Great Point Wealth Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Great Point Wealth Advisors, LLC reported 56 stock positions worth $462.2 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 22.7% of the portfolio, followed by Dimensional International (DFAI, 8.9%) and JPMorgan Ultra-Short Income (JPST, 6.8%). Compared with Q4 2024, it opened 1 new position, sold out of 2, added to 10 and reduced 34. The biggest buy was Hartford TTL RTRN BND ETF (HTRB, shares +28%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001760304
- Portfolio Value
- $462.2M (Q1 2025)
- SEC Filing
- 0001760304-25-000003 ↗ filed Apr 28, 2025
Holdings Value
Holdings 56 stocks · $462.2M
| AVUS Avantis U.S. Equity ETF | 22.73% | 1,136,946 | $105.0M | Add +0.0% |
| DFAI Dimensional International Co. | 8.91% | 1,318,115 | $41.2M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 6.78% | 619,005 | $31.3M | Add +5.2% |
| DFAE Dimensional Emerging Core Eq | 6.08% | 1,085,740 | $28.1M | Add +0.8% |
| BFAM Bright Horizons Family Solut | 5.54% | 201,533 | $25.6M | No change |
| HTRB Hartford TTL RTRN BND ETF | 3.90% | 532,731 | $18.0M | Add +27.8% |
| UCON First Trust Smith Unconstrai | 3.75% | 699,400 | $17.3M | Add +26.6% |
| AVUV Avantis US Small Cap Value | 3.72% | 197,174 | $17.2M | Add +3.1% |
| JAAA Janus Henderson Aaa Clo ETF | 3.65% | 332,515 | $16.9M | Add +3.0% |
| QUS SS SPDR MSCI U Stratfact ETF | 3.29% | 96,974 | $15.2M | Reduce -0.9% |
| SPTS SS SPDR P St Term TSY ETF | 3.26% | 515,626 | $15.1M | Reduce -0.5% |
| AVDV Avantis Intl S/C Value ETF | 3.16% | 209,508 | $14.6M | Reduce -1.3% |
| DFAU Dimensional US Core Equity M | 2.66% | 319,687 | $12.3M | Reduce -0.8% |
| GSIE Goldman Sachs Activebeta Int | 2.45% | 317,535 | $11.3M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 2.30% | 38,706 | $10.6M | Reduce -3.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.72% | 156,687 | $8.0M | Add +0.1% |
| AVDE Avantis International Equity | 1.24% | 86,424 | $5.7M | Reduce -0.9% |
| AVMA Avantis Mod Alloc ETF | 1.14% | 90,842 | $5.3M | Add +0.0% |
| DLS Wisdomtree Intl S/C DVD Fund | 1.13% | 78,914 | $5.2M | Reduce -1.2% |
| MSFT Microsoft Corp. | 1.00% | 12,365 | $4.6M | Reduce -0.7% |
| AVEM Avantis Emerging Markets Eq | 0.91% | 69,684 | $4.2M | Reduce -0.2% |
| AAPL Apple Inc. | 0.89% | 18,539 | $4.1M | Reduce -6.4% |
| SPEM State Street SP PTF Em ETF | 0.87% | 102,242 | $4.0M | Reduce -0.5% |
| DGS Wisdomtree Em Small Cap | 0.79% | 75,918 | $3.7M | Reduce -1.9% |
| EZM Wisdomtree US Midcap Fund | 0.77% | 59,905 | $3.6M | Reduce -1.9% |
| IVW iShares S&P 500 Growth ETF | 0.73% | 36,492 | $3.4M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 14,231 | $3.2M | No change |
| ITOT iShares Core S&P Total U.S. | 0.52% | 19,784 | $2.4M | Reduce -1.3% |
| DFAS Dimensional US Small Cap ETF | 0.51% | 39,094 | $2.3M | Reduce -0.4% |
| IVE iShares S&P 500 Value ETF | 0.49% | 11,996 | $2.3M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 49,991 | $2.3M | Reduce -2.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.40% | 7,110 | $1.8M | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.36% | 37,946 | $1.7M | No change |
| GOOG Alphabet Inc. Class C | 0.33% | 9,650 | $1.5M | Reduce -26.9% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 13,832 | $1.4M | Reduce -7.2% |
| JPM JPMorgan Chase & Co. | 0.30% | 5,665 | $1.4M | Reduce -2.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.29% | 17,669 | $1.3M | Reduce -5.5% |
| SCZ iShares MSCI Eafe Small-Cap | 0.27% | 19,998 | $1.3M | Reduce -6.5% |
| URI United Rentals Inc. | 0.19% | 1,392 | $872K | Reduce -20.4% |
| AMZN Amazon.com Inc. | 0.14% | 3,499 | $666K | Reduce -5.7% |
| PYLD PIMCO Multisector Bond Actv | 0.14% | 25,181 | $664K | Reduce -50.1% |
| DISV Dimensional International SM | 0.13% | 21,296 | $620K | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.13% | 11,779 | $599K | Reduce -4.5% |
| RDFN Redfin Corp. | 0.12% | 60,000 | $553K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.11% | 6,897 | $528K | Reduce -0.1% |
| HD Home Depot Inc. | 0.08% | 1,055 | $387K | Reduce -5.8% |
| AVIG Avantis Core Fixed Income | 0.08% | 9,266 | $384K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 668 | $374K | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.07% | 1,955 | $338K | No change |
| JNJ Johnson & Johnson | 0.07% | 1,891 | $314K | No change |
| IEMG iShares Core MSCI Emerging | 0.06% | 4,973 | $268K | Reduce -3.1% |
| NVDA Nvidia Corp. | 0.06% | 2,392 | $259K | Reduce -12.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.05% | 3,552 | $253K | Add +5.2% |
| CVS CVS Health Corp. | 0.05% | 3,106 | $210K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 564 | $209K | No change |
| CSCO Cisco Systems Inc. | 0.04% | 3,296 | $203K | Reduce -7.2% |
Portfolio Sells Q4 2024 → Q1 2025
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.1% | 2.30% | −0.23 |
| GOOG Alphabet Inc. Class C | Reduce -26.9% | 0.33% | −0.22 |
| DFAU Dimensional US Core Equity M | Reduce -0.8% | 2.66% | −0.19 |
| AAPL Apple Inc. | Reduce -6.4% | 0.89% | −0.19 |
| MSFT Microsoft Corp. | Reduce -0.7% | 1.00% | −0.14 |
| PYLD PIMCO Multisector Bond Actv | Reduce -50.1% | 0.14% | −0.14 |
| URI United Rentals Inc. | Reduce -20.4% | 0.19% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.2% | 0.31% | −0.06 |
| EZM Wisdomtree US Midcap Fund | Reduce -1.9% | 0.77% | −0.06 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.06 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.4% | 0.51% | −0.05 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.3% | 0.52% | −0.04 |
| DGS Wisdomtree Em Small Cap | Reduce -1.9% | 0.79% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -5.7% | 0.14% | −0.03 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -0.5% | 3.26% | −0.02 |
| NVDA Nvidia Corp. | Reduce -12.0% | 0.06% | −0.02 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -0.9% | 3.29% | −0.02 |
| HD Home Depot Inc. | Reduce -5.8% | 0.08% | −0.01 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -6.5% | 0.27% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.08% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.6% | 0.49% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.5% | 0.30% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -7.2% | 0.04% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.1% | 0.11% | −0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -3.1% | 0.06% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.5% | 0.13% | +0.00 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -5.5% | 0.29% | +0.00 |
| AVEM Avantis Emerging Markets Eq | Reduce -0.2% | 0.91% | +0.01 |
| SPEM State Street SP PTF Em ETF | Reduce -0.5% | 0.87% | +0.01 |
| DISV Dimensional International SM | Reduce -0.4% | 0.13% | +0.01 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -1.2% | 1.13% | +0.03 |
| AVDE Avantis International Equity | Reduce -0.9% | 1.24% | +0.07 |
| GSIE Goldman Sachs Activebeta Int | Reduce -1.3% | 2.45% | +0.10 |
| AVDV Avantis Intl S/C Value ETF | Reduce -1.3% | 3.16% | +0.14 |
| DFAI Dimensional International Co. | Reduce -0.3% | 8.91% | +0.47 |
Portfolio Buys Q4 2024 → Q1 2025
| HTRB Hartford TTL RTRN BND ETF | Add +27.8% | 3.90% | +0.87 |
| UCON First Trust Smith Unconstrai | Add +26.6% | 3.75% | +0.77 |
| JPST JPMorgan Ultra-Short Income | Add +5.2% | 6.78% | +0.30 |
| DFAE Dimensional Emerging Core Eq | Add +0.8% | 6.08% | +0.11 |
| JAAA Janus Henderson Aaa Clo ETF | Add +3.0% | 3.65% | +0.07 |
| CVS CVS Health Corp. | New | 0.05% | +0.05 |
| AVGE Avantis All Eqty Mrkts ETF | Add +5.2% | 0.05% | +0.00 |
| JMST JPM Ultra-Short Muni Income | Add +0.1% | 1.72% | −0.01 |
| AVMA Avantis Mod Alloc ETF | Add +0.0% | 1.14% | −0.01 |
| AVUV Avantis US Small Cap Value | Add +3.1% | 3.72% | −0.32 |
| AVUS Avantis U.S. Equity ETF | Add +0.0% | 22.73% | −1.36 |
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 |