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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 49.86% of Great Point Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVUS, DFAI, HTRB, UCON, DFAE, AVUV, AVDV, JAAA, VTV, CSCO.
Started 2 new stock positions in CSCO, VTV.
Reduced shares in these 10 stocks: ONON, GSIE, URI, QUS, DGS, EZM, , , EEM, FBND.
Sold out of its positions in CVS, COST, FBND, EEM, PG, TSLA.
Great Point Wealth Advisors was a net buyer of stock by $3.7M.
Great Point Wealth Advisors has $457M in assets under management (AUM), dropping by -2.28%.
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 57 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	24.1	$110M	+2%	1.1M	96.93	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.4	$39M	+6%	1.3M	29.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.5	$30M		588k	50.37	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.0	$27M	+2%	1.1M	25.37	View chart
Bright Horizons Fam Sol In D (BFAM)	4.9	$22M		202k	110.85	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.0	$19M	+2%	191k	96.53	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.6	$16M	+2%	323k	50.71	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	3.3	$15M	-2%	98k	154.85	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	3.3	$15M		518k	29.01	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	3.0	$14M	+8%	417k	33.33	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.0	$14M	+3%	212k	65.08	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	3.0	$14M	+6%	553k	24.65	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.9	$13M		322k	40.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$12M		40k	289.81	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.3	$11M	-4%	322k	33.34	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.7	$7.9M		157k	50.71	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$5.4M		87k	61.37	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.2	$5.3M		91k	58.14	View chart
Microsoft Corporation (MSFT)	1.1	$5.3M		13k	421.48	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.1	$5.0M		80k	62.95	View chart
Apple (AAPL)	1.1	$5.0M		20k	250.42	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$4.1M	-2%	70k	58.79	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.9	$3.9M		103k	38.37	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.8	$3.8M	-7%	61k	62.51	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.8	$3.8M	-8%	77k	48.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.7M		37k	101.53	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$3.4M		14k	240.27	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$2.6M		20k	128.62	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.6	$2.6M		39k	65.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.5M		13k	190.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.3M		12k	190.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$2.3M	-2%	51k	44.04	View chart
On Hldg Namen Akt A (ONON)	0.5	$2.1M	-46%	38k	54.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$1.9M	-3%	7.1k	269.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$1.7M		15k	115.22	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.4M		5.8k	239.70	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.3M		19k	70.28	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.3	$1.3M		51k	25.92	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.3M		21k	60.75	View chart
United Rentals (URI)	0.3	$1.2M	-29%	1.7k	704.60	View chart
Amazon (AMZN)	0.2	$814k		3.7k	219.39	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$590k		12k	47.82	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$568k		21k	26.57	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$529k		6.9k	76.61	View chart
Redfin Corp (RDFN)	0.1	$472k		60k	7.87	View chart
Home Depot (HD)	0.1	$436k		1.1k	389.05	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$393k		670.00	586.08	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$376k		9.3k	40.57	View chart
NVIDIA Corporation (NVDA)	0.1	$365k		2.7k	134.29	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$331k	NEW	2.0k	169.30	View chart
Broadcom (AVGO)	0.1	$280k		1.2k	231.90	View chart
Johnson & Johnson (JNJ)	0.1	$274k	-17%	1.9k	144.62	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$268k	+36%	5.1k	52.22	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$244k	+5%	3.4k	72.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$232k		564.00	410.44	View chart
Meta Platforms Cl A (META)	0.0	$211k		360.00	585.51	View chart
Cisco Systems (CSCO)	0.0	$210k	NEW	3.6k	59.20	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 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
Great Point Wealth Advisors 2021 Q2 filed Aug. 12, 2021
Great Point Wealth Advisors 2021 Q1 filed May 11, 2021

View all past filings

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