Great Point Wealth Advisors »

Toast shares owned by Great Point Wealth Advisors

Quarter-by-quarter ownership of Toast (TOST) shares owned by Great Point Wealth Advisors from 13F filings

Historical chart of Great Point Wealth Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Toast by Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $22M 807k 27.82

More positions owned by Great Point Wealth Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Toast Cl A (TOST)
Pimco Etf Tr Multisector Bd (PYLD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr Series Trust St Sho Treas Etf (SPTS)
Bright Horizons Fam Sol In D (BFAM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Series Trust St Str Msci Usaq (QUS)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Great Point Wealth Advisors

Top funds holding Toast

FMR
Capital Research and Management Company - Division 3
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Alliancebernstein
Principal Financial Group
ValueAct Holdings
Morgan Stanley
Jane Street
State Street Corporation
Geode Capital Management
Susquehanna International
Sumitomo Mitsui Trust Holdings
UBS Group

View all funds holding Toast