Great Point Wealth Advisors, LLC Top Holdings and 13F Report (2026) About Great Point Wealth Advisors, LLCInvestment ActivityGreat Point Wealth Advisors, LLC has $619.16 million in total holdings as of June 30, 2026.Great Point Wealth Advisors, LLC owns shares of 70 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 6.37% of the portfolio was purchased this quarter.About 0.87% of the portfolio was sold this quarter.This quarter, Great Point Wealth Advisors, LLC has purchased 62 new stocks and bought additional shares in 26 stocks.Great Point Wealth Advisors, LLC sold shares of 24 stocks and completely divested from 0 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $151,473,654Dimensional International Core Equity Market ETF $52,585,573Dimensional Emerging Core Equity Market ETF $43,431,831JPMorgan Ultra-Short Income ETF $37,647,066Avantis U.S. Small Cap Value ETF $28,143,973 Largest New Holdings this Quarter 888787108 - Toast $22,440,892 Holding458140100 - Intel $369,960 Holding29103W104 - Emerald $342,549 Holding17275R102 - Cisco Systems $247,216 Holding921932505 - Vanguard S&P 500 Growth ETF $240,424 Holding Largest Purchases this Quarter Toast 806,646 shares (about $22.44M)Avantis U.S. Equity ETF 37,785 shares (about $4.84M)Dimensional International Core Equity Market ETF 48,361 shares (about $1.99M)Avantis U.S. Small Cap Value ETF 10,574 shares (about $1.32M)PIMCO Multi Sector Bond Active ETF 42,875 shares (about $1.14M) Largest Sales this Quarter SPDR MSCI USA StrategicFactors ETF 10,839 shares (about $2.03M)Goldman Sachs ActiveBeta International Equity ETF 10,688 shares (about $488.44K)iShares MSCI EAFE Small-Cap ETF 4,946 shares (about $406.91K)Avantis Emerging Markets Equity ETF 3,371 shares (about $325.27K)Vanguard FTSE Emerging Markets ETF 5,100 shares (about $304.42K) 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$151,473,654$4,839,502 â–²3.3%1,182,64924.5%ETFDFAIDimensional International Core Equity Market ETF$52,585,573$1,994,891 â–²3.9%1,274,8028.5%ETFDFAEDimensional Emerging Core Equity Market ETF$43,431,831$259,234 â–²0.6%1,080,1257.0%ETFJPSTJPMorgan Ultra-Short Income ETF$37,647,066$1,084,473 â–²3.0%744,4556.1%ETFAVUVAvantis U.S. Small Cap Value ETF$28,143,973$1,319,212 â–²4.9%225,5854.5%ETFHTRBHartford Total Return Bond ETF$23,207,567$1,080,566 â–²4.9%687,9373.7%ETFTOSTToast$22,440,892$22,440,892 â–²New Holding806,6463.6%Computer and TechnologyPYLDPIMCO Multi Sector Bond Active ETF$22,059,049$1,137,045 â–²5.4%831,7893.6%ETFJAAAJanus Henderson AAA CLO ETF$19,693,908$342,423 â–²1.8%390,0563.2%ETFAVDVAvantis International Small Cap Value ETF$19,278,286$791,012 â–²4.3%187,0773.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$19,150,750$929,103 â–²5.1%660,1433.1%ETFBFAMBright Horizons Family Solutions$18,279,243$531,600 â–²3.0%257,8903.0%Business ServicesDFAUDimensional US Core Equity Market ETF$15,830,744$98,418 â–¼-0.6%306,2632.6%ETFQUSSPDR MSCI USA StrategicFactors ETF$13,760,906$2,025,399 â–¼-12.8%73,6422.2%ETFVTIVanguard Total Stock Market ETF$13,721,503$167,999 â–¼-1.2%37,0812.2%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$12,610,736$488,442 â–¼-3.7%275,9462.0%ETFFIDELITY WISE ORIGIN BITCOIN$8,481,539$94,187 â–²1.1%166,1421.4%SHSJMSTJPMorgan Ultra-Short Municipal ETF$8,245,940$64,770 â–¼-0.8%161,6851.3%ETFAVDEAvantis International Equity ETF$7,098,179$114,354 â–¼-1.6%79,5761.1%ETFAVMAAvantis Moderate Allocation ETF$6,620,877$2,989 â–¼0.0%90,8331.1%ETFAVEMAvantis Emerging Markets Equity ETF$6,137,879$325,266 â–¼-5.0%63,6121.0%ETFDLSWisdomTree International SmallCap Dividend Fund$5,640,994$198,582 â–¼-3.4%67,3230.9%FinanceAAPLApple$5,045,200$50,927 â–²1.0%17,4360.8%Computer and TechnologyIVWiShares S&P 500 Growth ETF$5,022,8710.0%36,5220.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,500,249$253,256 â–¼-5.3%86,9110.7%ETFVBVanguard Small-Cap ETF$4,305,5160.0%14,2040.7%ETFMSFTMicrosoft$3,933,555$36,183 â–²0.9%10,5450.6%Computer and TechnologyEZMWisdomTree U.S. MidCap Fund$3,544,404$158,161 â–¼-4.3%46,7700.6%FinanceDFASDimensional U.S. Small Cap ETF$3,089,314$16,797 â–¼-0.5%37,5190.5%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,925,511$100,370 â–¼-3.3%17,8090.5%ETFIVEiShares S&P 500 Value ETF$2,724,8720.0%12,0010.4%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$2,673,616$237,356 â–¼-8.2%41,3170.4%FinanceVVVanguard Large-Cap ETF$2,412,8730.0%7,0160.4%ETFGOOGAlphabet$2,207,586$209,523 â–¼-8.7%6,2480.4%Computer and TechnologyRKTRocket Companies$1,919,1690.0%121,8520.3%FinanceJPMJPMorgan Chase & Co.$1,630,2620.0%4,9800.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,345,987$42,783 â–¼-3.1%13,9370.2%ETFONONON$1,344,791$744 â–²0.1%37,9670.2%Retail/WholesaleSCZiShares MSCI EAFE Small-Cap ETF$1,238,328$406,907 â–¼-24.7%15,0520.2%ETFIJRiShares Core S&P Small-Cap ETF$1,187,469$26,695 â–¼-2.2%8,0070.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,033,409$304,418 â–¼-22.8%17,3130.2%ETFQQQInvesco QQQ$640,566$18,407 â–¼-2.8%8700.1%FinanceNVDANVIDIA$570,871$81,038 â–²16.5%2,8530.1%Computer and TechnologyDISVDimensional International Small Cap Value ETF$549,901$401 â–¼-0.1%13,7030.1%ETFVEAVanguard FTSE Developed Markets ETF$541,464$124,109 â–¼-18.6%7,6000.1%ETFSPYSPDR S&P 500 ETF Trust$517,897$7,462 â–²1.5%6940.1%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$502,4450.0%5,1480.1%ETFJNJJohnson & Johnson$491,940$9,143 â–²1.9%1,9370.1%MedicalAMZNAmazon.com$478,6210.0%2,0080.1%Retail/WholesaleAMATApplied Materials$476,187$44,801 â–²10.4%6590.1%Computer and TechnologyVUGVanguard Growth ETF$447,583$390,645 â–²686.1%5,1960.1%ETFAVIGAvantis Core Fixed Income ETF$433,975$50,313 â–²13.1%10,4800.1%ETFGRAYSCALE BITCOIN MINI TR ET$433,6890.0%16,7120.1%SHS NEWCATCaterpillar$425,990$6,390 â–²1.5%4000.1%IndustrialsACWIiShares MSCI ACWI ETF$424,4320.0%2,7040.1%ManufacturingDUSADavis Select U.S. Equity ETF$422,370$10,843 â–¼-2.5%7,5180.1%ETFAVGOBroadcom$422,136$7,929 â–²1.9%1,1180.1%Computer and TechnologyAVGEAvantis All Equity Markets ETF$397,084$14,270 â–²3.7%4,0070.1%ETFGOOGLAlphabet$377,347$28,230 â–²8.1%1,0560.1%Computer and TechnologyINTCIntel$369,960$369,960 â–²New Holding2,6500.1%Computer and TechnologyEEXEmerald$342,549$342,549 â–²New Holding67,9660.1%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$328,377$10,189 â–¼-3.0%3,9640.1%ETFCVSCVS Health$321,936$621 â–²0.2%3,1120.1%MedicalHDHome Depot$261,6320.0%7420.0%Retail/WholesaleCSCOCisco Systems$247,216$247,216 â–²New Holding2,1050.0%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$240,424$240,424 â–²New Holding2,9100.0%ETFMGKVanguard Mega Cap Growth ETF$231,643$231,643 â–²New Holding2,6350.0%ETFVTVVanguard Value ETF$225,989$225,989 â–²New Holding1,0370.0%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$222,077$222,077 â–²New Holding1,6670.0%ManufacturingGRAYSCALE ETHEREUM STAKING$192,4680.0%12,8060.0%SHS NEWShowing largest 100 holdings. 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