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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 51.06% of Great Point Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVUS (+$5.4M), AVDV, JPST, DFAI, HTRB, PYLD, AVUV, JAAA, DFAE, SPTS.
Started 3 new stock positions in META, FSOL, FETH.
Reduced shares in these 10 stocks: DLS, TOST, BTC, EZM, EEX, QUS, VTI, , AIRR, AVEM.
Sold out of its positions in CSCO, EEX, AIRR, ETH, BTC.
Great Point Wealth Advisors was a net buyer of stock by $10M.
Great Point Wealth Advisors has $630M in assets under management (AUM), dropping by 1.69%.
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 68 positions in its portfolio as reported in the September 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)	24.9	$157M	+3%	1.2M	128.09	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	8.6	$54M	+2%	1.3M	41.43	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	6.9	$43M	+2%	1.1M	39.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	6.3	$39M	+5%	782k	50.37	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.4	$28M	+3%	234k	117.77	View chart
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)	3.7	$23M	+5%	728k	32.05	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.6	$23M	+11%	209k	109.38	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.6	$22M	+5%	881k	25.39	View chart
Toast Cl A (TOST)	3.4	$22M	-7%	747k	28.99	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	3.3	$21M	+4%	409k	50.47	View chart
Spdr Series Trust St Sho Treas Etf (SPTS)	3.1	$20M	+4%	691k	28.67	View chart
Bright Horizons Fam Sol In D (BFAM)	2.6	$16M		258k	63.72	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.5	$16M		305k	52.36	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	2.2	$14M		72k	190.11	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	2.2	$14M		36k	374.24	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	2.0	$13M	+5%	175k	72.64	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.0	$13M		274k	45.84	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	1.3	$8.1M		161k	50.56	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.1	$7.0M		78k	90.11	View chart
American Centy Etf Tr Avantis Moderat (AVMA)	1.0	$6.5M		91k	71.72	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$5.8M	-3%	61k	94.02	View chart
Apple (AAPL)	0.9	$5.7M		17k	333.02	View chart
Microsoft Corporation (MSFT)	0.9	$5.4M		11k	512.91	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$5.2M		37k	142.26	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.7	$4.5M		87k	51.76	View chart
Vanguard Index Fds Mrngstr Sml Cap (VB)	0.6	$4.0M		14k	284.49	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.5	$2.9M		18k	166.28	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.5	$2.9M	-12%	41k	71.64	View chart
Dimensional Etf Trust Us Small Cap Etf	0.5	$2.9M		37k	77.42	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.4	$2.7M		12k	228.27	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.4	$2.6M	-55%	30k	87.19	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.4	$2.5M	-2%	40k	63.18	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.4	$2.3M	-5%	6.6k	351.85	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$2.1M		6.2k	340.74	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.6M		5.0k	330.86	View chart
Rocket Cos Com Cl A (RKT)	0.2	$1.4M		122k	11.51	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M		14k	96.88	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$1.3M		15k	84.42	View chart
On Hldg Namen Akt A (ONON)	0.2	$1.1M		38k	29.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.1M		7.9k	136.03	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$973k	-5%	16k	59.31	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$638k		863.00	739.65	View chart
NVIDIA Corporation (NVDA)	0.1	$562k	-13%	2.5k	228.39	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.1	$559k	-5%	13k	43.29	View chart
Johnson & Johnson (JNJ)	0.1	$552k	+7%	2.1k	264.74	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$530k		7.5k	70.61	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$529k		694.00	762.10	View chart
Amazon (AMZN)	0.1	$504k		2.0k	249.17	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$496k		5.1k	97.27	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.1	$468k		5.2k	90.11	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.1	$416k		11k	39.39	View chart
Davis Fundamental Etf Tr Select Us Eqty (DUSA)	0.1	$411k		7.5k	54.68	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.1	$402k		4.1k	98.34	View chart
Broadcom (AVGO)	0.1	$385k		1.1k	351.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$336k	-7%	977.00	344.05	View chart
Fidelity Ethereum SHS (FETH)	0.1	$326k	NEW	12k	26.57	View chart
Intel Corporation (INTC)	0.1	$326k	+2%	2.7k	120.21	View chart
Applied Materials (AMAT)	0.1	$322k	-4%	630.00	511.63	View chart
Caterpillar (CAT)	0.1	$320k		394.00	811.61	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$313k	-2%	3.9k	81.16	View chart
CVS Caremark Corporation (CVS)	0.0	$270k		3.2k	85.69	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.0	$266k	-38%	1.7k	158.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$249k		2.9k	85.48	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$244k		2.6k	92.65	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$224k		1.0k	216.08	View chart
Home Depot (HD)	0.0	$217k	+2%	762.00	284.43	View chart
Meta Platforms Cl A (META)	0.0	$217k	NEW	299.00	724.07	View chart
Fidelity Solana Beneficial Int (FSOL)	0.0	$147k	NEW	11k	13.81	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 Q3 filed Oct. 15, 2026
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

View all past filings

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