Latest Guidance Point Advisors, LLC Stock Portfolio
Guidance Point Advisors, LLC Performance:
2025 Q3: 6.19%YTD: 80.61%2024: 14.19%
Performance for 2025 Q3 is 6.19%, and YTD is 80.61%, and 2024 is 14.19%.
About Guidance Point Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Guidance Point Advisors, LLC reported an equity portfolio of $414.7 Millions as of 30 Sep, 2025.
The top stock holdings of Guidance Point Advisors, LLC are JPM, IJR, IJR. The fund has invested 30.5% of it's portfolio in JPMORGAN CHASE & CO. and 13% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR), BANK AMERICA CORP (BAC) and ALPHABET INC (GOOG). Guidance Point Advisors, LLC opened new stock positions in LAM RESEARCH CORP (LRCX), ISHARES TR (IBCE) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR, ISHARES TR (DMXF) and ISHARES TR (BGRN).
The top stock holdings of Guidance Point Advisors, LLC are JPM, IJR, IJR. The fund has invested 30.5% of it's portfolio in JPMORGAN CHASE & CO. and 13% of portfolio in ISHARES TR.
They significantly reduced their stock positions in ISHARES TR (IJR), BANK AMERICA CORP (BAC) and ALPHABET INC (GOOG). Guidance Point Advisors, LLC opened new stock positions in LAM RESEARCH CORP (LRCX), ISHARES TR (IBCE) and ISHARES TR (DMXF). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR, ISHARES TR (DMXF) and ISHARES TR (BGRN).
Guidance Point Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Guidance Point Advisors, LLC made a return of 6.19% in the last quarter. In trailing 12 months, it's portfolio return was 87.96%.
New Buys
| Ticker | $ Bought |
|---|---|
| lam research corp | 269,722 |
| ishares tr | 256,477 |
| ishares tr | 252,316 |
| robinhood mkts inc | 236,983 |
| ishares tr | 218,948 |
| ishares tr | 218,219 |
| ishares tr | 218,048 |
| ishares tr | 209,491 |
New stocks bought by Guidance Point Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 222 |
| ishares tr | 25.61 |
| ishares tr | 22.89 |
| ishares tr | 22.37 |
| ishares tr | 22.12 |
| ishares tr | 15.39 |
| fidelity wise origin bitcoin | 14.87 |
| ishares tr | 12.02 |
Additions to existing portfolio by Guidance Point Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -21.07 |
| bank america corp | -19.28 |
| alphabet inc | -16.99 |
| select sector spdr tr | -16.5 |
| amazon com inc | -10.91 |
| ishares tr | -9.86 |
| goldman sachs physical gold | -8.19 |
| ishares tr | -7.76 |
Guidance Point Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
Guidance Point Advisors, LLC has about 65.5% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 65.5 |
| Financial Services | 31.7 |
| Technology | 1.7 |
Market Cap. Distribution
Guidance Point Advisors, LLC has about 33.8% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 65.5 |
| MEGA-CAP | 33.8 |
Stocks belong to which Index?
About 33.9% of the stocks held by Guidance Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 65.6 |
| S&P 500 | 33.9 |
Guidance Point Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Guidance Point Advisors, LLC
Guidance Point Advisors, LLC has 94 stocks in it's portfolio. About 69.5% of the portfolio is in top 10 stocks. COST proved to be the most loss making stock for the portfolio. JPM was the most profitable stock for Guidance Point Advisors, LLC last quarter.
Last Reported on: 23 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.34 | 36,496 | 1,391,230 | reduced | -8.19 | ||
| AAPL | apple inc | 0.50 | 8,135 | 2,072,190 | reduced | -5.54 | ||
| AAXJ | ishares tr | 0.32 | 17,123 | 1,314,870 | reduced | -9.86 | ||
| AAXJ | ishares tr | 0.22 | 29,288 | 926,336 | added | 7.28 | ||
| AAXJ | ishares tr | 0.10 | 3,663 | 417,142 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.07 | 4,673 | 304,151 | reduced | -1.46 | ||
| ACWF | ishares tr | 1.09 | 179,566 | 4,523,390 | reduced | -0.61 | ||
| ACWF | ishares tr | 0.86 | 52,688 | 3,587,340 | reduced | -0.18 | ||
| ACWF | ishares tr | 0.24 | 23,107 | 1,000,820 | added | 6.39 | ||
| ACWV | ishares inc | 0.05 | 2,184 | 200,651 | new | |||
| AGT | ishares tr | 1.06 | 181,716 | 4,415,820 | added | 1.79 | ||
| AMPS | ishares tr | 0.25 | 10,919 | 1,038,920 | reduced | -3.8 | ||
| AMPS | ishares tr | 0.20 | 16,001 | 817,769 | added | 2.39 | ||
| AMZN | amazon com inc | 0.08 | 1,511 | 331,770 | reduced | -10.91 | ||
| AVGO | broadcom inc | 0.33 | 4,141 | 1,366,410 | added | 6.81 | ||
| BAC | bank america corp | 0.13 | 10,163 | 524,388 | reduced | -19.28 | ||
| BGRN | ishares tr | 1.22 | 197,916 | 5,050,950 | added | 9.33 | ||
| BGRN | ishares tr | 1.10 | 188,271 | 4,582,640 | added | 0.68 | ||
| BNDW | vanguard scottsdale fds | 0.21 | 8,826 | 863,593 | added | 0.07 | ||
| CLSE | trust for professional manag | 0.05 | 5,035 | 205,327 | new | |||