Guidance Point Advisors, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 30, 2024), Guidance Point Advisors, LLC reported 83 stock positions worth $329.7 million. Its top holding was JPMorgan Chase (JPM) at 25.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.8%) and iShares Core MSCI Eafe ETF (IEFA, 5.7%). Compared with Q2 2024, it opened 7 new positions, sold out of 2, added to 46 and reduced 19. The biggest buy was a new position in ISHARESIBONDSDEC2034TMCORP (IBDZ) and the biggest sale JPMorgan Chase (JPM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $329.7M (Q3 2024)
- SEC Filing
- 0001172661-24-004408 ↗ filed Oct 30, 2024
Holdings Value
Holdings 83 stocks · $329.7M
| JPM JPMorgan Chase & Co. | 25.69% | 401,698 | $84.7M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 13.79% | 78,830 | $45.5M | Add +1.0% |
| IEFA iShares Core MSCI Eafe ETF | 5.72% | 241,611 | $18.9M | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 5.63% | 193,723 | $18.5M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 4.86% | 136,855 | $16.0M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 4.56% | 241,337 | $15.0M | Add +1.5% |
| IVE iShares S&P 500 Value ETF | 3.57% | 59,658 | $11.8M | Add +1.7% |
| IEMG iShares Core MSCI Emerging | 2.21% | 127,070 | $7.3M | Add +1.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.09% | 310,954 | $6.9M | Reduce -5.2% |
| IBDU iShares Ibonds Dec 2029 Term | 2.08% | 291,943 | $6.9M | Reduce -5.0% |
| IBDX iShares Ibonds Dec 2032 TC | 2.08% | 266,708 | $6.9M | Reduce -4.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.06% | 319,297 | $6.8M | Reduce -5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.95% | 11,201 | $6.4M | Add +0.3% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.77% | 220,590 | $5.8M | Reduce -6.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.73% | 61,924 | $5.7M | Reduce -0.3% |
| IJT iShares S&P Small-Cap 600 GR | 1.41% | 33,315 | $4.6M | Add +0.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.34% | 173,248 | $4.4M | Reduce -4.4% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.30% | 160,762 | $4.3M | New |
| DVY iShares Select Dividend ETF | 1.04% | 25,330 | $3.4M | Add +1.0% |
| IWF iShares Russell 1000 Growth | 1.02% | 8,938 | $3.4M | Add +0.1% |
| DGRO iShares Core Dividend Growth | 1.02% | 53,407 | $3.3M | Reduce -2.3% |
| IUSV iShares Core S&P U.S. Value | 0.81% | 27,804 | $2.7M | Reduce -1.2% |
| IXUS iShares Core Intl Stock ETF | 0.77% | 35,028 | $2.5M | Reduce -0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.74% | 19,781 | $2.4M | Add +0.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.73% | 35,644 | $2.4M | Add +0.4% |
| ITOT iShares Core S&P Total U.S. | 0.59% | 15,492 | $1.9M | Add +0.0% |
| AAPL Apple Inc. | 0.58% | 8,265 | $1.9M | Reduce -0.7% |
| MSFT Microsoft Corp. | 0.56% | 4,269 | $1.8M | Reduce -0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.53% | 8,751 | $1.8M | Add +1.1% |
| VPU Vanguard Utilities ETF | 0.50% | 9,425 | $1.6M | Add +2.0% |
| IYR iShares US Real Estate ETF | 0.33% | 10,813 | $1.1M | Add +0.4% |
| IWO iShares Russell 2000 Growth | 0.32% | 3,702 | $1.1M | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 6,134 | $1.0M | Add +1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.30% | 10,927 | $998K | No change |
| PFF iShares Preferred & Income S | 0.29% | 28,940 | $962K | Add +3.8% |
| IWD iShares Russell 1000 Value E | 0.26% | 4,558 | $865K | Add +0.4% |
| FLOT iShares Floating Rate Bond E | 0.26% | 16,713 | $853K | Add +1.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 19,108 | $830K | Add +1.9% |
| VTWO Vanguard Russell 2000 ETF | 0.24% | 8,744 | $781K | Add +0.2% |
| EFA iShares MSCI Eafe ETF | 0.23% | 9,228 | $772K | No change |
| IWN iShares Russell 2000 Value E | 0.23% | 4,542 | $758K | Add +0.4% |
| PG The Procter & Gamble Co. | 0.22% | 4,169 | $722K | Reduce -1.3% |
| AVGO Broadcom Inc. | 0.19% | 3,637 | $627K | Reduce -7.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.18% | 1,227 | $598K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 13,013 | $516K | Add +0.3% |
| NVDA Nvidia Corp. | 0.15% | 4,077 | $495K | Add +41.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 1,065 | $490K | No change |
| GD General Dynamics Corp. | 0.14% | 1,577 | $477K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 2,400 | $475K | Reduce -0.2% |
| IWS iShares Russell Mid-Cap Valu | 0.14% | 3,517 | $465K | Add +0.5% |
| GLD SPDR Gold Shares | 0.14% | 1,903 | $463K | No change |
| XLK SS Technology Select Sector | 0.14% | 2,045 | $462K | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.13% | 1,914 | $423K | Add +0.4% |
| IWR iShares Russell Mid-Cap ETF | 0.12% | 4,369 | $385K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.11% | 643 | $367K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.11% | 1,043 | $360K | Add +18.3% |
| COST Costco Wholesale Corp. | 0.11% | 405 | $360K | Reduce -1.0% |
| VGIT Vanguard Intermediate-Term T | 0.11% | 5,907 | $357K | Add +0.4% |
| GOOGL Alphabet Inc. Class A | 0.11% | 2,144 | $356K | Reduce -5.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 5,765 | $320K | New |
| NLY Annaly Capital Management Inc. | 0.10% | 15,762 | $316K | Add +2.6% |
| VGT Vanguard Info Tech ETF | 0.09% | 532 | $312K | Add +3.7% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 5,876 | $310K | Add +5.0% |
| JNJ Johnson & Johnson | 0.09% | 1,868 | $303K | Add +0.8% |
| AMZN Amazon.com Inc. | 0.09% | 1,624 | $303K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 1,519 | $290K | Add +29.4% |
| VNQ Vanguard Real Estate ETF | 0.09% | 2,968 | $289K | Add +10.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.08% | 4,495 | $275K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,760 | $272K | No change |
| IGM iShares Expanded Tech Sector | 0.08% | 2,670 | $256K | Add +0.1% |
| IYH iShares U.S. Healthcare ETF | 0.08% | 3,938 | $256K | Add +3.4% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.08% | 12,348 | $248K | Add +3.1% |
| IXJ iShares Global Healthcare Et | 0.07% | 2,380 | $234K | New |
| IAU iShares Gold Trust | 0.07% | 4,622 | $230K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,115 | $228K | Add +0.1% |
| IYW iShares Ustechnology ETF | 0.07% | 1,453 | $220K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 568 | $218K | Add +0.2% |
| XOM Exxon Mobil Corp. | 0.06% | 1,812 | $212K | Reduce -7.0% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,150 | $206K | New |
| ED Consolidated Edison Inc. | 0.06% | 1,927 | $201K | New |
| BFLY Butterfly Network Inc. | 0.02% | 33,535 | $59K | No change |
| QSI Quantum-Si Inc. | 0.01% | 25,742 | $23K | No change |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $11K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $12.8M (not counted above)
Total filed on the 13F, all lines: $342.5M.
Portfolio Sells Q2 2024 → Q3 2024
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 25.69% | −0.78 |
| IBDU iShares Ibonds Dec 2029 Term | Reduce -5.0% | 2.08% | −0.19 |
| IBDV iShares Ibonds Dec 2030 Corp. | Reduce -5.2% | 2.09% | −0.18 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -5.4% | 2.06% | −0.18 |
| IBDY iShares Ibonds Dec 2033 Corp. | Reduce -6.1% | 1.77% | −0.16 |
| IBDX iShares Ibonds Dec 2032 TC | Reduce -4.2% | 2.08% | −0.15 |
| IBDT iShares Ibonds Dec 2028 ETF | Reduce -4.4% | 1.34% | −0.12 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.07 |
| MSFT Microsoft Corp. | Reduce -0.4% | 0.56% | −0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.3% | 1.73% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -5.6% | 0.11% | −0.03 |
| AVGO Broadcom Inc. | Reduce -7.9% | 0.19% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -2.3% | 1.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.3% | 0.22% | −0.01 |
| XOM Exxon Mobil Corp. | Reduce -7.0% | 0.06% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.0% | 0.11% | −0.00 |
| DNA Ginkgo Bioworks Holdings Inc. | Sold out | 0.00% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.2% | 0.81% | −0.00 |
| IXUS iShares Core Intl Stock ETF | Reduce -0.1% | 0.77% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.2% | 0.14% | +0.00 |
| AAPL Apple Inc. | Reduce -0.7% | 0.58% | +0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| IBDZ ISHARESIBONDSDEC2034TMCORP | New | 1.30% | +1.30 |
| IJR iShares Core S&P Small-Cap E | Add +1.6% | 4.86% | +0.17 |
| FBTC Fidelity Wise Origin Bitcoin | New | 0.10% | +0.10 |
| IVE iShares S&P 500 Value ETF | Add +1.7% | 3.57% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | New | 0.08% | +0.08 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 5.72% | +0.08 |
| IXJ iShares Global Healthcare Et | New | 0.07% | +0.07 |
| IYW iShares Ustechnology ETF | New | 0.07% | +0.07 |
| RSP Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| ED Consolidated Edison Inc. | New | 0.06% | +0.06 |
| VPU Vanguard Utilities ETF | Add +2.0% | 0.50% | +0.05 |
| DVY iShares Select Dividend ETF | Add +1.0% | 1.04% | +0.05 |
| IEMG iShares Core MSCI Emerging | Add +1.8% | 2.21% | +0.04 |
| NVDA Nvidia Corp. | Add +41.2% | 0.15% | +0.03 |
| IYR iShares US Real Estate ETF | Add +0.4% | 0.33% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.5% | 4.56% | +0.02 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.4% | 1.41% | +0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.4% | 0.73% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 0.53% | +0.02 |
| VOOV Vanguard S&P 500 Value ETF | Add +29.4% | 0.09% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.1% | 0.31% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +10.8% | 0.09% | +0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.4% | 0.74% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +18.3% | 0.11% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +0.4% | 0.23% | +0.01 |
| PFF iShares Preferred & Income S | Add +3.8% | 0.29% | +0.01 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.26% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +5.0% | 0.09% | +0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +0.2% | 0.24% | +0.00 |
| JNJ Johnson & Johnson | Add +0.8% | 0.09% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.5% | 0.14% | +0.00 |
| IWO iShares Russell 2000 Growth | Add +0.2% | 0.32% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 0.13% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.1% | 0.07% | +0.00 |
| IYH iShares U.S. Healthcare ETF | Add +3.4% | 0.08% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.12% | +0.00 |
| NLY Annaly Capital Management Inc. | Add +2.6% | 0.10% | +0.00 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +3.1% | 0.08% | −0.00 |
| VGT Vanguard Info Tech ETF | Add +3.7% | 0.09% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 0.07% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Add +0.4% | 0.11% | −0.00 |
| GD General Dynamics Corp. | Add +0.5% | 0.14% | −0.00 |
| IGM iShares Expanded Tech Sector | Add +0.1% | 0.08% | −0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +1.9% | 0.25% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.0% | 0.59% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.3% | 0.18% | −0.01 |
| XLK SS Technology Select Sector | Add +0.2% | 0.14% | −0.01 |
| BAC Bank of America Corp. | Add +0.3% | 0.16% | −0.01 |
| FLOT iShares Floating Rate Bond E | Add +1.1% | 0.26% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 1.95% | −0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Reduce -4.3% | 180,818 | $4.4M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Reduce -4.0% | 175,881 | $4.3M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -3.4% | 164,693 | $4.1M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Sold out | 9,815 | $247Kbefore exit |
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 |