Great Point Wealth Advisors, LLC

CIK

1760304

Location

BOSTON, MA

Portfolio Value

Small $592,696,327

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,388 / 8,827 ▲ 26 · as of Jun 2026

Top Industry

Software - Infrastructure 45.5%

Period ended 37 days ago

Filed Oct 15, 2026 · 22d

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 87.3% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Long horizon

Value-weighted holding period 18.8 quarters (12+), a floor since 20.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 91.5%; sector active share 77.2% against the combined 13F book's sector weights.

Over time 25 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

68 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

38.4%

+2.9 pts

Top 5

73.9%

+3.3 pts

Top 10

89.7%

+2.4 pts

HHI

2,021

Moderately concentrated+246

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	90.0%	$533,187,802	49
Technology	5.8%	$34,379,854	7
Consumer Cyclical	3.1%	$18,277,391	4
Financial Services	0.5%	$3,050,049	2
Communication Services	0.4%	$2,659,789	3
Healthcare	0.1%	$821,991	2
Industrials	0.1%	$319,451	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

18 positions

Ticker	Company	Δ Shares	Shares	Value
PYLD		+48,894	880,683	$22,360,541
AVUS	Avantis U.S. Equity ETF	+42,017	1,224,666	$156,867,467
HTRB	Hartford Total Return Bond ETF	+39,905	727,842	$23,327,336
JPST	JPMorgan Ultra-Short Income ETF	+37,821	782,276	$39,403,242
DFAI	Dimensional International Core Equity Market ETF	+34,184	1,308,986	$54,231,289
—		+31,290	691,433	$0
DFAE	Dimensional Emerging Core Equity Market ETF	+23,061	1,103,186	$43,366,241
AVDV	Avantis International Small Cap Value ETF	+22,201	209,278	$22,890,827
JAAA	Janus Henderson AAA CLO ETF	+18,719	408,775	$20,630,874
AVUV	Avantis U.S. Small Cap Value ETF	+8,565	234,150	$27,575,845
FBTC	Fidelity Wise Origin Bitcoin Fund	+8,424	174,566	$12,680,474
JNJ	Johnson & Johnson	+148	2,085	$551,982
AVIG	Avantis Core Fixed Income ETF	+83	10,563	$416,076
AVGE	Avantis All Equity Markets ETF	+77	4,084	$401,620
INTC	Intel Corp	+58	2,708	$325,582
CVS	CVS HEALTH Corp	+39	3,151	$270,009
HD	Home Depot, Inc.	+20	762	$216,781
AMZN	Amazon Com Inc	+16	2,024	$504,279
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
TOST	Toast, Inc.	−60,000	746,646	$21,645,267
DLS	WisdomTree International SmallCap Dividend Fund	−37,111	30,212	$2,634,184
EZM	WisdomTree U.S. MidCap Fund	−5,739	41,031	$2,939,460
AVEM	Avantis Emerging Markets Equity ETF	−2,167	61,445	$5,777,058
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	−2,027	273,919	$12,556,446
—		−1,423	72,219	$0
AVDE	Avantis International Equity ETF	−1,345	78,231	$7,049,395
DFAU	Dimensional US Core Equity Market ETF	−1,149	305,114	$15,975,769
—		−1,072	40,245	$0
ACWI	iShares MSCI ACWI ETF	−1,028	1,676	$266,098
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−906	16,407	$973,099
DISV	Dimensional International Small Cap Value ETF	−800	12,903	$558,570
JMST	JPMorgan Ultra-Short Municipal Income ETF	−748	160,937	$8,136,974
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−707	36,374	$13,612,605
DFAS	Dimensional U.S. Small Cap ETF	−442	37,077	$2,870,501
VV	VANGUARD LARGE-CAP INDEX FUND	−412	6,604	$2,323,617
NVDA	Nvidia Corp	−391	2,462	$562,271
AAPL	Apple Inc.	−209	17,227	$5,736,935
IJR	iShares Core S&P Small-Cap ETF	−154	7,853	$1,068,322
IEFA	iShares Core MSCI EAFE ETF	−150	13,787	$1,335,684
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	−125	86,786	$4,492,043
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−113	17,696	$2,942,490
IEMG	iShares Trust	−111	3,853	$0
VEA	Vanguard FTSE Developed Markets ETF	−100	7,500	$529,575
GOOGL	Alphabet Inc.	−79	977	$336,166
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
FETH	Fidelity Ethereum Fund	12,276	$326,173
META	Meta Platforms, Inc.	299	$216,828
FSOL	Fidelity Solana Fund	10,619	$146,648
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
BTC	Grayscale Bitcoin Mini Trust ETF	16,712	$433,676
—		67,966	$342,549
CSCO	Cisco Systems, Inc.	2,105	$247,253
AIRR	First Trust Exchange-Traded Fund VI	1,667	$222,127
ETH	Grayscale Ethereum Staking Mini ETF	12,806	$192,474
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

68 tracked positions · $592,696,327 total · filing declares 68 positions · $629,600,598 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Showing 1–50 of 68 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AVUS	Avantis U.S. Equity ETF	Added	1,224,666	+42,017	$156,867,467	+3.6%	26.47%
DFAI	Dimensional International Core Equity Market ETF	Added	1,308,986	+34,184	$54,231,289	+3.1%	9.15%
DFAE	Dimensional Emerging Core Equity Market ETF	Added	1,103,186	+23,061	$43,366,241	−0.2%	7.32%
JPST	JPMorgan Ultra-Short Income ETF	Added	782,276	+37,821	$39,403,242	+4.7%	6.65%
AVUV	Avantis U.S. Small Cap Value ETF	Added	234,150	+8,565	$27,575,845	−2.0%	4.65%
HTRB	Hartford Total Return Bond ETF	Added	727,842	+39,905	$23,327,336	+0.5%	3.94%
AVDV	Avantis International Small Cap Value ETF	Added	209,278	+22,201	$22,890,827	+18.7%	3.86%
PYLD		Added	880,683	+48,894	$22,360,541	+1.4%	3.77%
TOST	Toast, Inc. Technology	Reduced	746,646	-60,000	$21,645,267	−3.5%	3.65%
JAAA	Janus Henderson AAA CLO ETF	Added	408,775	+18,719	$20,630,874	+4.8%	3.48%
BFAM	Bright Horizons Family Solutions Inc. Consumer Cyclical	Held	257,890	0	$16,432,750	−10.1%	2.77%
DFAU	Dimensional US Core Equity Market ETF	Reduced	305,114	-1,149	$15,975,769	+0.9%	2.70%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	36,374	-707	$13,612,605	−0.8%	2.30%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	174,566	+8,424	$12,680,474	+49.5%	2.14%
GSIE	Goldman Sachs ActiveBeta(R) International Equity ETF	Reduced	273,919	-2,027	$12,556,446	−0.4%	2.12%
JMST	JPMorgan Ultra-Short Municipal Income ETF	Reduced	160,937	-748	$8,136,974	−1.3%	1.37%
AVDE	Avantis International Equity ETF	Reduced	78,231	-1,345	$7,049,395	−0.7%	1.19%
AVMA	Avantis Moderate Allocation ETF	Reduced	90,777	-56	$6,510,535	−1.7%	1.10%
AVEM	Avantis Emerging Markets Equity ETF	Reduced	61,445	-2,167	$5,777,058	−5.9%	0.97%
AAPL	Apple Inc. Technology	Reduced	17,227	-209	$5,736,935	+13.7%	0.97%
MSFT	Microsoft Corp Technology	Reduced	10,533	-12	$5,402,375	+37.3%	0.91%
IVW	iShares S&P 500 Growth ETF	Held	36,522	0	$5,195,619	+3.4%	0.88%
SPEM	State Street(R) SPDR(R) Portfolio Emerging Markets ETF	Reduced	86,786	-125	$4,492,043	−0.2%	0.76%
VB	Vanguard Index Funds	Held	14,204	0	$4,040,895	−6.1%	0.68%
ITOT	iShares Core S&P Total U.S. Stock Market ETF	Reduced	17,696	-113	$2,942,490	+0.6%	0.50%
EZM	WisdomTree U.S. MidCap Fund	Reduced	41,031	-5,739	$2,939,460	−17.1%	0.50%
DFAS	Dimensional U.S. Small Cap ETF	Reduced	37,077	-442	$2,870,501	−7.1%	0.48%
IVE	iShares S&P 500 Value ETF	Held	12,001	0	$2,739,588	+0.5%	0.46%
DLS	WisdomTree International SmallCap Dividend Fund	Reduced	30,212	-37,111	$2,634,184	−53.3%	0.44%
VV	VANGUARD LARGE-CAP INDEX FUND	Reduced	6,604	-412	$2,323,617	−3.7%	0.39%
GOOG	Alphabet Inc. Communication Services	Reduced	6,183	-65	$2,106,795	−4.6%	0.36%
JPM	Jpmorgan Chase & Co Financial Services	Held	4,980	0	$1,647,533	+1.1%	0.28%
RKT	Rocket Companies, Inc. Financial Services	Held	121,852	0	$1,402,516	−26.9%	0.24%
IEFA	iShares Core MSCI EAFE ETF	Reduced	13,787	-150	$1,335,684	−0.8%	0.23%
SCZ	iShares MSCI EAFE Small-Cap ETF	Held	15,052	0	$1,270,689	+2.6%	0.21%
ONON	On Holding AG Consumer Cyclical	Reduced	37,946	-21	$1,123,581	−16.4%	0.19%
IJR	iShares Core S&P Small-Cap ETF	Reduced	7,853	-154	$1,068,322	−10.0%	0.18%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	16,407	-906	$973,099	−5.8%	0.16%
QQQ	Invesco Qqq Trust, Series 1	Reduced	863	-7	$638,421	−0.4%	0.11%
NVDA	Nvidia Corp Technology	Reduced	2,462	-391	$562,271	−1.5%	0.09%
DISV	Dimensional International Small Cap Value ETF	Reduced	12,903	-800	$558,570	+1.6%	0.09%
JNJ	Johnson & Johnson Healthcare	Added	2,085	+148	$551,982	+12.2%	0.09%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	7,500	-100	$529,575	−2.2%	0.09%
SPY	Spdr S&P 500 ETF Trust	Held	694	0	$529,265	+2.1%	0.09%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,024	+16	$504,279	+5.4%	0.09%
VUG	VANGUARD GROWTH INDEX FUND	Held	5,196	0	$468,211	+4.6%	0.08%
AVIG	Avantis Core Fixed Income ETF	Added	10,563	+83	$416,076	−4.1%	0.07%
DUSA	Davis Select U.S. Equity ETF	Held	7,518	0	$411,084	−2.7%	0.07%
AVGE	Avantis All Equity Markets ETF	Added	4,084	+77	$401,620	+1.1%	0.07%
AVGO	Broadcom Inc. Technology	Reduced	1,097	-21	$385,255	−8.8%	0.07%

Showing the top 50 of 68 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.