§ 13F · FUND PROFILE
Great Point Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $532M (13F)Positions · 64Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$960K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | 1.14M | $127M | 23.5% | +2% |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 1.23M | $48M | 8.8% | ±0% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 723K | $37M | 6.8% | +1% |
| 4 | DFAE | DIMENSIONAL ETF TRUST | 1.07M | $36M | 6.7% | ±0% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 215K | $24M | 4.4% | +6% |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | 656K | $22M | 4.1% | ±0% |
| 7 | PYLD | PIMCO ETF TR | 789K | $21M | 3.8% | +4% |
| 8 | BFAM | BRIGHT HORIZONS FAM SOL IN D | 250K | $21M | 3.8% | −6% |
| 9 | JAAA | JANUS DETROIT STR TR | 383K | $19M | 3.6% | −1% |
| 10 | SPTS | SPDR SERIES TRUST | 628K | $18M | 3.4% | −2% |
§ 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 $532 million in assets. The fund runs a portfolio of 64 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed