Great Point Wealth Advisors

Great Point Wealth Advisors as of March 31, 2026

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 1.1M 111.18
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.8 $48M 1.2M 38.96
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.8 $37M 723k 50.61
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 6.7 $36M 1.1M 33.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.4 $24M 215k 110.47
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 4.1 $22M 656k 33.74
Pimco Etf Tr Multisector Bd (PYLD) 3.8 $21M 789k 26.20
Bright Horizons Fam Sol In D (BFAM) 3.8 $21M 250k 82.13
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.6 $19M 383k 50.37
Spdr Series Trust State Street Spd (SPTS) 3.4 $18M 628k 29.18
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.3 $18M 179k 99.86
Spdr Series Trust State Street Spd (QUS) 2.7 $15M 85k 171.64
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.6 $14M 308k 45.12
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.3 $12M 287k 43.13
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $12M 38k 320.81
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.8 $9.7M 164k 59.03
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.5 $8.3M 163k 50.98
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.3 $6.9M 81k 84.84
American Centy Etf Tr Avantis Moderat (AVMA) 1.1 $6.1M 91k 67.22
Wisdomtree Tr Intl Smcap Div (DLS) 1.0 $5.7M 70k 81.50
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $5.4M 67k 80.58
Apple (AAPL) 0.8 $4.4M 17k 253.79
Spdr Index Shs Fds State Street Spd (SPEM) 0.8 $4.3M 92k 46.91
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $4.1M 37k 113.11
Microsoft Corporation (MSFT) 0.7 $3.9M 10k 370.17
Vanguard Index Fds Small Cp Etf (VB) 0.7 $3.7M 14k 261.92
Wisdomtree Tr Us Midcap Fund (EZM) 0.6 $3.3M 49k 67.22
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.5 $2.7M 45k 60.10
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $2.7M 38k 71.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.6M 18k 142.43
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $2.5M 12k 211.14
Vanguard Index Fds Large Cap Etf (VV) 0.4 $2.1M 7.0k 298.85
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.0M 6.8k 286.86
Rocket Cos Com Cl A (RKT) 0.3 $1.7M 122k 14.25
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.3 $1.6M 20k 78.41
JPMorgan Chase & Co. (JPM) 0.3 $1.5M 5.0k 294.19
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 14k 90.53
On Hldg Namen Akt A (ONON) 0.2 $1.3M 38k 34.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.2M 22k 54.05
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.0M 8.2k 124.31
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $599k 9.3k 64.08
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $541k 14k 39.44
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $517k 895.00 577.18
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $501k 17k 29.99
Johnson & Johnson (JNJ) 0.1 $465k 1.9k 244.44
Ishares Tr Core 80/20 Aggre (AOA) 0.1 $456k 5.1k 88.49
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $445k 684.00 649.88
NVIDIA Corporation (NVDA) 0.1 $427k 2.4k 174.40
Amazon (AMZN) 0.1 $418k 2.0k 208.28
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.1 $391k 7.7k 50.74
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $385k 9.3k 41.54
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $374k 2.7k 138.37
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $340k 3.9k 88.02
Broadcom (AVGO) 0.1 $339k 1.1k 309.37
Vanguard Index Fds Growth Etf (VUG) 0.1 $289k 661.00 436.79
Ishares Core Msci Emkt (IEMG) 0.1 $285k 4.1k 69.75
Alphabet Cap Stk Cl A (GOOGL) 0.1 $281k 977.00 287.53
Caterpillar (CAT) 0.1 $279k 394.00 707.91
Grayscale Ethereum Staking Shs New (ETH) 0.0 $254k 13k 19.86
Home Depot (HD) 0.0 $244k 742.00 328.82
CVS Caremark Corporation (CVS) 0.0 $223k 3.1k 71.82
Applied Materials (AMAT) 0.0 $204k 597.00 341.79