Guidance Point Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Guidance Point Advisors, LLC reported 83 stock positions worth $375.8 million. Its top holding was JPMorgan Chase (JPM) at 30.9% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.8%) and iShares S&P 500 Growth ETF (IVW, 5.8%). Compared with Q1 2025, it opened 3 new positions, sold out of 1, added to 49 and reduced 22. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +3%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $375.8M (Q2 2025)
- SEC Filing
- 0001172661-25-002997 ↗ filed Aug 11, 2025
Holdings Value
Holdings 83 stocks · $375.8M
| JPM JPMorgan Chase & Co. | 30.93% | 400,939 | $116.2M | No change |
| IVV iShares Core S&P 500 ETF | 13.76% | 83,300 | $51.7M | Add +3.4% |
| IVW iShares S&P 500 Growth ETF | 5.80% | 197,901 | $21.8M | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 5.15% | 231,992 | $19.4M | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 3.93% | 238,202 | $14.8M | Reduce -5.0% |
| IJR iShares Core S&P Small-Cap E | 3.76% | 129,381 | $14.1M | Reduce -6.4% |
| IVE iShares S&P 500 Value ETF | 3.19% | 61,403 | $12.0M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 2.02% | 126,688 | $7.6M | Add +7.0% |
| IBDX iShares Ibonds Dec 2032 TC | 1.87% | 278,413 | $7.0M | Add +0.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.87% | 319,710 | $7.0M | Add +0.2% |
| IBDU iShares Ibonds Dec 2029 Term | 1.87% | 301,086 | $7.0M | Add +0.1% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.86% | 332,049 | $7.0M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.82% | 11,070 | $6.8M | Reduce -0.1% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.68% | 243,451 | $6.3M | Add +4.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.51% | 62,455 | $5.7M | Add +0.2% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.48% | 212,891 | $5.6M | Add +8.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.22% | 181,021 | $4.6M | Add +0.3% |
| IJT iShares S&P Small-Cap 600 GR | 1.18% | 33,361 | $4.4M | Add +0.1% |
| IWF iShares Russell 1000 Growth | 1.09% | 9,658 | $4.1M | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 0.90% | 52,783 | $3.4M | Add +0.5% |
| DVY iShares Select Dividend ETF | 0.88% | 25,042 | $3.3M | Add +0.7% |
| IXUS iShares Core Intl Stock ETF | 0.75% | 36,566 | $2.8M | Add +1.5% |
| IUSV iShares Core S&P U.S. Value | 0.73% | 28,967 | $2.7M | Add +1.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.66% | 20,045 | $2.5M | Add +0.1% |
| MSFT Microsoft Corp. | 0.57% | 4,287 | $2.1M | Reduce -0.3% |
| ITOT iShares Core S&P Total U.S. | 0.56% | 15,496 | $2.1M | Add +0.0% |
| AAPL Apple Inc. | 0.47% | 8,612 | $1.8M | Reduce -0.3% |
| VPU Vanguard Utilities ETF | 0.47% | 9,953 | $1.8M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.46% | 8,907 | $1.7M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.37% | 18,996 | $1.4M | Add +2.1% |
| AAAU Goldman Sachs Physical Gold | 0.35% | 39,752 | $1.3M | Reduce -6.2% |
| AVGO Broadcom Inc. | 0.28% | 3,877 | $1.1M | Add +0.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.28% | 11,350 | $1.1M | Reduce -43.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 6,213 | $1.0M | No change |
| IWO iShares Russell 2000 Growth | 0.27% | 3,497 | $1.0M | Reduce -6.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,788 | $987K | Add +47.8% |
| IYR iShares US Real Estate ETF | 0.26% | 10,333 | $979K | Reduce -2.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 21,720 | $937K | Add +4.1% |
| IWD iShares Russell 1000 Value E | 0.24% | 4,590 | $891K | Add +0.4% |
| PFF iShares Preferred & Income S | 0.22% | 27,300 | $838K | Reduce -3.8% |
| EFA iShares MSCI Eafe ETF | 0.21% | 9,038 | $808K | Add +3.8% |
| FLOT iShares Floating Rate Bond E | 0.21% | 15,628 | $797K | Reduce -2.5% |
| VTWO Vanguard Russell 2000 ETF | 0.20% | 8,820 | $769K | Add +0.1% |
| IWN iShares Russell 2000 Value E | 0.19% | 4,599 | $725K | Add +0.5% |
| PG The Procter & Gamble Co. | 0.17% | 4,123 | $657K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.16% | 12,590 | $596K | Add +0.4% |
| FBTC Fidelity Wise Origin Bitcoin | 0.15% | 6,079 | $571K | Add +16.6% |
| NVDA Nvidia Corp. | 0.15% | 3,576 | $565K | Reduce -12.4% |
| IGM iShares Expanded Tech Sector | 0.15% | 4,996 | $561K | Add +29.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 1,257 | $553K | Add +160.8% |
| VIG Vanguard Dividend Apprec ETF | 0.15% | 2,681 | $549K | Add +1.3% |
| XLK SS Technology Select Sector | 0.14% | 2,055 | $520K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 1,007 | $489K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.13% | 1,202 | $477K | Add +1.4% |
| IWS iShares Russell Mid-Cap Valu | 0.13% | 3,558 | $470K | Add +0.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.11% | 3,663 | $410K | No change |
| COST Costco Wholesale Corp. | 0.11% | 406 | $402K | No change |
| AMZN Amazon.com Inc. | 0.10% | 1,696 | $372K | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.10% | 2,084 | $367K | Reduce -0.2% |
| VGT Vanguard Info Tech ETF | 0.10% | 545 | $361K | Add +1.1% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 3,889 | $358K | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 6,129 | $349K | Add +1.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 1,774 | $335K | Add +0.5% |
| NLY Annaly Capital Management Inc. | 0.09% | 17,646 | $332K | Add +3.5% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,481 | $320K | Reduce -1.0% |
| GLD SPDR Gold Shares | 0.09% | 1,048 | $319K | Reduce -40.9% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.08% | 15,391 | $305K | Add +5.8% |
| MDY State Street SPDR S&P Midcap | 0.08% | 514 | $291K | Add +0.4% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,742 | $289K | Add +1.4% |
| IAU iShares Gold Trust | 0.08% | 4,622 | $288K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 606 | $266K | No change |
| VNQ Vanguard Real Estate ETF | 0.07% | 2,856 | $254K | Reduce -19.8% |
| IBTM iShares Ibnds Dec 2032 TT | 0.07% | 10,964 | $253K | Add +7.6% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.06% | 9,501 | $225K | New |
| IYH iShares U.S. Healthcare ETF | 0.06% | 3,978 | $225K | Add +0.4% |
| IBCA iShares Ibonds Dec 2035 TC | 0.06% | 8,439 | $216K | New |
| IBTJ iShares Ibonds Dec 2029 Term | 0.06% | 9,670 | $212K | Add +0.2% |
| IBTL iShares Ibonds Dec 2031 Term | 0.06% | 10,327 | $212K | Add +0.3% |
| IYW iShares Ustechnology ETF | 0.06% | 1,219 | $211K | Reduce -40.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 2,113 | $210K | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,150 | $209K | New |
| JNJ Johnson & Johnson | 0.05% | 1,315 | $201K | Add +0.4% |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $8K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $13.4M (not counted above)
Total filed on the 13F, all lines: $389.3M.
Portfolio Sells Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Reduce -6.4% | 3.76% | −0.51 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.0% | 3.93% | −0.39 |
| IVE iShares S&P 500 Value ETF | Reduce -0.6% | 3.19% | −0.29 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -43.8% | 0.28% | −0.28 |
| AAPL Apple Inc. | Reduce -0.3% | 0.47% | −0.10 |
| GLD SPDR Gold Shares | Reduce -40.9% | 0.09% | −0.07 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.06 |
| AAAU Goldman Sachs Physical Gold | Reduce -6.2% | 0.35% | −0.04 |
| IYR iShares US Real Estate ETF | Reduce -2.6% | 0.26% | −0.04 |
| PFF iShares Preferred & Income S | Reduce -3.8% | 0.22% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.17% | −0.03 |
| FLOT iShares Floating Rate Bond E | Reduce -2.5% | 0.21% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -40.5% | 0.06% | −0.03 |
| VNQ Vanguard Real Estate ETF | Reduce -19.8% | 0.07% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -6.9% | 0.27% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.1% | 1.82% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -0.9% | 0.06% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -1.0% | 0.09% | −0.00 |
| GOOGL Alphabet Inc. Class A | Reduce -0.2% | 0.10% | +0.00 |
| NVDA Nvidia Corp. | Reduce -12.4% | 0.15% | +0.02 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 1.09% | +0.06 |
| MSFT Microsoft Corp. | Reduce -0.3% | 0.57% | +0.09 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 5.80% | +0.34 |
Portfolio Buys Q1 2025 → Q2 2025
| IVV iShares Core S&P 500 ETF | Add +3.4% | 13.76% | +0.38 |
| IEMG iShares Core MSCI Emerging | Add +7.0% | 2.02% | +0.13 |
| QQQ Invesco QQQ Trust Series 1 | Add +47.8% | 0.26% | +0.09 |
| AVGO Broadcom Inc. | Add +0.4% | 0.28% | +0.09 |
| DIA SS SPDR Dow Jones Indus Avg | Add +160.8% | 0.15% | +0.09 |
| IBHH iShares Ibonds 2028 TM HY Inc. | New | 0.06% | +0.06 |
| IBCA iShares Ibonds Dec 2035 TC | New | 0.06% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| IGM iShares Expanded Tech Sector | Add +29.8% | 0.15% | +0.05 |
| FBTC Fidelity Wise Origin Bitcoin | Add +16.6% | 0.15% | +0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Add +2.1% | 0.37% | +0.02 |
| XLK SS Technology Select Sector | Add +0.2% | 0.14% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +1.4% | 0.13% | +0.01 |
| VGT Vanguard Info Tech ETF | Add +1.1% | 0.10% | +0.01 |
| IXUS iShares Core Intl Stock ETF | Add +1.5% | 0.75% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +3.8% | 0.21% | +0.00 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.10% | +0.00 |
| BAC Bank of America Corp. | Add +0.4% | 0.16% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 0.09% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.7% | 5.15% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.4% | 0.08% | +0.00 |
| IBTM iShares Ibnds Dec 2032 TT | Add +7.6% | 0.07% | −0.00 |
| ITOT iShares Core S&P Total U.S. | Add +0.0% | 0.56% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.10% | −0.00 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +5.8% | 0.08% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +0.4% | 0.08% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.20% | −0.01 |
| IBTL iShares Ibonds Dec 2031 Term | Add +0.3% | 0.06% | −0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +0.2% | 0.06% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +1.3% | 0.15% | −0.01 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 0.13% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.5% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Add +0.4% | 0.05% | −0.01 |
| IWN iShares Russell 2000 Value E | Add +0.5% | 0.19% | −0.01 |
| IYH iShares U.S. Healthcare ETF | Add +0.4% | 0.06% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +4.1% | 0.25% | −0.01 |
| NLY Annaly Capital Management Inc. | Add +3.5% | 0.09% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.4% | 0.24% | −0.02 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +8.0% | 1.48% | −0.02 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +0.2% | 1.51% | −0.02 |
| VPU Vanguard Utilities ETF | Add +1.8% | 0.47% | −0.03 |
| IJT iShares S&P Small-Cap 600 GR | Add +0.1% | 1.18% | −0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +0.1% | 0.66% | −0.05 |
| IUSV iShares Core S&P U.S. Value | Add +1.2% | 0.73% | −0.05 |
| DGRO iShares Core Dividend Growth | Add +0.5% | 0.90% | −0.06 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +4.3% | 1.68% | −0.09 |
| DVY iShares Select Dividend ETF | Add +0.7% | 0.88% | −0.10 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +0.3% | 1.22% | −0.12 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +0.8% | 1.86% | −0.16 |
| IBDX iShares Ibonds Dec 2032 TC | Add +0.8% | 1.87% | −0.17 |
Notes & Other Activity Q1 2025 → Q2 2025
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +12.2% | 180,660 | $4.5M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Reduce -0.2% | 186,999 | $4.5M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Reduce -1.5% | 178,520 | $4.3M |
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 |