Great Point Wealth Advisors, LLC

Est. AUM

$541.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN CENTY ETF TR	US EQT ETF	$127.3M	1144864	23.50%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$47.8M	1226441	8.82%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$36.6M	723010	6.76%	SOLE
4	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$36.4M	1073678	6.71%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$23.8M	215011	4.38%	SOLE
6	HARTFORD FDS EXCHANGE TRADED	TOTAL RTRN ETF	$22.1M	655906	4.09%	SOLE
7	PIMCO ETF TR	MULTISECTOR BD	$20.7M	788914	3.82%	SOLE
8	BRIGHT HORIZONS FAM SOL IN D	COM	$20.6M	250390	3.80%	SOLE
9	JANUS DETROIT STR TR	HENDRSON AAA CL	$19.3M	383274	3.56%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$18.3M	628116	3.38%	SOLE
11	AMERICAN CENTY ETF TR	INTL SMCP VLU	$17.9M	179401	3.31%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$14.5M	84481	2.68%	SOLE
13	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$13.9M	308167	2.57%	SOLE
14	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$12.4M	286634	2.28%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$12.0M	37535	2.22%	SOLE
16	FIDELITY WISE ORIGIN BITCOIN	SHS	$9.7M	164297	1.79%	SOLE
17	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$8.3M	162955	1.53%	SOLE
18	AMERICAN CENTY ETF TR	INTL EQT ETF	$6.9M	80858	1.27%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS MODERAT	$6.1M	90874	1.13%	SOLE
20	WISDOMTREE TR	INTL SMCAP DIV	$5.7M	69693	1.05%	SOLE
21	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.4M	66983	1.00%	SOLE
22	APPLE INC	COM	$4.4M	17260	0.81%	SOLE
23	SPDR INDEX SHS FDS	STATE STREET SPD	$4.3M	91802	0.79%	SOLE
24	ISHARES TR	S&P 500 GRWT ETF	$4.1M	36522	0.76%	SOLE
25	MICROSOFT CORP	COM	$3.9M	10448	0.71%	SOLE
26	VANGUARD INDEX FDS	SMALL CP ETF	$3.7M	14204	0.69%	SOLE
27	WISDOMTREE TR	US MIDCAP FUND	$3.3M	48857	0.61%	SOLE
28	WISDOMTREE TR	EMG MKTS SMCAP	$2.7M	44985	0.50%	SOLE
29	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$2.7M	37723	0.50%	SOLE
30	ISHARES TR	CORE S&P TTL STK	$2.6M	18420	0.48%	SOLE
31	ISHARES TR	S&P 500 VAL ETF	$2.5M	12001	0.47%	SOLE
32	VANGUARD INDEX FDS	LARGE CAP ETF	$2.1M	7016	0.39%	SOLE
33	ALPHABET INC	CAP STK CL C	$2.0M	6841	0.36%	SOLE
34	ROCKET COS INC	COM CL A	$1.7M	121852	0.32%	SOLE
35	ISHARES TR	EAFE SML CP ETF	$1.6M	19998	0.29%	SOLE
36	JPMORGAN CHASE & CO	COM	$1.5M	4980	0.27%	SOLE
37	ISHARES TR	CORE MSCI EAFE	$1.3M	14380	0.24%	SOLE
38	ON HLDG AG	NAMEN AKT A	$1.3M	37946	0.24%	SOLE
39	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	22413	0.22%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$1.0M	8187	0.19%	SOLE
41	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$599K	9342	0.11%	SOLE
42	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$541K	13713	0.10%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$517K	895	0.10%	SOLE
44	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$501K	16712	0.09%	SOLE
45	JOHNSON & JOHNSON	COM	$465K	1901	0.09%	SOLE
46	ISHARES TR	CORE 80/20 AGGRE	$456K	5148	0.08%	SOLE
47	STATE STR SPDR S&P 500 ETF T	TR UNIT	$445K	684	0.08%	SOLE
48	NVIDIA CORPORATION	COM	$427K	2448	0.08%	SOLE
49	AMAZON COM INC	COM	$418K	2008	0.08%	SOLE
50	DAVIS FUNDAMENTAL ETF TR	SELECT US EQTY	$391K	7711	0.07%	SOLE

1–50 of 62

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.