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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, AVUV, and represent 50.17% of Great Point Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FBTC, AVUS, AVUV, PYLD, BTC, AVDV, ETH, JPST, AMAT, DFAI.
Started 3 new stock positions in BTC, ETH, AMAT.
Reduced shares in these 10 stocks: IBIT, BFAM, URI, DLS, ACWI, DGS, SPTS, GSIE, VWO, MGK.
Sold out of its positions in BRK.B, IBIT, URI, MGK, VOOG.
Great Point Wealth Advisors was a net buyer of stock by $1.1M.
Great Point Wealth Advisors has $542M in assets under management (AUM), dropping by -1.13%.
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 62 positions in its portfolio as reported in the March 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)	23.5	$127M	+2%	1.1M	111.18	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.8	$48M		1.2M	38.96	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.8	$37M		723k	50.61	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.7	$36M		1.1M	33.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.4	$24M	+5%	215k	110.47	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	4.1	$22M		656k	33.74	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.8	$21M	+4%	789k	26.20	View chart
Bright Horizons Fam Sol In D (BFAM)	3.8	$21M	-5%	250k	82.13	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.6	$19M		383k	50.37	View chart
Spdr Series Trust State Street Spd (SPTS)	3.4	$18M		628k	29.18	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.3	$18M		179k	99.86	View chart
Spdr Series Trust State Street Spd (QUS)	2.7	$15M		85k	171.64	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.6	$14M		308k	45.12	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.3	$12M	-2%	287k	43.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.2	$12M		38k	320.81	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.8	$9.7M	+38%	164k	59.03	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.5	$8.3M		163k	50.98	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.3	$6.9M		81k	84.84	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.1	$6.1M		91k	67.22	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.0	$5.7M	-7%	70k	81.50	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	1.0	$5.4M		67k	80.58	View chart
Apple (AAPL)	0.8	$4.4M		17k	253.79	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.8	$4.3M		92k	46.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$4.1M		37k	113.11	View chart
Microsoft Corporation (MSFT)	0.7	$3.9M		10k	370.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$3.7M		14k	261.92	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.6	$3.3M		49k	67.22	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.5	$2.7M	-11%	45k	60.10	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$2.7M		38k	71.13	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.6M	-2%	18k	142.43	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.5M		12k	211.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$2.1M		7.0k	298.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.0M		6.8k	286.86	View chart
Rocket Cos Com Cl A (RKT)	0.3	$1.7M		122k	14.25	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.3	$1.6M		20k	78.41	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.5M		5.0k	294.19	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	-3%	14k	90.53	View chart
On Hldg Namen Akt A (ONON)	0.2	$1.3M		38k	34.02	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$1.2M	-15%	22k	54.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.0M		8.2k	124.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$599k	-4%	9.3k	64.08	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$541k		14k	39.44	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$517k		895.00	577.18	View chart
Grayscale Bitcoin Mini Tr Et Shs New (BTC)	0.1	$501k	NEW	17k	29.99	View chart
Johnson & Johnson (JNJ)	0.1	$465k		1.9k	244.44	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$456k		5.1k	88.49	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$445k		684.00	649.88	View chart
NVIDIA Corporation (NVDA)	0.1	$427k		2.4k	174.40	View chart
Amazon (AMZN)	0.1	$418k	+6%	2.0k	208.28	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$391k	+9%	7.7k	50.74	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$385k		9.3k	41.54	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.1	$374k	-50%	2.7k	138.37	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$340k	+14%	3.9k	88.02	View chart
Broadcom (AVGO)	0.1	$339k		1.1k	309.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$289k		661.00	436.79	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$285k	-2%	4.1k	69.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$281k	+2%	977.00	287.53	View chart
Caterpillar (CAT)	0.1	$279k	-6%	394.00	707.91	View chart
Grayscale Ethereum Staking Shs New (ETH)	0.0	$254k	NEW	13k	19.86	View chart
Home Depot (HD)	0.0	$244k		742.00	328.82	View chart
CVS Caremark Corporation (CVS)	0.0	$223k		3.1k	71.82	View chart
Applied Materials (AMAT)	0.0	$204k	NEW	597.00	341.79	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 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
Great Point Wealth Advisors 2022 Q1 filed May 3, 2022

View all past filings

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