Guidance Point Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Guidance Point Advisors, LLC 13F Holdings
CIK 0001767710 · Boston, MA
As of Sep 30, 2025, Guidance Point Advisors, LLC reported
98 positions worth $414.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| JPMORGAN CHASE & CO | JPM | Financial Services | 401,144 |
|
26.5M30.51% |
| ISHARES CORE S&P 500 ETF | IVV | — | 80,526 | $54.0M | 13.01% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 192,037 | $23.2M | 5.59% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 222,907 |
9.5M | 4.69% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 234,453 |
5.3M | 3.69% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 123,596 |
4.7M | 3.54% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 60,483 |
2.5M | 3.01% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 122,022 | $8.0M | 1.94% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 342,874 | $7.3M | 1.75% |
| ISHARES IBONDS DEC 2032 TERM CORPORATE ETF | IBDX | — | 281,959 | $7.2M | 1.74% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 306,378 | $7.2M | 1.73% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 324,354 | $7.2M | 1.73% |
| SPDR S&P 500 ETF TRUST | SPY | — | 10,431 | $7.0M | 1.68% |
| ISHARES TR | IBDY | — | 250,597 | $6.6M | 1.59% |
| ISHARES TR | IBDZ | — | 238,484 | $6.3M | 1.52% |
| ISHARES S&P MID-CAP 400 GROWTH ETF | IJK | — | 59,695 | $5.7M | 1.38% |
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 197,916 | $5.1M | 1.22% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 188,271 | $4.6M | 1.11% |
| ISHARES IBONDS DEC 2025 TERM CORPORATE ETF | IBDQ | — | 179,566 | $4.5M | 1.09% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 9,517 | $4.5M | 1.08% |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | IJT | — | 31,353 | $4.4M | 1.07% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | IBDR | — | 181,716 | $4.4M | 1.06% |
| ISHARES CORE DIVIDEND GROWTH ETF | DGRO | — | 52,688 | $3.6M | 0.87% |
| ISHARES SELECT DIVIDEND ETF | DVY | — | 23,743 | $3.4M | 0.81% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 38,878 | $3.2M | 0.77% |