Guidance Point Advisors, LLC

RIA/Wealth

Guidance Point Advisors, LLC is a RIA/Wealth led by Wesley Austin Delcol, reporting $492.4M in AUM as of Q3 2025 with 66% ETF concentration, 71% concentrated in top 10 holdings, and 31% allocation to JPM.

Managing PartnerWesley Austin Delcol

Portfolio Value: $405.7M
Positions: 96
Top Holding: JPM at 31.19%
Last Reported: Q3 2025

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Top Holdings

Largest long holdings in Guidance Point Advisors, LLC's portfolio (71% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 JPMorgan Chase JPM	Banks - Diversified Financial Services	$126.5M	31.19%	+$64.7K Bought	0.01% 401.1K shares	Q4 2018 Held for 6y 11m
2 iShares Core S&P 500 ETF IVV	ETF ETF	$54.0M	13.30%	-$1.9M Sold	— 80.5K shares	Q4 2018 Held for 6y 11m
3 iShares S&P 500 Growth ETF IVW	ETF ETF	$23.2M	5.72%	-$708.1K Sold	— 192.0K shares	Q4 2018 Held for 6y 11m
4 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$19.5M	4.80%	-$793.4K Sold	— 222.9K shares	Q4 2018 Held for 6y 11m
5 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$15.3M	3.77%	-$244.7K Sold	— 234.5K shares	Q4 2018 Held for 6y 11m
6 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$14.7M	3.62%	-$687.8K Sold	— 123.6K shares	Q4 2018 Held for 6y 11m
7 iShares S&P 500 Value IVE	ETF ETF	$12.5M	3.08%	-$190.2K Sold	— 60.5K shares	Q4 2018 Held for 6y 11m
8 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$8.0M	1.98%	-$307.7K Sold	— 122.0K shares	Q4 2018 Held for 6y 11m
9 iShares iBonds Dec 2031 Term Corporate IBDW	ETF ETF	$7.3M	1.79%	+$229.7K Bought	— 342.9K shares	Q4 2022 Held for 2y 11m
10 iShares iBonds Dec 2032 Term Corporate IBDX	ETF ETF	$7.2M	1.78%	+$90.9K Bought	— 282.0K shares	Q2 2023 Held for 2y 5m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Guidance Point Advisors, LLC's latest filing

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Market Value

$405.7M

Prior: $380.4M

Q/Q Change

+6.65%

+$25.3M

Net Flows % of MV

-0.587%

Turnover Ratio

1.61%

New Purchases

8 stocks

$1.8M

Added To

32 stocks

+$3.2M

Sold Out Of

0 stocks

Reduced Holdings

45 stocks

-$7.4M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds 2027 Term High Yield and Income IBHG	New	0 → 11.2K +$252.3K
2 Robinhood Markets, Inc. HOOD	New	0 → 1.7K +$237.0K
3 IBTI iShares iBonds Dec 2028 Term Treasury IBTI	New	0 → 9.8K +$218.9K
4 iShares iBonds Dec 2027 Term Treasury IBTH	New	0 → 9.7K +$218.2K
5 iShares iBonds Dec 2026 Term Treasury IBTG	New	0 → 9.5K +$218.0K

Decreased Positions

Position	Shares Δ	Change
1 iShares Russell 2000 IWM	-21.07%	1.5K → 1.2K −$75.6K
2 Bank of America BAC	-19.28%	12.6K → 10.2K −$125.2K
3 Alphabet Inc. GOOGL	-16.99%	2.1K → 1.7K −$86.1K
4 Technology Select Sector SPDR Fund XLK	-16.5%	2.1K → 1.7K −$95.6K
5 Amazon AMZN	-10.91%	1.7K → 1.5K −$40.6K