Institutional Manager · CIK 0001760304
Great Point Wealth Advisors, LLC
BOSTON, MA · File #028-19217
Latest AUM
$547.9M
Positions
65
Top-10 Concentration
68.4%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202565 pos · $547.9M
- 13F HOLDINGS REPORTQ/E Sep 202564 pos · $532.2M
- 13F HOLDINGS REPORTQ/E Mar 202556 pos · $462.2M
- 13F HOLDINGS REPORTQ/E Dec 202457 pos · $457.4M
- 13F HOLDINGS REPORTQ/E Sep 202461 pos · $468.1M
- 13F HOLDINGS REPORTQ/E Jun 202454 pos · $437.4M
- 13F HOLDINGS REPORTQ/E Mar 202455 pos · $428.9M
- 13F HOLDINGS REPORTQ/E Dec 202362 pos · $333.4M
- 13F HOLDINGS REPORTQ/E Sep 202361 pos · $332.8M
- 13F HOLDINGS REPORTQ/E Jun 202361 pos · $315.6M
- 13F HOLDINGS REPORTQ/E Mar 202361 pos · $298.2M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 1,122,278 | $125.4M | 23.07% |
| 2 | DIMENSIONAL ETF TRUST | 25434V203 | 1,221,532 | $46.6M | 8.56% |
| 3 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 718,205 | $36.3M | 6.68% |
| 4 | DIMENSIONAL ETF TRUST | 25434V302 | 1,077,320 | $35.1M | 6.45% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 265,520 | $26.9M | 4.95% |
| 6 | HARTFORD FDS EXCHANGE TRADED | 41653L305 | 653,106 | $22.3M | 4.10% |
| 7 | AMERICAN CENTY ETF TR | 025072877 | 203,303 | $20.7M | 3.81% |
| 8 | PIMCO ETF TR | 72201R585 | 755,160 | $20.1M | 3.71% |
| 9 | JANUS DETROIT STR TR | 47103U845 | 385,414 | $19.5M | 3.58% |
| 10 | SPDR SERIES TRUST | 78468R101 | 639,350 | $18.7M | 3.44% |
| 11 | AMERICAN CENTY ETF TR | 025072802 | 176,593 | $16.6M | 3.05% |
| 12 | SPDR SERIES TRUST | 78468R812 | 85,095 | $14.8M | 2.73% |
| 13 | DIMENSIONAL ETF TRUST | 25434V104 | 309,470 | $14.5M | 2.66% |
| 14 | VANGUARD INDEX FDS | 922908769 | 37,624 | $12.6M | 2.32% |
| 15 | GOLDMAN SACHS ETF TR | NVGLF | 292,893 | $12.6M | 2.31% |
| 16 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 118,921 | $9.1M | 1.67% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q654 | 161,970 | $8.3M | 1.52% |
| 18 | AMERICAN CENTY ETF TR | 025072703 | 82,413 | $6.8M | 1.25% |
| 19 | WISDOMTREE TR | WT | 75,407 | $6.1M | 1.12% |
| 20 | AMERICAN CENTY ETF TR | 025072182 | 90,867 | $6.0M | 1.11% |