Guidance Point Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
9/30/2025
Date filed
10/23/2025
Form type
13F-HR
Num holdings
98
Total value ($000)
$414,697
Net value change ($000)
+25,434 (6.5%)
New positions
12
Sold out positions
0
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JPM 10,299 8.9%
IVV 2,244 4.3%
IVW 1,402 6.4%
IBDZ 750 13.5%
IJR 556 3.9%
IJH 532 3.6%
IVE 501 4.2%
IBCA 493 228.2%
IBDT 449 9.8%
IEMG 442 5.8%
Top Reduces (Value $000, Stocks/ETFs)
BAC -72 -12.1%
SCZ -66 -4.8%
MSFT -52 -2.4%
PG -42 -6.4%
AMZN -40 -10.8%
IWM -37 -11.6%
XLK -36 -6.9%
EFA -29 -3.6%
IBDQ -26 -0.6%
COST -26 -6.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type