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Great Point Wealth Advisors

Latest statistics and disclosures from Great Point Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AVUS, DFAI, JPST, DFAE, BFAM, and represent 50.09% of Great Point Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD (+$16M), FBTC (+$9.1M), BFAM (+$6.9M), JPST, HTRB, JAAA, SPTS, RKT, AVUV, QQQ.
Started 12 new stock positions in AVGO, GOOGL, QQQ, FBTC, DUSA, AMD, VOOG, MGK, RKT, COST. ETH, META.
Reduced shares in these 10 stocks: UCON (-$17M), DFAI, AVDV, QUS, DGS, AVUS, MSFT, GSIE, JMST, URI.
Sold out of its positions in CSCO, UCON, RDFN, VTV.
Great Point Wealth Advisors was a net buyer of stock by $13M.
Great Point Wealth Advisors has $532M in assets under management (AUM), dropping by 15.15%.
Central Index Key (CIK): 0001760304

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Positions held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 64 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	23.0	$122M		1.1M	108.70	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.6	$46M	-4%	1.3M	36.35	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.6	$35M	+11%	688k	50.73	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.5	$35M		1.1M	31.53	View chart
Bright Horizons Fam Sol In D (BFAM)	5.4	$29M	+31%	266k	108.57	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	3.9	$21M	+14%	608k	34.29	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.8	$20M	+2%	203k	99.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.6	$19M	+13%	376k	50.78	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	3.2	$17M	+14%	589k	29.32	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.2	$17M	-8%	192k	89.03	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.2	$17M	+2386%	626k	26.84	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	2.9	$15M	-8%	89k	171.20	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.7	$14M	-2%	313k	45.76	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$12M	-2%	38k	328.17	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.3	$12M	-6%	295k	41.11	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.7	$9.1M	NEW	91k	99.81	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$7.1M	-11%	139k	51.04	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$6.5M	-4%	82k	78.90	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.1	$6.0M	-3%	76k	79.51	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.1	$5.9M		91k	65.07	View chart
Microsoft Corporation (MSFT)	1.0	$5.5M	-14%	11k	517.94	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$5.2M		69k	75.11	View chart
Apple (AAPL)	0.8	$4.4M	-6%	17k	254.64	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$4.4M		37k	120.72	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$4.3M	-9%	93k	46.81	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.7	$3.8M	-3%	58k	65.91	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$3.6M		14k	254.27	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.6	$3.1M	-29%	53k	57.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.8M	-2%	19k	145.65	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.6M		38k	68.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.5M		12k	206.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$2.2M	-17%	41k	54.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.2M		7.1k	307.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.7M	-27%	7.0k	243.54	View chart
On Hldg Namen Akt A (ONON)	0.3	$1.6M		38k	42.35	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M	-11%	5.0k	315.43	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.5M		20k	76.72	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.3M	-12%	15k	87.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M	-31%	9.5k	118.83	View chart
Rocket Cos Com Cl A (RKT)	0.2	$922k	NEW	48k	19.38	View chart
Amazon (AMZN)	0.1	$787k	+2%	3.6k	219.57	View chart
United Rentals (URI)	0.1	$672k	-49%	704.00	955.16	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$604k	-14%	10k	59.92	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$507k	NEW	845.00	600.37	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$502k	-34%	14k	35.69	View chart
NVIDIA Corporation (NVDA)	0.1	$500k	+12%	2.7k	186.58	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$486k	-20%	5.5k	88.14	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$468k	+5%	703.00	665.72	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$390k		9.3k	42.08	View chart
Broadcom (AVGO)	0.1	$378k	NEW	1.1k	330.00	View chart
Johnson & Johnson (JNJ)	0.1	$348k		1.9k	185.42	View chart
Home Depot (HD)	0.1	$316k	-25%	781.00	405.11	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$309k	+14%	644.00	479.61	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$302k	-7%	4.6k	65.92	View chart
Costco Wholesale Corporation (COST)	0.1	$287k	NEW	310.00	925.63	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$286k	-3%	3.4k	83.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$262k	NEW	1.1k	243.10	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.0	$262k	NEW	5.5k	47.90	View chart
Grayscale Ethereum Mini Tr E Shs New (ETH)	0.0	$250k	NEW	6.4k	39.18	View chart
Advanced Micro Devices (AMD)	0.0	$247k	NEW	1.5k	161.79	View chart
CVS Caremark Corporation (CVS)	0.0	$234k		3.1k	75.39	View chart
Meta Platforms Cl A (META)	0.0	$226k	NEW	307.00	734.38	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$212k	NEW	527.00	402.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$211k	NEW	485.00	435.46	View chart

Past Filings by Great Point Wealth Advisors

SEC 13F filings are viewable for Great Point Wealth Advisors going back to 2018

Great Point Wealth Advisors 2025 Q3 filed Oct. 28, 2025
Great Point Wealth Advisors 2025 Q1 filed April 28, 2025
Great Point Wealth Advisors 2024 Q4 filed Jan. 24, 2025
Great Point Wealth Advisors 2024 Q3 filed Oct. 18, 2024
Great Point Wealth Advisors 2024 Q2 filed July 29, 2024
Great Point Wealth Advisors 2024 Q1 filed May 9, 2024
Great Point Wealth Advisors 2023 Q4 filed Jan. 22, 2024
Great Point Wealth Advisors 2023 Q3 filed Oct. 13, 2023
Great Point Wealth Advisors 2023 Q2 filed Aug. 2, 2023
Great Point Wealth Advisors 2023 Q1 filed May 12, 2023
Great Point Wealth Advisors 2022 Q4 filed Feb. 7, 2023
Great Point Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Great Point Wealth Advisors 2022 Q2 filed Aug. 25, 2022
Great Point Wealth Advisors 2022 Q1 filed May 3, 2022
Great Point Wealth Advisors 2021 Q4 filed Feb. 9, 2022
Great Point Wealth Advisors 2021 Q3 filed Nov. 3, 2021

View all past filings

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