Great Point Wealth Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 27, 2026), Great Point Wealth Advisors, LLC reported 62 stock positions worth $541.7 million. Its top holding was Avantis U.S. Equity ETF (AVUS) at 23.5% of the portfolio, followed by Dimensional International (DFAI, 8.8%) and JPMorgan Ultra-Short Income (JPST, 6.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 18 and reduced 29. The biggest buy was Avantis U.S. Equity ETF (AVUS, shares +2%) and the biggest sale Bright Horizons Family Solut (BFAM, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001760304
- Portfolio Value
- $541.7M (Q1 2026)
- SEC Filing
- 0001760304-26-000004 ↗ filed Apr 27, 2026
Holdings Value
Holdings 62 stocks · $541.7M
| AVUS Avantis U.S. Equity ETF | 23.50% | 1,144,864 | $127.3M | Add +2.0% |
| DFAI Dimensional International Co. | 8.82% | 1,226,441 | $47.8M | Add +0.4% |
| JPST JPMorgan Ultra-Short Income | 6.76% | 723,010 | $36.6M | Add +0.7% |
| DFAE Dimensional Emerging Core Eq | 6.71% | 1,073,678 | $36.4M | Reduce -0.3% |
| AVUV Avantis US Small Cap Value | 4.38% | 215,011 | $23.8M | Add +5.8% |
| HTRB Hartford TTL RTRN BND ETF | 4.09% | 655,906 | $22.1M | Add +0.4% |
| PYLD PIMCO Multisector Bond Actv | 3.82% | 788,914 | $20.7M | Add +4.5% |
| BFAM Bright Horizons Family Solut | 3.80% | 250,390 | $20.6M | Reduce -5.7% |
| JAAA Janus Henderson Aaa Clo ETF | 3.56% | 383,274 | $19.3M | Reduce -0.6% |
| SPTS SS SPDR P St Term TSY ETF | 3.38% | 628,116 | $18.3M | Reduce -1.8% |
| AVDV Avantis Intl S/C Value ETF | 3.31% | 179,401 | $17.9M | Add +1.6% |
| QUS SS SPDR MSCI U Stratfact ETF | 2.68% | 84,481 | $14.5M | Reduce -0.7% |
| DFAU Dimensional US Core Equity M | 2.57% | 308,167 | $13.9M | Reduce -0.4% |
| GSIE Goldman Sachs Activebeta Int | 2.28% | 286,634 | $12.4M | Reduce -2.1% |
| VTI VG Morningstar TS MKT ETF-US | 2.22% | 37,535 | $12.0M | Reduce -0.2% |
| FBTC Fidelity Wise Origin Bitcoin | 1.79% | 164,297 | $9.7M | Add +38.2% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.53% | 162,955 | $8.3M | Add +0.6% |
| AVDE Avantis International Equity | 1.27% | 80,858 | $6.9M | Reduce -1.9% |
| AVMA Avantis Mod Alloc ETF | 1.13% | 90,874 | $6.1M | Add +0.0% |
| DLS Wisdomtree Intl S/C DVD Fund | 1.05% | 69,693 | $5.7M | Reduce -7.6% |
| AVEM Avantis Emerging Markets Eq | 1.00% | 66,983 | $5.4M | Reduce -1.8% |
| AAPL Apple Inc. | 0.81% | 17,260 | $4.4M | Reduce -0.4% |
| SPEM State Street SP PTF Em ETF | 0.80% | 91,802 | $4.3M | Reduce -0.9% |
| IVW iShares S&P 500 Growth ETF | 0.76% | 36,522 | $4.1M | No change |
| MSFT Microsoft Corp. | 0.71% | 10,448 | $3.9M | Reduce -0.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 14,204 | $3.7M | No change |
| EZM Wisdomtree US Midcap Fund | 0.61% | 48,857 | $3.3M | Reduce -1.8% |
| DGS Wisdomtree Em Small Cap | 0.50% | 44,985 | $2.7M | Reduce -11.2% |
| DFAS Dimensional US Small Cap ETF | 0.50% | 37,723 | $2.7M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 0.48% | 18,420 | $2.6M | Reduce -2.7% |
| IVE iShares S&P 500 Value ETF | 0.47% | 12,001 | $2.5M | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.39% | 7,016 | $2.1M | No change |
| GOOG Alphabet Inc. Class C | 0.36% | 6,841 | $2.0M | Add +1.3% |
| RKT Rocket Cos Inc. Class A | 0.32% | 121,852 | $1.7M | No change |
| SCZ iShares MSCI Eafe Small-Cap | 0.29% | 19,998 | $1.6M | No change |
| JPM JPMorgan Chase & Co. | 0.27% | 4,980 | $1.5M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 14,380 | $1.3M | Reduce -3.3% |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.24% | 37,946 | $1.3M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 22,413 | $1.2M | Reduce -15.6% |
| IJR iShares Core S&P Small-Cap E | 0.19% | 8,187 | $1.0M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 9,342 | $599K | Reduce -4.7% |
| DISV Dimensional International SM | 0.10% | 13,713 | $541K | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.10% | 895 | $517K | No change |
| BTC Grayscale Bitcoin Mini ETF | 0.09% | 16,712 | $501K | New |
| JNJ Johnson & Johnson | 0.09% | 1,901 | $465K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.08% | 5,148 | $456K | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.08% | 684 | $445K | No change |
| NVDA Nvidia Corp. | 0.08% | 2,448 | $427K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.08% | 2,008 | $418K | Add +6.0% |
| DUSA Davis Select US Equity ETF | 0.07% | 7,711 | $391K | Add +9.8% |
| AVIG Avantis Core Fixed Income | 0.07% | 9,265 | $385K | Reduce -0.0% |
| ACWI iShares MSCI Acwi ETF | 0.07% | 2,704 | $374K | Reduce -50.2% |
| AVGE Avantis All Eqty Mrkts ETF | 0.06% | 3,863 | $340K | Add +14.7% |
| AVGO Broadcom Inc. | 0.06% | 1,097 | $339K | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.05% | 661 | $289K | No change |
| IEMG iShares Core MSCI Emerging | 0.05% | 4,087 | $285K | Reduce -2.7% |
| GOOGL Alphabet Inc. Class A | 0.05% | 977 | $281K | Add +2.1% |
| CAT Caterpillar Inc. | 0.05% | 394 | $279K | Reduce -6.2% |
| ETH Grayscale Ethereum Staking M | 0.05% | 12,806 | $254K | New |
| HD Home Depot Inc. | 0.04% | 742 | $244K | Reduce -1.3% |
| CVS CVS Health Corp. | 0.04% | 3,106 | $223K | No change |
| AMAT Applied Materials Inc. | 0.04% | 597 | $204K | New |
Portfolio Sells Q4 2025 → Q1 2026
| BFAM Bright Horizons Family Solut | Reduce -5.7% | 3.80% | −1.12 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.52 |
| MSFT Microsoft Corp. | Reduce -0.2% | 0.71% | −0.21 |
| URI United Rentals Inc. | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.2% | 2.22% | −0.08 |
| DFAU Dimensional US Core Equity M | Reduce -0.4% | 2.57% | −0.08 |
| ACWI iShares MSCI Acwi ETF | Reduce -50.2% | 0.07% | −0.07 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -7.6% | 1.05% | −0.07 |
| AAPL Apple Inc. | Reduce -0.4% | 0.81% | −0.05 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Sold out | 0.00% | −0.04 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -15.6% | 0.22% | −0.04 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -1.8% | 3.38% | −0.03 |
| DGS Wisdomtree Em Small Cap | Reduce -11.2% | 0.50% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.7% | 0.48% | −0.03 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -0.7% | 2.68% | −0.03 |
| GSIE Goldman Sachs Activebeta Int | Reduce -2.1% | 2.28% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -3.3% | 0.24% | −0.00 |
| HD Home Depot Inc. | Reduce -1.3% | 0.04% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.7% | 0.11% | −0.00 |
| EZM Wisdomtree US Midcap Fund | Reduce -1.8% | 0.61% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.0% | 0.08% | −0.00 |
| AVIG Avantis Core Fixed Income | Reduce -0.0% | 0.07% | +0.00 |
| IEMG iShares Core MSCI Emerging | Reduce -2.7% | 0.05% | +0.00 |
| DISV Dimensional International SM | Reduce -1.8% | 0.10% | +0.00 |
| SPEM State Street SP PTF Em ETF | Reduce -0.9% | 0.80% | +0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -0.6% | 3.56% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 0.19% | +0.01 |
| CAT Caterpillar Inc. | Reduce -6.2% | 0.05% | +0.01 |
| DFAS Dimensional US Small Cap ETF | Reduce -1.3% | 0.50% | +0.01 |
| AVDE Avantis International Equity | Reduce -1.9% | 1.27% | +0.03 |
| AVEM Avantis Emerging Markets Eq | Reduce -1.8% | 1.00% | +0.04 |
| DFAE Dimensional Emerging Core Eq | Reduce -0.3% | 6.71% | +0.31 |
Portfolio Buys Q4 2025 → Q1 2026
| AVUS Avantis U.S. Equity ETF | Add +2.0% | 23.50% | +0.60 |
| AVUV Avantis US Small Cap Value | Add +5.8% | 4.38% | +0.60 |
| DFAI Dimensional International Co. | Add +0.4% | 8.82% | +0.32 |
| AVDV Avantis Intl S/C Value ETF | Add +1.6% | 3.31% | +0.28 |
| PYLD PIMCO Multisector Bond Actv | Add +4.5% | 3.82% | +0.14 |
| FBTC Fidelity Wise Origin Bitcoin | Add +38.2% | 1.79% | +0.14 |
| JPST JPMorgan Ultra-Short Income | Add +0.7% | 6.76% | +0.12 |
| BTC Grayscale Bitcoin Mini ETF | New | 0.09% | +0.09 |
| ETH Grayscale Ethereum Staking M | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | New | 0.04% | +0.04 |
| AVMA Avantis Mod Alloc ETF | Add +0.0% | 1.13% | +0.03 |
| JMST JPM Ultra-Short Muni Income | Add +0.6% | 1.53% | +0.03 |
| HTRB Hartford TTL RTRN BND ETF | Add +0.4% | 4.09% | +0.01 |
| AVGE Avantis All Eqty Mrkts ETF | Add +14.7% | 0.06% | +0.01 |
| DUSA Davis Select US Equity ETF | Add +9.8% | 0.07% | +0.01 |
| AMZN Amazon.com Inc. | Add +6.0% | 0.08% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +2.1% | 0.05% | −0.00 |
| NVDA Nvidia Corp. | Add +1.0% | 0.08% | −0.00 |
| AVGO Broadcom Inc. | Add +1.8% | 0.06% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.4% | 0.27% | −0.02 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.36% | −0.02 |
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 |