GUIDANCE POINT ADVISORS, LLC

Filed: 2/11/2026ACC: 0001172661-26-000601

📋 What this filing means

GUIDANCE POINT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $431.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$431.36M

Total AUM (reported)

5.06M

Total Shares

Allocation by class

COM$136.59M31.7%

CORE S&P500 ETF$55.77M12.9%

S&P 500 GRWT ETF$23.19M5.4%

CORE MSCI EAFE$20.97M4.9%

CORE S&P MCP ETF$16.49M3.8%

CORE S&P SCP ETF$14.98M3.5%

S&P 500 VAL ETF$13.08M3.0%

Portfolio Concentration

Top 3$208.18M48.3%

4–10$91.29M21.2%

11–25$83.27M19.3%

Rest$48.63M11.3%

Top 3 weight

48.3%

Top 10 weight

69.4%

Voting Authority Distribution

Total shares with voting rights: 5.06M

Sole

Full voting authority

5.06M

% 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)

Sole95

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings95

Rows:

JPMORGAN CHASE & CO.

SOLE

COM

Shares401K

TypeSH

Market value$129.21M

29.96%

Sole

401K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares81.33K

TypeSH

Market value$55.77M

12.93%

Sole

81.33K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares188.09K

TypeSH

Market value$23.19M

5.38%

Sole

188.09K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI EAFE

Shares234.35K

TypeSH

Market value$20.97M

4.86%

Sole

234.35K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P MCP ETF

Shares249.72K

TypeSH

Market value$16.49M

3.82%

Sole

249.72K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares124.58K

TypeSH

Market value$14.98M

3.47%

Sole

124.58K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares61.65K

TypeSH

Market value$13.08M

3.03%

Sole

61.65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2030

Shares397.62K

TypeSH

Market value$8.78M

2.03%

Sole

397.62K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2031

Shares407.78K

TypeSH

Market value$8.62M

2.00%

Sole

407.78K

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares124.37K

TypeSH

Market value$8.36M

1.94%

Sole

124.37K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2032

Shares303.98K

TypeSH

Market value$7.76M

1.80%

Sole

303.98K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 29

Shares314.36K

TypeSH

Market value$7.36M

1.71%

Sole

314.36K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares10.50K

TypeSH

Market value$7.17M

1.66%

Sole

10.50K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2033

Shares264.96K

TypeSH

Market value$6.93M

1.61%

Sole

264.96K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2034

Shares257.84K

TypeSH

Market value$6.80M

1.58%

Sole

257.84K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBDS DEC28 ETF

Shares242.52K

TypeSH

Market value$6.17M

1.43%

Sole

242.52K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P MC 400GR ETF

Shares59.62K

TypeSH

Market value$5.78M

1.34%

Sole

59.62K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC 2035

Shares221.65K

TypeSH

Market value$5.75M

1.33%

Sole

221.65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS 27 ETF

Shares211.36K

TypePRN

Market value$5.13M

1.19%

Sole

211.36K

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBONDS DEC2026

Shares209.08K

TypePRN

Market value$5.07M

1.17%

Sole

209.08K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS 1000 GRW ETF

Shares9.51K

TypeSH

Market value$4.50M

1.04%

Sole

9.51K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P SML 600 GWT

Shares30.41K

TypeSH

Market value$4.29M

1.00%

Sole

30.41K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE MSCI TOTAL

Shares42.65K

TypeSH

Market value$3.61M

0.84%

Sole

42.65K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE DIV GRWTH

Shares51.34K

TypeSH

Market value$3.56M

0.83%

Sole

51.34K

Shared

0.00

None

0.00

ISHARES TR

SOLE

SELECT DIVID ETF

Shares23.96K

TypeSH

Market value$3.39M

0.79%

Sole

23.96K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
JPMORGAN CHASE & CO.SOLE	COM	401K	SH	$129.21M 29.96%	401K
ISHARES TRSOLE	CORE S&P500 ETF	81.33K	SH	$55.77M 12.93%	81.33K
ISHARES TRSOLE	S&P 500 GRWT ETF	188.09K	SH	$23.19M 5.38%	188.09K
ISHARES TRSOLE	CORE MSCI EAFE	234.35K	SH	$20.97M 4.86%	234.35K
ISHARES TRSOLE	CORE S&P MCP ETF	249.72K	SH	$16.49M 3.82%	249.72K
ISHARES TRSOLE	CORE S&P SCP ETF	124.58K	SH	$14.98M 3.47%	124.58K
ISHARES TRSOLE	S&P 500 VAL ETF	61.65K	SH	$13.08M 3.03%	61.65K
ISHARES TRSOLE	IBONDS DEC 2030	397.62K	SH	$8.78M 2.03%	397.62K
ISHARES TRSOLE	IBONDS DEC 2031	407.78K	SH	$8.62M 2.00%	407.78K
ISHARES INCSOLE	CORE MSCI EMKT	124.37K	SH	$8.36M 1.94%	124.37K
ISHARES TRSOLE	IBONDS DEC 2032	303.98K	SH	$7.76M 1.80%	303.98K
ISHARES TRSOLE	IBONDS DEC 29	314.36K	SH	$7.36M 1.71%	314.36K
SPDR S&P 500 ETF TRSOLE	TR UNIT	10.50K	SH	$7.17M 1.66%	10.50K
ISHARES TRSOLE	IBONDS DEC 2033	264.96K	SH	$6.93M 1.61%	264.96K
ISHARES TRSOLE	IBONDS DEC 2034	257.84K	SH	$6.80M 1.58%	257.84K
ISHARES TRSOLE	IBDS DEC28 ETF	242.52K	SH	$6.17M 1.43%	242.52K
ISHARES TRSOLE	S&P MC 400GR ETF	59.62K	SH	$5.78M 1.34%	59.62K
ISHARES TRSOLE	IBONDS DEC 2035	221.65K	SH	$5.75M 1.33%	221.65K
ISHARES TRSOLE	IBONDS 27 ETF	211.36K	PRN	$5.13M 1.19%	211.36K
ISHARES TRSOLE	IBONDS DEC2026	209.08K	PRN	$5.07M 1.17%	209.08K
ISHARES TRSOLE	RUS 1000 GRW ETF	9.51K	SH	$4.50M 1.04%	9.51K
ISHARES TRSOLE	S&P SML 600 GWT	30.41K	SH	$4.29M 1.00%	30.41K
ISHARES TRSOLE	CORE MSCI TOTAL	42.65K	SH	$3.61M 0.84%	42.65K
ISHARES TRSOLE	CORE DIV GRWTH	51.34K	SH	$3.56M 0.83%	51.34K
ISHARES TRSOLE	SELECT DIVID ETF	23.96K	SH	$3.39M 0.79%	23.96K

Page 1 of 4