Guidance Point Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on October 15, 2026, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing, signed by Wesley Austin Del Col, Managing Member and Chief Compliance Officer, lists a total of 104 positions held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), comprising the vast majority of the disclosed holdings. Notable individual stock positions include JPMorgan Chase & Co., which is held in 401,010 shares, and Microsoft Corporation, held in 3,767 shares. Other individual stock holdings include Apple Inc. (7,579 shares), Broadcom Inc. (4,407 shares), and Johnson & Johnson (1,043 shares).
The filing also lists significant positions in various ETFs tracking broad market indices and sectors. These include the iShares Core S&P 500 ETF (82,155 shares), the iShares Core S&P Mid-Cap ETF (125,962 shares), and the iShares Core S&P Small-Cap ETF (257,981 shares). The firm also holds substantial positions in bond-focused ETFs, such as the iShares Core 1-5 Year USD Bond ETF (83,777 shares) and the iShares Core 20+ Year USD Bond ETF (458,556 shares).
Other significant holdings include the Vanguard Admiral Shares 500 Growth Index Fund (7,847 shares) and the iShares Core S&P Total Stock Market ETF (15,338 shares). The filing indicates that all positions are held as sole voting power with no shared investment power.
