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Latest Guidance Point Advisors, LLC Stock Portfolio

Guidance Point Advisors, LLC Performance:
2025 Q4: 1.52%YTD: 18.6%2024: 7.22%
Performance for 2025 Q4 is 1.52%, and YTD is 18.6%, and 2024 is 7.22%.

About Guidance Point Advisors, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Guidance Point Advisors, LLC reported an equity portfolio of $431.4 Millions as of 31 Dec, 2025.

The top stock holdings of Guidance Point Advisors, LLC are JPM, IJR, IJR. The fund has invested 30% of it's portfolio in JPMORGAN CHASE & CO. and 12.9% of portfolio in ISHARES TR.

The fund managers got completely rid off ANNALY CAPITAL MANAGEMENT IN (NLY), ISHARES GOLD TR (IAU) and ROBINHOOD MKTS INC (HOOD) stocks. They significantly reduced their stock positions in BROADCOM INC (AVGO), AMAZON COM INC (AMZN) and COSTCO WHSL CORP NEW (COST). Guidance Point Advisors, LLC opened new stock positions in WORLD GOLD TR (GLDM), ISHARES TR (AAXJ) and ISHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR, ISHARES TR (IJR) and SELECT SECTOR SPDR TR (XLB).

Guidance Point Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Guidance Point Advisors, LLC made a return of 1.52% in the last quarter. In trailing 12 months, it's portfolio return was 18.6%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
world gold tr351,895
ishares tr327,170
ishares tr200,979
New stocks bought by Guidance Point Advisors, LLC

Additions

Ticker% Inc.
ishares tr714
ishares tr120
select sector spdr tr106
ishares tr91.97
ishares tr48.78
ishares tr43.37
ishares tr22.59
ishares tr22.54
Additions to existing portfolio by Guidance Point Advisors, LLC

Reductions

Ticker% Reduced
broadcom inc-42.09
ishares tr-32.46
amazon com inc-19.06
costco whsl corp new-17.57
johnson & johnson-15.89
goldman sachs physical gold-8.23
ishares tr-5.09
trust for professional manag-4.45
Guidance Point Advisors, LLC reduced stake in above stock

Sold off

Ticker$ Sold
ishares tr-4,523,390
annaly capital management in-368,344
ishares tr-209,491
ishares gold tr-336,358
walmart inc-208,508
robinhood mkts inc-236,983
Guidance Point Advisors, LLC got rid off the above stocks

Sector Distribution

Guidance Point Advisors, LLC has about 66.9% of it's holdings in Others sector.

Sector%
Others66.9
Financial Services30.9
Technology1.4

Market Cap. Distribution

Guidance Point Advisors, LLC has about 32.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED66.9
MEGA-CAP32.6

Stocks belong to which Index?

About 32.7% of the stocks held by Guidance Point Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others66.9
S&P 50032.7
Top 5 Winners (%)%
GOOG
alphabet inc
28.7 %
LRCX
lam research corp
27.8 %
GLD
spdr gold tr
11.4 %
AAAU
goldman sachs physical gold
11.1 %
JNJ
johnson & johnson
10.8 %
Top 5 Winners ($)$
JPM
jpmorgan chase & co.
2.7 M
IJR
ishares tr
1.3 M
IBCE
ishares tr
0.5 M
IJR
ishares tr
0.5 M
IJR
ishares tr
0.3 M
Top 5 Losers (%)%
XLB
select sector spdr tr
-41.6 %
HYPR
hyperfine inc
-32.5 %
fidelity wise origin bitcoin
-23.0 %
PG
procter and gamble co
-6.7 %
MSFT
microsoft corp
-6.6 %
Top 5 Losers ($)$
XLB
select sector spdr tr
-0.4 M
fidelity wise origin bitcoin
-0.2 M
MSFT
microsoft corp
-0.1 M
VAW
vanguard world fd
0.0 M
PG
procter and gamble co
0.0 M

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 92 stocks in it's portfolio. About 69.4% of the portfolio is in top 10 stocks. XLB 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: 11 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions