	$5.0M	206430	1.24%	SOLE
19	ISHARES TR	S&P SML 600 GWT	$4.4M	30247	1.09%	SOLE
20	ISHARES TR	RUS 1000 GRW ETF	$4.1M	9511	1.01%	SOLE
21	ISHARES TR	CORE MSCI TOTAL	$4.0M	46267	1.00%	SOLE
22	ISHARES TR	SELECT DIVID ETF	$3.7M	24199	0.91%	SOLE
23	ISHARES TR	CORE DIV GRWTH	$3.6M	51398	0.90%	SOLE
24	ISHARES TR	CORE S&P US VLU	$2.9M	28577	0.73%	SOLE
25	ISHARES TR	S&P MC 400VL ETF	$2.7M	20231	0.67%	SOLE
26	ISHARES TR	CORE S&P TTL STK	$2.2M	15520	0.55%	SOLE
27	VANGUARD WORLD FD	UTILITIES ETF	$2.1M	10622	0.52%	SOLE
28	VANGUARD INDEX FDS	SM CP VAL ETF	$2.0M	9026	0.49%	SOLE
29	APPLE INC	COM	$1.9M	7639	0.48%	SOLE
30	ISHARES TR	0-5YR HI YL CP	$1.5M	34554	0.36%	SOLE
31	MICROSOFT CORP	COM	$1.4M	3811	0.35%	SOLE
32	GOLDMAN SACHS PHYSICAL GOLD	UNIT	$1.4M	30121	0.35%	SOLE
33	ISHARES TR	EAFE SML CP ETF	$1.3M	17104	0.33%	SOLE
34	BROADCOM INC	COM	$1.2M	3999	0.31%	SOLE
35	VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	6276	0.29%	SOLE
36	ISHARES TR	RUS 2000 GRW ETF	$1.1M	3499	0.27%	SOLE
37	INVESCO QQQ TR	UNIT SER 1	$1.1M	1858	0.27%	SOLE
38	ISHARES TR	MSCI USA MIN VOL	$1.1M	11507	0.27%	SOLE
39	ISHARES TR	RUS 1000 VAL ETF	$972K	4542	0.24%	SOLE
40	ISHARES TR	U.S. REAL ES ETF	$952K	10066	0.24%	SOLE
41	ISHARES TR	FLTG RATE NT ETF	$921K	18069	0.23%	SOLE
42	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$885K	8842	0.22%	SOLE
43	ISHARES TR	RUS 2000 VAL ETF	$881K	4641	0.22%	SOLE
44	ISHARES TR	MSCI EAFE ETF	$831K	8561	0.21%	SOLE
45	ISHARES TR	RUSSELL 2000 ETF	$639K	2578	0.16%	SOLE
46	ISHARES TR	ISHS 1-5YR INVS	$613K	11676	0.15%	SOLE
47	ISHARES TR	PFD AND INCM SEC	$603K	19908	0.15%	SOLE
48	STATE STR SPDR DOW JONES IND	UT SER 1	$594K	1281	0.15%	SOLE
49	ISHARES TR	EXPND TEC SC ETF	$577K	4866	0.14%	SOLE
50	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$571K	2652	0.14%	SOLE

1–50 of 86

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.