Great Point Wealth Advisors, LLC Reduced Holdings in Q3 2025

Great Point Wealth Advisors, LLC

  • $497 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-17.7K
- 11.33%
$50.81 - $51.07 $902K - $906K
139K $7.09M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-22.2K
- 6.98%
N/A
295K $9.31M
DGS
Wisdomtree Emerging Markets Sm

ETFs
-22.5K
- 29.61%
$54.85 - $58.99 $1.23M - $1.33M
53.4K $3.05M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.36K
- 31.54%
$108.46 - $120.63 $473K - $526K
9.47K $1.13M
URI
United Rentals, Inc.

Industrials
-688
- 49.43%
$774.14 - $975.23 $533K - $671K
704 $672K
DISV
Dimensional ETF Tr Dimensional

ETFs
-7.24K
- 34.01%
$32.78 - $35.79 $237K - $259K
14.1K $501K
HD
Home Depot, Inc.

Consumer Cyclical
-274
- 25.97%
$357.4 - $423.42 $97.9K - $116K
781 $316K
AOA
Ishares Tr Core Aggressive All

ETFs
-1.38K
- 20.01%
$82.71 - $88.14 $114K - $122K
5.52K $486K
IEMG
Ishares Inc

ETFs
-393
- 7.9%
N/A
4.58K $245K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-8.57K
- 17.14%
$49.43 - $54.52 $423K - $467K
41.4K $2.24M
IEFA
Ishares Tr

ETFs
-2.29K
- 12.97%
$81.7 - $87.53 $187K - $201K
15.4K $1.34M
VEA
Vanguard Ftse Developed Market

ETFs
-1.7K
- 14.39%
$56.02 - $60.3 $95K - $102K
10.1K $604K
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
-8.07K
- 8.32%
$161.6 - $171.2 $1.3M - $1.38M
88.9K $15.2M
JNJ
Johnson & Johnson

Healthcare
-15
- 0.79%
$155.17 - $185.42 $2.33K - $2.78K
1.88K $347K
JPM
Jpmorgan Chase & CO

Financial Services
-628
- 11.09%
$282.78 - $316.06 $178K - $198K
5.04K $1.59M
GOOG
Alphabet Inc.

Communication Services
-2.62K
- 27.13%
$175.16 - $255.24 $459K - $668K
7.03K $1.71M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-2.12K
- 3.54%
$61.83 - $67.07 $131K - $142K
57.8K $3.81M
AAPL
Apple Inc.

Technology
-1.22K
- 6.59%
$202.38 - $256.87 $247K - $314K
17.3K $4.41M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-675
- 1.73%
$63.41 - $69.69 $42.8K - $47K
38.4K $2.63M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-9.35K
- 9.14%
$42.67 - $46.91 $399K - $439K
92.9K $4.35M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-509
- 2.57%
$135.0 - $146.02 $68.7K - $74.3K
19.3K $2.81M
AVDE
American Centy ETF Tr Avantis

ETFs
-4.04K
- 4.68%
$73.24 - $79.04 $296K - $320K
82.4K $6.5M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
-3.15K
- 3.99%
$74.73 - $80.82 $235K - $254K
75.8K $6.02M
MSFT
Microsoft Corp

Technology
-1.81K
- 14.67%
$491.09 - $535.64 $891K - $972K
10.6K $5.46M
AVEM
American Centy ETF Tr Avantis

ETFs
-417
- 0.6%
$68.33 - $75.41 $28.5K - $31.4K
69.3K $5.2M
VTI
Vanguard Total Stock Market Et

ETFs
-778
- 2.01%
$303.93 - $329.86 $236K - $257K
37.9K $12.4M
DFAU
Dimensional ETF Tr

ETFs
-6.83K
- 2.14%
$42.42 - $45.96 $290K - $314K
313K $14.3M
AVDV
American Centy ETF Tr Avantis

ETFs
-17.2K
- 8.2%
$79.24 - $89.03 $1.36M - $1.53M
192K $17.1M
DFAI
Dimensional ETF Tr

ETFs
-54.6K
- 4.14%
$34.05 - $36.55 $1.86M - $2M
1.26M $45.9M
AVUS
American Centy ETF Tr Avantis

ETFs
-11.6K
- 1.02%
$101.2 - $109.16 $1.17M - $1.26M
1.13M $122M
Activity Summary
Buys All Purchases 28 New Holdings 12 Increased Positions 16 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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