Great Point Wealth Advisors, Llc Portfolio Stock Holdings
Great Point Wealth Advisors, Llc disclosed 62 stock positions valued at approximately $541.7 million in its latest SEC 13F filing. The largest holdings include AMERICAN CENTY ETF TR, DIMENSIONAL ETF TRUST, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 62
- Portfolio Value
- $541.7M
Holdings by Sector
Great Point Wealth Advisors, Llc Portfolio Holdings in Q1 2026
60 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVUS | Other | 23.50% | 1,144,864 | +22,586 | +2.01% | $127,285,953 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 8.82% | 1,226,441 | +4,909 | +0.40% | $47,782,123 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 6.76% | 723,010 | +4,805 | +0.67% | $36,591,514 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 6.71% | 1,073,678 | -3,642 | -0.34% | $36,354,733 |
| AMERICAN CENTY ETF TR | AVUV | Other | 4.38% | 215,011 | +11,708 | +5.76% | $23,752,275 |
| HARTFORD FDS EXCHANGE TRADED | HTRB | Other | 4.09% | 655,906 | +2,800 | +0.43% | $22,130,276 |
| PIMCO ETF TR | PYLD | Other | 3.82% | 788,914 | +33,754 | +4.47% | $20,669,555 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 3.80% | 250,390 | -15,130 | -5.70% | $20,564,531 |
| JANUS DETROIT STR TR | JAAA | Other | 3.56% | 383,274 | -2,140 | -0.56% | $19,305,523 |
| SPDR SERIES TRUST | SPTS | Other | 3.38% | 628,116 | -11,234 | -1.76% | $18,328,424 |
| AMERICAN CENTY ETF TR | AVDV | Other | 3.31% | 179,401 | +2,808 | +1.59% | $17,915,016 |
| SPDR SERIES TRUST | QUS | Other | 2.68% | 84,481 | -614 | -0.72% | $14,500,396 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 2.57% | 308,167 | -1,303 | -0.42% | $13,904,504 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 2.28% | 286,634 | -6,259 | -2.14% | $12,362,505 |
| VANGUARD INDEX FDS | VTI | Other | 2.22% | 37,535 | -89 | -0.24% | $12,041,568 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 1.79% | 164,297 | +45,376 | +38.16% | $9,698,430 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 1.53% | 162,955 | +985 | +0.61% | $8,307,469 |
| AMERICAN CENTY ETF TR | AVDE | Other | 1.27% | 80,858 | -1,555 | -1.89% | $6,859,993 |
| WISDOMTREE TR | DLS | Other | 1.05% | 69,693 | -5,714 | -7.58% | $5,679,958 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.00% | 66,983 | -1,235 | -1.81% | $5,397,455 |
| APPLE INC | AAPL | Technology | 0.81% | 17,260 | -71 | -0.41% | $4,380,480 |
| SPDR INDEX SHS FDS | SPEM | Other | 0.80% | 91,802 | -872 | -0.94% | $4,306,450 |
| ISHARES TR | IVW | Other | 0.76% | 36,522 | - | - | $4,131,003 |
| MICROSOFT CORP | MSFT | Technology | 0.71% | 10,448 | -25 | -0.24% | $3,867,494 |
| VANGUARD INDEX FDS | VB | Other | 0.69% | 14,204 | - | - | $3,720,312 |
| WISDOMTREE TR | EZM | Other | 0.61% | 48,857 | -895 | -1.80% | $3,284,178 |
| WISDOMTREE TR | DGS | Other | 0.50% | 44,985 | -5,662 | -11.18% | $2,703,578 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.50% | 37,723 | -482 | -1.26% | $2,683,255 |
| ISHARES TR | ITOT | Other | 0.48% | 18,420 | -506 | -2.67% | $2,623,619 |
| ISHARES TR | IVE | Other | 0.47% | 12,001 | - | - | $2,533,941 |
| VANGUARD INDEX FDS | VV | Other | 0.39% | 7,016 | - | - | $2,096,732 |
| ALPHABET INC | GOOG | Communication Services | 0.36% | 6,841 | +88 | +1.30% | $1,962,393 |
| ROCKET COS INC | RKT | Financial Services | 0.32% | 121,852 | - | - | $1,736,391 |
| ISHARES TR | SCZ | Other | 0.29% | 19,998 | - | - | $1,568,053 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.27% | 4,980 | +19 | +0.38% | $1,465,059 |
| ISHARES TR | IEFA | Other | 0.24% | 14,380 | -497 | -3.34% | $1,301,844 |
| ON HLDG AG | ONON | Other | 0.24% | 37,946 | - | - | $1,290,923 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.22% | 22,413 | -4,156 | -15.64% | $1,211,409 |
| ISHARES TR | IJR | Other | 0.19% | 8,187 | -105 | -1.27% | $1,017,747 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.11% | 9,342 | -460 | -4.69% | $598,603 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.10% | 13,713 | -254 | -1.82% | $540,841 |
| INVESCO QQQ TR | QQQ | Other | 0.10% | 895 | - | - | $516,576 |
| GRAYSCALE BITCOIN MINI TR ET | BTC | Other | 0.09% | 16,712 | +16,712 | +100.00% | $501,207 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.09% | 1,901 | - | - | $464,680 |
| ISHARES TR | AOA | Other | 0.08% | 5,148 | -2 | -0.04% | $455,547 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.08% | 684 | - | - | $444,518 |
| NVIDIA CORPORATION | NVDA | Technology | 0.08% | 2,448 | +25 | +1.03% | $426,943 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.08% | 2,008 | +114 | +6.02% | $418,236 |
| DAVIS FUNDAMENTAL ETF TR | DUSA | Other | 0.07% | 7,711 | +689 | +9.81% | $391,264 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.07% | 9,265 | -1 | -0.01% | $384,865 |
| ISHARES TR | ACWI | Other | 0.07% | 2,704 | -2,723 | -50.18% | $374,139 |
| AMERICAN CENTY ETF TR | AVGE | Other | 0.06% | 3,863 | +494 | +14.66% | $340,013 |
| BROADCOM INC | AVGO | Technology | 0.06% | 1,097 | +19 | +1.76% | $339,378 |
| VANGUARD INDEX FDS | VUG | Other | 0.05% | 661 | - | - | $288,718 |
| ISHARES INC | IEMG | Other | 0.05% | 4,087 | -115 | -2.74% | $285,067 |
| ALPHABET INC | GOOGL | Communication Services | 0.05% | 977 | +20 | +2.09% | $280,917 |
| CATERPILLAR INC | CAT | Industrials | 0.05% | 394 | -26 | -6.19% | $278,918 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.05% | 742 | -10 | -1.33% | $243,983 |
| CVS HEALTH CORP | CVS | Healthcare | 0.04% | 3,106 | - | - | $223,073 |
| APPLIED MATLS INC | AMAT | Technology | 0.04% | 597 | +597 | +100.00% | $204,050 |