Guidance Point Advisors, LLC Portfolio Holdings

Guidance Point Advisors, LLC

  • $398 Million
  • Q3 2025

Guidance Point Advisors, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $398 Million distributed in 98 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $127M, Ishares Core S&P 500 ETF with a value of $53.9M, Ishares S&P 500 Growth ETF with a value of $23.2M, Ishares Tr with a value of $19.5M, and Ishares Core S&P Mid Cap ETF with a value of $15.3M.

Examining the 13F form we can see an increase of $22.4M in the current position value, from $375M to 398M.

Below you can find more details about Guidance Point Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $398 Million
ETFs: $246 Million
Financial Services: $128 Million
Technology: $6.37 Million
Consumer Defensive: $1.2 Million
Communication Services: $420,000
Consumer Cyclical: $331,000
Healthcare: $242,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$892B
$127 Million 31.82% of portfolio
401,144
Q3 2025 Added 0.05%
$0
$53.9 Million 13.55% of portfolio
80,526
Q3 2025 Reduced 3.33%
$0
$23.2 Million 5.83% of portfolio
192,037
Q3 2025 Reduced 2.96%
$0
$19.5 Million 4.89% of portfolio
222,907
Q3 2025 Reduced 3.92%
$0
$15.3 Million 3.85% of portfolio
234,453
Q3 2025 Reduced 1.57%
$0
$14.7 Million 3.69% of portfolio
123,596
Q3 2025 Reduced 4.47%
$0
$12.5 Million 3.14% of portfolio
60,483
Q3 2025 Reduced 1.5%
$0
$7.28 Million 1.83% of portfolio
342,874
Q3 2025 Added 3.26%
$0
$7.22 Million 1.82% of portfolio
281,959
Q3 2025 Added 1.27%
$0
$7.19 Million 1.81% of portfolio
306,378
Q3 2025 Added 1.76%
$0
$7.18 Million 1.81% of portfolio
324,354
Q3 2025 Added 1.45%
$0
$6.95 Million 1.75% of portfolio
10,431
Q3 2025 Reduced 5.77%
$0
$6.55 Million 1.65% of portfolio
122,022
Q3 2025 Reduced 3.68%
$0
$5.72 Million 1.44% of portfolio
59,695
Q3 2025 Reduced 4.42%
$0
$5.05 Million 1.27% of portfolio
197,916
Q3 2025 Added 9.33%
$0
$4.58 Million 1.15% of portfolio
188,271
Q3 2025 Added 0.68%
$0
$4.44 Million 1.12% of portfolio
31,353
Q3 2025 Reduced 6.02%
$0
$4.46 Million 1.12% of portfolio
9,517
Q3 2025 Reduced 1.46%
$0
$4.32 Million 1.09% of portfolio
181,716
Q3 2025 Added 1.79%
$0
$3.59 Million 0.9% of portfolio
52,688
Q3 2025 Reduced 0.18%
$0
$3.37 Million 0.85% of portfolio
23,743
Q3 2025 Reduced 5.19%
$0
$3.21 Million 0.81% of portfolio
38,878
Q3 2025 Added 6.32%
$0
$2.8 Million 0.7% of portfolio
27,982
Q3 2025 Reduced 3.4%
$0
$2.59 Million 0.65% of portfolio
20,000
Q3 2025 Reduced 0.22%
$0
$2.25 Million 0.57% of portfolio
15,482
Q3 2025 Reduced 0.09%
$3.96T
$2.08 Million 0.52% of portfolio
4,013
Q3 2025 Reduced 6.39%
$4.32T
$2.07 Million 0.52% of portfolio
8,135
Q3 2025 Reduced 5.54%
$0
$1.91 Million 0.48% of portfolio
10,084
Q3 2025 Added 1.32%
$0
$1.87 Million 0.47% of portfolio
8,947
Q3 2025 Added 0.45%
$1.35B
$1.39 Million 0.35% of portfolio
36,496
Q3 2025 Reduced 8.19%
$147B
$1.37 Million 0.34% of portfolio
4,141
Q3 2025 Added 6.81%
$0
$1.31 Million 0.33% of portfolio
17,123
Q3 2025 Reduced 9.86%
$0
$1.11 Million 0.28% of portfolio
3,456
Q3 2025 Reduced 1.17%
$0
$1.09 Million 0.27% of portfolio
6,244
Q3 2025 Added 0.5%
$0
$1.04 Million 0.26% of portfolio
10,919
Q3 2025 Reduced 3.8%
$0
$1.05 Million 0.26% of portfolio
1,745
Q3 2025 Reduced 2.4%
$0
$1.01 Million 0.25% of portfolio
10,406
Q3 2025 Added 0.71%
$0
$1 Million 0.25% of portfolio
23,107
Q3 2025 Added 6.39%
$0
$926,000 0.23% of portfolio
29,288
Q3 2025 Added 7.28%
$0
$922,000 0.23% of portfolio
4,529
Q3 2025 Reduced 1.33%
$0
$863,000 0.22% of portfolio
8,826
Q3 2025 Added 0.07%
$0
$817,000 0.21% of portfolio
16,001
Q3 2025 Added 2.39%
$0
$778,000 0.2% of portfolio
8,337
Q3 2025 Reduced 7.76%
$0
$808,000 0.2% of portfolio
4,570
Q3 2025 Reduced 0.63%
$477B
$623,000 0.16% of portfolio
3,344
Q3 2025 Reduced 6.49%
$360B
$614,000 0.15% of portfolio
4,002
Q3 2025 Reduced 2.93%
$0
$616,000 0.15% of portfolio
4,895
Q3 2025 Reduced 2.02%
$0
$582,000 0.15% of portfolio
1,257
Q2 2025 Added 160.79%
$0
$498,000 0.13% of portfolio
3,572
Q3 2025 Added 0.39%

Summary

  • Portfolio
  • No. of Stocks 98
  • Current Value $398 Million
  • Prior Value $375 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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