Guidance Point Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Wellesley, MA
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$431,358
Net value change ($000)
+16,661 (4.0%)
New positions
3
Sold out positions
6
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/23/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IBCA 5,041 711.0%
JPM 2,678 2.1%
IVV 1,808 3.4%
IBDV 1,591 22.1%
IEFA 1,504 7.7%
IBDW 1,349 18.5%
IJH 1,181 7.7%
IBDT 1,123 22.2%
IVE 584 4.7%
IBDS 549 12.0%
Top Reduces (Value $000, Stocks/ETFs)
IBDQ -4,523 -100.0%
AVGO -536 -39.2%
NLY -368 -100.0%
IAU -336 -100.0%
PFF -313 -33.8%
HOOD -237 -100.0%
WMT -209 -100.0%
iSHARES TRUST -209 -100.0%
MSFT -186 -8.9%
IJT -144 -3.2%
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