Great Point Wealth Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Great Point Wealth Advisors, LLC reported 57 stock positions worth $457.4 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 24.1% of the portfolio, followed by Dimensional International (DFAI, 8.4%) and JPMorgan Ultra-Short Income (JPST, 6.5%). Compared with Q3 2024, it opened 2 new positions, sold out of 6, added to 18 and reduced 26. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +3%) and the biggest sale On Class A (ONON, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001760304
- Portfolio Value
- $457.4M (Q4 2024)
- SEC Filing
- 0001760304-25-000002 ↗ filed Jan 24, 2025
Holdings Value
Holdings 57 stocks · $457.4M
| AVUS Avantis U.S. Equity ETF | 24.09% | 1,136,569 | $110.2M | Add +2.7% |
| DFAI Dimensional International Co. | 8.44% | 1,321,902 | $38.6M | Add +6.3% |
| JPST JPMorgan Ultra-Short Income | 6.48% | 588,271 | $29.6M | Add +0.6% |
| DFAE Dimensional Emerging Core Eq | 5.98% | 1,077,471 | $27.3M | Add +2.9% |
| BFAM Bright Horizons Family Solut | 4.88% | 201,533 | $22.3M | No change |
| AVUV Avantis US Small Cap Value | 4.04% | 191,198 | $18.5M | Add +2.3% |
| JAAA Janus Henderson Aaa Clo ETF | 3.58% | 322,882 | $16.4M | Add +2.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 3.31% | 97,818 | $15.1M | Reduce -2.9% |
| SPTS SS SPDR P St Term TSY ETF | 3.29% | 518,284 | $15.0M | Add +0.5% |
| HTRB Hartford TTL RTRN BND ETF | 3.04% | 416,883 | $13.9M | Add +8.1% |
| AVDV Avantis Intl S/C Value ETF | 3.02% | 212,283 | $13.8M | Add +3.0% |
| UCON First Trust Smith Unconstrai | 2.98% | 552,647 | $13.6M | Add +6.3% |
| DFAU Dimensional US Core Equity M | 2.85% | 322,337 | $13.1M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 2.53% | 39,947 | $11.6M | Reduce -1.4% |
| GSIE Goldman Sachs Activebeta Int | 2.35% | 321,815 | $10.7M | Reduce -5.0% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.74% | 156,595 | $7.9M | Add +1.5% |
| AVDE Avantis International Equity | 1.17% | 87,182 | $5.4M | Reduce -0.7% |
| AVMA Avantis Mod Alloc ETF | 1.15% | 90,830 | $5.3M | Add +0.0% |
| MSFT Microsoft Corp. | 1.15% | 12,456 | $5.3M | Reduce -1.3% |
| DLS Wisdomtree Intl S/C DVD Fund | 1.10% | 79,859 | $5.0M | Reduce -0.7% |
| AAPL Apple Inc. | 1.08% | 19,799 | $5.0M | Add +0.4% |
| AVEM Avantis Emerging Markets Eq | 0.90% | 69,854 | $4.1M | Reduce -2.4% |
| SPEM State Street SP PTF Em ETF | 0.86% | 102,700 | $3.9M | Reduce -0.7% |
| EZM Wisdomtree US Midcap Fund | 0.83% | 61,096 | $3.8M | Reduce -7.3% |
| DGS Wisdomtree Em Small Cap | 0.83% | 77,420 | $3.8M | Reduce -8.2% |
| IVW iShares S&P 500 Growth ETF | 0.81% | 36,492 | $3.7M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.75% | 14,231 | $3.4M | Add +0.3% |
| ITOT iShares Core S&P Total U.S. | 0.56% | 20,037 | $2.6M | Reduce -1.2% |
| DFAS Dimensional US Small Cap ETF | 0.56% | 39,238 | $2.6M | Reduce -1.7% |
| GOOG Alphabet Inc. Class C | 0.55% | 13,211 | $2.5M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 0.50% | 11,996 | $2.3M | Add +1.3% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 51,346 | $2.3M | Reduce -2.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.45% | 37,946 | $2.1M | Reduce -46.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.42% | 7,110 | $1.9M | Reduce -3.7% |
| IJR iShares Core S&P Small-Cap E | 0.38% | 14,904 | $1.7M | Reduce -1.9% |
| JPM JPMorgan Chase & Co. | 0.30% | 5,812 | $1.4M | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 18,699 | $1.3M | Reduce -0.3% |
| PYLD PIMCO Multisector Bond Actv | 0.29% | 50,477 | $1.3M | Reduce -1.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.28% | 21,394 | $1.3M | Add +0.1% |
| URI United Rentals Inc. | 0.27% | 1,748 | $1.2M | Reduce -29.2% |
| AMZN Amazon.com Inc. | 0.18% | 3,709 | $814K | No change |
| VEA Vanguard Ftse Developed ETF | 0.13% | 12,341 | $590K | No change |
| DISV Dimensional International SM | 0.12% | 21,373 | $568K | Reduce 0.0% |
| AOA iShares Core 80/20 Aggressiv | 0.12% | 6,904 | $529K | Reduce -0.5% |
| RDFN Redfin Corp. | 0.10% | 60,000 | $472K | Reduce -0.0% |
| HD Home Depot Inc. | 0.10% | 1,120 | $436K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 670 | $393K | Reduce -0.7% |
| AVIG Avantis Core Fixed Income | 0.08% | 9,266 | $376K | No change |
| NVDA Nvidia Corp. | 0.08% | 2,719 | $365K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 1,955 | $331K | New |
| AVGO Broadcom Inc. | 0.06% | 1,208 | $280K | No change |
| JNJ Johnson & Johnson | 0.06% | 1,891 | $273K | Reduce -17.4% |
| IEMG iShares Core MSCI Emerging | 0.06% | 5,132 | $268K | Add +36.9% |
| AVGE Avantis All Eqty Mrkts ETF | 0.05% | 3,375 | $244K | Add +5.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 564 | $231K | No change |
| META Meta Platforms Inc. Class A | 0.05% | 360 | $211K | No change |
| CSCO Cisco Systems Inc. | 0.05% | 3,551 | $210K | New |
Portfolio Sells Q3 2024 → Q4 2024
| ONON On Holding AG Class A | Reduce -46.1% | 0.45% | −0.30 |
| GSIE Goldman Sachs Activebeta Int | Reduce -5.0% | 2.35% | −0.27 |
| URI United Rentals Inc. | Reduce -29.2% | 0.27% | −0.16 |
| DGS Wisdomtree Em Small Cap | Reduce -8.2% | 0.83% | −0.14 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.4% | 0.90% | −0.09 |
| AVDE Avantis International Equity | Reduce -0.7% | 1.17% | −0.09 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -0.7% | 1.10% | −0.09 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -2.9% | 3.31% | −0.08 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.06 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.06 |
| RDFN Redfin Corp. | Reduce -0.0% | 0.10% | −0.06 |
| EEM iShares MSCI Emerging Market | Sold out | 0.00% | −0.05 |
| SPEM State Street SP PTF Em ETF | Reduce -0.7% | 0.86% | −0.05 |
| FBND Fidelity Total Bond ETF | Sold out | 0.00% | −0.05 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Sold out | 0.00% | −0.04 |
| EZM Wisdomtree US Midcap Fund | Reduce -7.3% | 0.83% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.2% | 0.49% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.3% | 0.29% | −0.03 |
| JNJ Johnson & Johnson | Reduce -17.4% | 0.06% | −0.02 |
| MSFT Microsoft Corp. | Reduce -1.3% | 1.15% | −0.01 |
| DISV Dimensional International SM | Reduce 0.0% | 0.12% | −0.01 |
| PYLD PIMCO Multisector Bond Actv | Reduce -1.9% | 0.29% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.9% | 0.38% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.5% | 0.12% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.09% | +0.00 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.7% | 0.42% | +0.00 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.7% | 0.56% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.2% | 0.56% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -0.2% | 0.55% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.4% | 2.53% | +0.08 |
| DFAU Dimensional US Core Equity M | Reduce -0.6% | 2.85% | +0.10 |
Portfolio Buys Q3 2024 → Q4 2024
| AVUS Avantis U.S. Equity ETF | Add +2.7% | 24.09% | +1.59 |
| AVUV Avantis US Small Cap Value | Add +2.3% | 4.04% | +0.20 |
| UCON First Trust Smith Unconstrai | Add +6.3% | 2.98% | +0.19 |
| HTRB Hartford TTL RTRN BND ETF | Add +8.1% | 3.04% | +0.16 |
| JAAA Janus Henderson Aaa Clo ETF | Add +2.1% | 3.58% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +0.6% | 6.48% | +0.14 |
| AAPL Apple Inc. | Add +0.4% | 1.08% | +0.10 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.07% | +0.07 |
| JMST JPM Ultra-Short Muni Income | Add +1.5% | 1.74% | +0.06 |
| CSCO Cisco Systems Inc. | New | 0.05% | +0.05 |
| SPTS SS SPDR P St Term TSY ETF | Add +0.5% | 3.29% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +0.3% | 0.75% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +36.9% | 0.06% | +0.01 |
| AVGE Avantis All Eqty Mrkts ETF | Add +5.2% | 0.05% | +0.00 |
| IVE iShares S&P 500 Value ETF | Add +1.3% | 0.50% | +0.00 |
| AVMA Avantis Mod Alloc ETF | Add +0.0% | 1.15% | −0.01 |
| DFAI Dimensional International Co. | Add +6.3% | 8.44% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Add +0.1% | 0.28% | −0.02 |
| AVDV Avantis Intl S/C Value ETF | Add +3.0% | 3.02% | −0.09 |
| DFAE Dimensional Emerging Core Eq | Add +2.9% | 5.98% | −0.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 70 | $619.2M | AVUS, DFAI, DFAE, JPST, AVUV |
| Q1 2026 | 62 | $541.7M | AVUS, DFAI, JPST, DFAE, AVUV |
| Q4 2025 | 64 | $547.9M | AVUS, DFAI, JPST, DFAE, BFAM |
| Q3 2025 | 64 | $532.2M | AVUS, DFAI, JPST, DFAE, BFAM |
| Q1 2025 | 56 | $462.2M | AVUS, DFAI, JPST, DFAE, BFAM |
| Q4 2024 | 57 | $457.4M | AVUS, DFAI, JPST, DFAE, BFAM |
| Q3 2024 | 61 | $468.1M | AVUS, DFAI, JPST, DFAE, BFAM |
| Q2 2024 | 54 | $437.4M | AVUS, DFAI, JPST, DFAE, BFAM |
| Q1 2024 | 55 | $428.9M | AVUS, DFAI, JPST, DFAE, BFAM |