Great Point Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$541.7M
Q ending 2026-03-31
Prior quarter
$547.9M
Q ending 2025-12-31
Change
-1.1% QoQ · +17.2% YoY
Positions
62
reported holdings
Largest positions
All 62 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| American Centy Etf Tr | AVUS | Shares | $127.3M | 1.1M |
| Dimensional Etf Trust | DFAI | Shares | $47.8M | 1.2M |
| J P Morgan Exchange Traded F | JPST | Shares | $36.6M | 723K |
| Dimensional Etf Trust | DFAE | Shares | $36.4M | 1.1M |
| American Centy Etf Tr | AVUV | Shares | $23.8M | 215K |
| Hartford Fds Exchange Traded | HTRB | Shares | $22.1M | 656K |
| Pimco Etf Tr | PYLD | Shares | $20.7M | 789K |
| Bright Horizons Fam Sol In D | BFAM | Shares | $20.6M | 250K |
| Janus Detroit Str Tr | JAAA | Shares | $19.3M | 383K |
| Spdr Series Trust | SPTS | Shares | $18.3M | 628K |
| American Centy Etf Tr | AVDV | Shares | $17.9M | 179K |
| Spdr Series Trust | QUS | Shares | $14.5M | 84K |
| Dimensional Etf Trust | DFAU | Shares | $13.9M | 308K |
| Goldman Sachs Etf Tr | GSIE | Shares | $12.4M | 287K |
| Vanguard Index Fds | VTI | Shares | $12.0M | 38K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $9.7M | 164K |
| J P Morgan Exchange Traded F | JMST | Shares | $8.3M | 163K |
| American Centy Etf Tr | AVDE | Shares | $6.9M | 81K |
| American Centy Etf Tr | AVMA | Shares | $6.1M | 91K |
| Wisdomtree Tr | DLS | Shares | $5.7M | 70K |
| American Centy Etf Tr | AVEM | Shares | $5.4M | 67K |
| Apple Inc | AAPL | Shares | $4.4M | 17K |
| Spdr Index Shs Fds | SPEM | Shares | $4.3M | 92K |
| Ishares Tr | IVW | Shares | $4.1M | 37K |
| Microsoft Corp | MSFT | Shares | $3.9M | 10K |
| Vanguard Index Fds | VB | Shares | $3.7M | 14K |
| Wisdomtree Tr | EZM | Shares | $3.3M | 49K |
| Wisdomtree Tr | DGS | Shares | $2.7M | 45K |
| Dimensional Etf Trust | DFAS | Shares | $2.7M | 38K |
| Ishares Tr | ITOT | Shares | $2.6M | 18K |
| Ishares Tr | IVE | Shares | $2.5M | 12K |
| Vanguard Index Fds | VV | Shares | $2.1M | 7K |
| Alphabet Inc | GOOG | Shares | $2.0M | 7K |
| Rocket Cos Inc | RKT | Shares | $1.7M | 122K |
| Ishares Tr | SCZ | Shares | $1.6M | 20K |
| Jpmorgan Chase & Co | JPM | Shares | $1.5M | 5K |
| Ishares Tr | IEFA | Shares | $1.3M | 14K |
| On Hldg Ag | Shares | $1.3M | 38K | |
| Vanguard Intl Equity Index F | VWO | Shares | $1.2M | 22K |
| Ishares Tr | IJR | Shares | $1.0M | 8K |
| Vanguard Tax-Managed Fds | VEA | Shares | $599K | 9K |
| Dimensional Etf Trust | DISV | Shares | $541K | 14K |
| Invesco Qqq Tr | QQQ | Shares | $517K | 895 |
| Grayscale Bitcoin Mini Tr Et | BTC | Shares | $501K | 17K |
| Johnson & Johnson | JNJ | Shares | $465K | 2K |
| Ishares Tr | AOA | Shares | $456K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $445K | 684 |
| Nvidia Corporation | NVDA | Shares | $427K | 2K |
| Amazon Com Inc | AMZN | Shares | $418K | 2K |
| Davis Fundamental Etf Tr | DUSA | Shares | $391K | 8K |
| American Centy Etf Tr | AVIG | Shares | $385K | 9K |
| Ishares Tr | ACWI | Shares | $374K | 3K |
| American Centy Etf Tr | AVGE | Shares | $340K | 4K |
| Broadcom Inc | AVGO | Shares | $339K | 1K |
| Vanguard Index Fds | VUG | Shares | $289K | 661 |
| Ishares Inc | IEMG | Shares | $285K | 4K |
| Alphabet Inc | GOOGL | Shares | $281K | 977 |
| Caterpillar Inc | CAT | Shares | $279K | 394 |
| Grayscale Ethereum Staking | ETH | Shares | $254K | 13K |
| Home Depot Inc | HD | Shares | $244K | 742 |
| Cvs Health Corp | CVS | Shares | $223K | 3K |
| Applied Matls Inc | AMAT | Shares | $204K | 597 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.