Notify me when Guidance Point Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 95 | $431,358,299 | +$18,363,068 | -$8,136,994 | +$10,226,074 | JPM, IVV, IVW, IEFA, IJH | 13F-HR | 10 Feb 2026, 17:37 |
| Q3 2025 | 98 | $414,697,141 | +$6,036,644 | -$7,425,633 | -$1,388,989 | JPM, IVV, IVW, IEFA, IJH | 13F-HR | 23 Oct 2025, 16:05 |
| Q2 2025 | 86 | $389,262,656 | +$5,539,755 | -$3,785,201 | +$1,754,554 | JPM, IVV, IVW, IEFA, IJH | 13F-HR | 11 Aug 2025, 13:13 |
| Q1 2025 | 84 | $351,136,670 | +$5,294,319 | -$5,467,808 | -$173,489 | JPM, IVV, IVW, IEFA, IJH | 13F-HR | 14 May 2025, 12:12 |
| Q4 2024 | 85 | $355,720,637 | +$6,327,294 | -$1,526,040 | +$4,801,254 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 12 Feb 2025, 17:19 |
| Q3 2024 | 86 | $342,473,799 | +$8,502,819 | -$3,220,121 | +$5,282,698 | JPM, IVV, IEFA, IVW, IJR | 13F-HR | 30 Oct 2024, 15:48 |
| Q2 2024 | 82 | $320,287,405 | +$15,773,464 | -$4,597,055 | +$11,176,409 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 26 Jul 2024, 13:02 |
| Q1 2024 | 86 | $306,511,897 | +$29,183,156 | -$6,155,014 | +$23,028,142 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 10 May 2024, 09:47 |
| Q4 2023 | 67 | $270,379,818 | +$7,652,509 | -$11,673,031 | -$4,020,522 | JPM, IVV, IEFA, IVW, IJR | 13F-HR | 30 Jan 2024, 16:33 |
| Q3 2023 | 74 | $245,644,953 | +$3,541,587 | -$9,988,547 | -$6,446,960 | JPM, IVV, IEFA, IVW, IJR | 13F-HR | 06 Nov 2023, 14:30 |
| Q2 2023 | 77 | $260,394,602 | +$8,593,158 | -$10,012,698 | -$1,419,540 | JPM, IVV, IEFA, IVW, IJR | Restatement | 06 Nov 2023, 14:24 |
| Q1 2023 | 78 | $247,999,210 | +$6,813,048 | -$1,583,121 | +$5,229,927 | JPM, IVV, IEFA, IJR, IVW | 13F-HR | 20 Apr 2023, 15:29 |
| Q4 2022 | 78 | $236,170,580 | +$23,380,969 | -$29,644,547 | -$6,263,578 | JPM, IVV, IEFA, IJR, IJH | 13F-HR | 18 Jan 2023, 16:33 |
| Q3 2022 | 83 | $219,100,000 | +$4,353,340 | -$3,558,726 | +$794,614 | JPM, IVV, IVW, IJR, IEFA | 13F-HR | 14 Oct 2022, 10:21 |
| Q2 2022 | 84 | $231,759,000 | +$8,233,290 | -$4,261,009 | +$3,972,281 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 28 Jul 2022, 15:02 |
| Q1 2022 | 92 | $246,281,000 | +$9,354,160 | -$2,333,574 | +$7,020,586 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 05 May 2022, 08:26 |
| Q4 2021 | 89 | $275,969,000 | +$8,549,961 | -$15,630,283 | -$7,080,322 | JPM, IVV, AGG, IVW, IEFA | 13F-HR | 28 Jan 2022, 14:42 |
| Q3 2021 | 415 | $273,963,000 | +$18,063,727 | -$2,694,129 | +$15,369,598 | JPM, IVV, AGG, IVW, IEFA | 13F-HR | 20 Oct 2021, 14:24 |
| Q2 2021 | 87 | $257,522,000 | +$8,976,752 | -$1,799,821 | +$7,176,931 | JPM, IVV, AGG, IVW, IJR | 13F-HR | 20 Jul 2021, 15:29 |
| Q1 2021 | 85 | $241,187,000 | +$8,325,425 | -$3,560,060 | +$4,765,365 | JPM, IVV, AGG, IVW, IJR | 13F-HR | 30 Apr 2021, 11:56 |
| Q4 2020 | 83 | $217,564,000 | +$25,107,884 | -$3,835,015 | +$21,272,869 | JPM, IVV, AGG, IVW, IJR | 13F-HR | 15 Jan 2021, 17:06 |
| Q3 2020 | 79 | $181,389,000 | +$4,387,884 | -$10,084,056 | -$5,696,172 | JPM, IVV, IVW, AGG, IEFA | 13F-HR | 16 Oct 2020, 10:19 |
| Q2 2020 | 76 | $179,916,000 | +$12,871,224 | -$5,026,780 | +$7,844,444 | JPM, IVV, IVW, AGG, IEFA | 13F-HR | 03 Aug 2020, 13:19 |
| Q1 2020 | 62 | $153,728,000 | +$5,087,926 | -$8,263,857 | -$3,175,931 | JPM, IVV, AGG, IVW, IEFA | 13F-HR | 30 Apr 2020, 11:17 |
| Q4 2019 | 65 | $204,768,000 | +$8,801,060 | -$2,415,557 | +$6,385,503 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 15 Jan 2020, 13:23 |
| Q3 2019 | 61 | $182,600,000 | +$3,819,516 | -$1,164,255 | +$2,655,261 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 08 Oct 2019, 17:08 |
| Q2 2019 | 60 | $176,792,000 | +$1,212,237 | -$594,810 | +$617,427 | JPM, IVV, IVW, IEFA, IJR | 13F-HR | 05 Aug 2019, 09:14 |
| Q1 2019 | 62 | $169,454,000 | +$6,226,302 | -$4,580,116 | +$1,646,186 | JPM, IVV, IEFA, IJR, IVW | 13F-HR | 06 May 2019, 16:53 |
| Q4 2018 | 62 | $150,269,000 | $0 | $0 | $0 | JPM, IVV, IEFA, IVW, IJR | 13F-HR | 13 Feb 2019, 14:36 |