Guidance Point Advisors, LLC

Registered adviser

CIK

1767710

Location

Wellesley, MA

Portfolio Value

Small $167,936,682

Diversification

Highly concentrated

Filing Date

Global Rank

#3,836 / 8,814 ▲ 2494 · as of Jun 2026

Top Industry

Banks - Diversified 92.4%

Period ended 22 days ago

Filed Oct 15, 2026 · 7d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 148768

Roster of Oct 1, 2026

Regulatory AUM

$558,277,757

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$558,277,757	Individuals and high net worth (100%)
Mar 2025 to Feb 2026	$492,368,300	Individuals and high net worth (100%)
Mar 2024 to Feb 2025	$393,443,195	Individuals and high net worth (100%)
May 2023 to Feb 2024	$341,906,883	Individuals and high net worth (100%)
Mar 2023 to Apr 2023	$341,906,883	Individuals and high net worth (100%)
Feb 2022 to Feb 2023	$342,777,966	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 96.9% of the book (60%+)

Turnover

Low turnover

2.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 23.3 quarters (12+), a floor since 78.2% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 93.3%; sector active share 76.8% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

104 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

79.0%

+14.6 pts

Top 5

89.1%

−6.1 pts

Top 10

93.3%

−3.7 pts

HHI

6,280

Highly concentrated+1,361

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Financial Services	79.6%	$133,660,440	3
Unclassified	14.2%	$23,808,121	88
Technology	4.8%	$8,119,978	7
Consumer Defensive	0.5%	$879,904	2
Communication Services	0.4%	$596,290	1
Consumer Cyclical	0.2%	$306,205	1
Real Estate	0.2%	$289,621	1
Healthcare	0.2%	$276,123	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	+28,044	459,182	$0
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	+26,879	458,556	$0
IBDY	iShares iBonds Dec 2033 Term Corporate ETF	+26,713	315,793	$0
IBCA	iShares iBonds Dec 2035 Term Corporate ETF	+24,361	302,404	$0
IBDX	iShares iBonds Dec 2032 Term Corporate ETF	+20,988	346,544	$0
IBDZ	iShares iBonds Dec 2034 Term Corporate ETF	+19,174	311,851	$0
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	+15,236	356,803	$0
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	+11,844	278,785	$0
IBHI	iShares iBonds 2029 Term High Yield and Income ETF	+11,359	32,284	$0
IEFA	iShares Core MSCI EAFE ETF	+11,263	252,080	$0
IBHG	iShares iBonds 2027 Term High Yield and Income ETF	+9,103	40,480	$0
IJH	iShares Core S&P Mid-Cap ETF	+8,142	257,981	$0
IBHH	iShares iBonds 2028 Term High Yield and Income ETF	+8,015	43,716	$0
IBHJ	iShares iBonds 2030 Term High Yield and Income ETF	+6,198	14,289	$0
IVE	iShares S&P 500 Value ETF	+3,709	65,724	$0
IEMG	iShares Trust	+3,068	125,464	$0
NLY	Annaly Capital Management Inc	+1,748	15,332	$289,621
IJR	iShares Core S&P Small-Cap ETF	+1,687	125,962	$0
IGM	iShares Expanded Tech Sector ETF	+546	5,415	$0
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+503	36,784	$0
IVV	iShares Core S&P 500 ETF	+447	82,155	$0
IXUS	iShares Core MSCI Total International Stock ETF	+381	47,009	$0
SCZ	iShares MSCI EAFE Small-Cap ETF	+340	17,641	$0
VEA	Vanguard FTSE Developed Markets ETF	+258	6,800	$480,148
FLOT	iShares Floating Rate Bond ETF	+174	19,679	$0
No positions match the current search.

Trimmed

Positions the filer reduced

23 positions

Ticker	Company	Δ Shares	Shares	Value
AAAU	Goldman Sachs Physical Gold ETF	−20,584	15,109	$618,864
USMV	iShares MSCI USA Min Vol Factor ETF	−8,722	3,281	$0
DGRO	iShares Core Dividend Growth ETF	−2,780	47,841	$0
PFF	iShares Preferred and Income Securities ETF	−1,906	16,651	$0
IJK	iShares S&P Mid-Cap 400 Growth ETF	−969	58,379	$0
IJT	iShares S&P Small-Cap 600 Growth ETF	−666	29,648	$0
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−493	23,348	$0
BAC	Bank Of America Corp	−489	9,421	$512,785
SPY	Spdr S&P 500 ETF Trust	−220	10,518	$8,021,342
EFA	iShares MSCI EAFE ETF	−210	8,545	$0
IUSV	iShares Core S&P U.S. Value ETF	−206	28,400	$0
IYW	iShares, Inc.	−174	992	$0
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	−172	3,309	$647,736
VPU	VANGUARD UTILITIES INDEX FUND	−152	10,579	$1,809,009
DVY	iShares Select Dividend ETF	−104	24,143	$0
IWF	iShares Russell 1000 Growth ETF	−95	37,674	$0
MSFT	Microsoft Corp	−80	3,767	$1,932,094
IWM	iShares Russell 2000 ETF	−69	2,508	$0
FBTC	Fidelity Wise Origin Bitcoin Fund	−31	7,305	$530,635
JNJ	Johnson & Johnson	−23	1,043	$276,123
IWO	iShares Russell 2000 Growth ETF	−8	3,433	$0
AAPL	Apple Inc.	−3	7,579	$2,523,958
COST	Costco Wholesale Corp	−2	333	$303,143
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	245,323	$0
IBMO	iShares iBonds Dec 2026 Term Muni Bond ETF	10,612	$0
IBCB	iShares iBonds Dec 2036 Term Corporate ETF	11,706	$0
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	216,466	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

104 tracked positions · $167,936,682 total · filing declares 104 positions · $477,466,450 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Real Estate Technology

Showing 1–50 of 104 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
JPM	Jpmorgan Chase & Co Financial Services	Added	401,010	+3	$132,666,138	+1.1%	79.00%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,518	-220	$8,021,342	+0.0%	4.78%
AAPL	Apple Inc. Technology	Reduced	7,579	-3	$2,523,958	+15.0%	1.50%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	9,064	+18	$2,094,055	−4.7%	1.25%
MSFT	Microsoft Corp Technology	Reduced	3,767	-80	$1,932,094	+34.6%	1.15%
VPU	VANGUARD UTILITIES INDEX FUND	Reduced	10,579	-152	$1,809,009	−13.9%	1.08%
AVGO	Broadcom Inc. Technology	Added	4,407	+5	$1,547,694	−6.9%	0.92%
QQQ	Invesco Qqq Trust, Series 1	Added	1,914	+39	$1,415,919	+2.5%	0.84%
VOE	VANGUARD MID-CAP VALUE INDEX FUND	Held	6,276	0	$1,227,146	−1.0%	0.73%
VTWO	VANGUARD RUSSELL 2000 INDEX FUND	Added	8,874	+25	$996,017	−7.3%	0.59%
NVDA	Nvidia Corp Technology	Held	3,637	0	$830,618	+14.1%	0.49%
CLOA		Added	13,278	+115	$688,889	+0.8%	0.41%
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	Added	7,847	+9	$670,761	+3.6%	0.40%
LRCX	Lam Research Corp Technology	Added	2,026	+2	$665,561	−24.1%	0.40%
DIA	Spdr Dow Jones Industrial Average ETF Trust	Added	1,288	+3	$655,012	−2.4%	0.39%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Reduced	3,309	-172	$647,736	−2.3%	0.39%
VIG	Vanguard Specialized Funds	Added	2,673	+9	$623,637	−1.1%	0.37%
AAAU	Goldman Sachs Physical Gold ETF	Reduced	15,109	-20,584	$618,864	−56.2%	0.37%
GOOGL	Alphabet Inc. Communication Services	Added	1,733	+1	$596,290	−3.7%	0.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	3,970	+21	$576,761	−0.4%	0.34%
FBTC	Fidelity Wise Origin Bitcoin Fund	Reduced	7,305	-31	$530,635	+41.7%	0.32%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	4,099	+5	$515,121	+5.3%	0.31%
BAC	Bank Of America Corp Financial Services	Reduced	9,421	-489	$512,785	−9.2%	0.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	967	0	$481,517	−0.5%	0.29%
VEA	Vanguard FTSE Developed Markets ETF	Added	6,800	+258	$480,148	+3.0%	0.29%
VOOV	VANGUARD S&P 500 VALUE INDEX FUND	Added	1,813	+8	$399,476	+1.0%	0.24%
GLD	Spdr Gold Trust	Added	1,034	+22	$393,788	+5.6%	0.23%
MU	Micron Technology Inc Technology	Held	365	0	$388,765	−7.7%	0.23%
VUG	VANGUARD GROWTH INDEX FUND	Added	3,812	+4	$343,499	+4.7%	0.20%
GLDM	World Gold Trust	Held	4,122	0	$338,745	+3.5%	0.20%
MDY	Spdr S&P Midcap 400 ETF Trust	Held	515	0	$338,205	−6.6%	0.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,229	+2	$306,205	+4.7%	0.18%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	333	-2	$303,143	−3.3%	0.18%
NLY	Annaly Capital Management Inc Real Estate	Added	15,332	+1,748	$289,621	−4.6%	0.17%
JNJ	Johnson & Johnson Healthcare	Reduced	1,043	-23	$276,123	+2.0%	0.16%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	731	+31	$273,569	+5.6%	0.16%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	2,894	+37	$259,389	−5.8%	0.15%
DFUV	Dimensional U.S. Marketwide Value ETF	Added	4,569	+16	$251,295	+0.3%	0.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	507	+1	$231,288	−4.3%	0.14%
VOO	VANGUARD 500 INDEX FUND	Added	308	+1	$215,864	+2.4%	0.13%
RSP	Victory Portfolios II	Added	1,195	+45	$0	−100.0%	0.00%
		Added	4,589	+21	$0	−100.0%	0.00%
IYW	iShares, Inc.	Reduced	992	-174	$0	−100.0%	0.00%
ACWX	iShares MSCI ACWI ex U.S. ETF	Held	4,792	0	$0	−100.0%	0.00%
DGRO	iShares Core Dividend Growth ETF	Reduced	47,841	-2,780	$0	−100.0%	0.00%
DVY	iShares Select Dividend ETF	Reduced	24,143	-104	$0	−100.0%	0.00%
EEMA	iShares Trust	Held	2,264	0	$0	−100.0%	0.00%
EFA	iShares MSCI EAFE ETF	Reduced	8,545	-210	$0	−100.0%	0.00%
EFG	iShares MSCI EAFE Growth ETF	Held	3,663	0	$0	−100.0%	0.00%
FLOT	iShares Floating Rate Bond ETF	Added	19,679	+174	$0	−100.0%	0.00%

Showing the top 50 of 104 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.