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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 Q4 2025 · Filed January 26, 2026 · Accession 0001760304-26-000002

Total Value
$547.9M
Positions
65
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (65)

#IssuerTicker / CUSIPSharesValue% of Filing
1AMERICAN CENTY ETF TR0250728851,122,278$125.4M22.90%
2DIMENSIONAL ETF TRUST25434V2031,221,532$46.6M8.50%
3J P MORGAN EXCHANGE TRADED F46641Q837718,205$36.3M6.63%
4DIMENSIONAL ETF TRUST25434V3021,077,320$35.1M6.40%
5BRIGHT HORIZONS FAM SOL IN D109194100265,520$26.9M4.91%
6HARTFORD FDS EXCHANGE TRADED41653L305653,106$22.3M4.07%
7AMERICAN CENTY ETF TR025072877203,303$20.7M3.78%
8PIMCO ETF TR72201R585755,160$20.1M3.68%
9JANUS DETROIT STR TR47103U845385,414$19.5M3.56%
10SPDR SERIES TRUST78468R101639,350$18.7M3.42%
11AMERICAN CENTY ETF TR025072802176,593$16.6M3.03%
12SPDR SERIES TRUST78468R81285,095$14.8M2.71%
13DIMENSIONAL ETF TRUST25434V104309,470$14.5M2.64%
14VANGUARD INDEX FDS92290876937,624$12.6M2.30%
15GOLDMAN SACHS ETF TRNVGLF292,893$12.6M2.30%
16FIDELITY WISE ORIGIN BITCOINFBTC118,921$9.1M1.65%
17J P MORGAN EXCHANGE TRADED F46641Q654161,970$8.3M1.51%
18AMERICAN CENTY ETF TR02507270382,413$6.8M1.24%
19WISDOMTREE TRWT75,407$6.1M1.11%
20AMERICAN CENTY ETF TR02507218290,867$6.0M1.10%
21AMERICAN CENTY ETF TR02507260468,218$5.3M0.96%
22MICROSOFT CORPMSFT10,473$5.1M0.92%
23APPLE INCAAPL17,331$4.7M0.86%
24ISHARES TR46428730936,522$4.5M0.82%
25SPDR INDEX SHS FDS78463X50992,674$4.3M0.79%
26VANGUARD INDEX FDS92290875114,204$3.7M0.67%
27WISDOMTREE TRWT49,752$3.3M0.61%
28WISDOMTREE TRWT50,647$2.9M0.53%
29ISHARES BITCOIN TRUST ETFIBIT57,041$2.8M0.52%
30ISHARES TR46428715018,926$2.8M0.51%
31DIMENSIONAL ETF TRUST25434V50038,205$2.7M0.49%
32ISHARES TR46428740812,001$2.5M0.46%
33ROCKET COS INC77311W101121,852$2.4M0.43%
34VANGUARD INDEX FDS9229086377,016$2.2M0.40%
35ALPHABET INCGOOG6,753$2.1M0.39%
36ON HLDG AGH5919C10437,946$1.8M0.32%
37JPMORGAN CHASE & CO.VYLD4,961$1.6M0.29%
38ISHARES TR46428827319,998$1.6M0.28%
39VANGUARD INTL EQUITY INDEX F92204285826,569$1.4M0.26%
40ISHARES TR46432F84214,877$1.3M0.24%
41ISHARES TR4642878048,292$996,5130.18%
42ISHARES TR4642882575,427$767,8960.14%
43VANGUARD TAX-MANAGED FDS9219438589,802$612,3000.11%
44INVESCO QQQ TRIVZ895$549,8070.10%
45DIMENSIONAL ETF TRUST25434V78113,967$530,7460.10%
46UNITED RENTALS INCURI585$473,2090.09%
47SPDR S&P 500 ETF TRSPY684$466,1030.09%
48ISHARES TR4642898595,150$461,2340.08%
49NVIDIA CORPORATIONNVDA2,423$451,8900.08%
50AMAZON COM INCAMZN1,894$437,1730.08%
51JOHNSON & JOHNSONJNJ1,901$393,4120.07%
52AMERICAN CENTY ETF TR0250725629,266$388,4540.07%
53BROADCOM INCAVGO1,078$373,2030.07%
54DAVIS FUNDAMENTAL ETF TR23908L2077,022$359,0430.07%
55VANGUARD INDEX FDS922908736661$322,4750.06%
56ALPHABET INCGOOG957$299,5410.05%
57AMERICAN CENTY ETF TR0250722323,369$289,4230.05%
58ISHARES INC46434G1034,202$282,4580.05%
59HOME DEPOT INCHD752$258,7080.05%
60CVS HEALTH CORPCVS3,106$246,4920.04%
61CATERPILLAR INCCAT420$240,7580.04%
62VANGUARD WORLD FD921910816527$217,5300.04%
63VANGUARD ADMIRAL FDS INC921932505485$215,6260.04%
64BERKSHIRE HATHAWAY INC DELBRK-A360$180,9540.03%
65BERKSHIRE HATHAWAY INC DELBRK-A58$29,1540.01%