Institutional Manager · CIK 0001767710
Guidance Point Advisors, LLC
Wellesley, MA · File #028-19178
Latest AUM
$431.4M
Positions
95
Top-10 Concentration
72.0%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202595 pos · $431.4M
- 13F HOLDINGS REPORTQ/E Sep 202598 pos · $414.7M
- 13F HOLDINGS REPORTQ/E Jun 202586 pos · $389.3M
- 13F HOLDINGS REPORTQ/E Mar 202584 pos · $351.1M
- 13F HOLDINGS REPORTQ/E Dec 202485 pos · $355.7M
- 13F HOLDINGS REPORTQ/E Sep 202486 pos · $342.5M
- 13F HOLDINGS REPORTQ/E Jun 202482 pos · $320.3M
- 13F HOLDINGS REPORTQ/E Mar 202486 pos · $306.5M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202377 pos · $260.4M
- 13F HOLDINGS REPORTQ/E Dec 202374 pos · $245.6M
- 13F HOLDINGS REPORTQ/E Sep 202377 pos · $260.4M
- 13F HOLDINGS REPORTQ/E Jun 202378 pos · $248.0M
- 13F HOLDINGS REPORTQ/E Mar 202378 pos · $236.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO. | VYLD | 401,005 | $129.2M | 31.09% |
| 2 | ISHARES TR | 464287200 | 81,327 | $55.8M | 13.42% |
| 3 | ISHARES TR | 464287309 | 188,093 | $23.2M | 5.58% |
| 4 | ISHARES TR | 46432F842 | 234,354 | $21.0M | 5.05% |
| 5 | ISHARES TR | 464287507 | 249,719 | $16.5M | 3.97% |
| 6 | ISHARES TR | 464287804 | 124,582 | $15.0M | 3.60% |
| 7 | ISHARES TR | 464287408 | 61,646 | $13.1M | 3.15% |
| 8 | ISHARES TR | 46436E726 | 397,616 | $8.8M | 2.11% |
| 9 | ISHARES TR | 46436E486 | 407,781 | $8.6M | 2.08% |
| 10 | ISHARES INC | 46434G103 | 124,373 | $8.4M | 2.01% |
| 11 | ISHARES TR | 46436E312 | 303,977 | $7.8M | 1.87% |
| 12 | ISHARES TR | 46436E205 | 314,357 | $7.4M | 1.77% |
| 13 | SPDR S&P 500 ETF TR | SPY | 10,502 | $7.2M | 1.72% |
| 14 | ISHARES TR | 46436E130 | 264,961 | $6.9M | 1.67% |
| 15 | ISHARES TR | 46438G653 | 257,841 | $6.8M | 1.64% |
| 16 | ISHARES TR | 46435U515 | 242,520 | $6.2M | 1.49% |
| 17 | ISHARES TR | 464287606 | 59,616 | $5.8M | 1.39% |
| 18 | ISHARES TR | 46438G372 | 221,647 | $5.7M | 1.38% |
| 19 | ISHARES TR | 46435UAA9 | 211,361 | $5.1M | 1.23% |
| 20 | ISHARES TR | 46435GAA0 | 209,081 | $5.1M | 1.22% |