Great Point Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Great Point Wealth Advisors, LLC 13F Holdings
CIK 0001760304 · BOSTON, MA
As of Sep 30, 2025, Great Point Wealth Advisors, LLC reported
64 positions worth $532.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| AVANTIS US EQUITY ETF | AVUS | — | 1,125,366 |
|
22.3M22.99% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 1,263,507 | $45.9M | 8.63% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 687,491 | $34.9M | 6.55% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 1,097,706 | $34.6M | 6.50% |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | BFAM | Consumer Cyclical | 265,520 | $28.8M | 5.42% |
| HARTFORD TOTAL RETURN BOND ETF | HTRB | — | 607,823 | $20.8M | 3.92% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 202,450 | $20.1M | 3.79% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 376,309 |
9.1M | 3.59% |
| STATE STREET(R) SPDR(R) PORTFOLIO SHORT TERM TREASURY ETF | SPTS | — | 589,064 |
7.3M | 3.25% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 192,318 |
7.1M | 3.22% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 626,139 |
6.8M | 3.16% |
| STATE STREET(R) SPDR(R) MSCI USA STRATEGICFACTORS(SM) ETF | QUS | — | 88,904 |
5.2M | 2.86% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 312,856 |
4.3M | 2.69% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 37,928 |
2.4M | 2.34% |
| GOLDMAN SACHS ACTIVEBETA(R) INTERNATIONAL EQUITY ETF | GSIE | — | 295,368 |
2.1M | 2.28% |
| FIDELITY WISE ORIGIN BITCOIN FUND | FBTC | — | 91,167 | $9.1M | 1.71% |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | JMST | — | 138,940 | $7.1M | 1.33% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 82,380 | $6.5M | 1.22% |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | DLS | — | 75,767 | $6.0M | 1.13% |
| AMERICAN CENTY ETF TR | AVMA | — | 90,861 | $5.9M | 1.11% |
| MICROSOFT CORP | MSFT | Technology | 10,551 | $5.5M | 1.03% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 69,267 | $5.2M | 0.98% |
| APPLE INC | AAPL | Technology | 17,318 | $4.4M | 0.83% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 36,522 | $4.4M | 0.83% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 92,894 | $4.3M | 0.82% |