Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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 49.34% of Great Point Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: PYLD, IBIT, FBTC, JPST, HTRB, SPTS, RKT, JMST, ACWI, JAAA.
Started 4 new stock positions in CAT, ACWI, IBIT, BRK.B.
Reduced shares in these 10 stocks: DFAI, AVDV, VWO, DFAE, QUS, EZM, AMZN, AVUS, , ETH.
Sold out of its positions in AMD, COST, META, ETH.
Great Point Wealth Advisors was a net buyer of stock by $8.6M.
Great Point Wealth Advisors has $548M in assets under management (AUM), dropping by 2.95%.
Central Index Key (CIK): 0001760304

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 64 positions in its portfolio as reported in the December 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)	22.9	$125M		1.1M	111.78	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.5	$47M	-3%	1.2M	38.11	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.6	$36M	+4%	718k	50.59	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.4	$35M		1.1M	32.57	View chart
Bright Horizons Fam Sol In D (BFAM)	4.9	$27M		266k	101.40	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	4.1	$22M	+7%	653k	34.15	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.8	$21M		203k	101.98	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.7	$20M	+20%	755k	26.68	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.6	$20M	+2%	385k	50.58	View chart
Spdr Series Trust State Street Spd (SPTS)	3.4	$19M	+8%	639k	29.28	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.0	$17M	-8%	177k	93.97	View chart
Spdr Series Trust State Street Spd (QUS)	2.7	$15M	-4%	85k	174.19	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$15M		310k	46.80	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.3	$13M		38k	335.27	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.3	$13M		293k	42.94	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.7	$9.1M	+30%	119k	76.23	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.5	$8.3M	+16%	162k	50.94	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$6.8M		82k	82.32	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.1	$6.1M		75k	81.01	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.1	$6.0M		91k	66.31	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$5.3M		68k	77.02	View chart
Microsoft Corporation (MSFT)	0.9	$5.1M		11k	483.61	View chart
Apple (AAPL)	0.9	$4.7M		17k	271.85	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$4.5M		37k	123.26	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.8	$4.3M		93k	46.81	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$3.7M		14k	257.95	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.6	$3.3M	-13%	50k	66.80	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.5	$2.9M	-5%	51k	57.24	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.5	$2.8M	NEW	57k	49.65	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.8M		19k	148.69	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.7M		38k	69.67	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.5M		12k	212.06	View chart
Rocket Cos Com Cl A (RKT)	0.4	$2.4M	+156%	122k	19.36	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.2M		7.0k	314.80	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.1M	-3%	6.8k	313.80	View chart
On Hldg Namen Akt A (ONON)	0.3	$1.8M		38k	46.48	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		5.0k	322.22	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.6M		20k	77.53	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	-35%	27k	53.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	-3%	15k	89.46	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$997k	-12%	8.3k	120.18	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$768k	NEW	5.4k	141.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$612k	-2%	9.8k	62.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$550k	+5%	895.00	614.31	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$531k		14k	38.00	View chart
United Rentals (URI)	0.1	$473k	-16%	585.00	808.90	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$466k	-2%	684.00	681.44	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$461k	-6%	5.2k	89.56	View chart
NVIDIA Corporation (NVDA)	0.1	$452k	-9%	2.4k	186.50	View chart
Amazon (AMZN)	0.1	$437k	-47%	1.9k	230.82	View chart
Johnson & Johnson (JNJ)	0.1	$393k		1.9k	206.95	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$389k		9.3k	41.92	View chart
Broadcom (AVGO)	0.1	$373k	-5%	1.1k	346.20	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$359k	+28%	7.0k	51.13	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$323k	+2%	661.00	487.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$300k	-11%	957.00	313.00	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$289k		3.4k	85.91	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$283k	-8%	4.2k	67.22	View chart
Home Depot (HD)	0.0	$259k	-3%	752.00	344.03	View chart
CVS Caremark Corporation (CVS)	0.0	$247k		3.1k	79.36	View chart
Caterpillar (CAT)	0.0	$241k	NEW	420.00	573.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$218k		527.00	412.77	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$216k		485.00	444.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$210k	NEW	418.00	502.65	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 Q4 filed Jan. 26, 2026
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

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z