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Guidance Point Advisors, LLC
Guidance Point Advisors, LLC is a registered investment adviser based in the Boston area. Founded in Massachusetts, the firm provides wealth management, retirement planning, and financial advisory services chiefly to individuals and families across the United States. Their team consists of experienced professionals with a deep knowledge base in investment and financial planning, aiming to deliver objective, unbiased advice and customized strategies for wealth accumulation and retirement security. They are known for a collaborative approach, leveraging over 100 years of collective investment experience to serve their clients' best interests.
Investment Strategy
Guidance Point Advisors focuses on developing customized investment portfolios and financial plans tailored to each client's unique needs, goals, and risk tolerance. The firm emphasizes comprehensive wealth management and financial planning, integrating asset allocation, cost minimization strategies, retirement income planning, and ongoing oversight. Their collaborative process includes understanding a client's complete financial condition, crafting a personalized investment plan, and providing regular management and reporting to help clients achieve long-term financial security.
Latest 13F Filing Activity
Guidance Point Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 85 equity positions with a total 13F market value of $389M. The fund increased holdings in JPMorgan Chase & Co., Ishares TR, Ishares TR among other positions. Guidance Point Advisors, LLC reduced exposure to Ishares TR, Ishares TR, Exxon Mobil Corp. among others.
Top Holdings
Equity Positions (85)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 29.86% | $116.2M | 400,939 | $97.89 | $289.91 | +$17.9M |
I IVV | ISHARES TR | 13.29% | $51.7M | 83,300 | $316.63 | $620.90 | +$6.5M |
I IVW | ISHARES TR | 5.60% | $21.8M | 197,901 | $44.52 | $110.10 | +$3.3M |
I IEFA | ISHARES TR | 4.98% | $19.4M | 231,992 | $62.55 | $83.48 | +$1.9M |
I IJH | ISHARES TR | 3.80% | $14.8M | 238,202 | $41.35 | $62.02 | +$151.0K |
Industry Allocation
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