Great Point Wealth Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 28, 2025), Great Point Wealth Advisors, LLC reported 64 stock positions worth $532.2 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 23.0% of the portfolio, followed by Dimensional International (DFAI, 8.6%) and JPMorgan Ultra-Short Income (JPST, 6.6%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001760304
- Portfolio Value
- $532.2M (Q3 2025)
- SEC Filing
- 0001760304-25-000007 ↗ filed Oct 28, 2025
Holdings Value
Holdings 64 stocks · $532.2M
| AVUS Avantis U.S. Equity ETF | 22.99% | 1,125,366 | $122.3M | — |
| DFAI Dimensional International Co. | 8.63% | 1,263,507 | $45.9M | — |
| JPST JPMorgan Ultra-Short Income | 6.55% | 687,491 | $34.9M | — |
| DFAE Dimensional Emerging Core Eq | 6.50% | 1,097,706 | $34.6M | — |
| BFAM Bright Horizons Family Solut | 5.42% | 265,520 | $28.8M | — |
| HTRB Hartford TTL RTRN BND ETF | 3.92% | 607,823 | $20.8M | — |
| AVUV Avantis US Small Cap Value | 3.79% | 202,450 | $20.1M | — |
| JAAA Janus Henderson Aaa Clo ETF | 3.59% | 376,309 | $19.1M | — |
| SPTS SS SPDR P St Term TSY ETF | 3.25% | 589,064 | $17.3M | — |
| AVDV Avantis Intl S/C Value ETF | 3.22% | 192,318 | $17.1M | — |
| PYLD PIMCO Multisector Bond Actv | 3.16% | 626,139 | $16.8M | — |
| QUS SS SPDR MSCI U Stratfact ETF | 2.86% | 88,904 | $15.2M | — |
| DFAU Dimensional US Core Equity M | 2.69% | 312,856 | $14.3M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.34% | 37,928 | $12.4M | — |
| GSIE Goldman Sachs Activebeta Int | 2.28% | 295,368 | $12.1M | — |
| FBTC Fidelity Wise Origin Bitcoin | 1.71% | 91,167 | $9.1M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.33% | 138,940 | $7.1M | — |
| AVDE Avantis International Equity | 1.22% | 82,380 | $6.5M | — |
| DLS Wisdomtree Intl S/C DVD Fund | 1.13% | 75,767 | $6.0M | — |
| AVMA Avantis Mod Alloc ETF | 1.11% | 90,861 | $5.9M | — |
| MSFT Microsoft Corp. | 1.03% | 10,551 | $5.5M | — |
| AVEM Avantis Emerging Markets Eq | 0.98% | 69,267 | $5.2M | — |
| AAPL Apple Inc. | 0.83% | 17,318 | $4.4M | — |
| IVW iShares S&P 500 Growth ETF | 0.83% | 36,522 | $4.4M | — |
| SPEM State Street SP PTF Em ETF | 0.82% | 92,894 | $4.3M | — |
| EZM Wisdomtree US Midcap Fund | 0.72% | 57,782 | $3.8M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.68% | 14,243 | $3.6M | — |
| DGS Wisdomtree Em Small Cap | 0.57% | 53,436 | $3.1M | — |
| ITOT iShares Core S&P Total U.S. | 0.53% | 19,275 | $2.8M | — |
| DFAS Dimensional US Small Cap ETF | 0.49% | 38,419 | $2.6M | — |
| IVE iShares S&P 500 Value ETF | 0.47% | 12,001 | $2.5M | — |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 41,425 | $2.2M | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.41% | 7,110 | $2.2M | — |
| GOOG Alphabet Inc. Class C | 0.32% | 7,032 | $1.7M | — |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.30% | 37,946 | $1.6M | — |
| JPM JPMorgan Chase & Co. | 0.30% | 5,037 | $1.6M | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.29% | 19,998 | $1.5M | — |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 15,377 | $1.3M | — |
| IJR iShares Core S&P Small-Cap E | 0.21% | 9,470 | $1.1M | — |
| RKT Rocket Cos Inc. Class A | 0.17% | 47,556 | $922K | — |
| AMZN Amazon.com Inc. | 0.15% | 3,584 | $787K | — |
| URI United Rentals Inc. | 0.13% | 704 | $672K | — |
| VEA Vanguard Ftse Developed ETF | 0.11% | 10,084 | $604K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 845 | $507K | — |
| DISV Dimensional International SM | 0.09% | 14,053 | $502K | — |
| NVDA Nvidia Corp. | 0.09% | 2,680 | $500K | — |
| AOA iShares Core 80/20 Aggressiv | 0.09% | 5,517 | $486K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.09% | 703 | $468K | — |
| AVIG Avantis Core Fixed Income | 0.07% | 9,266 | $390K | — |
| AVGO Broadcom Inc. | 0.07% | 1,145 | $378K | — |
| JNJ Johnson & Johnson | 0.07% | 1,876 | $348K | — |
| HD Home Depot Inc. | 0.06% | 781 | $316K | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 644 | $309K | — |
| IEMG iShares Core MSCI Emerging | 0.06% | 4,580 | $302K | — |
| COST Costco Wholesale Corp. | 0.05% | 310 | $287K | — |
| AVGE Avantis All Eqty Mrkts ETF | 0.05% | 3,427 | $286K | — |
| GOOGL Alphabet Inc. Class A | 0.05% | 1,077 | $262K | — |
| DUSA Davis Select US Equity ETF | 0.05% | 5,465 | $262K | — |
| ETH Grayscale Ethereum Staking M | 0.05% | 6,388 | $250K | — |
| AMD Advanced Micro Devices | 0.05% | 1,528 | $247K | — |
| CVS CVS Health Corp. | 0.04% | 3,106 | $234K | — |
| META Meta Platforms Inc. Class A | 0.04% | 307 | $225K | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.04% | 527 | $212K | — |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 485 | $211K | — |
Portfolio Sells Q3 2025
No earlier filing to compare with.
Portfolio Buys Q3 2025
No earlier filing to compare with.
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 |