Guidance Point Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 11, 2026), Guidance Point Advisors, LLC reported 93 stock positions worth $421.2 million. Its top holding was JPMorgan Chase (JPM) at 30.7% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 13.2%) and iShares S&P 500 Growth ETF (IVW, 5.5%). Compared with Q3 2025, it opened 3 new positions, sold out of 5, added to 59 and reduced 28. The biggest buy was iShares Ibonds Dec 2035 TC (IBCA, shares +714%) and the biggest sale JPMorgan Chase (JPM, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Wellesley, MA
- CIK
- 0001767710
- Portfolio Value
- $421.2M (Q4 2025)
- SEC Filing
- 0001172661-26-000601 ↗ filed Feb 11, 2026
Holdings Value
Holdings 93 stocks · $421.2M
| JPM JPMorgan Chase & Co. | 30.68% | 401,005 | $129.2M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 13.24% | 81,327 | $55.8M | Add +1.0% |
| IVW iShares S&P 500 Growth ETF | 5.51% | 188,093 | $23.2M | Reduce -2.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.98% | 234,354 | $21.0M | Add +5.1% |
| IJH iShares Core S&P Midcap ETF | 3.91% | 249,719 | $16.5M | Add +6.5% |
| IJR iShares Core S&P Small-Cap E | 3.56% | 124,582 | $15.0M | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 3.11% | 61,646 | $13.1M | Add +1.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 2.08% | 397,616 | $8.8M | Add +22.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 2.05% | 407,781 | $8.6M | Add +18.9% |
| IEMG iShares Core MSCI Emerging | 1.99% | 124,373 | $8.4M | Add +1.9% |
| IBDX iShares Ibonds Dec 2032 TC | 1.84% | 303,977 | $7.8M | Add +7.8% |
| IBDU iShares Ibonds Dec 2029 Term | 1.75% | 314,357 | $7.4M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.70% | 10,502 | $7.2M | Add +0.7% |
| IBDY iShares Ibonds Dec 2033 Corp. | 1.64% | 264,961 | $6.9M | Add +5.7% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 1.61% | 257,841 | $6.8M | Add +8.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.47% | 242,520 | $6.2M | Add +22.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.37% | 59,616 | $5.8M | Reduce -0.1% |
| IBCA iShares Ibonds Dec 2035 TC | 1.37% | 221,647 | $5.7M | Add +714.3% |
| IWF iShares Russell 1000 Growth | 1.07% | 9,506 | $4.5M | Reduce -0.1% |
| IJT iShares S&P Small-Cap 600 GR | 1.02% | 30,411 | $4.3M | Reduce -3.0% |
| IXUS iShares Core Intl Stock ETF | 0.86% | 42,646 | $3.6M | Add +9.7% |
| DGRO iShares Core Dividend Growth | 0.85% | 51,339 | $3.6M | Reduce -2.6% |
| DVY iShares Select Dividend ETF | 0.80% | 23,965 | $3.4M | Add +0.9% |
| IUSV iShares Core S&P U.S. Value | 0.68% | 28,015 | $2.9M | Add +0.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.63% | 20,164 | $2.7M | Add +0.8% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 15,242 | $2.3M | Reduce -1.6% |
| AAPL Apple Inc. | 0.50% | 7,791 | $2.1M | Reduce -4.2% |
| VPU Vanguard Utilities ETF | 0.46% | 10,428 | $1.9M | Add +3.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 9,002 | $1.9M | Add +0.6% |
| MSFT Microsoft Corp. | 0.45% | 3,914 | $1.9M | Reduce -2.5% |
| AAAU Goldman Sachs Physical Gold | 0.34% | 33,494 | $1.4M | Reduce -8.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.34% | 33,128 | $1.4M | Add +43.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.32% | 17,278 | $1.3M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 1,917 | $1.2M | Add +9.9% |
| IWO iShares Russell 2000 Growth | 0.27% | 3,482 | $1.1M | Add +0.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 6,276 | $1.1M | Add +0.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.24% | 10,926 | $1.0M | Add +0.1% |
| IWD iShares Russell 1000 Value E | 0.23% | 4,527 | $954K | Reduce -0.0% |
| IYR iShares US Real Estate ETF | 0.23% | 10,118 | $951K | Reduce -2.8% |
| VTWO Vanguard Russell 2000 ETF | 0.21% | 8,837 | $880K | Add +0.1% |
| FLOT iShares Floating Rate Bond E | 0.21% | 17,001 | $865K | Add +6.3% |
| IWN iShares Russell 2000 Value E | 0.20% | 4,632 | $840K | Add +1.4% |
| AVGO Broadcom Inc. | 0.20% | 2,398 | $830K | Reduce -42.1% |
| EFA iShares MSCI Eafe ETF | 0.19% | 8,429 | $810K | Add +1.1% |
| IWM iShares Russell 2000 ETF | 0.15% | 2,576 | $635K | Add +120.4% |
| IGM iShares Expanded Tech Sector | 0.15% | 4,865 | $629K | Reduce -0.6% |
| NVDA Nvidia Corp. | 0.15% | 3,316 | $619K | Reduce -0.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.15% | 1,278 | $616K | Add +1.7% |
| PFF iShares Preferred & Income S | 0.15% | 19,782 | $613K | Reduce -32.5% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 2,638 | $581K | Reduce -0.5% |
| VOOG Vanguard S&P 500 Growth ETF | 0.14% | 1,289 | $574K | Add +7.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.14% | 7,509 | $573K | Add +7.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.13% | 10,234 | $563K | Add +0.7% |
| PG The Procter & Gamble Co. | 0.13% | 3,923 | $562K | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,731 | $542K | Add +0.1% |
| XLK SS Technology Select Sector | 0.12% | 3,545 | $510K | Add +3.3% |
| IWS iShares Russell Mid-Cap Valu | 0.12% | 3,589 | $506K | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 967 | $486K | Reduce -0.1% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.11% | 21,535 | $481K | Add +92.0% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.10% | 17,756 | $420K | Add +48.8% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 3,663 | $417K | No change |
| VEA Vanguard Ftse Developed ETF | 0.10% | 6,489 | $406K | Add +5.0% |
| GLD SPDR Gold Shares | 0.10% | 1,018 | $404K | Reduce -2.2% |
| VGT Vanguard Info Tech ETF | 0.09% | 509 | $385K | Reduce -3.8% |
| IWR iShares Russell Mid-Cap ETF | 0.09% | 3,892 | $375K | Add +0.1% |
| VOOV Vanguard S&P 500 Value ETF | 0.09% | 1,790 | $367K | Add +0.5% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.09% | 18,040 | $358K | Add +1.6% |
| GLDM SPDR Gold Minishares Trust | 0.08% | 4,122 | $352K | New |
| LRCX Lam Research Corp. | 0.08% | 2,018 | $345K | Add +0.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.08% | 6,185 | $327K | New |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 4,744 | $319K | Add +1.5% |
| IBTM iShares Ibnds Dec 2032 TT | 0.08% | 13,713 | $316K | Add +1.8% |
| MDY State Street SPDR S&P Midcap | 0.07% | 517 | $313K | Add +3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 637 | $311K | Add +5.1% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.07% | 5,935 | $290K | Add +13.2% |
| COST Costco Wholesale Corp. | 0.07% | 333 | $289K | Reduce -17.6% |
| AMZN Amazon.com Inc. | 0.07% | 1,223 | $282K | Reduce -19.1% |
| IYH iShares U.S. Healthcare ETF | 0.06% | 4,174 | $272K | Add +4.9% |
| IBTL iShares Ibonds Dec 2031 Term | 0.06% | 12,883 | $264K | Add +2.2% |
| VNQ Vanguard Real Estate ETF | 0.06% | 2,836 | $252K | Reduce -1.4% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.06% | 11,307 | $248K | Reduce -4.5% |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 2,123 | $242K | Add +2.7% |
| IYW iShares Ustechnology ETF | 0.05% | 1,156 | $231K | Reduce -5.1% |
| IBTI iShares Ibonds Dec 2028 Term | 0.05% | 10,018 | $224K | Add +2.4% |
| IBTH iShares Ibonds Dec 2027 Term | 0.05% | 9,924 | $223K | Add +2.4% |
| IBTG iShares Ibonds Dec 2026 Term | 0.05% | 9,728 | $223K | Add +2.4% |
| RSP Invesco S&P 500 Equal Weight | 0.05% | 1,150 | $220K | No change |
| JNJ Johnson & Johnson | 0.05% | 1,032 | $214K | Reduce -15.9% |
| EEMA iShares MSCI Emerg MRKT Asia | 0.05% | 2,254 | $212K | Add +3.2% |
| DFUV Dimensional US Marketwide Va | 0.05% | 4,521 | $211K | Add +0.4% |
| IBTP iShares Ibonds Dec 2034 ETF | 0.05% | 7,787 | $201K | New |
| APUE Activepassive US Equity ETF | 0.05% | 4,811 | $200K | Reduce -4.5% |
| HYPR Hyperfine Inc. | 0.00% | 10,571 | $10K | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $10.2M (not counted above)
Total filed on the 13F, all lines: $431.4M.
Portfolio Sells Q3 2025 → Q4 2025
| JPM JPMorgan Chase & Co. | Reduce -0.0% | 30.68% | −0.86 |
| IVW iShares S&P 500 Growth ETF | Reduce -2.0% | 5.51% | −0.27 |
| AVGO Broadcom Inc. | Reduce -42.1% | 0.20% | −0.14 |
| NLY Annaly Capital Management Inc. | Sold out | 0.00% | −0.09 |
| IJT iShares S&P Small-Cap 600 GR | Reduce -3.0% | 1.02% | −0.09 |
| PFF iShares Preferred & Income S | Reduce -32.5% | 0.15% | −0.09 |
| IAU iShares Gold Trust | Sold out | 0.00% | −0.08 |
| MSFT Microsoft Corp. | Reduce -2.5% | 0.45% | −0.07 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -0.1% | 1.37% | −0.06 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.05 |
| DGRO iShares Core Dividend Growth | Reduce -2.6% | 0.85% | −0.05 |
| IWF iShares Russell 1000 Growth | Reduce -0.1% | 1.07% | −0.04 |
| IYR iShares US Real Estate ETF | Reduce -2.8% | 0.23% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -17.6% | 0.07% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.6% | 0.54% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -2.0% | 0.13% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -19.1% | 0.07% | −0.02 |
| AAPL Apple Inc. | Reduce -4.2% | 0.50% | −0.01 |
| NVDA Nvidia Corp. | Reduce -0.8% | 0.15% | −0.01 |
| AAAU Goldman Sachs Physical Gold | Reduce -8.2% | 0.34% | −0.01 |
| VGT Vanguard Info Tech ETF | Reduce -3.8% | 0.09% | −0.01 |
| JNJ Johnson & Johnson | Reduce -15.9% | 0.05% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.4% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.1% | 0.12% | −0.01 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -4.5% | 0.06% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -5.1% | 0.05% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.5% | 0.14% | −0.00 |
| IGM iShares Expanded Tech Sector | Reduce -0.6% | 0.15% | −0.00 |
| IWD iShares Russell 1000 Value E | Reduce -0.0% | 0.23% | −0.00 |
| APUE Activepassive US Equity ETF | Reduce -4.5% | 0.05% | −0.00 |
| GLD SPDR Gold Shares | Reduce -2.2% | 0.10% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| IBCA iShares Ibonds Dec 2035 TC | Add +714.3% | 1.37% | +1.19 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +22.6% | 2.08% | +0.29 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +18.9% | 2.05% | +0.23 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +22.5% | 1.47% | +0.21 |
| IEFA iShares Core MSCI Eafe ETF | Add +5.1% | 4.98% | +0.13 |
| IJH iShares Core S&P Midcap ETF | Add +6.5% | 3.91% | +0.10 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +43.4% | 0.34% | +0.09 |
| GLDM SPDR Gold Minishares Trust | New | 0.08% | +0.08 |
| IWM iShares Russell 2000 ETF | Add +120.4% | 0.15% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | New | 0.08% | +0.08 |
| IXUS iShares Core Intl Stock ETF | Add +9.7% | 0.86% | +0.06 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +92.0% | 0.11% | +0.05 |
| IBTP iShares Ibonds Dec 2034 ETF | New | 0.05% | +0.05 |
| IBDX iShares Ibonds Dec 2032 TC | Add +7.8% | 1.84% | +0.04 |
| IBDZ ISHARESIBONDSDEC2034TMCORP | Add +8.1% | 1.61% | +0.04 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +48.8% | 0.10% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.13% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.9% | 0.28% | +0.02 |
| LRCX Lam Research Corp. | Add +0.2% | 0.08% | +0.01 |
| IYH iShares U.S. Healthcare ETF | Add +4.9% | 0.06% | +0.01 |
| IBDY iShares Ibonds Dec 2033 Corp. | Add +5.7% | 1.64% | +0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +7.2% | 0.14% | +0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Add +13.2% | 0.07% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +5.0% | 0.10% | +0.00 |
| BAC Bank of America Corp. | Add +0.7% | 0.13% | +0.00 |
| FLOT iShares Floating Rate Bond E | Add +6.3% | 0.21% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.1% | 0.07% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1.7% | 0.15% | +0.00 |
| XLK SS Technology Select Sector | Add +3.3% | 0.12% | +0.00 |
| EEMA iShares MSCI Emerg MRKT Asia | Add +3.2% | 0.05% | +0.00 |
| IJS iShares S&P Small-Cap 600 Va | Add +2.7% | 0.06% | +0.00 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +1.5% | 0.08% | −0.00 |
| DFUV Dimensional US Marketwide Va | Add +0.4% | 0.05% | −0.00 |
| MDY State Street SPDR S&P Midcap | Add +3.0% | 0.07% | −0.00 |
| IBTI iShares Ibonds Dec 2028 Term | Add +2.4% | 0.05% | −0.00 |
| IBTH iShares Ibonds Dec 2027 Term | Add +2.4% | 0.05% | −0.00 |
| IBTG iShares Ibonds Dec 2026 Term | Add +2.4% | 0.05% | −0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.5% | 0.09% | −0.00 |
| EFA iShares MSCI Eafe ETF | Add +1.1% | 0.19% | −0.00 |
| IBTL iShares Ibonds Dec 2031 Term | Add +2.2% | 0.06% | −0.00 |
| IWN iShares Russell 2000 Value E | Add +1.4% | 0.20% | −0.00 |
| IBTM iShares Ibnds Dec 2032 TT | Add +1.8% | 0.08% | −0.00 |
| IBTK iShares Ibonds Dec 2030 Trea | Add +1.6% | 0.09% | −0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +0.5% | 0.12% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.1% | 0.09% | −0.00 |
| VTWO Vanguard Russell 2000 ETF | Add +0.1% | 0.21% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.5% | 0.26% | −0.01 |
| IWO iShares Russell 2000 Growth | Add +0.8% | 0.27% | −0.01 |
| IVE iShares S&P 500 Value ETF | Add +1.9% | 3.11% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.9% | 0.32% | −0.01 |
Notes & Other Activity Q3 2025 → Q4 2025
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +12.3% | 211,361 | $5.1M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +15.1% | 209,081 | $5.1M |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Sold out | 179,566 | $4.5Mbefore 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 |