Great Point Wealth Advisors, LLC
- SEC CIK
- 0001760304
- Latest filing
- Jul 23, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 28, 2025. Long positions only.
- Positions
- 64
- No filing for Q2 2025
- Portfolio value
- $532.2M
- No filing for Q2 2025
Great Point Wealth Advisors, LLC did not file a 13F for Q2 2025, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072885 | US EQT ETF | 1,125,366 | $122.3M | 23.0% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 1,263,507 | $45.9M | 8.6% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 687,491 | $34.9M | 6.6% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 1,097,706 | $34.6M | 6.5% | – | – | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 265,520 | $28.8M | 5.4% | – | – | History |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 607,823 | $20.8M | 3.9% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 202,450 | $20.1M | 3.8% | – | – | – |
| Janus Detroit STR Tr47103U845 | HENDRSON AAA CL | 376,309 | $19.1M | 3.6% | – | – | – |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 589,064 | $17.3M | 3.2% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 192,318 | $17.1M | 3.2% | – | – | – |
| PIMCO ETF Tr72201R585 | MULTISECTOR BD | 626,139 | $16.8M | 3.2% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 88,904 | $15.2M | 2.9% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 312,856 | $14.3M | 2.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,928 | $12.4M | 2.3% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 295,368 | $12.1M | 2.3% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 91,167 | $9.10M | 1.7% | – | – | History |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 138,940 | $7.09M | 1.3% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 82,380 | $6.50M | 1.2% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 75,767 | $6.02M | 1.1% | – | – | – |
| American Centy ETF Tr025072182 | AVANTIS MODERAT | 90,861 | $5.91M | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,551 | $5.46M | 1.0% | – | – | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 69,267 | $5.20M | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 17,318 | $4.41M | 0.8% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 36,522 | $4.41M | 0.8% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 92,894 | $4.35M | 0.8% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 57,782 | $3.81M | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,243 | $3.62M | 0.7% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 53,436 | $3.05M | 0.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,275 | $2.81M | 0.5% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 38,419 | $2.63M | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 12,001 | $2.48M | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,425 | $2.24M | 0.4% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,110 | $2.19M | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 7,032 | $1.71M | 0.3% | – | – | History |
| ONONOn Holding AG | Stock | 37,946 | $1.61M | 0.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 5,037 | $1.59M | 0.3% | – | – | History |
| iShares Tr464288273 | EAFE SML CP ETF | 19,998 | $1.53M | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,377 | $1.34M | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,470 | $1.13M | 0.2% | – | – | – |
| RKTRocket Companies, Inc. | Stock | 47,556 | $921.6K | 0.2% | – | – | History |
| AMZNAmazon Com Inc | Stock | 3,584 | $786.9K | 0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 704 | $672.4K | 0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,084 | $604.2K | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 845 | $507.3K | 0.1% | – | – | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 14,053 | $501.6K | 0.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,680 | $500.0K | 0.1% | – | – | History |
| iShares Tr464289859 | CORE 80 20 ETF | 5,517 | $486.3K | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 703 | $468.0K | 0.1% | – | – | History |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 9,266 | $389.9K | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,145 | $377.8K | 0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,876 | $347.8K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 781 | $316.4K | 0.1% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 644 | $308.9K | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,580 | $301.9K | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 310 | $286.9K | 0.1% | – | – | History |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 3,427 | $285.8K | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,077 | $261.8K | <0.1% | – | – | History |
| Davis Fundamental ETF Tr23908L207 | SELECT US EQTY | 5,465 | $261.8K | <0.1% | – | – | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 6,388 | $250.3K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 1,528 | $247.2K | <0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 3,106 | $234.2K | <0.1% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 307 | $225.5K | <0.1% | – | – | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 527 | $212.1K | <0.1% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 485 | $211.2K | <0.1% | – | – | – |