GUIDANCE POINT ADVISORS, LLC

Filed: 5/14/2025ACC: 0001172661-25-001819

📋 What this filing means

GUIDANCE POINT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 84 equity positions with a total reported market value of $351.14M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$351.14M

Total AUM (reported)

4.53M

Total Shares

Allocation by class

COM$105.34M30.0%

CORE S&P500 ETF$45.25M12.9%

S&P 500 GRWT ETF$18.44M5.3%

CORE MSCI EAFE$17.42M5.0%

CORE S&P MCP ETF$14.62M4.2%

CORE S&P SCP ETF$14.45M4.1%

S&P 500 VAL ETF$11.78M3.4%

Portfolio Concentration

Top 3$162.05M46.1%

4–10$79.06M22.5%

11–25$70.06M20.0%

Rest$39.97M11.4%

Top 3 weight

46.1%

Top 10 weight

68.7%

Voting Authority Distribution

Total shares with voting rights: 4.53M

Sole

Full voting authority

4.53M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole84

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings84

Rows:

JPMORGAN CHASE & CO.

SOLE

COM

Shares400.94K

TypeSH

Market value$98.35M

28.01%

Sole

400.94K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares80.54K

TypeSH

Market value$45.25M

12.89%

Sole

80.54K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares198.66K

TypeSH

Market value$18.44M

5.25%

Sole

198.66K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares230.30K

TypeSH

Market value$17.42M

4.96%

Sole

230.30K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares250.59K

TypeSH

Market value$14.62M

4.16%

Sole

250.59K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares138.18K

TypeSH

Market value$14.45M

4.12%

Sole

138.18K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares61.79K

TypeSH

Market value$11.78M

3.35%

Sole

61.79K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 29

Shares300.78K

TypeSH

Market value$6.96M

1.98%

Sole

300.78K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2030

Shares319.17K

TypeSH

Market value$6.93M

1.97%

Sole

319.17K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2032

Shares276.15K

TypeSH

Market value$6.90M

1.97%

Sole

276.15K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2031

Shares329.57K

TypeSH

Market value$6.84M

1.95%

Sole

329.57K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares118.43K

TypeSH

Market value$6.39M

1.82%

Sole

118.43K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares11.07K

TypeSH

Market value$6.19M

1.76%

Sole

11.07K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2033

Shares233.46K

TypeSH

Market value$5.97M

1.70%

Sole

233.46K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares62.35K

TypeSH

Market value$5.19M

1.48%

Sole

62.35K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2034

Shares197.06K

TypeSH

Market value$5.08M

1.45%

Sole

197.06K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares180.39K

TypeSH

Market value$4.56M

1.30%

Sole

180.39K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS 27 ETF

Shares187.29K

TypePRN

Market value$4.53M

1.29%

Sole

187.29K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC2026

Shares181.28K

TypePRN

Market value$4.39M

1.25%

Sole

181.28K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P SML 600 GWT

Shares33.32K

TypeSH

Market value$4.15M

1.18%

Sole

33.32K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares161.05K

TypePRN

Market value$4.05M

1.15%

Sole

161.05K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares9.67K

TypeSH

Market value$3.49M

0.99%

Sole

9.67K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares24.87K

TypeSH

Market value$3.34M

0.95%

Sole

24.87K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE DIV GRWTH

Shares52.51K

TypeSH

Market value$3.24M

0.92%

Sole

52.51K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P US VLU

Shares28.63K

TypeSH

Market value$2.64M

0.75%

Sole

28.63K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
JPMORGAN CHASE & CO.SOLE	COM	400.94K	SH	$98.35M 28.01%	400.94K
ISHARES TRSOLE	CORE S&P500 ETF	80.54K	SH	$45.25M 12.89%	80.54K
ISHARES TRSOLE	S&P 500 GRWT ETF	198.66K	SH	$18.44M 5.25%	198.66K
ISHARES TRSOLE	CORE MSCI EAFE	230.30K	SH	$17.42M 4.96%	230.30K
ISHARES TRSOLE	CORE S&P MCP ETF	250.59K	SH	$14.62M 4.16%	250.59K
ISHARES TRSOLE	CORE S&P SCP ETF	138.18K	SH	$14.45M 4.12%	138.18K
ISHARES TRSOLE	S&P 500 VAL ETF	61.79K	SH	$11.78M 3.35%	61.79K
ISHARES TRSOLE	IBONDS DEC 29	300.78K	SH	$6.96M 1.98%	300.78K
ISHARES TRSOLE	IBONDS DEC 2030	319.17K	SH	$6.93M 1.97%	319.17K
ISHARES TRSOLE	IBONDS DEC 2032	276.15K	SH	$6.90M 1.97%	276.15K
ISHARES TRSOLE	IBONDS DEC 2031	329.57K	SH	$6.84M 1.95%	329.57K
ISHARES INCSOLE	CORE MSCI EMKT	118.43K	SH	$6.39M 1.82%	118.43K
SPDR S&P 500 ETF TRSOLE	TR UNIT	11.07K	SH	$6.19M 1.76%	11.07K
ISHARES TRSOLE	IBONDS DEC 2033	233.46K	SH	$5.97M 1.70%	233.46K
ISHARES TRSOLE	S&P MC 400GR ETF	62.35K	SH	$5.19M 1.48%	62.35K
ISHARES TRSOLE	IBONDS DEC 2034	197.06K	SH	$5.08M 1.45%	197.06K
ISHARES TRSOLE	IBDS DEC28 ETF	180.39K	SH	$4.56M 1.30%	180.39K
ISHARES TRSOLE	IBONDS 27 ETF	187.29K	PRN	$4.53M 1.29%	187.29K
ISHARES TRSOLE	IBONDS DEC2026	181.28K	PRN	$4.39M 1.25%	181.28K
ISHARES TRSOLE	S&P SML 600 GWT	33.32K	SH	$4.15M 1.18%	33.32K
ISHARES TRSOLE	IBONDS DEC25 ETF	161.05K	PRN	$4.05M 1.15%	161.05K
ISHARES TRSOLE	RUS 1000 GRW ETF	9.67K	SH	$3.49M 0.99%	9.67K
ISHARES TRSOLE	SELECT DIVID ETF	24.87K	SH	$3.34M 0.95%	24.87K
ISHARES TRSOLE	CORE DIV GRWTH	52.51K	SH	$3.24M 0.92%	52.51K
ISHARES TRSOLE	CORE S&P US VLU	28.63K	SH	$2.64M 0.75%	28.63K

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