Great Point Wealth Advisors, LLC
Top Portfolio Positions
20 positions ·
$47,600,672 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
250,390 | $20,564,530 | 43.20% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
164,297 | $9,698,451 | 20.37% | |
| AAPL |
Apple Inc.
Technology
|
17,260 | $4,380,415 | 9.20% | |
| MSFT |
Microsoft Corp
Technology
|
10,448 | $3,867,536 | 8.12% | |
| RKT |
Rocket Companies, Inc.
Financial Services
|
121,852 | $1,736,391 | 3.65% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
4,980 | $1,464,916 | 3.08% | |
| ONON |
On Holding AG
Consumer Cyclical
|
37,946 | $1,290,922 | 2.71% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
895 | $516,576 | 1.09% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
16,712 | $501,192 | 1.05% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,901 | $464,680 | 0.98% |
Portfolio Trend
24 quarters · across all stocks
Holdings in FBTC
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,698,451 | 164,297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,065,347 | 118,921 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $9,099,378 | 91,167 | Shares | Sole | 2025-10-28 | |
| No 13F history on record for this holder in this stock. | ||||||