Guidance Point Advisors, LLC Portfolio Holdings

Guidance Point Advisors, LLC

  • $375 Million
  • Q2 2025

Guidance Point Advisors, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $375 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $116M, Ishares Core S&P 500 ETF with a value of $51.7M, Ishares S&P 500 Growth ETF with a value of $21.8M, Ishares Tr with a value of $19.4M, and Ishares Core S&P Mid Cap ETF with a value of $14.8M.

Examining the 13F form we can see an increase of $36.1M in the current position value, from $339M to 375M.

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

Portfolio value $375 Million
ETFs: $236 Million
Financial Services: $117 Million
Technology: $5.53 Million
Consumer Defensive: $1.06 Million
Consumer Cyclical: $372,000
Communication Services: $367,000
Healthcare: $207,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$51.7 Million 13.78% of portfolio
83,300
Q2 2025 Added 3.43%
$0
$21.8 Million 5.81% of portfolio
197,901
Q2 2025 Reduced 0.38%
$0
$19.4 Million 5.16% of portfolio
231,992
Q2 2025 Added 0.74%
$0
$14.8 Million 3.94% of portfolio
238,202
Q2 2025 Reduced 4.95%
$0
$14.1 Million 3.77% of portfolio
129,381
Q2 2025 Reduced 6.37%
$0
$12 Million 3.2% of portfolio
61,403
Q2 2025 Reduced 0.63%
$0
$7.04 Million 1.88% of portfolio
278,413
Q2 2025 Added 0.82%
$0
$7.02 Million 1.87% of portfolio
301,086
Q2 2025 Added 0.1%
$0
$7.03 Million 1.87% of portfolio
319,710
Q2 2025 Added 0.17%
$0
$6.99 Million 1.86% of portfolio
332,049
Q2 2025 Added 0.75%
$0
$6.84 Million 1.82% of portfolio
11,070
Q2 2025 Reduced 0.05%
$0
$6.8 Million 1.81% of portfolio
126,688
Q2 2025 Added 6.97%
$0
$5.68 Million 1.51% of portfolio
62,455
Q2 2025 Added 0.16%
$0
$4.6 Million 1.23% of portfolio
181,021
Q2 2025 Added 0.35%
$0
$4.54 Million 1.21% of portfolio
186,999
Q2 2025 Reduced 0.16%
$0
$4.55 Million 1.21% of portfolio
180,660
Q2 2025 Added 12.18%
$0
$4.24 Million 1.13% of portfolio
178,520
Q2 2025 Reduced 1.52%
$0
$4.1 Million 1.09% of portfolio
9,658
Q2 2025 Reduced 0.09%
$0
$3.37 Million 0.9% of portfolio
52,783
Q2 2025 Added 0.51%
$0
$3.33 Million 0.89% of portfolio
25,042
Q2 2025 Added 0.69%
$0
$2.83 Million 0.75% of portfolio
36,566
Q2 2025 Added 1.54%
$0
$2.74 Million 0.73% of portfolio
28,967
Q2 2025 Added 1.18%
$0
$2.48 Million 0.66% of portfolio
20,045
Q2 2025 Added 0.11%
$0
$2.09 Million 0.56% of portfolio
15,496
Q2 2025 Added 0.01%
$0
$1.76 Million 0.47% of portfolio
9,953
Q2 2025 Added 1.77%
$0
$1.74 Million 0.46% of portfolio
8,907
Q1 2025 Added 0.66%
$0
$1.38 Million 0.37% of portfolio
18,996
Q2 2025 Added 2.12%
$1.1B
$1.3 Million 0.35% of portfolio
39,752
Q2 2025 Reduced 6.19%
$0
$1.07 Million 0.28% of portfolio
11,350
Q2 2025 Reduced 43.81%
$0
$1.02 Million 0.27% of portfolio
6,213
Q1 2025 Added 0.66%
$0
$999,000 0.27% of portfolio
3,497
Q2 2025 Reduced 6.87%
$0
$979,000 0.26% of portfolio
10,333
Q2 2025 Reduced 2.63%
$0
$986,000 0.26% of portfolio
1,788
Q2 2025 Added 47.77%
$0
$937,000 0.25% of portfolio
21,720
Q2 2025 Added 4.13%
$0
$891,000 0.24% of portfolio
4,590
Q2 2025 Added 0.44%
$0
$837,000 0.22% of portfolio
27,300
Q2 2025 Reduced 3.83%
$0
$807,000 0.22% of portfolio
9,038
Q2 2025 Added 3.79%
$0
$797,000 0.21% of portfolio
15,628
Q2 2025 Reduced 2.49%
$0
$769,000 0.2% of portfolio
8,820
Q2 2025 Added 0.09%
$0
$725,000 0.19% of portfolio
4,599
Q2 2025 Added 0.46%
$0
$553,000 0.15% of portfolio
1,257
Q2 2025 Added 160.79%
$0
$561,000 0.15% of portfolio
4,996
Q2 2025 Added 29.83%
$0
$520,000 0.14% of portfolio
2,055
Q2 2025 Added 0.2%
$0
$488,000 0.13% of portfolio
2,681
Q2 2025 Added 1.28%
$0
$470,000 0.13% of portfolio
3,558
Q2 2025 Added 0.37%
$0
$476,000 0.13% of portfolio
1,202
Q2 2025 Added 1.35%
$0
$410,000 0.11% of portfolio
3,663
Q4 2024 New
$0
$361,000 0.1% of portfolio
545
Q2 2025 Added 1.11%
$0
$357,000 0.1% of portfolio
3,889
Q2 2025 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $375 Million
  • Prior Value $339 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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