Guidance Point Advisors, LLC
Annual return '25
+32.2%
SPY '25
+17.7%
Alpha
+14.5ptsvs SPY
Invested
$844.3M
Holdings
96
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JPM
JPMORGAN CHASE & CO
Q4 2025: Sold 99.5% (401.1k → 1.8k shares)
27.9%
02
$IVV
ISHARES TR
Q4 2025: Exited (was 80.5k shares)
12.8%
03
$IEFA
ISHARES TR
Q4 2025: Exited (was 222.9k shares)
5.0%
04
$IVW
ISHARES TR
Q4 2025: Exited (was 192.0k shares)
5.0%
05
$IJH
ISHARES TR
Q4 2025: Exited (was 234.5k shares)
4.0%
06
$IJR
ISHARES TR
Q4 2025: Exited (was 123.6k shares)
3.7%
07
$IVE
ISHARES TR
Q4 2025: Exited (was 60.5k shares)
3.1%
08
$IBDV
ISHARES TR
Q4 2025: Exited (was 324.4k shares)
2.1%
09
$IBDW
ISHARES TR
Q4 2025: Exited (was 342.9k shares)
2.1%
10
$IEMG
ISHARES INC
Q4 2025: Exited (was 122.0k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 18:07 UTC.