Great Point Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Great Point Wealth Advisors, LLC held in its portfolio 63 assets valued at $547,883,127 (i.e. $547.88M).
The most valuable assets in the portfolio included: AMERICAN CENTY ETF TR ($125.45M), DIMENSIONAL ETF TRUST ($46.55M), and J P MORGAN EXCHANGE TRADED F ($36.33M).
The chart below shows the top 10 valuable assets, and the table below shows the top 63 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Great Point Wealth Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 1122278 | 125448282 | US EQT ETF |
| DIMENSIONAL ETF TRUST | 1221532 | 46552569 | INTL CORE EQT MK |
| J P MORGAN EXCHANGE TRADED F | 718205 | 36333998 | ULTRA SHRT ETF |
| DIMENSIONAL ETF TRUST | 1077320 | 35088304 | EMGR CRE EQT MNG |
| SPDR SERIES TRUST | 724445 | 33542530 | STATE STREET SPD |
| BRIGHT HORIZONS FAM SOL IN D | 265520 | 26923728 | COM |
| HARTFORD FDS EXCHANGE TRADED | 653106 | 22303564 | TOTAL RTRN ETF |
| AMERICAN CENTY ETF TR | 203303 | 20732868 | US SML CP VALU |
| PIMCO ETF TR | 755160 | 20147658 | MULTISECTOR BD |
| JANUS DETROIT STR TR | 385414 | 19494221 | HENDRSON AAA CL |
| AMERICAN CENTY ETF TR | 176593 | 16594448 | INTL SMCP VLU |
| DIMENSIONAL ETF TRUST | 309470 | 14483205 | US CORE EQT MKT |
| VANGUARD INDEX FDS | 37624 | 12614072 | TOTAL STK MKT |
| GOLDMAN SACHS ETF TR | 292893 | 12576806 | ACTIVEBETA INT |
| FIDELITY WISE ORIGIN BITCOIN | 118921 | 9065323 | SHS |
| J P MORGAN EXCHANGE TRADED F | 161970 | 8250747 | ULTRA SHT MUNCPL |
| AMERICAN CENTY ETF TR | 82413 | 6784238 | INTL EQT ETF |
| WISDOMTREE TR | 75407 | 6108693 | INTL SMCAP DIV |
| AMERICAN CENTY ETF TR | 90867 | 6025362 | AVANTIS MODERAT |
| AMERICAN CENTY ETF TR | 68218 | 5254116 | AVANTIS EMGMKT |
| MICROSOFT CORP | 10473 | 5064897 | COM |
| APPLE INC | 17331 | 4711478 | COM |
| ISHARES TR | 36522 | 4501702 | S&P 500 GRWT ETF |
| SPDR INDEX SHS FDS | 92674 | 4338088 | PORTFOLIO EMG MK |
| VANGUARD INDEX FDS | 14204 | 3663922 | SMALL CP ETF |
| WISDOMTREE TR | 49752 | 3323439 | US MIDCAP FUND |
| WISDOMTREE TR | 50647 | 2899057 | EMG MKTS SMCAP |
| ISHARES BITCOIN TRUST ETF | 57041 | 2832067 | SHS BEN INT |
| ISHARES TR | 18926 | 2814168 | CORE S&P TTL STK |
| DIMENSIONAL ETF TRUST | 38205 | 2661760 | US SMALL CAP ETF |
| ISHARES TR | 12001 | 2544982 | S&P 500 VAL ETF |
| ROCKET COS INC | 121852 | 2359055 | COM CL A |
| VANGUARD INDEX FDS | 7016 | 2208637 | LARGE CAP ETF |
| ALPHABET INC | 6753 | 2119074 | CAP STK CL C |
| ON HLDG AG | 37946 | 1763730 | NAMEN AKT A |
| JPMORGAN CHASE & CO. | 4961 | 1598528 | COM |
| ISHARES TR | 19998 | 1550454 | EAFE SML CP ETF |
| VANGUARD INTL EQUITY INDEX F | 26569 | 1428336 | FTSE EMR MKT ETF |
| ISHARES TR | 14877 | 1330919 | CORE MSCI EAFE |
| ISHARES TR | 8292 | 996513 | CORE S&P SCP ETF |
| ISHARES TR | 5427 | 767896 | MSCI ACWI ETF |
| VANGUARD TAX-MANAGED FDS | 9802 | 612300 | VAN FTSE DEV MKT |
| INVESCO QQQ TR | 895 | 549807 | UNIT SER 1 |
| DIMENSIONAL ETF TRUST | 13967 | 530746 | INTL SMALL CAP V |
| UNITED RENTALS INC | 585 | 473209 | COM |
| SPDR S&P 500 ETF TR | 684 | 466103 | TR UNIT |
| ISHARES TR | 5150 | 461234 | CORE 80/20 AGGRE |
| NVIDIA CORPORATION | 2423 | 451890 | COM |
| AMAZON COM INC | 1894 | 437173 | COM |
| JOHNSON & JOHNSON | 1901 | 393412 | COM |
| AMERICAN CENTY ETF TR | 9266 | 388454 | AVANTIS CORE FI |
| BROADCOM INC | 1078 | 373203 | COM |
| DAVIS FUNDAMENTAL ETF TR | 7022 | 359043 | SELECT US EQTY |
| VANGUARD INDEX FDS | 661 | 322475 | GROWTH ETF |
| ALPHABET INC | 957 | 299541 | CAP STK CL A |
| AMERICAN CENTY ETF TR | 3369 | 289423 | AVANTIS ALL EQT |
| ISHARES INC | 4202 | 282458 | CORE MSCI EMKT |
| HOME DEPOT INC | 752 | 258708 | COM |
| CVS HEALTH CORP | 3106 | 246492 | COM |
| CATERPILLAR INC | 420 | 240758 | COM |
| VANGUARD WORLD FD | 527 | 217530 | MEGA GRWTH IND |
| VANGUARD ADMIRAL FDS INC | 485 | 215626 | 500 GRTH IDX F |
| BERKSHIRE HATHAWAY INC DEL | 418 | 210108 | CL B NEW |
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