Guidance Point Advisors, LLC
All 13F Filings
- Location
- Wellesley, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 431,358
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 203.8 K | 47.2% | 4.287 K | 0 | 4.287 K |
| ETFs | 161.3 K | 37.4% | 5.721 K | 0 | 5.721 K |
| Debt | 66.02 K | 15.3% | 6.62 K | 0 | 6.62 K |
| Other | 290 | 0.1% | 34 | 0 | 34 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
431,358
Holdings
95
QoQ value change ($000)
16,661
(4.0%)
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.