Guidance Point Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 84Value: $351.1MLatest: 2025Q1

Guidance Point Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 84 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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  "NLY",
  "GOOGL",
  "AVGO",
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  "IVW",
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  "IWS",
  "MSFT",
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  "IYR",
  "AAPL",
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  "VOOG",
  "VTWO",
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  "DVY",
  "DIA",
  "IXUS",
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  "BAC",
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  "COST",
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  "IJJ",
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  "USMV",
  "QQQ",
  "IWM",
  "MDY",
  "XOM",
  "JNJ",
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  "XLK",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 84
Total Value: 351136670
Accession Number: 0001172661-25-001819
Form Type: 13F-HR
CIK: guidance-point-advisors
Manager Name: Guidance-Point-Advisors

Data Enrichment

68% identified

57 identified27 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

84 positions • $351.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:400.9K

Value:$98.4M

% of Portfolio:28.0% ($98.4M/$351.1M)

464287200

IVV|464287200

Shares:80.5K

Value:$45.3M

% of Portfolio:12.9% ($45.3M/$351.1M)

464287309

IVW|464287309

Shares:198.7K

Value:$18.4M

% of Portfolio:5.3% ($18.4M/$351.1M)

46432F842

IEFA|46432F842

Shares:230.3K

Value:$17.4M

% of Portfolio:5.0% ($17.4M/$351.1M)

464287507

IJH|464287507

Shares:250.6K

Value:$14.6M

% of Portfolio:4.2% ($14.6M/$351.1M)

464287804

IJR|464287804

Shares:138.2K

Value:$14.5M

% of Portfolio:4.1% ($14.5M/$351.1M)

464287408

IVE|464287408

Shares:61.8K

Value:$11.8M

% of Portfolio:3.4% ($11.8M/$351.1M)

46436E205

Shares:300.8K

Value:$7.0M

% of Portfolio:2.0% ($7.0M/$351.1M)

46436E726

Shares:319.2K

Value:$6.9M

% of Portfolio:2.0% ($6.9M/$351.1M)

46436E312

Shares:276.2K

Value:$6.9M

% of Portfolio:2.0% ($6.9M/$351.1M)

46436E486

Shares:329.6K

Value:$6.8M

% of Portfolio:1.9% ($6.8M/$351.1M)

46434G103

IEMG|46434G103

Shares:118.4K

Value:$6.4M

% of Portfolio:1.8% ($6.4M/$351.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:11.1K

Value:$6.2M

% of Portfolio:1.8% ($6.2M/$351.1M)

46436E130

Shares:233.5K

Value:$6.0M

% of Portfolio:1.7% ($6.0M/$351.1M)

464287606

IJK|464287606

Shares:62.4K

Value:$5.2M

% of Portfolio:1.5% ($5.2M/$351.1M)

46438G653

Shares:197.1K

Value:$5.1M

% of Portfolio:1.4% ($5.1M/$351.1M)

46435U515

Shares:180.4K

Value:$4.6M

% of Portfolio:1.3% ($4.6M/$351.1M)

46435UAA9

Shares:—

Value:$4.5M

% of Portfolio:1.3% ($4.5M/$351.1M)

46435GAA0

Shares:—

Value:$4.4M

% of Portfolio:1.2% ($4.4M/$351.1M)

464287887

IJT|464287887

Shares:33.3K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$351.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	400.9K	QoQ 0.00% (-14) YoY -0.19% (-796)	All Managers (Combined)	$98.4M	28.0% ($98.4M/$351.1M)	QoQ +2.32% (-$2.2M) YoY +22.22% (-$17.9M)
(IVVcusip464287200)	80.5K	QoQ +1.24% (-993) YoY +1.23% (+983)	All Managers (Combined)	$45.3M	12.9% ($45.3M/$351.1M)	QoQ -3.36% (-$1.6M) YoY +8.10% (+$3.4M)
(IVWcusip464287309)	198.7K	QoQ +0.74% (-1.5K) YoY +3.12% (+6.0K)	All Managers (Combined)	$18.4M	5.3% ($18.4M/$351.1M)	QoQ -7.88% (-$1.6M) YoY +13.34% (+$2.2M)
(IEFAcusip46432F842)	230.3K	QoQ -6.84% (-16.9K) YoY +7.29% (+15.7K)	All Managers (Combined)	$17.4M	5.0% ($17.4M/$351.1M)	QoQ +0.27% (-$47.1K) YoY +9.33% (+$1.5M)
(IJHcusip464287507)	250.6K	QoQ +2.06% (-5.1K) YoY +15.97% (+34.5K)	All Managers (Combined)	$14.6M	4.2% ($14.6M/$351.1M)	QoQ -4.42% (-$676.6K) YoY +11.38% (+$1.5M)
(IJRcusip464287804)	138.2K	QoQ -1.94% (-2.7K) YoY +13.47% (+16.4K)	All Managers (Combined)	$14.5M	4.1% ($14.5M/$351.1M)	QoQ -11.01% (-$1.8M) YoY +7.30% (+$984.1K)
(IVEcusip464287408)	61.8K	QoQ +0.84% (+515) YoY +16.50% (+8.8K)	All Managers (Combined)	$11.8M	3.4% ($11.8M/$351.1M)	QoQ +0.69% (+$81.1K) YoY +18.76% (+$1.9M)
(cusip46436E205)✕	300.8K	QoQ +0.95% (+2.8K) YoY +16.08% (+41.7K)	All Managers (Combined)	$7.0M	2.0% ($7.0M/$351.1M)	QoQ +2.41% (+$164.1K) YoY +17.66% (+$1.0M)
(cusip46436E726)✕	319.2K	QoQ +0.51% (+1.6K) YoY +15.45% (+42.7K)	All Managers (Combined)	$6.9M	2.0% ($6.9M/$351.1M)	QoQ +2.21% (+$150.1K) YoY +17.17% (+$1.0M)
(cusip46436E312)✕	276.2K	QoQ +1.29% (+3.5K) YoY +18.13% (+42.4K)	All Managers (Combined)	$6.9M	2.0% ($6.9M/$351.1M)	QoQ +2.98% (+$199.9K) YoY +18.98% (+$1.1M)
(cusip46436E486)✕	329.6K	QoQ +0.93% (+3.1K) YoY +16.23% (+46.0K)	All Managers (Combined)	$6.8M	1.9% ($6.8M/$351.1M)	QoQ +2.92% (+$194.3K) YoY +17.70% (+$1.0M)
(IEMGcusip46434G103)	118.4K	QoQ -9.23% (-12.0K) YoY +1.20% (+1.4K)	All Managers (Combined)	$6.4M	1.8% ($6.4M/$351.1M)	QoQ -6.19% (-$421.8K) YoY +5.78% (+$349.7K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	11.1K	QoQ -1.46% (-165) YoY -1.81% (-205)	All Managers (Combined)	$6.2M	1.8% ($6.2M/$351.1M)	QoQ -5.95% (-$392.5K) YoY +4.94% (-$292.0K)
(cusip46436E130)✕	233.5K	QoQ +1.33% (+3.1K) YoY +30.18% (+54.1K)	All Managers (Combined)	$6.0M	1.7% ($6.0M/$351.1M)	QoQ +3.19% (+$184.6K) YoY +30.59% (+$1.4M)
(IJKcusip464287606)	62.4K	QoQ +0.27% (-172) YoY +0.54% (-341)	All Managers (Combined)	$5.2M	1.5% ($5.2M/$351.1M)	QoQ -8.15% (-$461.4K) YoY -8.25% (-$467.0K)
(cusip46438G653)✕	197.1K	QoQ +5.51% (+10.3K) YoY NEW(+197.1K)	All Managers (Combined)	$5.1M	1.4% ($5.1M/$351.1M)	QoQ +6.90% (+$328.4K) YoY NEW(+$5.1M)
(cusip46435U515)✕	180.4K	QoQ +2.18% (+3.9K) YoY +16.72% (+25.8K)	All Managers (Combined)	$4.6M	1.3% ($4.6M/$351.1M)	QoQ +3.66% (+$161.1K) YoY +18.38% (+$707.6K)
(cusip46435UAA9)✕	—	QoQ - YoY -	All Managers (Combined)	$4.5M	1.3% ($4.5M/$351.1M)	QoQ +2.09% (+$93.0K) YoY +17.50% (+$674.8K)
(cusip46435GAA0)✕	—	QoQ - YoY -	All Managers (Combined)	$4.4M	1.2% ($4.4M/$351.1M)	QoQ +1.39% (+$60.4K) YoY +17.72% (+$660.9K)
(IJTcusip464287887)	33.3K	QoQ -0.03% (-11) YoY +0.63% (-209)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$351.1M)	QoQ -8.05% (-$363.5K) YoY -4.18% (-$181.2K)