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Size ($ in 1000's)
At 09/30/2025: $414,695
At 06/30/2025: $389,262Guidance Point Advisors LLC AUM history
Guidance Point Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Guidance Point Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the Guidance Point Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Guidance Point Advisors LLC.
In the Guidance Point Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Guidance Point Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Guidance Point Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| JPMORGAN CHASE & CO. |
401,144 |
+205 |
$126,536 | | JPM | 401,144 | +205 | $126,536 | | ISHARES TR (IVV) |
80,526 |
-2,774 |
$53,965 | | IVV | 80,526 | -2,774 | $53,965 | | ISHARES TR (IVW) |
192,037 |
-5,864 |
$23,191 | | IVW | 192,037 | -5,864 | $23,191 | | ISHARES TR (IEFA) |
222,907 |
-9,085 |
$19,467 | | IEFA | 222,907 | -9,085 | $19,467 | | ISHARES TR (IJH) |
234,453 |
-3,749 |
$15,305 | | IJH | 234,453 | -3,749 | $15,305 | | ISHARES TR (IJR) |
123,596 |
-5,785 |
$14,696 | | IJR | 123,596 | -5,785 | $14,696 | | ISHARES TR (IVE) |
60,483 |
-920 |
$12,501 | | IVE | 60,483 | -920 | $12,501 | | ISHARES INC (IEMG) |
122,022 |
-4,666 |
$8,047 | | IEMG | 122,022 | -4,666 | $8,047 | | ISHARES TR (IBDW) |
342,874 |
+10,825 |
$7,276 | | IBDW | 342,874 | +10,825 | $7,276 | | ISHARES TR (IBDX) |
281,959 |
+3,546 |
$7,224 | | IBDX | 281,959 | +3,546 | $7,224 | | ISHARES TR (IBDU) |
306,378 |
+5,292 |
$7,191 | | IBDU | 306,378 | +5,292 | $7,191 | | ISHARES TR (IBDV) |
324,354 |
+4,644 |
$7,185 | | IBDV | 324,354 | +4,644 | $7,185 | | SPDR S&P 500 ETF TR (SPY) |
10,431 |
-639 |
$6,954 | | SPY | 10,431 | -639 | $6,954 | | ISHARES TR (IBDY) |
250,597 |
+7,146 |
$6,573 | | IBDY | 250,597 | +7,146 | $6,573 | | ISHARES TR (IBDZ) |
238,484 |
+25,593 |
$6,313 | | IBDZ | 238,484 | +25,593 | $6,313 | | ISHARES TR (IJK) |
59,695 |
-2,760 |
$5,725 | | IJK | 59,695 | -2,760 | $5,725 | | ISHARES TR (IBDT) |
197,916 |
+16,895 |
$5,051 | | IBDT | 197,916 | +16,895 | $5,051 | | ISHARES TR (IBDS) |
188,271 |
+1,272 |
$4,583 | | IBDS | 188,271 | +1,272 | $4,583 | | ISHARES TR (IBDQ) |
179,566 |
-1,094 |
$4,523 | | IBDQ | 179,566 | -1,094 | $4,523 | | ISHARES TR (IWF) |
9,517 |
-141 |
$4,461 | | IWF | 9,517 | -141 | $4,461 | | ISHARES TR (IJT) |
31,353 |
-2,008 |
$4,438 | | IJT | 31,353 | -2,008 | $4,438 | | ISHARES TR (IBDR) |
181,716 |
+3,196 |
$4,416 | | IBDR | 181,716 | +3,196 | $4,416 | | ISHARES TR (DGRO) |
52,688 |
-95 |
$3,587 | | DGRO | 52,688 | -95 | $3,587 | | ISHARES TR (DVY) |
23,743 |
-1,299 |
$3,379 | | DVY | 23,743 | -1,299 | $3,379 | | ISHARES TR (IXUS) |
38,878 |
+2,312 |
$3,211 | | IXUS | 38,878 | +2,312 | $3,211 | | ISHARES TR (IUSV) |
27,982 |
-985 |
$2,797 | | IUSV | 27,982 | -985 | $2,797 | | ISHARES TR (IJJ) |
20,000 |
-45 |
$2,596 | | IJJ | 20,000 | -45 | $2,596 | | ISHARES TR (ITOT) |
15,482 |
-14 |
$2,255 | | ITOT | 15,482 | -14 | $2,255 | | MICROSOFT CORP |
4,013 |
-274 |
$2,081 | | MSFT | 4,013 | -274 | $2,081 | | APPLE INC |
8,135 |
-477 |
$2,072 | | AAPL | 8,135 | -477 | $2,072 | | VANGUARD WORLD FD (VPU) |
10,084 |
+131 |
$1,913 | | VPU | 10,084 | +131 | $1,913 | | VANGUARD INDEX FDS (VBR) |
8,947 |
+40 |
$1,868 | | VBR | 8,947 | +40 | $1,868 | | GOLDMAN SACHS PHYSICAL GOLD |
36,496 |
-3,256 |
$1,391 | | AAAU | 36,496 | -3,256 | $1,391 | | BROADCOM INC |
4,141 |
+264 |
$1,366 | | AVGO | 4,141 | +264 | $1,366 | | ISHARES TR (SCZ) |
17,123 |
-1,873 |
$1,315 | | SCZ | 17,123 | -1,873 | $1,315 | | ISHARES TR (IWO) |
3,456 |
-41 |
$1,109 | | IWO | 3,456 | -41 | $1,109 | | VANGUARD INDEX FDS (VOE) |
6,244 |
+31 |
$1,090 | | VOE | 6,244 | +31 | $1,090 | | INVESCO QQQ TR |
1,745 |
-43 |
$1,050 | | QQQ | 1,745 | -43 | $1,050 | | ISHARES TR (USMV) |
10,919 |
-431 |
$1,039 | | USMV | 10,919 | -431 | $1,039 | | ISHARES TR (IYR) |
10,406 |
+73 |
$1,011 | | IYR | 10,406 | +73 | $1,011 | | ISHARES TR (SHYG) |
23,107 |
+1,387 |
$1,001 | | SHYG | 23,107 | +1,387 | $1,001 | | ISHARES TR (PFF) |
29,288 |
+1,988 |
$926 | | PFF | 29,288 | +1,988 | $926 | | ISHARES TR (IWD) |
4,529 |
-61 |
$923 | | IWD | 4,529 | -61 | $923 | | VANGUARD SCOTTSDALE FDS (VTWO) |
8,826 |
+6 |
$864 | | VTWO | 8,826 | +6 | $864 | | ISHARES TR (FLOT) |
16,001 |
+373 |
$818 | | FLOT | 16,001 | +373 | $818 | | ISHARES TR (IWN) |
4,570 |
-29 |
$809 | | IWN | 4,570 | -29 | $809 | | ISHARES TR (EFA) |
8,337 |
-701 |
$779 | | EFA | 8,337 | -701 | $779 | | ISHARES TR (IBCA) |
27,220 |
+18,781 |
$709 | | IBCA | 27,220 | +18,781 | $709 | | FIDELITY WISE ORIGIN BITCOIN |
6,983 |
+904 |
$697 | | FBTC | 6,983 | +904 | $697 | | NVIDIA CORPORATION |
3,344 |
-232 |
$624 | | NVDA | 3,344 | -232 | $624 |
See Full List: All Stocks Held By Guidance Point Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Guidance Point Advisors LLC
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