Great Point Wealth Advisors, LLC

CIK

1760304

Location

BOSTON, MA

Portfolio Value

Micro $47,600,672

Diversification

Moderately concentrated

Filing Date

Global Rank

#6,890 / 8,603 ▼ 152 · as of Mar 2026

Top Industry

Personal Services 56.8%

3Y Alpha vs SPY

-18.3%

Period ended 3 months ago

Filed Apr 27, 2026 · 2mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.0%

SPY

+76.0%

Annualised alpha

-18.4%

Max drawdown

−35.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

20 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

43.2%

−2.6 pts

Top 5

84.6%

+1.8 pts

Top 10

93.5%

−0.8 pts

HHI

2,470

Moderately concentrated−70

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Cyclical	47.3%	$22,517,694	4
Unclassified	24.0%	$11,415,378	5
Technology	19.4%	$9,218,462	5
Financial Services	6.7%	$3,201,307	2
Healthcare	1.4%	$687,752	2
Communication Services	0.6%	$280,946	1
Industrials	0.6%	$279,133	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

6 positions

Ticker	Company	Δ Shares	Shares	Value
FBTC	Fidelity Wise Origin Bitcoin Fund	+45,376	164,297	$9,698,451
AMZN	Amazon Com Inc	+114	2,008	$418,206
NVDA	Nvidia Corp	+25	2,448	$426,931
GOOGL	Alphabet Inc.	+20	977	$280,946
AVGO	Broadcom Inc.	+19	1,097	$339,532
JPM	Jpmorgan Chase & Co	+19	4,980	$1,464,916
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
BFAM	Bright Horizons Family Solutions Inc.	−15,130	250,390	$20,564,530
AAPL	Apple Inc.	−71	17,260	$4,380,415
CAT	Caterpillar Inc	−26	394	$279,133
MSFT	Microsoft Corp	−25	10,448	$3,867,536
HD	Home Depot, Inc.	−10	742	$244,036
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	16,712	$501,192
ETH	Grayscale Ethereum Staking Mini ETF	12,806	$254,327
AMAT	Applied Materials Inc /De	597	$204,048
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	57,041	$2,832,085
URI	United Rentals, Inc.	585	$473,452
BRK-B	Berkshire Hathaway Inc	418	$210,107
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

20 positions · $47,600,672 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BFAM	Bright Horizons Family Solutions Inc. Consumer Cyclical	Reduced	250,390	-15,130	$20,564,530	−23.6%	43.20%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	164,297	+45,376	$9,698,451	+7.0%	20.37%
AAPL	Apple Inc. Technology	Reduced	17,260	-71	$4,380,415	−7.0%	9.20%
MSFT	Microsoft Corp Technology	Reduced	10,448	-25	$3,867,536	−23.6%	8.12%
RKT	Rocket Companies, Inc. Financial Services	Held	121,852	0	$1,736,391	−26.4%	3.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	4,980	+19	$1,464,916	−8.4%	3.08%
ONON	On Holding AG Consumer Cyclical	Held	37,946	0	$1,290,922	−26.8%	2.71%
QQQ	Invesco Qqq Trust, Series 1	Held	895	0	$516,576	−6.0%	1.09%
BTC	Grayscale Bitcoin Mini Trust ETF	NEW	16,712	NEW	$501,192	NEW	1.05%
JNJ	Johnson & Johnson Healthcare	Held	1,901	0	$464,680	+18.1%	0.98%
SPY	Spdr S&P 500 ETF Trust	Held	684	0	$444,832	−4.6%	0.93%
NVDA	Nvidia Corp Technology	Added	2,448	+25	$426,931	−5.5%	0.90%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,008	+114	$418,206	−4.3%	0.88%
AVGO	Broadcom Inc. Technology	Added	1,097	+19	$339,532	−9.0%	0.71%
GOOGL	Alphabet Inc. Communication Services	Added	977	+20	$280,946	−6.2%	0.59%
CAT	Caterpillar Inc Industrials	Reduced	394	-26	$279,133	+16.0%	0.59%
ETH	Grayscale Ethereum Staking Mini ETF	NEW	12,806	NEW	$254,327	NEW	0.53%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	742	-10	$244,036	−5.7%	0.51%
CVS	CVS HEALTH Corp Healthcare	Held	3,106	0	$223,072	−9.5%	0.47%
AMAT	Applied Materials Inc /De Technology	NEW	597	NEW	$204,048	NEW	0.43%