Great Point Wealth Advisors, LLC Portfolio Holdings

Great Point Wealth Advisors, LLC

  • $497 Million
  • Q3 2025

Great Point Wealth Advisors, LLC has filed its 13F form on October 28, 2025 for Q3 2025 where it was disclosed a total value porftolio of $497 Million distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $122M, Dimensional ETF Tr with a value of $45.9M, Jp Morgan ETF Tr Ultra Short I with a value of $34.9M, Dimensional ETF Tr with a value of $34.6M, and Bright Horizons Family Solutions Inc. with a value of $28.8M.

Examining the 13F form we can see an increase of $42.3M in the current position value, from $455M to 497M.

Great Point Wealth Advisors, LLC is based out at Boston, MA

Below you can find more details about Great Point Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $497 Million
ETFs: $448 Million
Consumer Cyclical: $31.5 Million
Technology: $11 Million
Financial Services: $2.51 Million
Communication Services: $2.2 Million
Industrials: $672,000
Healthcare: $581,000
Consumer Defensive: $286,000
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $497 Million
  • Prior Value $455 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 28, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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