Great Point Wealth Advisors

Great Point Wealth Advisors as of June 30, 2026

Portfolio Holdings for Great Point Wealth Advisors

Great Point Wealth Advisors holds 70 positions in its portfolio as reported in the June 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) 24.5 $152M 1.2M 128.08
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 8.5 $53M 1.3M 41.25
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 7.0 $43M 1.1M 40.21
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 6.1 $38M 745k 50.57
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.5 $28M 226k 124.76
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB) 3.7 $23M 688k 33.73
Toast Cl A (TOST) 3.6 $22M 807k 27.82
Pimco Etf Tr Multisector Bd (PYLD) 3.6 $22M 832k 26.52
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.2 $20M 390k 50.49
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $19M 187k 103.05
Spdr Series Trust St Sho Treas Etf (SPTS) 3.1 $19M 660k 29.01
Bright Horizons Fam Sol In D (BFAM) 3.0 $18M 258k 70.88
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 2.6 $16M 306k 51.69
Spdr Series Trust St Str Msci Usaq (QUS) 2.2 $14M 74k 186.86
Vanguard Index Fds Total Stk Mkt (VTI) 2.2 $14M 37k 370.04
Goldman Sachs Etf Tr Activebeta Int (GSIE) 2.0 $13M 276k 45.70
Fidelity Wise Origin Bitcoin SHS (FBTC) 1.4 $8.5M 166k 51.05
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.3 $8.2M 162k 51.00
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.1 $7.1M 80k 89.20
American Centy Etf Tr Avantis Moderat (AVMA) 1.1 $6.6M 91k 72.89
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.0 $6.1M 64k 96.49
Wisdomtree Tr Intl Smcap Div (DLS) 0.9 $5.6M 67k 83.79
Apple (AAPL) 0.8 $5.0M 17k 289.36
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $5.0M 37k 137.53
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.7 $4.5M 87k 51.78
Vanguard Index Fds Small Cp Etf (VB) 0.7 $4.3M 14k 303.12
Microsoft Corporation (MSFT) 0.6 $3.9M 11k 373.03
Wisdomtree Tr Us Midcap Fund (EZM) 0.6 $3.5M 47k 75.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.5 $3.1M 38k 82.34
Ishares Tr Core S&p Ttl Stk (ITOT) 0.5 $2.9M 18k 164.27
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $2.7M 12k 227.05
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.4 $2.7M 41k 64.71
Vanguard Index Fds Large Cap Etf (VV) 0.4 $2.4M 7.0k 343.91
Alphabet Cap Stk Cl C (GOOG) 0.4 $2.2M 6.2k 353.33
Rocket Cos Com Cl A (RKT) 0.3 $1.9M 122k 15.75
JPMorgan Chase & Co. (JPM) 0.3 $1.6M 5.0k 327.36
Ishares Tr Core Msci Eafe (IEFA) 0.2 $1.3M 14k 96.58
On Hldg Namen Akt A (ONON) 0.2 $1.3M 38k 35.42
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.2 $1.2M 15k 82.27
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $1.2M 8.0k 148.30
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $1.0M 17k 59.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $641k 870.00 736.28
NVIDIA Corporation (NVDA) 0.1 $571k 2.9k 200.09
Dimensional Etf Trust Intl Small Cap V (DISV) 0.1 $550k 14k 40.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $542k 7.6k 71.25
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $518k 694.00 746.25
Ishares Tr Core 80 20 Etf (AOA) 0.1 $502k 5.1k 97.60
Johnson & Johnson (JNJ) 0.1 $492k 1.9k 253.97
Amazon (AMZN) 0.1 $479k 2.0k 238.36
Applied Materials (AMAT) 0.1 $476k 659.00 722.59
Vanguard Index Fds Growth Etf (VUG) 0.1 $448k 5.2k 86.14
American Centy Etf Tr Avantis Core Fi (AVIG) 0.1 $434k 11k 41.41
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.1 $434k 17k 25.95
Caterpillar (CAT) 0.1 $426k 400.00 1064.97
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $424k 2.7k 156.96
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 0.1 $422k 7.5k 56.18
Broadcom (AVGO) 0.1 $422k 1.1k 377.58
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $397k 4.0k 99.10
Alphabet Cap Stk Cl A (GOOGL) 0.1 $377k 1.1k 357.34
Intel Corporation (INTC) 0.1 $370k 2.7k 139.61
Emerald Holding (EEX) 0.1 $343k 68k 5.04
Ishares Core Msci Emkt (IEMG) 0.1 $328k 4.0k 82.84
CVS Caremark Corporation (CVS) 0.1 $322k 3.1k 103.45
Home Depot (HD) 0.0 $262k 742.00 352.60
Cisco Systems (CSCO) 0.0 $247k 2.1k 117.44
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $240k 2.9k 82.62
Vanguard World Mega Grwth Ind (MGK) 0.0 $232k 2.6k 87.91
Vanguard Index Fds Value Etf (VTV) 0.0 $226k 1.0k 217.93
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.0 $222k 1.7k 133.22
Grayscale Ethereum Staking Shs New (ETH) 0.0 $193k 13k 15.03