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Guidance Point Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Oct 15, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $477,466,450
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- JPMORGAN CHASE & CO · COM · 46625H100 · shares: $132,668,320
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $62,999,882
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $26,704,955
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $24,428,585
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $18,567,493
- ISHARES TR · CORE S&P SCP ETF · 464287804 · shares: $17,145,945
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $15,015,986
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $10,188,166
- ISHARES TR · IBONDS DEC 2030 · 46436E726 · shares: $9,694,244
- ISHARES TR · IBONDS DEC 2031 · 46436E486 · shares: $9,211,398
Reported holdings
104 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 507 shares | $231,423 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 308 shares | $216,659 |
| ISHARES TR | IBONDS DEC 2033 | 46436E148 | — | 9,003 shares | $206,979 |
| ISHARES TR | IBONDS DEC 2034 | 46438G646 | — | 8,574 shares | $206,106 |