Guidance Point Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Guidance Point Advisors, LLC held in its portfolio 90 assets valued at $431,358,299 (i.e. $431.36M).
The most valuable assets in the portfolio included: JPMORGAN CHASE & CO. ($129.21M), ISHARES TR ($55.77M), and ISHARES TR ($23.19M).
The chart below shows the top 10 valuable assets, and the table below shows the top 90 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Guidance Point Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| JPMORGAN CHASE & CO. | 401005 | 129213693 | COM |
| ISHARES TR | 81327 | 55772501 | CORE S&P500 ETF |
| ISHARES TR | 188093 | 23191071 | S&P 500 GRWT ETF |
| ISHARES TR | 234354 | 20971065 | CORE MSCI EAFE |
| ISHARES TR | 249719 | 16485999 | CORE S&P MCP ETF |
| ISHARES TR | 124582 | 14980407 | CORE S&P SCP ETF |
| ISHARES TR | 61646 | 13084715 | S&P 500 VAL ETF |
| ISHARES TR | 420664 | 8889193 | IBONDS DEC 2031 |
| ISHARES TR | 397616 | 8775686 | IBONDS DEC 2030 |
| ISHARES INC | 124373 | 8364390 | CORE MSCI EMKT |
| ISHARES TR | 317690 | 8077030 | IBONDS DEC 2032 |
| ISHARES TR | 314357 | 7357942 | IBONDS DEC 29 |
| SPDR S&P 500 ETF TR | 10502 | 7165762 | TR UNIT |
| ISHARES TR | 265628 | 7000269 | IBONDS DEC 2034 |
| ISHARES TR | 264961 | 6926142 | IBONDS DEC 2033 |
| ISHARES TR | 242520 | 6173834 | IBDS DEC28 ETF |
| ISHARES TR | 59616 | 5776472 | S&P MC 400GR ETF |
| ISHARES TR | 221647 | 5749567 | IBONDS DEC 2035 |
| ISHARES TR | 9506 | 4502011 | RUS 1000 GRW ETF |
| ISHARES TR | 30411 | 4294052 | S&P SML 600 GWT |
| ISHARES TR | 42646 | 3610385 | CORE MSCI TOTAL |
| ISHARES TR | 51339 | 3564384 | CORE DIV GRWTH |
| ISHARES TR | 23965 | 3386923 | SELECT DIVID ETF |
| ISHARES TR | 28015 | 2873012 | CORE S&P US VLU |
| ISHARES TR | 20164 | 2654953 | S&P MC 400VL ETF |
| ISHARES TR | 15242 | 2266418 | CORE S&P TTL STK |
| APPLE INC | 7791 | 2118874 | COM |
| VANGUARD WORLD FD | 10428 | 1932264 | UTILITIES ETF |
| VANGUARD INDEX FDS | 9002 | 1906815 | SM CP VAL ETF |
| MICROSOFT CORP | 3914 | 1894861 | COM |
| GOLDMAN SACHS PHYSICAL GOLD | 33494 | 1425170 | UNIT |
| ISHARES TR | 33128 | 1420636 | 0-5YR HI YL CP |
| ISHARES TR | 17278 | 1341122 | EAFE SML CP ETF |
| INVESCO QQQ TR | 1917 | 1179874 | UNIT SER 1 |
| ISHARES TR | 3482 | 1127978 | RUS 2000 GRW ETF |
| VANGUARD INDEX FDS | 6276 | 1113210 | MCAP VL IDXVIP |
| ISHARES TR | 10926 | 1028970 | MSCI USA MIN VOL |
| ISHARES TR | 4527 | 953823 | RUS 1000 VAL ETF |
| ISHARES TR | 10118 | 950795 | U.S. REAL ES ETF |
| VANGUARD SCOTTSDALE FDS | 8837 | 879587 | VNG RUS2000IDX |
| ISHARES TR | 17001 | 865022 | FLTG RATE NT ETF |
| ISHARES TR | 4632 | 840132 | RUS 2000 VAL ETF |
| BROADCOM INC | 2398 | 830177 | COM |
| ISHARES TR | 8429 | 809844 | MSCI EAFE ETF |
| ISHARES TR | 2576 | 634763 | RUSSELL 2000 ETF |
| ISHARES TR | 4865 | 628725 | EXPND TEC SC ETF |
| NVIDIA CORPORATION | 3316 | 618797 | COM |
| SPDR DOW JONES INDL AVERAGE | 1278 | 615748 | UT SER 1 |
| ISHARES TR | 19782 | 612648 | PFD AND INCM SEC |
| VANGUARD SPECIALIZED FUNDS | 2638 | 581242 | DIV APP ETF |
| VANGUARD ADMIRAL FDS INC | 1289 | 573972 | 500 GRTH IDX F |
| FIDELITY WISE ORIGIN BITCOIN | 7509 | 572821 | SHS |
| BANK AMERICA CORP | 10234 | 562977 | COM |
| PROCTER AND GAMBLE CO | 3923 | 562436 | COM |
| ALPHABET INC | 1731 | 542006 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 3545 | 510474 | STATE STREET TEC |
| ISHARES TR | 3589 | 506282 | RUS MDCP VAL ETF |
| BERKSHIRE HATHAWAY INC DEL | 967 | 486288 | CL B NEW |
| ISHARES TR | 21535 | 480734 | IBONDS 2027 TERM |
| ISHARES TR | 17756 | 420474 | IBONDS 28 TR HI |
| ISHARES TR | 3663 | 417289 | EAFE GRWTH ETF |
| VANGUARD TAX-MANAGED FDS | 6489 | 405587 | VAN FTSE DEV MKT |
| SPDR GOLD TR | 1018 | 404212 | GOLD SHS |
| VANGUARD WORLD FD | 509 | 385108 | INF TECH ETF |
| ISHARES TR | 3892 | 374706 | RUS MID CAP ETF |
| VANGUARD ADMIRAL FDS INC | 1790 | 366723 | 500 VAL IDX FD |
| ISHARES TR | 18040 | 358004 | IBOND DEC 2030 |
| WORLD GOLD TR | 4122 | 351895 | SPDR GLD MINIS |
| LAM RESEARCH CORP | 2018 | 345445 | COM NEW |
| ISHARES TR | 6185 | 327170 | ISHS 1-5YR INVS |
| ISHARES TR | 4744 | 318832 | MSCI ACWI EX US |
| SPDR S&P MIDCAP 400 ETF TR | 517 | 313123 | UTSER1 S&PDCRP |
| VANGUARD INDEX FDS | 637 | 311276 | GROWTH ETF |
| ISHARES TR | 5935 | 289589 | CORE 1 5 YR USD |
| COSTCO WHSL CORP NEW | 333 | 288893 | COM |
| AMAZON COM INC | 1223 | 282293 | COM |
| ISHARES TR | 4174 | 271882 | US HLTHCARE ETF |
| VANGUARD INDEX FDS | 2836 | 251536 | REAL ESTATE ETF |
| ISHARES TR | 11307 | 248132 | IBONDS 29 TRM TS |
| ISHARES TR | 2123 | 242231 | SP SMCP600VL ETF |
| ISHARES TR | 1156 | 231086 | U.S. TECH ETF |
| ISHARES TR | 10018 | 224053 | IBONDS 28 TRM TS |
| ISHARES TR | 9924 | 222992 | IBONDS 27 TRM TS |
| ISHARES TR | 9728 | 222528 | IBONDS 26 TRM TS |
| INVESCO EXCHANGE TRADED FD T | 1150 | 220294 | S&P500 EQL WGT |
| JOHNSON & JOHNSON | 1032 | 214135 | COM |
| ISHARES INC | 2254 | 212265 | MSCI EM ASIA ETF |
| DIMENSIONAL ETF TRUST | 4521 | 210642 | US MKTWIDE VALUE |
| TRUST FOR PROFESSIONAL MANAG | 4811 | 200474 | ACTIVEPASSIVE US |
| HYPERFINE INC | 10571 | 10352 | COM CL A |
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