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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Great Point Wealth Advisors, LLC

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001760304-25-000007

Total Value
$532.2M
Positions
64
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (64)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250728851,125,366$122.3M22.99%
2DIMENSIONAL ETF TRUST25434V2031,263,507$45.9M8.63%
3J P MORGAN EXCHANGE TRADED F46641Q837687,491$34.9M6.55%
4DIMENSIONAL ETF TRUST25434V3021,097,706$34.6M6.50%
5BRIGHT HORIZONS FAM SOL IN D109194100265,520$28.8M5.42%
6HARTFORD FDS EXCHANGE TRADED41653L305607,823$20.8M3.92%
7AMERICAN CENTY ETF TR025072877202,450$20.1M3.79%
8JANUS DETROIT STR TR47103U845376,309$19.1M3.59%
9SPDR SERIES TRUST78468R101589,064$17.3M3.25%
10AMERICAN CENTY ETF TR025072802192,318$17.1M3.22%
11PIMCO ETF TR72201R585626,139$16.8M3.16%
12SPDR SERIES TRUST78468R81288,904$15.2M2.86%
13DIMENSIONAL ETF TRUST25434V104312,856$14.3M2.69%
14VANGUARD INDEX FDS92290876937,928$12.4M2.34%
15GOLDMAN SACHS ETF TRNVGLF295,368$12.1M2.28%
16FIDELITY WISE ORIGIN BITCOINFBTC91,167$9.1M1.71%
17J P MORGAN EXCHANGE TRADED F46641Q654138,940$7.1M1.33%
18AMERICAN CENTY ETF TR02507270382,380$6.5M1.22%
19WISDOMTREE TRWT75,767$6.0M1.13%
20AMERICAN CENTY ETF TR02507218290,861$5.9M1.11%
21MICROSOFT CORPMSFT10,551$5.5M1.03%
22AMERICAN CENTY ETF TR02507260469,267$5.2M0.98%
23APPLE INCAAPL17,318$4.4M0.83%
24ISHARES TR46428730936,522$4.4M0.83%
25SPDR INDEX SHS FDS78463X50992,894$4.3M0.82%
26WISDOMTREE TRWT57,782$3.8M0.72%
27VANGUARD INDEX FDS92290875114,243$3.6M0.68%
28WISDOMTREE TRWT53,436$3.1M0.57%
29ISHARES TR46428715019,275$2.8M0.53%
30DIMENSIONAL ETF TRUST25434V50038,419$2.6M0.49%
31ISHARES TR46428740812,001$2.5M0.47%
32VANGUARD INTL EQUITY INDEX F92204285841,425$2.2M0.42%
33VANGUARD INDEX FDS9229086377,110$2.2M0.41%
34ALPHABET INCGOOG7,032$1.7M0.32%
35ON HLDG AGH5919C10437,946$1.6M0.30%
36JPMORGAN CHASE & CO.VYLD5,037$1.6M0.30%
37ISHARES TR46428827319,998$1.5M0.29%
38ISHARES TR46432F84215,377$1.3M0.25%
39ISHARES TR4642878049,470$1.1M0.21%
40ROCKET COS INC77311W10147,556$921,6350.17%
41AMAZON COM INCAMZN3,584$786,9390.15%
42UNITED RENTALS INCURI704$672,4320.13%
43VANGUARD TAX-MANAGED FDS92194385810,084$604,2030.11%
44INVESCO QQQ TRIVZ845$507,3130.10%
45DIMENSIONAL ETF TRUST25434V78114,053$501,5520.09%
46NVIDIA CORPORATIONNVDA2,680$500,0340.09%
47ISHARES TR4642898595,517$486,2680.09%
48SPDR S&P 500 ETF TRSPY703$468,0020.09%
49AMERICAN CENTY ETF TR0250725629,266$389,9060.07%
50BROADCOM INCAVGO1,145$377,8490.07%
51JOHNSON & JOHNSONJNJ1,876$347,8480.07%
52HOME DEPOT INCHD781$316,3880.06%
53VANGUARD INDEX FDS922908736644$308,8690.06%
54ISHARES INC46434G1034,580$301,9130.06%
55COSTCO WHSL CORP NEW22160K105310$286,9450.05%
56AMERICAN CENTY ETF TR0250722323,427$285,8380.05%
57ALPHABET INCGOOG1,077$261,8190.05%
58DAVIS FUNDAMENTAL ETF TR23908L2075,465$261,7830.05%
59GRAYSCALE ETHEREUM MINI TR E38964R2036,388$250,2880.05%
60ADVANCED MICRO DEVICES INCAMD1,528$247,2150.05%
61CVS HEALTH CORPCVS3,106$234,1610.04%
62META PLATFORMS INCMETA307$225,4550.04%
63VANGUARD WORLD FD921910816527$212,0750.04%
64VANGUARD ADMIRAL FDS INC921932505485$211,1980.04%