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Wesley Austin Del Col

Guidance Point Advisors, Llc

Assets Managed
$422.154M
Holdings
96
Last Quarter
2026 - Q1
Filed Date
8d ago
Growth Rate
-2.13%(2Q avg: 0.95%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Guidance Point Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 96 positions.

Assets under management

The assets under management (AUM) of Guidance Point Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 422.154M in assets, with a quarterly growth rate of -2.13% and a 2-quarter average growth rate of 0.95%. The portfolio is managed by Wesley Austin Del Col, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 0.01%
27.95%
$117.962M
401,007 shares@ $294.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.51%
12.79%
$53.986M
82,550 shares@ $653.98 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 0.25%
5.04%
$21.273M
234,919 shares@ $90.56 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.43%
5.02%
$21.188M
187,266 shares@ $113.15 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.05%
4%
$16.877M
249,838 shares@ $67.56 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.32%
3.72%
$15.699M
126,226 shares@ $124.38 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -0.13%
3.09%
$13.011M
61,561 shares@ $211.35 avg price
IBDV
Ishares Ibonds Dec 2030 Corp
Recent Activity
Increased 3.9%
2.15%
$9.043M
413,119 shares@ $21.9 avg price
IBDW
Ishares Ibonds Dec 2031 Corp
Recent Activity
Increased 3.53%
2.1%
$8.836M
422,142 shares@ $20.94 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.74%
2.05%
$8.615M
123,447 shares@ $69.79 avg price

1-10 of 96