Great Point Wealth Advisors

Great Point Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 64 positions in its portfolio as reported in the September 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) 23.0 $122M 1.1M 108.70
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.6 $46M 1.3M 36.35
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.6 $35M 688k 50.73
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.5 $35M 1.1M 31.53
Bright Horizons Fam Sol In D (BFAM) 5.4 $29M 266k 108.57
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.9 $21M 608k 34.29
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $20M 203k 99.53
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $19M 376k 50.78
Spdr Series Trust Portfolio Sh Tsr (SPTS) 3.2 $17M 589k 29.32
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.2 $17M 192k 89.03
Pimco Etf Tr Multisector Bd (PYLD) 3.2 $17M 626k 26.84
Spdr Series Trust Msci Usa Strtgic (QUS) 2.9 $15M 89k 171.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.7 $14M 313k 45.76
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $12M 38k 328.17
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.3 $12M 295k 41.11
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.7 $9.1M 91k 99.81
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $7.1M 139k 51.04
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $6.5M 82k 78.90
Wisdomtree Tr Intl Smcap Div (DLS) 1.1 $6.0M 76k 79.51
American Centy Etf Tr Avantis Moderat (AVMA) 1.1 $5.9M 91k 65.07
Microsoft Corporation (MSFT) 1.0 $5.5M 11k 517.94
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $5.2M 69k 75.11
Apple (AAPL) 0.8 $4.4M 17k 254.64
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $4.4M 37k 120.72
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $4.3M 93k 46.81
Wisdomtree Tr Us Midcap Fund (EZM) 0.7 $3.8M 58k 65.91
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.6M 14k 254.27
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.6 $3.1M 53k 57.10
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.8M 19k 145.65
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $2.6M 38k 68.46
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.5M 12k 206.50
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.2M 41k 54.18
Vanguard Index Fds Large Cap Etf (VV) 0.4 $2.2M 7.1k 307.86
Alphabet Cap Stk Cl C (GOOG) 0.3 $1.7M 7.0k 243.54
On Hldg Namen Akt A (ONON) 0.3 $1.6M 38k 42.35
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 5.0k 315.43
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.5M 20k 76.72
Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.3M 15k 87.31
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.1M 9.5k 118.83
Rocket Cos Com Cl A (RKT) 0.2 $922k 48k 19.38
Amazon (AMZN) 0.1 $787k 3.6k 219.57
United Rentals (URI) 0.1 $672k 704.00 955.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $604k 10k 59.92
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $507k 845.00 600.37
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $502k 14k 35.69
NVIDIA Corporation (NVDA) 0.1 $500k 2.7k 186.58
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $486k 5.5k 88.14
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $468k 703.00 665.72
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $390k 9.3k 42.08
Broadcom (AVGO) 0.1 $378k 1.1k 330.00
Johnson & Johnson (JNJ) 0.1 $348k 1.9k 185.42
Home Depot (HD) 0.1 $316k 781.00 405.11
Vanguard Index Fds Growth Etf (VUG) 0.1 $309k 644.00 479.61
Ishares Core Msci Emkt (IEMG) 0.1 $302k 4.6k 65.92
Costco Wholesale Corporation (COST) 0.1 $287k 310.00 925.63
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $286k 3.4k 83.41
Alphabet Cap Stk Cl A (GOOGL) 0.0 $262k 1.1k 243.10
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.0 $262k 5.5k 47.90
Grayscale Ethereum Mini Tr E Shs New (ETH) 0.0 $250k 6.4k 39.18
Advanced Micro Devices (AMD) 0.0 $247k 1.5k 161.79
CVS Caremark Corporation (CVS) 0.0 $234k 3.1k 75.39
Meta Platforms Cl A (META) 0.0 $226k 307.00 734.38
Vanguard World Mega Grwth Ind (MGK) 0.0 $212k 527.00 402.42
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $211k 485.00 435.46