Great Point Wealth Advisors

Great Point Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 64 positions in its portfolio as reported in the December 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) 22.9 $125M 1.1M 111.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.5 $47M 1.2M 38.11
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.6 $36M 718k 50.59
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.4 $35M 1.1M 32.57
Bright Horizons Fam Sol In D (BFAM) 4.9 $27M 266k 101.40
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 4.1 $22M 653k 34.15
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.8 $21M 203k 101.98
Pimco Etf Tr Multisector Bd (PYLD) 3.7 $20M 755k 26.68
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $20M 385k 50.58
Spdr Series Trust State Street Spd (SPTS) 3.4 $19M 639k 29.28
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $17M 177k 93.97
Spdr Series Trust State Street Spd (QUS) 2.7 $15M 85k 174.19
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.6 $15M 310k 46.80
Vanguard Index Fds Total Stk Mkt (VTI) 2.3 $13M 38k 335.27
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.3 $13M 293k 42.94
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.7 $9.1M 119k 76.23
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.5 $8.3M 162k 50.94
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.2 $6.8M 82k 82.32
Wisdomtree Tr Intl Smcap Div (DLS) 1.1 $6.1M 75k 81.01
American Centy Etf Tr Avantis Moderat (AVMA) 1.1 $6.0M 91k 66.31
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $5.3M 68k 77.02
Microsoft Corporation (MSFT) 0.9 $5.1M 11k 483.61
Apple (AAPL) 0.9 $4.7M 17k 271.85
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $4.5M 37k 123.26
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $4.3M 93k 46.81
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.7M 14k 257.95
Wisdomtree Tr Us Midcap Fund (EZM) 0.6 $3.3M 50k 66.80
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.5 $2.9M 51k 57.24
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $2.8M 57k 49.65
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.8M 19k 148.69
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $2.7M 38k 69.67
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.5M 12k 212.06
Rocket Cos Com Cl A (RKT) 0.4 $2.4M 122k 19.36
Vanguard Index Fds Large Cap Etf (VV) 0.4 $2.2M 7.0k 314.80
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.1M 6.8k 313.80
On Hldg Namen Akt A (ONON) 0.3 $1.8M 38k 46.48
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 5.0k 322.22
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.6M 20k 77.53
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $1.4M 27k 53.76
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 15k 89.46
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $997k 8.3k 120.18
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $768k 5.4k 141.50
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $612k 9.8k 62.47
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $550k 895.00 614.31
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $531k 14k 38.00
United Rentals (URI) 0.1 $473k 585.00 808.90
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $466k 684.00 681.44
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $461k 5.2k 89.56
NVIDIA Corporation (NVDA) 0.1 $452k 2.4k 186.50
Amazon (AMZN) 0.1 $437k 1.9k 230.82
Johnson & Johnson (JNJ) 0.1 $393k 1.9k 206.95
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $389k 9.3k 41.92
Broadcom (AVGO) 0.1 $373k 1.1k 346.20
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.1 $359k 7.0k 51.13
Vanguard Index Fds Growth Etf (VUG) 0.1 $323k 661.00 487.86
Alphabet Cap Stk Cl A (GOOGL) 0.1 $300k 957.00 313.00
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $289k 3.4k 85.91
Ishares Core Msci Emkt (IEMG) 0.1 $283k 4.2k 67.22
Home Depot (HD) 0.0 $259k 752.00 344.03
CVS Caremark Corporation (CVS) 0.0 $247k 3.1k 79.36
Caterpillar (CAT) 0.0 $241k 420.00 573.23
Vanguard World Mega Grwth Ind (MGK) 0.0 $218k 527.00 412.77
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $216k 485.00 444.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.0 $210k 418.00 502.65