Managed by Great Point Wealth Advisors, Llc • Latest filing Q4 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $125.4M | 1.12M | 0.00% | — |
| 2 | ? N/A — | $122.3M | 1.13M | 0.00% | — |
| 3 | ? N/A — | $110.2M | 1.14M | 0.00% | — |
| 4 | ? N/A — | $105.3M | 1.11M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $105M |
| 1.14M |
| 0.00% |
| — |
| 6 | ? N/A — | $98.2M | 1.09M | 0.00% | — |
| 7 | ? N/A — | $94.1M | 1.05M | 0.00% | — |
| 8 | ? N/A — | $68.4M | 838.6K | 0.00% | — |
| 9 | A ATI — | $46.6M | 1.22M | 0.00% | — |
| 10 | A ATI — | $45.9M | 1.26M | 0.00% | — |
| 11 | ? N/A — | $44.8M | 611.1K | 0.00% | — |
| 12 | ? N/A — | $43.7M | 581.7K | 0.00% | — |
| 13 | A ATI — | $41.2M | 1.32M | 0.00% | — |
| 14 | A ATI — | $39.5M | 1.24M | 0.00% | — |
| 15 | A ATI — | $38.6M | 1.32M | 0.00% | — |
| 16 | ? N/A — | $38.5M | 543.8K | 0.00% | — |
| 17 | V VYLD — | $36.3M | 718.2K | 0.00% | — |
| 18 | A ATI — | $36.3M | 1.22M | 0.00% | — |
| 19 | A ATI — | $35.3M | 1.17M | 0.00% | — |
| 20 | ? N/A — | $35.1M | 1.08M | 0.00% | — |