Great Point Wealth Advisors, LLC

BOSTON, MA · CIK 1760304 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyBoston, MA

$619.2m reported value +14.3% vs Q1 2026

70positions

67.8%in top 10

8 new 26 added 24 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	1,182,649	$151.5m24.46%	24.46%	Added +37.8k	+37,785 3.3%
2	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	1,274,802	$52.6m8.49%	8.49%	Added +48.4k	+48,361 3.9%
3	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	1,080,125	$43.4m7.01%	7.01%	Added +6.4k	+6,447 0.6%
4	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	744,455	$37.6m6.08%	6.08%	Added +21.4k	+21,445 3.0%
5	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	225,585	$28.1m4.55%	4.55%	Added +10.6k	+10,574 4.9%
6	HARTFORD FDS EXCHANGE TRADED TOTAL RTRN ETF HTRB	HTRB	687,937	$23.2m3.75%	3.75%	Added +32.0k	+32,031 4.9%
7	TOAST INC CL A TOST	TOST	806,646	$22.4m3.62%	3.62%	New
8	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	831,789	$22.1m3.56%	3.56%	Added +42.9k	+42,875 5.4%
9	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	390,056	$19.7m3.18%	3.18%	Added +6.8k	+6,782 1.8%
10	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	187,077	$19.3m3.11%	3.11%	Added +7.7k	+7,676 4.3%
11	SPDR SER TR PORTFOLIO SH TSR SPTS	SPTS	660,143	$19.2m3.09%	3.09%	Added +32.0k	+32,027 5.1%
12	BRIGHT HORIZONS FAM SOL IN D COM BFAM	BFAM	257,890	$18.3m2.95%	2.95%	Added +7.5k	+7,500 3.0%
13	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	306,263	$15.8m2.56%	2.56%	Reduced -1.9k	-1,904 -0.6%
14	SPDR SER TR MSCI USA STRTGIC QUS	QUS	73,642	$13.8m2.22%	2.22%	Reduced -10.8k	-10,839 -12.8%
15	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	37,081	$13.7m2.22%	2.22%	Reduced -454	-454 -1.2%
16	GOLDMAN SACHS ETF TR ACTIVEBETA INT GSIE	GSIE	275,946	$12.6m2.04%	2.04%	Reduced -10.7k	-10,688 -3.7%
17	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	166,142	$8.5m1.37%	1.37%	Added +1.8k	+1,845 1.1%
18	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	161,685	$8.2m1.33%	1.33%	Reduced -1.3k	-1,270 -0.8%
19	AMERICAN CENTY ETF TR INTL EQT ETF AVDE	AVDE	79,576	$7.1m1.15%	1.15%	Reduced -1.3k	-1,282 -1.6%
20	AMERICAN CENTY ETF TR AVANTIS MODERAT AVMA	AVMA	90,833	$6.6m1.07%	1.07%	Reduced -41	-41 -0.1%
21	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	63,612	$6.1m0.99%	0.99%	Reduced -3.4k	-3,371 -5.0%
22	WISDOMTREE TR INTL SMCAP DIV DLS	DLS	67,323	$5.6m0.91%	0.91%	Reduced -2.4k	-2,370 -3.4%
23	APPLE INC COM AAPL	AAPL	17,436	$5.0m0.81%	0.81%	Added +176	+176 1.0%
24	ISHARES TR S&P 500 GRWT ETF IVW	IVW	36,522	$5.0m0.81%	0.81%	Unchanged
25	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	86,911	$4.5m0.73%	0.73%	Reduced -4.9k	-4,891 -5.3%
26	VANGUARD INDEX FDS SMALL CP ETF VB	VB	14,204	$4.3m0.70%	0.70%	Unchanged
27	MICROSOFT CORP COM MSFT	MSFT	10,545	$3.9m0.64%	0.64%	Added +97	+97 0.9%
28	WISDOMTREE TR US MIDCAP FUND EZM	EZM	46,770	$3.5m0.57%	0.57%	Reduced -2.1k	-2,087 -4.3%
29	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	37,519	$3.1m0.50%	0.50%	Reduced -204	-204 -0.5%
30	ISHARES TR CORE S&P TTL STK ITOT	ITOT	17,809	$2.9m0.47%	0.47%	Reduced -611	-611 -3.3%
31	ISHARES TR S&P 500 VAL ETF IVE	IVE	12,001	$2.7m0.44%	0.44%	Unchanged
32	WISDOMTREE TR EMG MKTS SMCAP DGS	DGS	41,317	$2.7m0.43%	0.43%	Reduced -3.7k	-3,668 -8.2%
33	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	7,016	$2.4m0.39%	0.39%	Unchanged
34	ALPHABET INC CAP STK CL C GOOG	GOOG	6,248	$2.2m0.36%	0.36%	Reduced -593	-593 -8.7%
35	ROCKET COS INC COM CL A RKT	RKT	121,852	$1.9m0.31%	0.31%	Unchanged
36	JPMORGAN CHASE & CO COM JPM	JPM	4,980	$1.6m0.26%	0.26%	Unchanged
37	ISHARES TR CORE MSCI EAFE IEFA	IEFA	13,937	$1.3m0.22%	0.22%	Reduced -443	-443 -3.1%
38	ON HLDG AG NAMEN AKT A ONON	ONON	37,967	$1.3m0.22%	0.22%	Added +21	+21 0.1%
39	ISHARES TR EAFE SML CP ETF SCZ	SCZ	15,052	$1.2m0.20%	0.20%	Reduced -4.9k	-4,946 -24.7%
40	ISHARES TR CORE S&P SCP ETF IJR	IJR	8,007	$1.2m0.19%	0.19%	Reduced -180	-180 -2.2%
41	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	17,313	$1.0m0.17%	0.17%	Reduced -5.1k	-5,100 -22.8%
42	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	870	$640.6k0.10%	0.10%	Reduced -25	-25 -2.8%
43	NVIDIA CORPORATION COM NVDA	NVDA	2,853	$570.9k0.09%	0.09%	Added +405	+405 16.5%
44	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	13,703	$549.9k0.09%	0.09%	Reduced -10	-10 -0.1%
45	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	7,600	$541.5k0.09%	0.09%	Reduced -1.7k	-1,742 -18.6%
46	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	694	$517.9k0.08%	0.08%	Added +10	+10 1.5%
47	ISHARES TR AGGRES ALLOC ETF AOA	AOA	5,148	$502.4k0.08%	0.08%	Unchanged
48	JOHNSON & JOHNSON COM JNJ	JNJ	1,937	$491.9k0.08%	0.08%	Added +36	+36 1.9%
49	AMAZON COM INC COM AMZN	AMZN	2,008	$478.6k0.08%	0.08%	Unchanged
50	APPLIED MATLS INC COM AMAT	AMAT	659	$476.2k0.08%	0.08%	Added +62	+62 10.4%
51	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	5,196	$447.6k0.07%	0.07%	Added +1.2k	+1,230 31.0%
52	AMERICAN CENTY ETF TR AVANTIS CORE FI AVIG	AVIG	10,480	$434.0k0.07%	0.07%	Added +1.2k	+1,215 13.1%
53	GRAYSCALE BITCOIN MINI TR ET SHS NEW BTC	BTC	16,712	$433.7k0.07%	0.07%	Unchanged
54	CATERPILLAR INC COM CAT	CAT	400	$426.0k0.07%	0.07%	Added +6	+6 1.5%
55	ISHARES TR MSCI ACWI ETF ACWI	ACWI	2,704	$424.4k0.07%	0.07%	Unchanged
56	DAVIS FUNDAMENTAL ETF TR SELECT US EQTY DUSA	DUSA	7,518	$422.4k0.07%	0.07%	Reduced -193	-193 -2.5%
57	BROADCOM INC COM AVGO	AVGO	1,118	$422.1k0.07%	0.07%	Added +21	+21 1.9%
58	AMERICAN CENTY ETF TR AVANTIS ALL EQT AVGE	AVGE	4,007	$397.1k0.06%	0.06%	Added +144	+144 3.7%
59	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,056	$377.3k0.06%	0.06%	Added +79	+79 8.1%
60	INTEL CORP COM INTC	INTC	2,650	$370.0k0.06%	0.06%	New
61	EMERALD HOLDING INC COM EEX	EEX	67,966	$342.5k0.06%	0.06%	New
62	ISHARES INC CORE MSCI EMKT IEMG	IEMG	3,964	$328.4k0.05%	0.05%	Reduced -123	-123 -3.0%
63	CVS HEALTH CORP COM CVS	CVS	3,112	$321.9k0.05%	0.05%	Added +6	+6 0.2%
64	HOME DEPOT INC COM HD	HD	742	$261.6k0.04%	0.04%	Unchanged
65	CISCO SYS INC COM CSCO	CSCO	2,105	$247.2k0.04%	0.04%	New
66	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	2,910	$240.4k0.04%	0.04%	New
67	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	2,635	$231.6k0.04%	0.04%	New
68	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,037	$226.0k0.04%	0.04%	New
69	FIRST TR EXCHANGE TRADED FD RBA INDL ETF AIRR	AIRR	1,667	$222.1k0.04%	0.04%	New
70	GRAYSCALE ETHEREUM MINI TR E SHS NEW ETH	ETH	12,806	$192.5k0.03%	0.03%	Unchanged