GUIDANCE POINT ADVISORS, LLC

Filed: 10/23/2025ACC: 0001172661-25-004412

📋 What this filing means

GUIDANCE POINT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 98 equity positions with a total reported market value of $414.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$414.70M

Total AUM (reported)

4.72M

Total Shares

Allocation by class

COM$134.96M32.5%

CORE S&P500 ETF$53.97M13.0%

S&P 500 GRWT ETF$23.19M5.6%

CORE MSCI EAFE$19.47M4.7%

CORE S&P MCP ETF$15.30M3.7%

CORE S&P SCP ETF$14.70M3.5%

S&P 500 VAL ETF$12.50M3.0%

Portfolio Concentration

Top 3$203.69M49.1%

4–10$84.52M20.4%

11–25$77.59M18.7%

Rest$48.90M11.8%

Top 3 weight

49.1%

Top 10 weight

69.5%

Voting Authority Distribution

Total shares with voting rights: 4.72M

Sole

Full voting authority

4.72M

% 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)

Sole98

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings98

Rows:

JPMORGAN CHASE & CO.

SOLE

COM

Shares401.14K

TypeSH

Market value$126.54M

30.51%

Sole

401.14K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares80.53K

TypeSH

Market value$53.97M

13.01%

Sole

80.53K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares192.04K

TypeSH

Market value$23.19M

5.59%

Sole

192.04K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares222.91K

TypeSH

Market value$19.47M

4.69%

Sole

222.91K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares234.45K

TypeSH

Market value$15.30M

3.69%

Sole

234.45K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares123.60K

TypeSH

Market value$14.70M

3.54%

Sole

123.60K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares60.48K

TypeSH

Market value$12.50M

3.01%

Sole

60.48K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares122.02K

TypeSH

Market value$8.05M

1.94%

Sole

122.02K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2031

Shares342.87K

TypeSH

Market value$7.28M

1.75%

Sole

342.87K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2032

Shares281.96K

TypeSH

Market value$7.22M

1.74%

Sole

281.96K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 29

Shares306.38K

TypeSH

Market value$7.19M

1.73%

Sole

306.38K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2030

Shares324.35K

TypeSH

Market value$7.18M

1.73%

Sole

324.35K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares10.43K

TypeSH

Market value$6.95M

1.68%

Sole

10.43K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2033

Shares250.60K

TypeSH

Market value$6.57M

1.59%

Sole

250.60K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2034

Shares238.48K

TypeSH

Market value$6.31M

1.52%

Sole

238.48K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares59.70K

TypeSH

Market value$5.73M

1.38%

Sole

59.70K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares197.92K

TypeSH

Market value$5.05M

1.22%

Sole

197.92K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS 27 ETF

Shares188.27K

TypePRN

Market value$4.58M

1.11%

Sole

188.27K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC25 ETF

Shares179.57K

TypePRN

Market value$4.52M

1.09%

Sole

179.57K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares9.52K

TypeSH

Market value$4.46M

1.08%

Sole

9.52K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P SML 600 GWT

Shares31.35K

TypeSH

Market value$4.44M

1.07%

Sole

31.35K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC2026

Shares181.72K

TypePRN

Market value$4.42M

1.06%

Sole

181.72K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE DIV GRWTH

Shares52.69K

TypeSH

Market value$3.59M

0.87%

Sole

52.69K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares23.74K

TypeSH

Market value$3.38M

0.81%

Sole

23.74K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares38.88K

TypeSH

Market value$3.21M

0.77%

Sole

38.88K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
JPMORGAN CHASE & CO.SOLE	COM	401.14K	SH	$126.54M 30.51%	401.14K
ISHARES TRSOLE	CORE S&P500 ETF	80.53K	SH	$53.97M 13.01%	80.53K
ISHARES TRSOLE	S&P 500 GRWT ETF	192.04K	SH	$23.19M 5.59%	192.04K
ISHARES TRSOLE	CORE MSCI EAFE	222.91K	SH	$19.47M 4.69%	222.91K
ISHARES TRSOLE	CORE S&P MCP ETF	234.45K	SH	$15.30M 3.69%	234.45K
ISHARES TRSOLE	CORE S&P SCP ETF	123.60K	SH	$14.70M 3.54%	123.60K
ISHARES TRSOLE	S&P 500 VAL ETF	60.48K	SH	$12.50M 3.01%	60.48K
ISHARES INCSOLE	CORE MSCI EMKT	122.02K	SH	$8.05M 1.94%	122.02K
ISHARES TRSOLE	IBONDS DEC 2031	342.87K	SH	$7.28M 1.75%	342.87K
ISHARES TRSOLE	IBONDS DEC 2032	281.96K	SH	$7.22M 1.74%	281.96K
ISHARES TRSOLE	IBONDS DEC 29	306.38K	SH	$7.19M 1.73%	306.38K
ISHARES TRSOLE	IBONDS DEC 2030	324.35K	SH	$7.18M 1.73%	324.35K
SPDR S&P 500 ETF TRSOLE	TR UNIT	10.43K	SH	$6.95M 1.68%	10.43K
ISHARES TRSOLE	IBONDS DEC 2033	250.60K	SH	$6.57M 1.59%	250.60K
ISHARES TRSOLE	IBONDS DEC 2034	238.48K	SH	$6.31M 1.52%	238.48K
ISHARES TRSOLE	S&P MC 400GR ETF	59.70K	SH	$5.73M 1.38%	59.70K
ISHARES TRSOLE	IBDS DEC28 ETF	197.92K	SH	$5.05M 1.22%	197.92K
ISHARES TRSOLE	IBONDS 27 ETF	188.27K	PRN	$4.58M 1.11%	188.27K
ISHARES TRSOLE	IBONDS DEC25 ETF	179.57K	PRN	$4.52M 1.09%	179.57K
ISHARES TRSOLE	RUS 1000 GRW ETF	9.52K	SH	$4.46M 1.08%	9.52K
ISHARES TRSOLE	S&P SML 600 GWT	31.35K	SH	$4.44M 1.07%	31.35K
ISHARES TRSOLE	IBONDS DEC2026	181.72K	PRN	$4.42M 1.06%	181.72K
ISHARES TRSOLE	CORE DIV GRWTH	52.69K	SH	$3.59M 0.87%	52.69K
ISHARES TRSOLE	SELECT DIVID ETF	23.74K	SH	$3.38M 0.81%	23.74K
ISHARES TRSOLE	CORE MSCI TOTAL	38.88K	SH	$3.21M 0.77%	38.88K

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