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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, DFAE, JPST, AVUV, and represent 50.60% of Great Point Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: TOST (+$22M), AVUS, DFAI, AVUV, PYLD, JPST, HTRB, SPTS, AVDV, BFAM.
Started 8 new stock positions in AIRR, VOOG, EEX, MGK, CSCO, INTC, TOST, VTV.
Reduced shares in these 10 stocks: QUS, GSIE, SCZ, AVEM, VWO, SPEM, DGS, GOOG, DLS, VTI.
Great Point Wealth Advisors was a net buyer of stock by $34M.
Great Point Wealth Advisors has $619M in assets under management (AUM), dropping by 14.30%.
Central Index Key (CIK): 0001760304

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Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	24.5	$152M	+3%	1.2M	128.08	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.5	$53M	+3%	1.3M	41.25	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	7.0	$43M		1.1M	40.21	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.1	$38M	+2%	745k	50.57	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.5	$28M	+4%	226k	124.76	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	3.7	$23M	+4%	688k	33.73	View chart
Toast Cl A (TOST)	3.6	$22M	NEW	807k	27.82	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.6	$22M	+5%	832k	26.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.2	$20M		390k	50.49	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.1	$19M	+4%	187k	103.05	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	3.1	$19M	+5%	660k	29.01	View chart
Bright Horizons Fam Sol In D (BFAM)	3.0	$18M	+2%	258k	70.88	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$16M		306k	51.69	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	2.2	$14M	-12%	74k	186.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$14M		37k	370.04	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.0	$13M	-3%	276k	45.70	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.4	$8.5M		166k	51.05	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$8.2M		162k	51.00	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$7.1M		80k	89.20	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.1	$6.6M		91k	72.89	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$6.1M	-5%	64k	96.49	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.9	$5.6M	-3%	67k	83.79	View chart
Apple (AAPL)	0.8	$5.0M		17k	289.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$5.0M		37k	137.53	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$4.5M	-5%	87k	51.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$4.3M		14k	303.12	View chart
Microsoft Corporation (MSFT)	0.6	$3.9M		11k	373.03	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.6	$3.5M	-4%	47k	75.78	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$3.1M		38k	82.34	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.9M	-3%	18k	164.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.7M		12k	227.05	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$2.7M	-8%	41k	64.71	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.4M		7.0k	343.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.2M	-8%	6.2k	353.33	View chart
Rocket Cos Com Cl A (RKT)	0.3	$1.9M		122k	15.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		5.0k	327.36	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	-3%	14k	96.58	View chart
On Hldg Namen Akt A (ONON)	0.2	$1.3M		38k	35.42	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.2M	-24%	15k	82.27	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.2M	-2%	8.0k	148.30	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.0M	-22%	17k	59.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$641k	-2%	870.00	736.28	View chart
NVIDIA Corporation (NVDA)	0.1	$571k	+16%	2.9k	200.09	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$550k		14k	40.13	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$542k	-18%	7.6k	71.25	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$518k		694.00	746.25	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$502k		5.1k	97.60	View chart
Johnson & Johnson (JNJ)	0.1	$492k		1.9k	253.97	View chart
Amazon (AMZN)	0.1	$479k		2.0k	238.36	View chart
Applied Materials (AMAT)	0.1	$476k	+10%	659.00	722.59	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$448k	+686%	5.2k	86.14	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$434k	+13%	11k	41.41	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$434k		17k	25.95	View chart
Caterpillar (CAT)	0.1	$426k		400.00	1064.97	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$424k		2.7k	156.96	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$422k	-2%	7.5k	56.18	View chart
Broadcom (AVGO)	0.1	$422k		1.1k	377.58	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$397k	+3%	4.0k	99.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$377k	+8%	1.1k	357.34	View chart
Intel Corporation (INTC)	0.1	$370k	NEW	2.7k	139.61	View chart
Emerald Holding (EEX)	0.1	$343k	NEW	68k	5.04	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$328k	-3%	4.0k	82.84	View chart
CVS Caremark Corporation (CVS)	0.1	$322k		3.1k	103.45	View chart
Home Depot (HD)	0.0	$262k		742.00	352.60	View chart
Cisco Systems (CSCO)	0.0	$247k	NEW	2.1k	117.44	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$240k	NEW	2.9k	82.62	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$232k	NEW	2.6k	87.91	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$226k	NEW	1.0k	217.93	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.0	$222k	NEW	1.7k	133.22	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.0	$193k		13k	15.03	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 2026 Q2 filed July 23, 2026
Great Point Wealth Advisors 2026 Q1 filed April 27, 2026
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

View all past filings

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