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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$913B
$127 Million 31.82% of portfolio
401,144
Q3 2025 Added 0.05%
$3.86T
$2.08 Million 0.52% of portfolio
4,013
Q3 2025 Reduced 6.39%
$4.35T
$2.07 Million 0.52% of portfolio
8,135
Q3 2025 Reduced 5.54%
$505B
$623,000 0.16% of portfolio
3,344
Q3 2025 Reduced 6.49%
$356B
$614,000 0.15% of portfolio
4,002
Q3 2025 Reduced 2.93%
$429B
$524,000 0.13% of portfolio
10,163
Q3 2025 Reduced 19.28%
$621B
$486,000 0.12% of portfolio
968
Q3 2025 Reduced 3.87%
$1.68T
$420,000 0.11% of portfolio
1,730
Q3 2025 Reduced 16.99%
$403B
$373,000 0.09% of portfolio
404
Q3 2025 Reduced 0.49%
$2.49T
$331,000 0.08% of portfolio
1,511
Q3 2025 Reduced 10.91%
$494B
$227,000 0.06% of portfolio
1,227
Q3 2025 Reduced 6.69%
$275B
$208,000 0.05% of portfolio
2,022
Q3 2025 New

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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