Guidance Point Advisors, LLC - Portfolio overview

Guidance Point Advisors, LLC has 104 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. JPM - JPMORGAN CHASE & CO, 27.54%
2. IVV - ISHARES TR, 12.61%
3. IEFA - ISHARES TR, 4.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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