Great Point Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Great Point Wealth Advisors, LLCInvestment ActivityGreat Point Wealth Advisors, LLC has $462.15 million in total holdings as of March 31, 2025.Great Point Wealth Advisors, LLC owns shares of 56 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 2.29% of the portfolio was purchased this quarter.About 0.91% of the portfolio was sold this quarter.This quarter, Great Point Wealth Advisors, LLC has purchased 57 new stocks and bought additional shares in 10 stocks.Great Point Wealth Advisors, LLC sold shares of 34 stocks and completely divested from 2 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $105,031,071Dimensional International Core Equity Market ETF $41,164,728JPMorgan Ultra-Short Income ETF $31,340,208Dimensional Emerging Core Equity Market ETF $28,109,796Bright Horizons Family Solutions $25,602,752 Largest New Holdings this Quarter 126650100 - CVS Health $210,432 Holding Largest Purchases this Quarter Hartford Total Return Bond ETF 115,848 shares (about $3.92M)First Trust TCW Unconstrained Plus Bond ETF 146,753 shares (about $3.63M)JPMorgan Ultra-Short Income ETF 30,734 shares (about $1.56M)Avantis U.S. Small Cap Value ETF 5,976 shares (about $520.93K)Janus Henderson AAA CLO ETF 9,633 shares (about $488.49K) Largest Sales this Quarter PIMCO Multi Sector Bond Active ETF 25,296 shares (about $666.55K)Alphabet 3,561 shares (about $556.31K)Vanguard Total Stock Market ETF 1,241 shares (about $341.08K)Apple 1,260 shares (about $279.89K)United Rentals 356 shares (about $223.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Point Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$105,031,071$34,827 ▲0.0%1,136,94622.7%ETFDFAIDimensional International Core Equity Market ETF$41,164,728$118,268 ▼-0.3%1,318,1158.9%ETFJPSTJPMorgan Ultra-Short Income ETF$31,340,208$1,556,062 ▲5.2%619,0056.8%ETFDFAEDimensional Emerging Core Equity Market ETF$28,109,796$214,084 ▲0.8%1,085,7406.1%ETFBFAMBright Horizons Family Solutions$25,602,7520.0%201,5335.5%Business ServicesHTRBHartford Total Return Bond ETF$18,038,284$3,922,616 ▲27.8%532,7313.9%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$17,310,155$3,632,138 ▲26.6%699,4003.7%ETFAVUVAvantis U.S. Small Cap Value ETF$17,187,624$520,927 ▲3.1%197,1743.7%ETFJAAAJanus Henderson AAA CLO ETF$16,861,857$488,490 ▲3.0%332,5153.6%ETFQUSSPDR MSCI USA StrategicFactors ETF$15,194,899$132,247 ▼-0.9%96,9743.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$15,076,896$77,720 ▼-0.5%515,6263.3%ETFAVDVAvantis International Small Cap Value ETF$14,611,059$193,528 ▼-1.3%209,5083.2%ETFDFAUDimensional US Core Equity Market ETF$12,288,768$101,866 ▼-0.8%319,6872.7%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$11,320,125$152,582 ▼-1.3%317,5352.4%ETFVTIVanguard Total Stock Market ETF$10,637,972$341,077 ▼-3.1%38,7062.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$7,967,542$4,678 ▲0.1%156,6871.7%ETFAVDEAvantis International Equity ETF$5,727,318$50,233 ▼-0.9%86,4241.2%ETFAVMAAvantis Moderate Allocation ETF$5,270,628$696 ▲0.0%90,8421.1%ETFDLSWisdomTree International SmallCap Dividend Fund$5,208,503$62,372 ▼-1.2%78,9141.1%FinanceMSFTMicrosoft$4,641,524$34,159 ▼-0.7%12,3651.0%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$4,192,886$10,229 ▼-0.2%69,6840.9%ETFAAPLApple$4,118,092$279,885 ▼-6.4%18,5390.9%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$4,025,260$18,031 ▼-0.4%102,2420.9%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$3,667,610$72,562 ▼-1.9%75,9180.8%FinanceEZMWisdomTree U.S. MidCap Fund$3,570,313$70,983 ▼-1.9%59,9050.8%FinanceIVWiShares S&P 500 Growth ETF$3,387,5520.0%36,4920.7%ETFVBVanguard Small-Cap ETF$3,155,6360.0%14,2310.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,413,805$30,868 ▼-1.3%19,7840.5%ETFDFASDimensional U.S. Small Cap ETF$2,335,837$8,604 ▼-0.4%39,0940.5%ETFIVEiShares S&P 500 Value ETF$2,286,1340.0%11,9960.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,262,588$61,327 ▼-2.6%49,9910.5%ETFVVVanguard Large-Cap ETF$1,827,4830.0%7,1100.4%ETFONONON$1,666,5880.0%37,9460.4%Retail/WholesaleGOOGAlphabet$1,507,551$556,310 ▼-27.0%9,6500.3%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,446,459$112,103 ▼-7.2%13,8320.3%ETFJPMJPMorgan Chase & Co.$1,389,542$36,057 ▼-2.5%5,6650.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,336,660$77,920 ▼-5.5%17,6690.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,270,481$88,688 ▼-6.5%19,9980.3%ETFURIUnited Rentals$872,499$223,139 ▼-20.4%1,3920.2%ConstructionAMZNAmazon.com$665,720$39,955 ▼-5.7%3,4990.1%Retail/WholesalePYLDPIMCO Multi Sector Bond Active ETF$663,523$666,553 ▼-50.1%25,1810.1%ETFDISVDimensional International Small Cap Value ETF$620,142$2,242 ▼-0.4%21,2960.1%ETFVEAVanguard FTSE Developed Markets ETF$598,701$28,565 ▼-4.6%11,7790.1%ETFRDFNRedfin$552,6000.0%60,0000.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$527,621$536 ▼-0.1%6,8970.1%ETFHDHome Depot$386,707$23,826 ▼-5.8%1,0550.1%Retail/WholesaleAVIGAvantis Core Fixed Income ETF$383,5080.0%9,2660.1%ETFSPYSPDR S&P 500 ETF Trust$373,673$1,119 ▼-0.3%6680.1%FinanceVTVVanguard Value ETF$337,7040.0%1,9550.1%ETFJNJJohnson & Johnson$313,6030.0%1,8910.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$268,392$8,581 ▼-3.1%4,9730.1%ETFNVDANVIDIA$259,236$35,439 ▼-12.0%2,3920.1%Computer and TechnologyAVGEAvantis All Equity Markets ETF$252,860$12,600 ▲5.2%3,5520.1%ETFCVSCVS Health$210,432$210,432 ▲New Holding3,1060.0%MedicalVUGVanguard Growth ETF$209,1420.0%5640.0%ETFCSCOCisco Systems$203,384$15,735 ▼-7.2%3,2960.0%Computer and TechnologyAVGOBroadcom$0$280,135 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$210,784 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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