Great Point Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Great Point Wealth Advisors, LLCInvestment ActivityGreat Point Wealth Advisors, LLC has $541.68 million in total holdings as of March 31, 2026.Great Point Wealth Advisors, LLC owns shares of 62 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 1.72% of the portfolio was purchased this quarter.About 1.52% of the portfolio was sold this quarter.This quarter, Great Point Wealth Advisors, LLC has purchased 64 new stocks and bought additional shares in 18 stocks.Great Point Wealth Advisors, LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $127,285,953Dimensional International Core Equity Market ETF $47,782,123JPMorgan Ultra-Short Income ETF $36,591,514Dimensional Emerging Core Equity Market ETF $36,354,733Avantis U.S. Small Cap Value ETF $23,752,275 Largest New Holdings this Quarter 389930207 - GRAYSCALE BITCOIN MINI TR ET $501,207 Holding38964R203 - GRAYSCALE ETHEREUM STAKING $254,319 Holding038222105 - Applied Materials $204,050 Holding Largest Purchases this Quarter FIDELITY WISE ORIGIN BITCOIN 45,376 shares (about $2.68M)Avantis U.S. Equity ETF 22,586 shares (about $2.51M)Avantis U.S. Small Cap Value ETF 11,708 shares (about $1.29M)PIMCO Multi Sector Bond Active ETF 33,754 shares (about $884.36K)GRAYSCALE BITCOIN MINI TR ET 16,712 shares (about $501.21K) Largest Sales this Quarter Bright Horizons Family Solutions 15,130 shares (about $1.24M)WisdomTree International SmallCap Dividend Fund 5,714 shares (about $465.69K)iShares MSCI ACWI ETF 2,723 shares (about $376.77K)WisdomTree Emerging Markets SmallCap Dividend Fund 5,662 shares (about $340.28K)SPDR Portfolio Short Term Treasury ETF 11,234 shares (about $327.81K) 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$127,285,953$2,511,111 ▲2.0%1,144,86423.5%ETFDFAIDimensional International Core Equity Market ETF$47,782,123$191,255 ▲0.4%1,226,4418.8%ETFJPSTJPMorgan Ultra-Short Income ETF$36,591,514$243,181 ▲0.7%723,0106.8%ETFDFAEDimensional Emerging Core Equity Market ETF$36,354,733$123,318 ▼-0.3%1,073,6786.7%ETFAVUVAvantis U.S. Small Cap Value ETF$23,752,275$1,293,383 ▲5.8%215,0114.4%ETFHTRBHartford Total Return Bond ETF$22,130,276$94,472 ▲0.4%655,9064.1%ETFPYLDPIMCO Multi Sector Bond Active ETF$20,669,555$884,355 ▲4.5%788,9143.8%ETFBFAMBright Horizons Family Solutions$20,564,531$1,242,627 ▼-5.7%250,3903.8%Business ServicesJAAAJanus Henderson AAA CLO ETF$19,305,523$107,792 ▼-0.6%383,2743.6%ETFSPTSSPDR Portfolio Short Term Treasury ETF$18,328,424$327,808 ▼-1.8%628,1163.4%ETFAVDVAvantis International Small Cap Value ETF$17,915,016$280,407 ▲1.6%179,4013.3%ETFQUSSPDR MSCI USA StrategicFactors ETF$14,500,396$105,388 ▼-0.7%84,4812.7%ETFDFAUDimensional US Core Equity Market ETF$13,904,504$58,791 ▼-0.4%308,1672.6%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$12,362,505$269,950 ▼-2.1%286,6342.3%ETFVTIVanguard Total Stock Market ETF$12,041,568$28,552 ▼-0.2%37,5352.2%ETFFIDELITY WISE ORIGIN BITCOIN$9,698,430$2,678,539 ▲38.2%164,2971.8%SHSJMSTJPMorgan Ultra-Short Municipal ETF$8,307,469$50,215 ▲0.6%162,9551.5%ETFAVDEAvantis International Equity ETF$6,859,993$131,926 ▼-1.9%80,8581.3%ETFAVMAAvantis Moderate Allocation ETF$6,108,367$471 ▲0.0%90,8741.1%ETFDLSWisdomTree International SmallCap Dividend Fund$5,679,958$465,689 ▼-7.6%69,6931.0%FinanceAVEMAvantis Emerging Markets Equity ETF$5,397,455$99,516 ▼-1.8%66,9831.0%ETFAAPLApple$4,380,480$18,019 ▼-0.4%17,2600.8%Computer and TechnologySPEMSPDR Portfolio Emerging Markets ETF$4,306,450$40,906 ▼-0.9%91,8020.8%ETFIVWiShares S&P 500 Growth ETF$4,131,0030.0%36,5220.8%ETFMSFTMicrosoft$3,867,494$9,254 ▼-0.2%10,4480.7%Computer and TechnologyVBVanguard Small-Cap ETF$3,720,3120.0%14,2040.7%ETFEZMWisdomTree U.S. MidCap Fund$3,284,178$60,162 ▼-1.8%48,8570.6%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,703,578$340,284 ▼-11.2%44,9850.5%FinanceDFASDimensional U.S. Small Cap ETF$2,683,255$34,285 ▼-1.3%37,7230.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,623,619$72,071 ▼-2.7%18,4200.5%ETFIVEiShares S&P 500 Value ETF$2,533,9410.0%12,0010.5%ETFVVVanguard Large-Cap ETF$2,096,7320.0%7,0160.4%ETFGOOGAlphabet$1,962,393$25,243 ▲1.3%6,8410.4%Computer and TechnologyRKTRocket Companies$1,736,3910.0%121,8520.3%FinanceSCZiShares MSCI EAFE Small-Cap ETF$1,568,0530.0%19,9980.3%ETFJPMJPMorgan Chase & Co.$1,465,059$5,590 ▲0.4%4,9800.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,301,844$44,994 ▼-3.3%14,3800.2%ETFONONON$1,290,9230.0%37,9460.2%Retail/WholesaleVWOVanguard FTSE Emerging Markets ETF$1,211,409$224,629 ▼-15.6%22,4130.2%ETFIJRiShares Core S&P Small-Cap ETF$1,017,747$13,053 ▼-1.3%8,1870.2%ETFVEAVanguard FTSE Developed Markets ETF$598,603$29,475 ▼-4.7%9,3420.1%ETFDISVDimensional International Small Cap Value ETF$540,841$10,018 ▼-1.8%13,7130.1%ETFQQQInvesco QQQ$516,5760.0%8950.1%FinanceGRAYSCALE BITCOIN MINI TR ET$501,207$501,207 ▲New Holding16,7120.1%SHS NEWJNJJohnson & Johnson$464,6800.0%1,9010.1%MedicalAOAiShares Core 80/20 Aggressive Allocation ETF$455,547$177 ▼0.0%5,1480.1%ETFSPYSPDR S&P 500 ETF Trust$444,5180.0%6840.1%FinanceNVDANVIDIA$426,943$4,360 ▲1.0%2,4480.1%Computer and TechnologyAMZNAmazon.com$418,236$23,744 ▲6.0%2,0080.1%Retail/WholesaleDUSADavis Select U.S. Equity ETF$391,264$34,961 ▲9.8%7,7110.1%ETFAVIGAvantis Core Fixed Income ETF$384,865$42 ▼0.0%9,2650.1%ETFACWIiShares MSCI ACWI ETF$374,139$376,768 ▼-50.2%2,7040.1%ManufacturingAVGEAvantis All Equity Markets ETF$340,013$43,481 ▲14.7%3,8630.1%ETFAVGOBroadcom$339,378$5,878 ▲1.8%1,0970.1%Computer and TechnologyVUGVanguard Growth ETF$288,7180.0%6610.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$285,067$8,021 ▼-2.7%4,0870.1%ETFGOOGLAlphabet$280,917$5,751 ▲2.1%9770.1%Computer and TechnologyCATCaterpillar$278,918$18,406 ▼-6.2%3940.1%IndustrialsGRAYSCALE ETHEREUM STAKING$254,319$254,319 ▲New Holding12,8060.0%SHS NEWHDHome Depot$243,983$3,288 ▼-1.3%7420.0%Retail/WholesaleCVSCVS Health$223,0730.0%3,1060.0%MedicalAMATApplied Materials$204,050$204,050 ▲New Holding5970.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$0$2,832,067 ▼-100.0%00.0%SHS BEN INTURIUnited Rentals$0$473,209 ▼-100.0%00.0%ConstructionMGKVanguard Mega Cap Growth ETF$0$217,530 ▼-100.0%00.0%ETFVOOGVanguard S&P 500 Growth ETF$0$215,626 ▼-100.0%00.0%ETFBRK.BBerkshire Hathaway$0$210,108 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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