Guidance Point Advisors, LLC ETF holdings
Wellesley, MA
Reported $320.5M in 84 ETFs in its Form 13F for June 30, 2026.
ETF value
$320.5M
ETFs held
84
Change from prior quarter
+12.3%
With price moves
ETFs as a share of its 13F
67.7%
of $473.6M
Top 10 of 84 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $61.3M | 81,708 | −842 shares |
| IVW | iShares S&P 500 Growth ETF | $25.8M | 187,601 | +335 shares |
| IEFA | iShares Core MSCI EAFE ETF | $23.3M | 240,817 | +5,898 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $19.3M | 249,839 | +1 shares |
| IJR | iShares Core S&P Small-Cap ETF | $18.4M | 124,275 | −1,951 shares |
| IVE | iShares S&P 500 Value ETF | $14.1M | 62,015 | +454 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $10.1M | 122,396 | −1,051 shares |
| IBDV | iShares iBonds Dec 2030 Term Corporate ETF | $9.4M | 431,677 | +18,558 shares |
| IBDW | iShares iBonds Dec 2031 Term Corporate ETF | $9.0M | 431,138 | +8,996 shares |
| IBDX | iShares iBonds Dec 2032 Term Corporate ETF | $8.2M | 325,556 | +9,880 shares |
74 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001767710. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Guidance Point Advisors, LLC own?
Guidance Point Advisors, LLC reported 84 ETF positions worth $320.5M in its Form 13F for June 30, 2026. The largest was IVV, at $61.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.