Guidance Point Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Guidance Point Advisors, LLC reported 95 stock positions worth $401.2 million. Its top holding was JPMorgan Chase (JPM) at 31.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.5%) and iShares S&P 500 Growth ETF (IVW, 5.8%). Compared with Q2 2025, it opened 12 new positions, added to 32 and reduced 44. The biggest buy was JPMorgan Chase (JPM, shares +0%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $401.2M (Q3 2025)
- SEC Filing
- 0001172661-25-004412 ↗ filed Oct 23, 2025
Holdings Value
Holdings 95 stocks · $401.2M
| JPM JPMorgan Chase & Co. | 31.54% | 401,144 | $126.5M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 13.45% | 80,526 | $54.0M | Reduce -3.3% |
| IVW iShares S&P 500 Growth ETF | 5.78% | 192,037 | $23.2M | Reduce -3.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.85% | 222,907 | $19.5M | Reduce -3.9% |
| IJH iShares Core S&P Midcap ETF | 3.81% | 234,453 | $15.3M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 3.66% | 123,596 | $14.7M | Reduce -4.5% |
| IVE iShares S&P 500 Value ETF | 3.12% | 60,483 | $12.5M | Reduce -1.5% |
| IEMG iShares Core MSCI Emerging | 2.01% | 122,022 | $8.0M | Reduce -3.7% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.81% | 342,874 | $7.3M | Add +3.3% |
| IBDX iShares Ibonds Dec 2032 TC | 1.80% | 281,959 | $7.2M | Add +1.3% |
| IBDU iShares Ibonds Dec 2029 Term | 1.79% | 306,378 | $7.2M | Add +1.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.79% | 324,354 | $7.2M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.73% | 10,431 | $7.0M | Reduce -5.8% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.64% | 250,597 | $6.6M | Add +2.9% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.57% | 238,484 | $6.3M | Add +12.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.43% | 59,695 | $5.7M | Reduce -4.4% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.26% | 197,916 | $5.1M | Add +9.3% |
| IWF iShares Russell 1000 Growth | 1.11% | 9,517 | $4.5M | Reduce -1.5% |
| IJT iShares S&P Small-Cap 600 GR | 1.11% | 31,353 | $4.4M | Reduce -6.0% |
| DGRO iShares Core Dividend Growth | 0.89% | 52,688 | $3.6M | Reduce -0.2% |
| DVY iShares Select Dividend ETF | 0.84% | 23,743 | $3.4M | Reduce -5.2% |
| IXUS iShares Core Intl Stock ETF | 0.80% | 38,878 | $3.2M | Add +6.3% |
| IUSV iShares Core S&P U.S. Value | 0.70% | 27,982 | $2.8M | Reduce -3.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.65% | 20,000 | $2.6M | Reduce -0.2% |
| ITOT iShares Core S&P Total U.S. | 0.56% | 15,482 | $2.3M | Reduce -0.1% |
| MSFT Microsoft Corp. | 0.52% | 4,013 | $2.1M | Reduce -6.4% |
| AAPL Apple Inc. | 0.52% | 8,135 | $2.1M | Reduce -5.5% |
| VPU Vanguard Utilities ETF | 0.48% | 10,084 | $1.9M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.47% | 8,947 | $1.9M | Add +0.5% |
| AAAU Goldman Sachs Physical Gold | 0.35% | 36,496 | $1.4M | Reduce -8.2% |
| AVGO Broadcom Inc. | 0.34% | 4,141 | $1.4M | Add +6.8% |
| SCZ iShares MSCI Eafe Small-Cap | 0.33% | 17,123 | $1.3M | Reduce -9.9% |
| IWO iShares Russell 2000 Growth | 0.28% | 3,456 | $1.1M | Reduce -1.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.27% | 6,244 | $1.1M | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,745 | $1.0M | Reduce -2.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 10,919 | $1.0M | Reduce -3.8% |
| IYR iShares US Real Estate ETF | 0.25% | 10,406 | $1.0M | Add +0.7% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.25% | 23,107 | $1.0M | Add +6.4% |
| PFF iShares Preferred & Income S | 0.23% | 29,288 | $926K | Add +7.3% |
| IWD iShares Russell 1000 Value E | 0.23% | 4,529 | $923K | Reduce -1.3% |
| VTWO Vanguard Russell 2000 ETF | 0.22% | 8,826 | $864K | Add +0.1% |
| FLOT iShares Floating Rate Bond E | 0.20% | 16,001 | $818K | Add +2.4% |
| IWN iShares Russell 2000 Value E | 0.20% | 4,570 | $809K | Reduce -0.6% |
| EFA iShares MSCI Eafe ETF | 0.19% | 8,337 | $779K | Reduce -7.8% |
| IBCA iShares Ibonds Dec 2035 TC | 0.18% | 27,220 | $709K | Add +222.6% |
| FBTC Fidelity Wise Origin Bitcoin | 0.17% | 6,983 | $697K | Add +14.9% |
| NVDA Nvidia Corp. | 0.16% | 3,344 | $624K | Reduce -6.5% |
| IGM iShares Expanded Tech Sector | 0.15% | 4,895 | $617K | Reduce -2.0% |
| PG The Procter & Gamble Co. | 0.15% | 4,002 | $615K | Reduce -2.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 1,257 | $584K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 2,650 | $573K | Reduce -1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 10,163 | $524K | Reduce -19.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.13% | 1,202 | $524K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 3,572 | $499K | Add +0.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 968 | $487K | Reduce -3.9% |
| XLK SS Technology Select Sector | 0.12% | 1,716 | $484K | Reduce -16.5% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,730 | $421K | Reduce -17.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 3,663 | $417K | No change |
| VGT Vanguard Info Tech ETF | 0.10% | 529 | $396K | Reduce -2.9% |
| COST Costco Wholesale Corp. | 0.09% | 404 | $376K | Reduce -0.5% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 3,890 | $376K | Add +0.0% |
| GLD SPDR Gold Shares | 0.09% | 1,041 | $371K | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 6,181 | $371K | Add +0.8% |
| NLY Annaly Capital Management Inc. | 0.09% | 18,223 | $368K | Add +3.3% |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 1,782 | $355K | Add +0.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.09% | 17,759 | $353K | Add +15.4% |
| IAU iShares Gold Trust | 0.08% | 4,622 | $336K | No change |
| AMZN Amazon.com Inc. | 0.08% | 1,511 | $332K | Reduce -10.9% |
| IBTM iShares Ibnds Dec 2032 TT | 0.08% | 13,474 | $312K | Add +22.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,673 | $304K | Reduce -1.5% |
| MDY State Street SPDR S&P Midcap | 0.07% | 502 | $300K | Reduce -2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 606 | $291K | No change |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.07% | 11,934 | $285K | Add +25.6% |
| IWM iShares Russell 2000 ETF | 0.07% | 1,169 | $283K | Reduce -21.1% |
| LRCX Lam Research Corp. | 0.07% | 2,014 | $270K | New |
| VNQ Vanguard Real Estate ETF | 0.07% | 2,875 | $263K | Add +0.7% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.06% | 11,833 | $260K | Add +22.4% |
| IBTL iShares Ibonds Dec 2031 Term | 0.06% | 12,611 | $259K | Add +22.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.06% | 5,245 | $256K | New |
| IBHG iShares Ibonds 2027 HY Inc. | 0.06% | 11,218 | $252K | New |
| IYW iShares Ustechnology ETF | 0.06% | 1,218 | $239K | Reduce -0.1% |
| HOOD Robinhood Markets Inc. Class A | 0.06% | 1,655 | $237K | New |
| IYH iShares U.S. Healthcare ETF | 0.06% | 3,979 | $234K | Add +0.0% |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 2,067 | $229K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.06% | 1,227 | $228K | Reduce -6.7% |
| IBTI iShares Ibonds Dec 2028 Term | 0.05% | 9,781 | $219K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.05% | 9,690 | $218K | New |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,150 | $218K | No change |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 9,501 | $218K | New |
| IBTF iShares Ibonds Dec 2025 Term | 0.05% | 8,966 | $209K | New |
| WMT Walmart Inc. | 0.05% | 2,022 | $209K | New |
| APUE Activepassive US Equity ETF | 0.05% | 5,035 | $205K | New |
| DFUV Dimensional US Marketwide Va | 0.05% | 4,505 | $201K | New |
| EEMA iShares MSCI Emerg MRKT Asia | 0.05% | 2,184 | $201K | New |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $15K | No change |
Other holdings (3): bonds, preferreds, convertibles and warrants · $13.5M (not counted above)
Total filed on the 13F, all lines: $414.7M.
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Reduce -3.3% | 13.45% | −0.31 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.9% | 4.85% | −0.30 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.6% | 3.81% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.5% | 3.66% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.8% | 1.73% | −0.09 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -4.4% | 1.43% | −0.08 |
| IVE iShares S&P 500 Value ETF | Reduce -1.5% | 3.12% | −0.08 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -6.0% | 1.11% | −0.07 |
| MSFT Microsoft Corp. | Reduce -6.4% | 0.52% | −0.05 |
| DVY iShares Select Dividend ETF | Reduce -5.2% | 0.84% | −0.04 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -9.9% | 0.33% | −0.04 |
| IUSV iShares Core S&P U.S. Value | Reduce -3.4% | 0.70% | −0.03 |
| BAC Bank of America Corp. | Reduce -19.3% | 0.13% | −0.03 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -3.8% | 0.26% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.9% | 0.15% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -7.8% | 0.19% | −0.02 |
| XLK SS Technology Select Sector | Reduce -16.5% | 0.12% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -3.7% | 2.01% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.0% | 5.78% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -10.9% | 0.08% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -21.1% | 0.07% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -0.5% | 0.09% | −0.01 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -0.2% | 0.65% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.9% | 0.12% | −0.01 |
| IWD iShares Russell 1000 Value E | Reduce -1.3% | 0.23% | −0.01 |
| DGRO iShares Core Dividend Growth | Reduce -0.2% | 0.89% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.14% | −0.00 |
| MDY State Street SPDR S&P Midcap | Reduce -2.3% | 0.07% | −0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -1.5% | 0.08% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.4% | 0.26% | −0.00 |
| AAAU Goldman Sachs Physical Gold | Reduce -8.2% | 0.35% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -2.2% | 0.06% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -2.9% | 0.10% | +0.00 |
| IYW iShares Ustechnology ETF | Reduce -0.1% | 0.06% | +0.00 |
| JNJ Johnson & Johnson | Reduce -6.7% | 0.06% | +0.00 |
| IGM iShares Expanded Tech Sector | Reduce -2.0% | 0.15% | +0.00 |
| NVDA Nvidia Corp. | Reduce -6.5% | 0.16% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.1% | 0.56% | +0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -17.0% | 0.10% | +0.01 |
| GLD SPDR Gold Shares | Reduce -0.7% | 0.09% | +0.01 |
| IWN iShares Russell 2000 Value E | Reduce -0.6% | 0.20% | +0.01 |
| IWO iShares Russell 2000 Growth | Reduce -1.2% | 0.28% | +0.01 |
| IWF iShares Russell 1000 Growth | Reduce -1.5% | 1.11% | +0.02 |
| AAPL Apple Inc. | Reduce -5.5% | 0.52% | +0.05 |
Portfolio Buys Q2 2025 → Q3 2025
| JPM JPMorgan Chase & Co. | Add +0.1% | 31.54% | +0.61 |
| IBCA iShares Ibonds Dec 2035 TC | Add +222.6% | 0.18% | +0.12 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +12.0% | 1.57% | +0.09 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.06% | +0.06 |
| IBHG iShares Ibonds 2027 HY Inc. | New | 0.06% | +0.06 |
| HOOD Robinhood Markets Inc. Class A | New | 0.06% | +0.06 |
| AVGO Broadcom Inc. | Add +6.8% | 0.34% | +0.06 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.05% | +0.05 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.05% | +0.05 |
| IBTG iShares Ibonds Dec 2026 Term | New | 0.05% | +0.05 |
| IBTF iShares Ibonds Dec 2025 Term | New | 0.05% | +0.05 |
| WMT Walmart Inc. | New | 0.05% | +0.05 |
| APUE Activepassive US Equity ETF | New | 0.05% | +0.05 |
| DFUV Dimensional US Marketwide Va | New | 0.05% | +0.05 |
| EEMA iShares MSCI Emerg MRKT Asia | New | 0.05% | +0.05 |
| IXUS iShares Core Intl Stock ETF | Add +6.3% | 0.80% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +9.3% | 1.26% | +0.03 |
| FBTC Fidelity Wise Origin Bitcoin | Add +14.9% | 0.17% | +0.02 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +25.6% | 0.07% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.22% | +0.01 |
| IBTM iShares Ibnds Dec 2032 TT | Add +22.9% | 0.08% | +0.01 |
| VPU Vanguard Utilities ETF | Add +1.3% | 0.48% | +0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Add +22.4% | 0.06% | +0.01 |
| IBTL iShares Ibonds Dec 2031 Term | Add +22.1% | 0.06% | +0.01 |
| PFF iShares Preferred & Income S | Add +7.3% | 0.23% | +0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +15.4% | 0.09% | +0.01 |
| NLY Annaly Capital Management Inc. | Add +3.3% | 0.09% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.47% | +0.00 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +6.4% | 0.25% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.27% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.5% | 0.09% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.8% | 0.09% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.4% | 0.12% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.09% | −0.00 |
| IYH iShares U.S. Healthcare ETF | Add +0.0% | 0.06% | −0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.7% | 0.07% | −0.00 |
| FLOT iShares Floating Rate Bond E | Add +2.4% | 0.20% | −0.01 |
| IYR iShares US Real Estate ETF | Add +0.7% | 0.25% | −0.01 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +2.9% | 1.64% | −0.04 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +3.3% | 1.81% | −0.05 |
| IBDX iShares Ibonds Dec 2032 TC | Add +1.3% | 1.80% | −0.07 |
| IBDU iShares Ibonds Dec 2029 Term | Add +1.8% | 1.79% | −0.08 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +1.4% | 1.79% | −0.08 |
Notes & Other Activity Q2 2025 → Q3 2025
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +0.7% | 188,271 | $4.6M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -0.6% | 179,566 | $4.5M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +1.8% | 181,716 | $4.4M |
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 |