Guidance Point Advisors, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 26, 2024), Guidance Point Advisors, LLC reported 78 stock positions worth $307.0 million. Its top holding was JPMorgan Chase (JPM) at 26.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.9%) and iShares S&P 500 Growth ETF (IVW, 5.8%). Compared with Q1 2024, it opened 3 new positions, sold out of 7, added to 51 and reduced 18. The biggest buy was iShares Ibonds Dec 2033 (IBDY, shares +31%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $307.0M (Q2 2024)
- SEC Filing
- 0001172661-24-002943 ↗ filed Jul 26, 2024
Holdings Value
Holdings 78 stocks · $307.0M
| JPM JPMorgan Chase & Co. | 26.47% | 401,743 | $81.3M | Add +0.0% |
| IVV iShares Core S&P 500 ETF | 13.92% | 78,047 | $42.7M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 5.81% | 192,797 | $17.8M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 5.64% | 238,235 | $17.3M | Add +11.0% |
| IJR iShares Core S&P Small-Cap E | 4.69% | 134,645 | $14.4M | Add +10.6% |
| IJH iShares Core S&P Midcap ETF | 4.54% | 237,781 | $13.9M | Add +10.1% |
| IVE iShares S&P 500 Value ETF | 3.48% | 58,676 | $10.7M | Add +10.6% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.27% | 328,069 | $7.0M | Add +18.7% |
| IBDU iShares Ibonds Dec 2029 Term | 2.27% | 307,256 | $7.0M | Add +18.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.23% | 337,424 | $6.8M | Add +19.0% |
| IBDX iShares Ibonds Dec 2032 TC | 2.23% | 278,312 | $6.8M | Add +19.1% |
| IEMG iShares Core MSCI Emerging | 2.18% | 124,818 | $6.7M | Add +6.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.98% | 11,169 | $6.1M | Reduce -1.0% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.93% | 235,014 | $5.9M | Add +31.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.78% | 62,101 | $5.5M | Add +0.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.46% | 181,201 | $4.5M | Add +17.2% |
| IJT iShares S&P Small-Cap 600 GR | 1.39% | 33,190 | $4.3M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 1.06% | 8,933 | $3.3M | Reduce -0.3% |
| DGRO iShares Core Dividend Growth | 1.03% | 54,659 | $3.1M | Add +0.5% |
| DVY iShares Select Dividend ETF | 0.99% | 25,071 | $3.0M | Add +0.2% |
| IUSV iShares Core S&P U.S. Value | 0.81% | 28,137 | $2.5M | Add +0.1% |
| IXUS iShares Core Intl Stock ETF | 0.77% | 35,057 | $2.4M | Add +1.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.73% | 19,698 | $2.2M | Add +0.3% |
| SCZ iShares MSCI Eafe Small-Cap | 0.71% | 35,513 | $2.2M | Add +16.7% |
| MSFT Microsoft Corp. | 0.62% | 4,286 | $1.9M | Reduce -13.2% |
| ITOT iShares Core S&P Total U.S. | 0.60% | 15,491 | $1.8M | Add +0.0% |
| AAPL Apple Inc. | 0.57% | 8,325 | $1.8M | Reduce -1.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.51% | 8,659 | $1.6M | Add +0.0% |
| VPU Vanguard Utilities ETF | 0.45% | 9,237 | $1.4M | Reduce -0.9% |
| IWO iShares Russell 2000 Growth | 0.32% | 3,696 | $970K | Add +0.3% |
| IYR iShares US Real Estate ETF | 0.31% | 10,770 | $945K | Reduce -11.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 10,927 | $917K | Reduce -41.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.30% | 6,069 | $913K | No change |
| PFF iShares Preferred & Income S | 0.29% | 27,880 | $880K | Add +2.8% |
| FLOT iShares Floating Rate Bond E | 0.28% | 16,529 | $844K | Reduce -2.7% |
| IWD iShares Russell 1000 Value E | 0.26% | 4,539 | $792K | Add +0.5% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.26% | 18,753 | $791K | Add +0.3% |
| EFA iShares MSCI Eafe ETF | 0.24% | 9,228 | $723K | Add +1.4% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 8,728 | $715K | Add +0.0% |
| PG The Procter & Gamble Co. | 0.23% | 4,224 | $697K | Add +1.0% |
| IWN iShares Russell 2000 Value E | 0.22% | 4,522 | $688K | Add +0.1% |
| AVGO Broadcom Inc. | 0.21% | 395 | $634K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.19% | 1,224 | $587K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 12,969 | $516K | Add +0.2% |
| XLK SS Technology Select Sector | 0.15% | 2,041 | $462K | Add +0.2% |
| GD General Dynamics Corp. | 0.15% | 1,569 | $455K | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 2,404 | $439K | Add +15.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,065 | $433K | Reduce -0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 3,501 | $423K | Add +0.3% |
| GOOGL Alphabet Inc. Class A | 0.13% | 2,272 | $414K | Reduce -24.8% |
| GLD SPDR Gold Shares | 0.13% | 1,903 | $409K | Reduce -36.1% |
| IWM iShares Russell 2000 ETF | 0.13% | 1,907 | $387K | Add +0.2% |
| NVDA Nvidia Corp. | 0.12% | 2,887 | $357K | Reduce -46.9% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 4,365 | $354K | Add +2.9% |
| COST Costco Wholesale Corp. | 0.11% | 409 | $348K | Add +0.5% |
| MDY State Street SPDR S&P Midcap | 0.11% | 643 | $344K | Add +0.6% |
| VGIT Vanguard Intermediate-Term T | 0.11% | 5,886 | $343K | Add +21.7% |
| AMZN Amazon.com Inc. | 0.10% | 1,624 | $314K | Reduce -21.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 882 | $309K | Reduce -13.4% |
| VGT Vanguard Info Tech ETF | 0.10% | 513 | $299K | Add +1.4% |
| NLY Annaly Capital Management Inc. | 0.10% | 15,362 | $293K | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 5,597 | $277K | Add +1.0% |
| JNJ Johnson & Johnson | 0.09% | 1,854 | $271K | Reduce -2.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,760 | $253K | Add +1.5% |
| IGM iShares Expanded Tech Sector | 0.08% | 2,667 | $252K | Add +0.1% |
| IYH iShares U.S. Healthcare ETF | 0.08% | 3,807 | $233K | Add +2.3% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.08% | 11,977 | $231K | New |
| VNQ Vanguard Real Estate ETF | 0.07% | 2,679 | $224K | Add +6.4% |
| VOOV Vanguard S&P 500 Value ETF | 0.07% | 1,174 | $223K | New |
| LRCX Lam Research Corp. | 0.07% | 209 | $223K | Reduce -0.5% |
| XOM Exxon Mobil Corp. | 0.07% | 1,948 | $218K | Add +8.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 567 | $212K | Reduce -27.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,113 | $206K | Add +0.7% |
| IAU iShares Gold Trust | 0.07% | 4,622 | $203K | New |
| BFLY Butterfly Network Inc. | 0.01% | 33,535 | $28K | No change |
| QSI Quantum-Si Inc. | 0.01% | 25,742 | $27K | No change |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $9K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.00% | 25,000 | $8K | No change |
Other holdings (4): bonds, preferreds, convertibles and warrants · $13.3M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 189,021 | $4.5M | Add +16.7% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 183,253 | $4.4M | Add +17.2% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 170,530 | $4.2M | Add +17.6% |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | 9,815 | $247K | Reduce -8.5% |
Total filed on the 13F, all lines: $320.3M.
Portfolio Sells Q1 2024 → Q2 2024
| IVV iShares Core S&P 500 ETF | Reduce -1.9% | 13.92% | −0.27 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -41.9% | 0.30% | −0.23 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.14 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.13 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.08 |
| GBTC Grayscale Bitcoin Trust ETF | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -13.2% | 0.62% | −0.08 |
| CCJ Cameco Corp. | Sold out | 0.00% | −0.08 |
| GLD SPDR Gold Shares | Reduce -36.1% | 0.13% | −0.07 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.07 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.07 |
| IYR iShares US Real Estate ETF | Reduce -11.7% | 0.31% | −0.06 |
| NVDA Nvidia Corp. | Reduce -46.9% | 0.12% | −0.05 |
| AMZN Amazon.com Inc. | Reduce -21.3% | 0.10% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -27.8% | 0.07% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -24.8% | 0.13% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -2.7% | 0.28% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.0% | 1.98% | −0.02 |
| JNJ Johnson & Johnson | Reduce -2.9% | 0.09% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.14% | −0.01 |
| VPU Vanguard Utilities ETF | Reduce -0.9% | 0.45% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -13.4% | 0.10% | −0.00 |
| LRCX Lam Research Corp. | Reduce -0.5% | 0.07% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 1.06% | +0.04 |
| AAPL Apple Inc. | Reduce -1.1% | 0.57% | +0.08 |
Portfolio Buys Q1 2024 → Q2 2024
| IBDY iShares Ibonds Dec 2033 Corp. | Add +31.1% | 1.93% | +0.38 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 5.81% | +0.30 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +18.7% | 2.27% | +0.27 |
| IBDU iShares Ibonds Dec 2029 Term | Add +18.6% | 2.27% | +0.27 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +19.0% | 2.23% | +0.26 |
| IBDX iShares Ibonds Dec 2032 TC | Add +19.1% | 2.23% | +0.26 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.0% | 5.64% | +0.24 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +17.2% | 1.46% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +6.7% | 2.18% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +10.6% | 4.69% | +0.12 |
| IVE iShares S&P 500 Value ETF | Add +10.6% | 3.48% | +0.12 |
| IJH iShares Core S&P Midcap ETF | Add +10.1% | 4.54% | +0.09 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.08% | +0.08 |
| VOOV Vanguard S&P 500 Value ETF | New | 0.07% | +0.07 |
| IAU iShares Gold Trust | New | 0.07% | +0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Add +16.7% | 0.71% | +0.06 |
| VGIT Vanguard Intermediate-Term T | Add +21.7% | 0.11% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +15.5% | 0.14% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.5% | 0.11% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.19% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +1.4% | 0.10% | +0.01 |
| XLK SS Technology Select Sector | Add +0.2% | 0.15% | +0.01 |
| IGM iShares Expanded Tech Sector | Add +0.1% | 0.08% | +0.00 |
| BAC Bank of America Corp. | Add +0.2% | 0.17% | +0.00 |
| XOM Exxon Mobil Corp. | Add +8.0% | 0.07% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +6.4% | 0.07% | −0.00 |
| GD General Dynamics Corp. | Add +0.6% | 0.15% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Add +2.3% | 0.08% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.5% | 0.08% | −0.00 |
| PG The Procter & Gamble Co. | Add +1.0% | 0.23% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 0.09% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +2.9% | 0.12% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.0% | 0.60% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.7% | 0.07% | −0.01 |
| NLY Annaly Capital Management Inc. | Add +0.4% | 0.10% | −0.01 |
| MDY State Street SPDR S&P Midcap | Add +0.6% | 0.11% | −0.01 |
| IWM iShares Russell 2000 ETF | Add +0.2% | 0.13% | −0.01 |
| PFF iShares Preferred & Income S | Add +2.8% | 0.29% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.3% | 0.14% | −0.01 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 0.24% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +0.3% | 0.26% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 0.26% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +0.0% | 0.23% | −0.02 |
| IWN iShares Russell 2000 Value E | Add +0.1% | 0.22% | −0.02 |
| IWO iShares Russell 2000 Growth | Add +0.3% | 0.32% | −0.02 |
| IXUS iShares Core Intl Stock ETF | Add +1.5% | 0.77% | −0.02 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 1.03% | −0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.0% | 0.51% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.81% | −0.05 |
| DVY iShares Select Dividend ETF | Add +0.2% | 0.99% | −0.06 |
Notes & Other Activity Q1 2024 → Q2 2024
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +16.7% | 189,021 | $4.5M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +17.2% | 183,253 | $4.4M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +17.6% | 170,530 | $4.2M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Reduce -8.5% | 9,815 | $247K |
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 |