Guidance Point Advisors, LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 473,601
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/31/2026 | 102 | 473,601 | 13F-HR | Guidance Point Advisors, LLC |
| Q1 2026 | 5/12/2026 | 96 | 422,154 | 13F-HR | Guidance Point Advisors, LLC |
| Q4 2025 | 2/11/2026 | 95 | 431,358 | 13F-HR | Guidance Point Advisors, LLC |
| Q3 2025 | 10/23/2025 | 98 | 414,697 | 13F-HR | Guidance Point Advisors, LLC |
| Q2 2025 | 8/11/2025 | 86 | 389,263 | 13F-HR | Guidance Point Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144 K | 30.4% | 15.76 K | 0 | 15.76 K |
| ETFs | 257.3 K | 54.3% | 32.73 K | 0 | 32.73 K |
| Debt | 72.27 K | 15.3% | 2.95 K | 0 | 2.95 K |
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Fund Snapshot
Q2 2026
Latest filed
7/31/2026
Total value ($000)
473,601
Holdings
102
QoQ value change ($000)
51,447
(12.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.