Great Point Wealth Advisors, LLC
Q3 2026 13F filing
Updated 21 days ago68 disclosed positions worth $629.6M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A AMERICAN CENTY ETF TR | $156.9M | 1.22M | 24.92% | Added(+3.5%) |
| 2 | C DIMENSIONAL ETF TRUST | $54.2M | 1.31M | 8.61% | Added(+2.7%) |
| 3 | N DIMENSIONAL ETF TRUST | $43.4M | 1.10M | 6.89% | Added(+2.1%) |
| 4 | J J P MORGAN EXCHANGE TRADED F | $39.4M | 782.3K | 6.26% | Added(+5.1%) |
| 5 | ? N/A AMERICAN CENTY ETF TR | $27.6M | 234.2K | 4.38% | Added(+3.8%) |
| 6 | ? N/A HARTFORD FDS EXCHANGE TRADED | $23.3M | 727.8K | 3.71% | Added(+5.8%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $22.9M | 209.3K | 3.64% | Added(+11.9%) |
| 8 | P PIMCO ETF TR | $22.4M | 880.7K | 3.55% | Added(+5.9%) |
| 9 | T TOAST INC | $21.6M | 746.6K | 3.44% | Trimmed(-7.4%) |
| 10 | N JANUS DETROIT STR TR | $20.6M | 408.8K | 3.28% | Added(+4.8%) |
| 11 | S SPDR SERIES TRUST | $19.8M | 691.4K | 3.15% | Added(+4.7%) |
| 12 | B BRIGHT HORIZONS FAM SOL IN D | $16.4M | 257.9K | 2.61% | Unchanged |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $16M | 305.1K | 2.54% | Trimmed(-0.4%) |
| 14 | S SPDR SERIES TRUST | $13.7M | 72.2K | 2.18% | Trimmed(-1.9%) |
| 15 | V VANGUARD INDEX FDS | $13.6M | 36.4K | 2.16% | Trimmed(-1.9%) |
| 16 | F FIDELITY WISE ORIGIN BITCOIN | $12.7M | 174.6K | 2.01% | Added(+5.1%) |
| 17 | G GOLDMAN SACHS ETF TR | $12.6M | 273.9K | 1.99% | Trimmed(-0.7%) |
| 18 | J J P MORGAN EXCHANGE TRADED F | $8.1M | 160.9K | 1.29% | Trimmed(-0.5%) |
| 19 | ? N/A AMERICAN CENTY ETF TR | $7M | 78.2K | 1.12% | Trimmed(-1.7%) |
| 20 | ? N/A AMERICAN CENTY ETF TR | $6.5M | 90.8K | 1.03% | Trimmed(-0.1%) |
| 21 | ? N/A AMERICAN CENTY ETF TR | $5.8M | 61.4K | 0.92% | Trimmed(-3.4%) |
| 22 | A APPLE INC | $5.7M | 17.2K | 0.91% | Trimmed(-1.2%) |
| 23 | M MICROSOFT CORP | $5.4M | 10.5K | 0.86% | Trimmed(-0.1%) |
| 24 | E ISHARES TR | $5.2M | 36.5K | 0.83% | Unchanged |
| 25 | S SPDR INDEX SHS FDS | $4.5M | 86.8K | 0.71% | Trimmed(-0.1%) |
| 26 | V VANGUARD INDEX FDS | $4M | 14.2K | 0.64% | Unchanged |
| 27 | E ISHARES TR | $2.9M | 17.7K | 0.47% | Trimmed(-0.6%) |
| 28 | B WISDOMTREE TR | $2.9M | 41.0K | 0.47% | Trimmed(-12.3%) |
| 29 | ? N/A DIMENSIONAL ETF TRUST | $2.9M | 37.1K | 0.46% | Trimmed(-1.2%) |
| 30 | E ISHARES TR | $2.7M | 12.0K | 0.44% | Unchanged |
| 31 | B WISDOMTREE TR | $2.6M | 30.2K | 0.42% | Trimmed(-55.1%) |
| 32 | B WISDOMTREE TR | $2.5M | 40.2K | 0.40% | Trimmed(-2.6%) |
| 33 | V VANGUARD INDEX FDS | $2.3M | 6.6K | 0.37% | Trimmed(-5.9%) |
| 34 | G ALPHABET INC | $2.1M | 6.2K | 0.33% | Trimmed(-1.0%) |
| 35 | J JPMORGAN CHASE & CO | $1.6M | 5.0K | 0.26% | Unchanged |
| 36 | R ROCKET COS INC | $1.4M | 121.9K | 0.22% | Unchanged |
| 37 | E ISHARES TR | $1.3M | 13.8K | 0.21% | Trimmed(-1.1%) |
| 38 | J ISHARES TR | $1.3M | 15.1K | 0.20% | Unchanged |
| 39 | O ON HLDG AG | $1.1M | 37.9K | 0.18% | Trimmed(-0.1%) |
| 40 | E ISHARES TR | $1.1M | 7.9K | 0.17% | Trimmed(-1.9%) |
| 41 | V VANGUARD INTL EQUITY INDEX F | $973K | 16.4K | 0.15% | Trimmed(-5.2%) |
| 42 | Q INVESCO QQQ TR | $638K | 863 | 0.10% | Trimmed(-0.8%) |
| 43 | N NVIDIA CORPORATION | $562K | 2.5K | 0.09% | Trimmed(-13.7%) |
| 44 | ? N/A DIMENSIONAL ETF TRUST | $559K | 12.9K | 0.09% | Trimmed(-5.8%) |
| 45 | J JOHNSON & JOHNSON | $552K | 2.1K | 0.09% | Added(+7.6%) |
| 46 | V VANGUARD TAX-MANAGED FDS | $530K | 7.5K | 0.08% | Trimmed(-1.3%) |
| 47 | S STATE STR SPDR S&P 500 ETF T | $529K | 694 | 0.08% | Unchanged |
| 48 | A AMAZON COM INC | $504K | 2.0K | 0.08% | Added(+0.8%) |
| 49 | E ISHARES TR | $496K | 5.1K | 0.08% | Trimmed(-0.9%) |
| 50 | V VANGUARD INDEX FDS | $468K | 5.2K | 0.07% | Unchanged |