Guidance Point Advisors, LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 422,154
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 128.3 K | 30.4% | 0 | 75.5 K | -75.5 K |
| ETFs | 224.6 K | 53.2% | 63.28 K | 0 | 63.28 K |
| Debt | 69.32 K | 16.4% | 3.308 K | 0 | 3.308 K |
| Other | 0 | 0.0% | 0 | 290 | -290 |
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Fund Snapshot
Q1 2026
Latest filed
5/12/2026
Total value ($000)
422,154
Holdings
96
QoQ value change ($000)
-9,204
(-2.1%)
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.