Guidance Point Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 14, 2025), Guidance Point Advisors, LLC reported 81 stock positions worth $338.2 million. Its top holding was JPMorgan Chase (JPM) at 29.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.4%) and iShares S&P 500 Growth ETF (IVW, 5.5%). Compared with Q4 2024, it opened 5 new positions, sold out of 6, added to 48 and reduced 23. The biggest buy was a new position in Goldman Sachs Physical Gold (AAAU) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $338.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001819 ↗ filed May 14, 2025
Holdings Value
Holdings 81 stocks · $338.2M
| JPM JPMorgan Chase & Co. | 29.08% | 400,939 | $98.4M | Reduce 0.0% |
| IVV iShares Core S&P 500 ETF | 13.38% | 80,536 | $45.3M | Add +1.3% |
| IVW iShares S&P 500 Growth ETF | 5.45% | 198,665 | $18.4M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 5.15% | 230,296 | $17.4M | Reduce -6.8% |
| IJH iShares Core S&P Midcap ETF | 4.32% | 250,594 | $14.6M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 4.27% | 138,181 | $14.5M | Reduce -1.9% |
| IVE iShares S&P 500 Value ETF | 3.48% | 61,793 | $11.8M | Add +0.8% |
| IBDU iShares Ibonds Dec 2029 Term | 2.06% | 300,780 | $7.0M | Add +0.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.05% | 319,171 | $6.9M | Add +0.5% |
| IBDX iShares Ibonds Dec 2032 TC | 2.04% | 276,152 | $6.9M | Add +1.3% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.02% | 329,569 | $6.8M | Add +0.9% |
| IEMG iShares Core MSCI Emerging | 1.89% | 118,429 | $6.4M | Reduce -9.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.83% | 11,075 | $6.2M | Reduce -1.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.76% | 233,456 | $6.0M | Add +1.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.54% | 62,353 | $5.2M | Add +0.3% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.50% | 197,063 | $5.1M | Add +5.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.35% | 180,394 | $4.6M | Add +2.2% |
| IJT iShares S&P Small-Cap 600 GR | 1.23% | 33,322 | $4.1M | Reduce -0.0% |
| IWF iShares Russell 1000 Growth | 1.03% | 9,667 | $3.5M | Reduce -4.8% |
| DVY iShares Select Dividend ETF | 0.99% | 24,871 | $3.3M | Reduce -2.2% |
| DGRO iShares Core Dividend Growth | 0.96% | 52,514 | $3.2M | Add +0.5% |
| IUSV iShares Core S&P U.S. Value | 0.78% | 28,630 | $2.6M | Add +2.8% |
| IXUS iShares Core Intl Stock ETF | 0.74% | 36,013 | $2.5M | Add +0.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.71% | 20,023 | $2.4M | Add +0.9% |
| AAPL Apple Inc. | 0.57% | 8,636 | $1.9M | Reduce -0.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.56% | 20,198 | $1.9M | Add +84.8% |
| ITOT iShares Core S&P Total U.S. | 0.56% | 15,495 | $1.9M | Add +0.0% |
| VPU Vanguard Utilities ETF | 0.49% | 9,780 | $1.7M | Add +1.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.49% | 8,907 | $1.7M | Add +0.7% |
| MSFT Microsoft Corp. | 0.48% | 4,299 | $1.6M | Add +0.1% |
| AAAU Goldman Sachs Physical Gold | 0.39% | 42,377 | $1.3M | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.35% | 18,601 | $1.2M | Reduce -49.5% |
| IYR iShares US Real Estate ETF | 0.30% | 10,612 | $1.0M | Add +0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.29% | 6,213 | $997K | Add +0.7% |
| IWO iShares Russell 2000 Growth | 0.28% | 3,755 | $959K | Add +0.3% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.26% | 20,858 | $887K | Reduce -4.8% |
| PFF iShares Preferred & Income S | 0.26% | 28,388 | $872K | Reduce -5.9% |
| IWD iShares Russell 1000 Value E | 0.25% | 4,570 | $860K | Reduce -0.2% |
| FLOT iShares Floating Rate Bond E | 0.24% | 16,027 | $818K | Reduce -5.4% |
| EFA iShares MSCI Eafe ETF | 0.21% | 8,708 | $712K | Reduce -6.9% |
| VTWO Vanguard Russell 2000 ETF | 0.21% | 8,812 | $711K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.21% | 4,149 | $707K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.20% | 4,578 | $691K | Add +0.3% |
| AVGO Broadcom Inc. | 0.19% | 3,863 | $647K | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 1,210 | $567K | Reduce -7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.16% | 1,007 | $537K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.15% | 12,541 | $523K | Add +0.3% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 2,647 | $513K | Add +2.0% |
| GLD SPDR Gold Shares | 0.15% | 1,772 | $511K | Reduce -5.4% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 3,545 | $447K | Add +0.4% |
| NVDA Nvidia Corp. | 0.13% | 4,081 | $442K | Add +0.1% |
| XLK SS Technology Select Sector | 0.13% | 2,051 | $424K | Add +0.1% |
| VOOG Vanguard S&P 500 Growth ETF | 0.12% | 1,186 | $397K | Add +7.6% |
| COST Costco Wholesale Corp. | 0.11% | 406 | $384K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.11% | 5,212 | $375K | Reduce -10.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.11% | 3,663 | $366K | No change |
| IGM iShares Expanded Tech Sector | 0.10% | 3,848 | $349K | Add +0.6% |
| NLY Annaly Capital Management Inc. | 0.10% | 17,049 | $346K | Add +3.1% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 3,887 | $331K | Reduce -11.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.10% | 1,766 | $325K | Add +7.0% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,088 | $323K | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.10% | 3,559 | $322K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.09% | 1,685 | $321K | Add +6.7% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 6,040 | $307K | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,496 | $299K | Reduce -22.2% |
| VGT Vanguard Info Tech ETF | 0.09% | 539 | $293K | Add +0.9% |
| IYW iShares Ustechnology ETF | 0.09% | 2,047 | $288K | Add +8.2% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.08% | 14,548 | $286K | Add +17.8% |
| MDY State Street SPDR S&P Midcap | 0.08% | 512 | $273K | Reduce -23.4% |
| IAU iShares Gold Trust | 0.08% | 4,622 | $273K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,679 | $259K | Reduce -1.1% |
| IYH iShares U.S. Healthcare ETF | 0.07% | 3,962 | $241K | Add +0.3% |
| IBTM iShares Ibnds Dec 2032 TT | 0.07% | 10,189 | $233K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 606 | $225K | Add +6.5% |
| JNJ Johnson & Johnson | 0.06% | 1,310 | $217K | Reduce -25.2% |
| XOM Exxon Mobil Corp. | 0.06% | 1,815 | $216K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.06% | 9,653 | $210K | New |
| IBTL iShares Ibonds Dec 2031 Term | 0.06% | 10,300 | $209K | New |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 2,132 | $208K | Add +0.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 482 | $202K | Add +0.2% |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $8K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $13.0M (not counted above)
Total filed on the 13F, all lines: $351.1M.
Portfolio Sells Q4 2024 → Q1 2025
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 4.27% | −0.46 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -49.5% | 0.35% | −0.30 |
| IWF iShares Russell 1000 Growth | Reduce -4.8% | 1.03% | −0.16 |
| VGIT Vanguard Intermediate-Term T | Sold out | 0.00% | −0.10 |
| IEMG iShares Core MSCI Emerging | Reduce -9.2% | 1.89% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.5% | 1.83% | −0.09 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -0.0% | 1.23% | −0.09 |
| AAPL Apple Inc. | Reduce -0.1% | 0.57% | −0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.06 |
| IWM iShares Russell 2000 ETF | Reduce -22.2% | 0.09% | −0.04 |
| BFLY Butterfly Network Inc. | Sold out | 0.00% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -23.4% | 0.08% | −0.03 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -7.8% | 0.17% | −0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -10.3% | 0.11% | −0.03 |
| QSI Quantum-Si Inc. | Sold out | 0.00% | −0.02 |
| PFF iShares Preferred & Income S | Reduce -5.9% | 0.26% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -11.1% | 0.10% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -4.8% | 0.26% | −0.01 |
| JNJ Johnson & Johnson | Reduce -25.2% | 0.06% | −0.01 |
| FLOT iShares Floating Rate Bond E | Reduce -5.4% | 0.24% | −0.01 |
| CERO THERAPEUTICS HLDGS INC | Sold out | 0.00% | −0.00 |
| EFA iShares MSCI Eafe ETF | Reduce -6.9% | 0.21% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -1.1% | 0.08% | +0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.2% | 0.25% | +0.01 |
| DVY iShares Select Dividend ETF | Reduce -2.2% | 0.99% | +0.01 |
| GLD SPDR Gold Shares | Reduce -5.4% | 0.15% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.8% | 5.15% | +0.08 |
| JPM JPMorgan Chase & Co. | Reduce 0.0% | 29.08% | +1.04 |
Portfolio Buys Q4 2024 → Q1 2025
| AAAU Goldman Sachs Physical Gold | New | 0.39% | +0.39 |
| USMV iShares MSCI USA Min Vol Fac | Add +84.8% | 0.56% | +0.28 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +5.5% | 1.50% | +0.12 |
| IBDX iShares Ibonds Dec 2032 TC | Add +1.3% | 2.04% | +0.09 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +0.9% | 2.02% | +0.08 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +1.3% | 1.76% | +0.08 |
| IBDU iShares Ibonds Dec 2029 Term | Add +0.9% | 2.06% | +0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +0.5% | 2.05% | +0.07 |
| IVE iShares S&P 500 Value ETF | Add +0.8% | 3.48% | +0.07 |
| IBTM iShares Ibnds Dec 2032 TT | New | 0.07% | +0.07 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +2.2% | 1.35% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.06% | +0.06 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.06% | +0.06 |
| IBTL iShares Ibonds Dec 2031 Term | New | 0.06% | +0.06 |
| IXUS iShares Core Intl Stock ETF | Add +0.6% | 0.74% | +0.05 |
| VPU Vanguard Utilities ETF | Add +1.4% | 0.49% | +0.03 |
| IUSV iShares Core S&P U.S. Value | Add +2.8% | 0.78% | +0.03 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 0.96% | +0.02 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +17.8% | 0.08% | +0.02 |
| NLY Annaly Capital Management Inc. | Add +3.1% | 0.10% | +0.01 |
| IYR iShares US Real Estate ETF | Add +0.3% | 0.30% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Add +1.3% | 0.09% | +0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +7.0% | 0.10% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.21% | +0.01 |
| IYH iShares U.S. Healthcare ETF | Add +0.3% | 0.07% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +2.0% | 0.15% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.7% | 0.29% | +0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.3% | 0.10% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.2% | 0.06% | +0.00 |
| VOOG Vanguard S&P 500 Growth ETF | Add +7.6% | 0.12% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 0.13% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +6.5% | 0.07% | −0.00 |
| IYW iShares Ustechnology ETF | Add +8.2% | 0.09% | −0.00 |
| BAC Bank of America Corp. | Add +0.3% | 0.15% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Add +0.3% | 0.06% | −0.01 |
| AMZN Amazon.com Inc. | Add +6.7% | 0.09% | −0.01 |
| VGT Vanguard Info Tech ETF | Add +0.9% | 0.09% | −0.01 |
| IGM iShares Expanded Tech Sector | Add +0.6% | 0.10% | −0.01 |
| XLK SS Technology Select Sector | Add +0.1% | 0.13% | −0.01 |
| IWN iShares Russell 2000 Value E | Add +0.3% | 0.20% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.9% | 0.71% | −0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.21% | −0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.10% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.7% | 0.49% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Add +0.0% | 0.56% | −0.02 |
| NVDA Nvidia Corp. | Add +0.1% | 0.13% | −0.03 |
| IWO iShares Russell 2000 Growth | Add +0.3% | 0.28% | −0.03 |
| MSFT Microsoft Corp. | Add +0.1% | 0.48% | −0.05 |
| AVGO Broadcom Inc. | Add +0.2% | 0.19% | −0.07 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.3% | 1.54% | −0.11 |
Notes & Other Activity Q4 2024 → Q1 2025
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +1.2% | 187,290 | $4.5M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +0.8% | 181,283 | $4.4M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -4.2% | 161,051 | $4.1M |
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 |