Guidance Point Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 12, 2025), Guidance Point Advisors, LLC reported 82 stock positions worth $342.7 million. Its top holding was JPMorgan Chase (JPM) at 28.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.7%) and iShares S&P 500 Growth ETF (IVW, 5.8%). Compared with Q3 2024, it opened 3 new positions, sold out of 4, added to 59 and reduced 12. The biggest buy was iShares S&P 500 Growth ETF (IVW, shares +2%) and the biggest sale an exit from General Dynamics (GD).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $342.7M (Q4 2024)
- SEC Filing
- 0001172661-25-000717 ↗ filed Feb 12, 2025
Holdings Value
Holdings 82 stocks · $342.7M
| JPM JPMorgan Chase & Co. | 28.04% | 400,953 | $96.1M | Reduce -0.2% |
| IVV iShares Core S&P 500 ETF | 13.66% | 79,543 | $46.8M | Add +0.9% |
| IVW iShares S&P 500 Growth ETF | 5.84% | 197,193 | $20.0M | Add +1.8% |
| IEFA iShares Core MSCI Eafe ETF | 5.07% | 247,224 | $17.4M | Add +2.3% |
| IJR iShares Core S&P Small-Cap E | 4.74% | 140,928 | $16.2M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 4.46% | 245,528 | $15.3M | Add +1.7% |
| IVE iShares S&P 500 Value ETF | 3.41% | 61,278 | $11.7M | Add +2.7% |
| IEMG iShares Core MSCI Emerging | 1.99% | 130,474 | $6.8M | Add +2.7% |
| IBDU iShares Ibonds Dec 2029 Term | 1.98% | 297,938 | $6.8M | Add +2.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.98% | 317,523 | $6.8M | Add +2.1% |
| IBDX iShares Ibonds Dec 2032 TC | 1.96% | 272,625 | $6.7M | Add +2.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.94% | 326,503 | $6.6M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.92% | 11,240 | $6.6M | Add +0.3% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.69% | 230,378 | $5.8M | Add +4.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.65% | 62,181 | $5.7M | Add +0.4% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.39% | 186,758 | $4.8M | Add +16.2% |
| IJT iShares S&P Small-Cap 600 GR | 1.32% | 33,333 | $4.5M | Add +0.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.28% | 176,533 | $4.4M | Add +1.9% |
| IWF iShares Russell 1000 Growth | 1.19% | 10,160 | $4.1M | Add +13.7% |
| DVY iShares Select Dividend ETF | 0.97% | 25,441 | $3.3M | Add +0.4% |
| DGRO iShares Core Dividend Growth | 0.94% | 52,256 | $3.2M | Reduce -2.2% |
| IUSV iShares Core S&P U.S. Value | 0.75% | 27,846 | $2.6M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.72% | 19,844 | $2.5M | Add +0.3% |
| IXUS iShares Core Intl Stock ETF | 0.69% | 35,788 | $2.4M | Add +2.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.65% | 36,857 | $2.2M | Add +3.4% |
| AAPL Apple Inc. | 0.63% | 8,641 | $2.2M | Add +4.5% |
| ITOT iShares Core S&P Total U.S. | 0.58% | 15,494 | $2.0M | Add +0.0% |
| MSFT Microsoft Corp. | 0.53% | 4,294 | $1.8M | Add +0.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.51% | 8,849 | $1.8M | Add +1.1% |
| VPU Vanguard Utilities ETF | 0.46% | 9,645 | $1.6M | Add +2.3% |
| IWO iShares Russell 2000 Growth | 0.31% | 3,744 | $1.1M | Add +1.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 6,172 | $998K | Add +0.6% |
| IYR iShares US Real Estate ETF | 0.29% | 10,575 | $984K | Reduce -2.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 10,927 | $970K | No change |
| PFF iShares Preferred & Income S | 0.28% | 30,157 | $948K | Add +4.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 21,902 | $933K | Add +14.6% |
| AVGO Broadcom Inc. | 0.26% | 3,855 | $894K | Add +6.0% |
| FLOT iShares Floating Rate Bond E | 0.25% | 16,942 | $862K | Add +1.4% |
| IWD iShares Russell 1000 Value E | 0.25% | 4,581 | $848K | Add +0.5% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 8,805 | $787K | Add +0.7% |
| IWN iShares Russell 2000 Value E | 0.22% | 4,565 | $749K | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.21% | 9,354 | $707K | Add +1.4% |
| PG The Procter & Gamble Co. | 0.20% | 4,145 | $695K | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.20% | 1,312 | $671K | Add +6.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 12,502 | $549K | Reduce -3.9% |
| NVDA Nvidia Corp. | 0.16% | 4,077 | $548K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 2,594 | $508K | Add +8.1% |
| XLK SS Technology Select Sector | 0.14% | 2,048 | $476K | Add +0.1% |
| FBTC Fidelity Wise Origin Bitcoin | 0.14% | 5,808 | $474K | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 3,532 | $457K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,007 | $457K | Reduce -5.5% |
| GLD SPDR Gold Shares | 0.13% | 1,874 | $454K | Reduce -1.5% |
| IWM iShares Russell 2000 ETF | 0.12% | 1,923 | $425K | Add +0.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.12% | 1,102 | $404K | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 0.12% | 2,087 | $395K | Reduce -2.7% |
| IGM iShares Expanded Tech Sector | 0.11% | 3,826 | $391K | Add +43.3% |
| IWR iShares Russell Mid-Cap ETF | 0.11% | 4,373 | $387K | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.11% | 668 | $380K | Add +3.9% |
| COST Costco Wholesale Corp. | 0.11% | 406 | $372K | Add +0.3% |
| VGIT Vanguard Intermediate-Term T | 0.10% | 6,190 | $359K | Add +4.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 3,663 | $355K | New |
| AMZN Amazon.com Inc. | 0.10% | 1,580 | $347K | Reduce -2.7% |
| VGT Vanguard Info Tech ETF | 0.10% | 534 | $332K | Add +0.4% |
| VNQ Vanguard Real Estate ETF | 0.09% | 3,550 | $316K | Add +19.6% |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 1,650 | $305K | Add +8.6% |
| NLY Annaly Capital Management Inc. | 0.09% | 16,530 | $302K | Add +4.9% |
| IYW iShares Ustechnology ETF | 0.09% | 1,892 | $302K | Add +30.2% |
| VEA Vanguard Ftse Developed ETF | 0.08% | 5,965 | $285K | Add +1.5% |
| JNJ Johnson & Johnson | 0.07% | 1,751 | $253K | Reduce -6.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.07% | 4,733 | $247K | Reduce -0.6% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.07% | 12,348 | $237K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 569 | $233K | Add +0.2% |
| IJS iShares S&P Small-Cap 600 Va | 0.07% | 2,125 | $231K | Add +0.5% |
| IYH iShares U.S. Healthcare ETF | 0.07% | 3,951 | $230K | Add +0.3% |
| IAU iShares Gold Trust | 0.07% | 4,622 | $229K | No change |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.06% | 3,902 | $216K | Reduce -13.2% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 481 | $205K | New |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,150 | $202K | No change |
| BFLY Butterfly Network Inc. | 0.03% | 33,535 | $105K | No change |
| QSI Quantum-Si Inc. | 0.02% | 25,742 | $70K | No change |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $9K | No change |
| CERO THERAPEUTICS HLDGS INC | 0.00% | 18,717 | $1K | New |
Other holdings (3): bonds, preferreds, convertibles and warrants · $13.0M (not counted above)
Total filed on the 13F, all lines: $355.7M.
Portfolio Sells Q3 2024 → Q4 2024
| GD General Dynamics Corp. | Sold out | 0.00% | −0.14 |
| DGRO iShares Core Dividend Growth | Reduce -2.2% | 0.94% | −0.08 |
| IXJ iShares Global Healthcare Et | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.06 |
| ED Consolidated Edison Inc. | Sold out | 0.00% | −0.06 |
| IYR iShares US Real Estate ETF | Reduce -2.2% | 0.29% | −0.05 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -13.2% | 0.06% | −0.02 |
| JNJ Johnson & Johnson | Reduce -6.3% | 0.07% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.20% | −0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.5% | 0.13% | −0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -0.6% | 0.07% | −0.01 |
| GLD SPDR Gold Shares | Reduce -1.5% | 0.13% | −0.01 |
| BAC Bank of America Corp. | Reduce -3.9% | 0.16% | +0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -2.7% | 0.12% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 0.10% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.2% | 28.04% | +2.35 |
Portfolio Buys Q3 2024 → Q4 2024
| IVW iShares S&P 500 Growth ETF | Add +1.8% | 5.84% | +0.21 |
| IWF iShares Russell 1000 Growth | Add +13.7% | 1.19% | +0.17 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.10% | +0.10 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +16.2% | 1.39% | +0.08 |
| AVGO Broadcom Inc. | Add +6.0% | 0.26% | +0.07 |
| DIA SS SPDR Dow Jones Indus Avg | New | 0.06% | +0.06 |
| AAPL Apple Inc. | Add +4.5% | 0.63% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +0.8% | 0.14% | +0.04 |
| IGM iShares Expanded Tech Sector | Add +43.3% | 0.11% | +0.04 |
| IYW iShares Ustechnology ETF | Add +30.2% | 0.09% | +0.02 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +14.6% | 0.27% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.9% | 0.20% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +5.7% | 0.12% | +0.01 |
| VNQ Vanguard Real Estate ETF | Add +19.6% | 0.09% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +8.1% | 0.15% | +0.00 |
| VGT Vanguard Info Tech ETF | Add +0.4% | 0.10% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.2% | 0.07% | +0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +8.6% | 0.09% | +0.00 |
| CERO THERAPEUTICS HLDGS INC | New | 0.00% | +0.00 |
| MDY State Street SPDR S&P Midcap | Add +3.9% | 0.11% | −0.00 |
| COST Costco Wholesale Corp. | Add +0.3% | 0.11% | −0.00 |
| XLK SS Technology Select Sector | Add +0.1% | 0.14% | −0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.5% | 0.07% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Add +4.8% | 0.10% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.11% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +0.5% | 0.12% | −0.00 |
| IWO iShares Russell 2000 Growth | Add +1.1% | 0.31% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +1.4% | 0.25% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.7% | 0.23% | −0.01 |
| NLY Annaly Capital Management Inc. | Add +4.9% | 0.09% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 0.13% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Add +0.0% | 0.58% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Add +0.3% | 0.07% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 0.08% | −0.01 |
| IWN iShares Russell 2000 Value E | Add +0.5% | 0.22% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.5% | 0.25% | −0.02 |
| PFF iShares Preferred & Income S | Add +4.2% | 0.28% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.3% | 0.72% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.6% | 0.29% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.1% | 0.51% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.3% | 1.92% | −0.03 |
| EFA iShares MSCI Eafe ETF | Add +1.4% | 0.21% | −0.03 |
| MSFT Microsoft Corp. | Add +0.6% | 0.53% | −0.03 |
| VPU Vanguard Utilities ETF | Add +2.3% | 0.46% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Add +0.1% | 0.75% | −0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +1.9% | 1.28% | −0.06 |
| DVY iShares Select Dividend ETF | Add +0.4% | 0.97% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.4% | 1.65% | −0.08 |
| SCZ iShares MSCI Eafe Small-Cap | Add +3.4% | 0.65% | −0.08 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +4.4% | 1.69% | −0.08 |
Notes & Other Activity Q3 2024 → Q4 2024
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +2.4% | 185,127 | $4.4M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +2.2% | 179,829 | $4.3M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +2.1% | 168,160 | $4.2M |
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 |