Guidance Point Advisors, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Guidance Point Advisors, LLC reported 82 stock positions worth $295.1 million. Its top holding was JPMorgan Chase (JPM) at 27.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 14.2%) and iShares S&P 500 Growth ETF (IVW, 5.5%). Compared with Q4 2023, it opened 18 new positions, added to 46 and reduced 13. The biggest buy was a new position in iShares Ibonds Dec 2033 (IBDY) and the biggest sale iShares Tips Bond ETF (TIP, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $295.1M (Q1 2024)
- SEC Filing
- 0001172661-24-002120 ↗ filed May 10, 2024
Holdings Value
Holdings 82 stocks · $295.1M
| JPM JPMorgan Chase & Co. | 27.27% | 401,735 | $80.5M | Add +0.2% |
| IVV iShares Core S&P 500 ETF | 14.19% | 79,553 | $41.9M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 5.51% | 192,639 | $16.3M | Add +1.1% |
| IEFA iShares Core MSCI Eafe ETF | 5.40% | 214,629 | $15.9M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 4.56% | 121,773 | $13.5M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 4.45% | 216,070 | $13.1M | Reduce -1.1% |
| IVE iShares S&P 500 Value ETF | 3.36% | 53,038 | $9.9M | Add +0.4% |
| IEMG iShares Core MSCI Emerging | 2.05% | 117,023 | $6.0M | Add +0.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.00% | 276,447 | $5.9M | Add +9.7% |
| IBDU iShares Ibonds Dec 2029 Term | 2.00% | 259,094 | $5.9M | Add +9.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.00% | 11,280 | $5.9M | Add +26.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.97% | 283,536 | $5.8M | Add +12.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.97% | 233,765 | $5.8M | Add +12.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.92% | 62,012 | $5.7M | Add +0.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.55% | 179,325 | $4.6M | New |
| IJT iShares S&P Small-Cap 600 GR | 1.47% | 33,113 | $4.3M | Add +0.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.30% | 154,550 | $3.8M | Add +4.9% |
| DGRO iShares Core Dividend Growth | 1.07% | 54,384 | $3.2M | Add +0.5% |
| DVY iShares Select Dividend ETF | 1.05% | 25,025 | $3.1M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 1.02% | 8,962 | $3.0M | Add +58.4% |
| IUSV iShares Core S&P U.S. Value | 0.86% | 28,101 | $2.5M | Add +0.5% |
| IXUS iShares Core Intl Stock ETF | 0.79% | 34,532 | $2.3M | Reduce -0.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.79% | 19,629 | $2.3M | Add +0.2% |
| MSFT Microsoft Corp. | 0.70% | 4,937 | $2.1M | Add +27.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.65% | 30,425 | $1.9M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 0.61% | 15,489 | $1.8M | Add +1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.56% | 8,657 | $1.7M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.53% | 18,806 | $1.6M | New |
| AAPL Apple Inc. | 0.49% | 8,414 | $1.4M | Add +16.3% |
| VPU Vanguard Utilities ETF | 0.45% | 9,325 | $1.3M | Reduce -9.2% |
| IYR iShares US Real Estate ETF | 0.37% | 12,203 | $1.1M | Reduce -64.3% |
| IWO iShares Russell 2000 Growth | 0.34% | 3,683 | $1000K | Add +28.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.32% | 6,069 | $946K | Add +0.5% |
| PFF iShares Preferred & Income S | 0.30% | 27,133 | $875K | Reduce -1.3% |
| FLOT iShares Floating Rate Bond E | 0.29% | 16,986 | $868K | Reduce -0.5% |
| IWD iShares Russell 1000 Value E | 0.27% | 4,517 | $810K | Add +2.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 18,705 | $796K | Add +1.1% |
| VTWO Vanguard Russell 2000 ETF | 0.25% | 8,726 | $742K | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.25% | 9,103 | $727K | No change |
| IWN iShares Russell 2000 Value E | 0.24% | 4,519 | $719K | Add +0.4% |
| PG The Procter & Gamble Co. | 0.23% | 4,181 | $678K | Add +1.2% |
| GLD SPDR Gold Shares | 0.21% | 2,976 | $612K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,220 | $543K | Add +8.9% |
| AVGO Broadcom Inc. | 0.18% | 395 | $525K | Reduce -3.7% |
| NVDA Nvidia Corp. | 0.17% | 544 | $492K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 12,940 | $491K | Reduce -0.6% |
| GOOGL Alphabet Inc. Class A | 0.15% | 3,020 | $456K | Add +16.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,067 | $449K | Add +2.9% |
| GD General Dynamics Corp. | 0.15% | 1,560 | $441K | Add +0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.15% | 3,489 | $437K | Add +0.3% |
| LLY Eli Lilly & Co. | 0.14% | 546 | $425K | New |
| XLK SS Technology Select Sector | 0.14% | 2,037 | $424K | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.14% | 1,903 | $401K | Add +0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.13% | 1,236 | $396K | New |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 2,082 | $381K | Add +3.2% |
| AMZN Amazon.com Inc. | 0.13% | 2,064 | $372K | New |
| MDY State Street SPDR S&P Midcap | 0.12% | 639 | $357K | Add +0.2% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 4,242 | $357K | New |
| VOOG Vanguard S&P 500 Growth ETF | 0.11% | 1,019 | $311K | New |
| JNJ Johnson & Johnson | 0.10% | 1,909 | $302K | Add +3.6% |
| NLY Annaly Capital Management Inc. | 0.10% | 15,303 | $301K | Add +0.5% |
| COST Costco Wholesale Corp. | 0.10% | 407 | $299K | New |
| VGIT Vanguard Intermediate-Term T | 0.10% | 4,836 | $283K | Add +2.6% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 5,544 | $278K | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 785 | $270K | New |
| VGT Vanguard Info Tech ETF | 0.09% | 506 | $267K | Add +0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,689 | $251K | Add +0.5% |
| VZ Verizon Communications Inc. | 0.08% | 5,710 | $240K | New |
| GBTC Grayscale Bitcoin Trust ETF | 0.08% | 3,787 | $239K | New |
| IYH iShares U.S. Healthcare ETF | 0.08% | 3,722 | $231K | Add +0.6% |
| IGM iShares Expanded Tech Sector | 0.08% | 2,665 | $230K | New |
| CCJ Cameco Corp. | 0.08% | 5,219 | $226K | New |
| VNQ Vanguard Real Estate ETF | 0.07% | 2,517 | $218K | Reduce -31.8% |
| URA Global X Uranium ETF | 0.07% | 7,558 | $218K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,098 | $216K | Reduce -0.2% |
| TIP iShares Tips Bond ETF | 0.07% | 1,954 | $210K | Reduce -94.8% |
| XOM Exxon Mobil Corp. | 0.07% | 1,804 | $210K | New |
| LRCX Lam Research Corp. | 0.07% | 210 | $205K | New |
| QSI Quantum-Si Inc. | 0.02% | 25,742 | $51K | No change |
| BFLY Butterfly Network Inc. | 0.01% | 33,535 | $36K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.01% | 25,000 | $29K | No change |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $11K | No change |
Other holdings (4): bonds, preferreds, convertibles and warrants · $11.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 161,924 | $3.9M | Add +5.1% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 156,303 | $3.7M | Add +1.9% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 144,949 | $3.6M | Reduce -0.8% |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | 10,728 | $269K | New |
Total filed on the 13F, all lines: $306.5M.
Portfolio Sells Q4 2023 → Q1 2024
| TIP iShares Tips Bond ETF | Reduce -94.8% | 0.07% | −1.47 |
| IYR iShares US Real Estate ETF | Reduce -64.3% | 0.37% | −0.83 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.1% | 4.45% | −0.22 |
| DVY iShares Select Dividend ETF | Reduce -1.3% | 1.05% | −0.10 |
| VPU Vanguard Utilities ETF | Reduce -9.2% | 0.45% | −0.09 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -1.3% | 0.65% | −0.08 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.2% | 0.79% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -31.8% | 0.07% | −0.05 |
| FLOT iShares Floating Rate Bond E | Reduce -0.5% | 0.29% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -1.3% | 0.30% | −0.03 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.2% | 0.07% | −0.01 |
| BAC Bank of America Corp. | Reduce -0.6% | 0.17% | −0.00 |
| AVGO Broadcom Inc. | Reduce -3.7% | 0.18% | +0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| IBDY iShares Ibonds Dec 2033 Corp. | New | 1.55% | +1.55 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 27.27% | +0.98 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.53% | +0.53 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +26.5% | 2.00% | +0.37 |
| IWF iShares Russell 1000 Growth | Add +58.4% | 1.02% | +0.36 |
| GLD SPDR Gold Shares | New | 0.21% | +0.21 |
| NVDA Nvidia Corp. | New | 0.17% | +0.17 |
| LLY Eli Lilly & Co. | New | 0.14% | +0.14 |
| MSFT Microsoft Corp. | Add +27.5% | 0.70% | +0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.13% | +0.13 |
| AMZN Amazon.com Inc. | New | 0.13% | +0.13 |
| IWR iShares Russell Mid-Cap ETF | New | 0.12% | +0.12 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.11% | +0.11 |
| COST Costco Wholesale Corp. | New | 0.10% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.09% | +0.09 |
| VZ Verizon Communications Inc. | New | 0.08% | +0.08 |
| GBTC Grayscale Bitcoin Trust ETF | New | 0.08% | +0.08 |
| IGM iShares Expanded Tech Sector | New | 0.08% | +0.08 |
| CCJ Cameco Corp. | New | 0.08% | +0.08 |
| URA Global X Uranium ETF | New | 0.07% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| IWO iShares Russell 2000 Growth | Add +28.4% | 0.34% | +0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.1% | 1.92% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +16.6% | 0.15% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 0.15% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.9% | 0.18% | +0.01 |
| PG The Procter & Gamble Co. | Add +1.2% | 0.23% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +3.2% | 0.13% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +0.6% | 0.09% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Add +0.6% | 0.08% | −0.00 |
| IVW iShares S&P 500 Growth ETF | Add +1.1% | 5.51% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.2% | 0.12% | −0.00 |
| GD General Dynamics Corp. | Add +0.3% | 0.15% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +2.5% | 0.27% | −0.01 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +0.5% | 0.08% | −0.01 |
| XLK SS Technology Select Sector | Add +0.2% | 0.14% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +0.6% | 0.09% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.15% | −0.01 |
| JNJ Johnson & Johnson | Add +3.6% | 0.10% | −0.01 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.14% | −0.01 |
| NLY Annaly Capital Management Inc. | Add +0.5% | 0.10% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Add +2.6% | 0.10% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Add +1.6% | 0.61% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.32% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.25% | −0.02 |
| IWN iShares Russell 2000 Value E | Add +0.4% | 0.24% | −0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.1% | 0.27% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.56% | −0.03 |
| IUSV iShares Core S&P U.S. Value | Add +0.5% | 0.86% | −0.05 |
Notes & Other Activity Q4 2023 → Q1 2024
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +5.1% | 161,924 | $3.9M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +1.9% | 156,303 | $3.7M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -0.8% | 144,949 | $3.6M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | New | 10,728 | $269K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 100 | $462.8M | JPM, IVV, IVW, IEFA, IJH |
| Q1 2026 | 94 | $411.9M | JPM, IVV, IEFA, IVW, IJH |
| Q4 2025 | 93 | $421.2M | JPM, IVV, IVW, IEFA, IJH |
| Q3 2025 | 95 | $401.2M | JPM, IVV, IVW, IEFA, IJH |
| Q2 2025 | 83 | $375.8M | JPM, IVV, IVW, IEFA, IJH |
| Q1 2025 | 81 | $338.2M | JPM, IVV, IVW, IEFA, IJH |
| Q4 2024 | 82 | $342.7M | JPM, IVV, IVW, IEFA, IJR |
| Q3 2024 | 83 | $329.7M | JPM, IVV, IEFA, IVW, IJR |
| Q2 2024 | 78 | $307.0M | JPM, IVV, IVW, IEFA, IJR |
| Q1 2024 | 82 | $295.1M | JPM, IVV, IVW, IEFA, IJR |