Great Point Wealth Advisors, LLC
CIK: 0001760304Latest portfolio: $547.9M · Q4 2025
Holdings
64
Total Value
$547.9M
New Positions
64
Closed Positions
0
Top Holdings
View All 64 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | AVUSAMERICAN CENTY ETF TR | 1,122,278 | $125.4M | 22.90% | NEW | |
| 2 | DFAIDIMENSIONAL ETF TRUST | 1,221,532 | $46.6M | 8.50% | NEW | |
| 3 | JPSTJ P MORGAN EXCHANGE TRADED F | 718,205 | $36.3M | 6.63% | NEW | |
| 4 | DFAEDIMENSIONAL ETF TRUST | 1,077,320 | $35.1M | 6.40% | NEW | |
| 5 | BFAMBRIGHT HORIZONS FAM SOL IN D | 265,520 | $26.9M | 4.91% | NEW | |
| 6 | HTRBHARTFORD FDS EXCHANGE TRADED | 653,106 | $22.3M | 4.07% | NEW | |
| 7 | AVUVAMERICAN CENTY ETF TR | 203,303 | $20.7M | 3.78% | NEW | |
| 8 | PYLDPIMCO ETF TR | 755,160 | $20.1M | 3.68% | NEW | |
| 9 | JAAAJANUS DETROIT STR TR | 385,414 | $19.5M | 3.56% | NEW | |
| 10 | SPTSSPDR SERIES TRUST | 639,350 | $18.7M | 3.42% | NEW | |
| 11 | AVDVAMERICAN CENTY ETF TR | 176,593 | $16.6M | 3.03% | NEW | |
| 12 | QUSSPDR SERIES TRUST | 85,095 | $14.8M | 2.71% | NEW | |
| 13 | DFAUDIMENSIONAL ETF TRUST | 309,470 | $14.5M | 2.64% | NEW | |
| 14 | VTIVANGUARD INDEX FDS | 37,624 | $12.6M | 2.30% | NEW | |
| 15 | GSIEGOLDMAN SACHS ETF TR | 292,893 | $12.6M | 2.30% | NEW | |
| 16 | FBTCFIDELITY WISE ORIGIN BITCOIN | 118,921 | $9.1M | 1.65% | NEW | |
| 17 | JMSTJ P MORGAN EXCHANGE TRADED F | 161,970 | $8.3M | 1.51% | NEW | |
| 18 | AVDEAMERICAN CENTY ETF TR | 82,413 | $6.8M | 1.24% | NEW | |
| 19 | DLSWISDOMTREE TR | 75,407 | $6.1M | 1.11% | NEW | |
| 20 | AVMAAMERICAN CENTY ETF TR | 90,867 | $6.0M | 1.10% | NEW | |
| 21 | AVEMAMERICAN CENTY ETF TR | 68,218 | $5.3M | 0.96% | NEW | |
| 22 | MSFTMICROSOFT CORP | 10,473 | $5.1M | 0.92% | NEW | |
| 23 | AAPLAPPLE INC | 17,331 | $4.7M | 0.86% | NEW | |
| 24 | IVWISHARES TR | 36,522 | $4.5M | 0.82% | NEW | |
| 25 | SPEMSPDR INDEX SHS FDS | 92,674 | $4.3M | 0.79% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($1.2544846552363333e+180T)
Consumer Cyclical0.0% ($269231.8T)
Technology0.0% ($50644.7T)
Unknown0.0% ($1.3T)
Communication Services0.0% ($2.1B)
Industrials0.0% ($473.2M)
Healthcare0.0% ($393.2M)
Filing History
Fund Information
Great Point Wealth Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $547.9M across 64 holdings. The largest position is AMERICAN CENTY ETF TR (AVUS), representing 22.9% of the portfolio. Compared to the previous quarter, the fund opened 64 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.