§ 13F · FUND PROFILE
Great Point Wealth Advisors, LLC.
AUM · $619M (13F)Positions · 70Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 1.18M | $151M | 24.5% | +3% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.27M | $53M | 8.5% | +4% |
| 3 | DFAE | DIMENSIONAL ETF TRUST | 1.08M | $43M | 7.0% | +1% |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | 744K | $38M | 6.1% | +3% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 226K | $28M | 4.5% | +5% |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | 688K | $23M | 3.7% | +5% |
| 7 | TOST | TOAST INC | 807K | $22M | 3.6% | NEW |
| 8 | PYLD | PIMCO ETF TR | 832K | $22M | 3.6% | +5% |
| 9 | JAAA | JANUS DETROIT STR TR | 390K | $20M | 3.2% | +2% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 187K | $19M | 3.1% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREAT SIGNAL
AC read
Great Point Wealth Advisors, LLC is a Other fund managing $619 million in assets. The fund runs a portfolio of 70 positions.
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