Guidance Point Advisors, LLC
•CIK: 1767710•Filing: Q4 2025
**Guidance Point Advisors, LLC** manages $431M across a diversified portfolio of 95 positions. The fund exhibits significant overweighting in financial and broad market indices, notably holding JPM at $129.2M. Core allocations include substantial positions in IVV ($55.8M) and IVW ($23.2M), alongside international exposure via IEFA ($21.0M). This structure suggests a tactical, large-cap growth mandate with a clear emphasis on U.S. financial sector leadership.
Total AUM
$421.2M
QoQ Performance
+5.0%
Positions
34
Top 10 Concentration
71.1%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM
IVV
IVW
JPM30.7%
IVV13.2%
IVW5.5%
IEFA5.0%
IJH3.9%
IJR3.6%
IVE3.1%
IBDV2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other52.4%
Financial30.9%
ETF14.9%
Technology1.5%
Consumer0.1%
Healthcare0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑59 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023