Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Great Point Wealth Advisors, LLC (CIK 1760304) reported $541.7M across 62 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AVUS ($127.3M, 23.50%), DFAI ($47.8M, 8.82%), JPST ($36.6M, 6.76%), DFAE ($36.4M, 6.71%), AVUV ($23.8M, 4.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $127.3M | 23.50% | 1.1M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $47.8M | 8.82% | 1.2M | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $36.6M | 6.76% | 723,010 | Added |
| 4 | DFAE | DIMENSIONAL ETF TRUST | $36.4M | 6.71% | 1.1M | Trimmed |
| 5 | AVUV | AMERICAN CENTY ETF TR | $23.8M | 4.38% | 215,011 | Added |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | $22.1M | 4.09% | 655,906 | Added |
| 7 | PYLD | PIMCO ETF TR | $20.7M | 3.82% | 788,914 | Added |
| 8 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $20.6M | 3.80% | 250,390 | Trimmed |
| 9 | JAAA | JANUS DETROIT STR TR | $19.3M | 3.56% | 383,274 | Trimmed |
| 10 | SPTS | SPDR SERIES TRUST | $18.3M | 3.38% | 628,116 | Trimmed |
| 11 | AVDV | AMERICAN CENTY ETF TR | $17.9M | 3.31% | 179,401 | Added |
| 12 | QUS | SPDR SERIES TRUST | $14.5M | 2.68% | 84,481 | Trimmed |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $13.9M | 2.57% | 308,167 | Trimmed |
| 14 | GSIE | GOLDMAN SACHS ETF TR | $12.4M | 2.28% | 286,634 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $12.0M | 2.22% | 37,535 | Trimmed |
| 16 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $9.7M | 1.79% | 164,297 | Added |
| 17 | JMST | J P MORGAN EXCHANGE TRADED F | $8.3M | 1.53% | 162,955 | Added |
| 18 | AVDE | AMERICAN CENTY ETF TR | $6.9M | 1.27% | 80,858 | Trimmed |
| 19 | AVMA | AMERICAN CENTY ETF TR | $6.1M | 1.13% | 90,874 | Added |
| 20 | DLS | WISDOMTREE TR | $5.7M | 1.05% | 69,693 | Trimmed |
| 21 | AVEM | AMERICAN CENTY ETF TR | $5.4M | 1.00% | 66,983 | Trimmed |
| 22 | AAPL | APPLE INC | $4.4M | 0.81% | 17,260 | Trimmed |
| 23 | SPEM | SPDR INDEX SHS FDS | $4.3M | 0.80% | 91,802 | Trimmed |
| 24 | IVW | ISHARES TR | $4.1M | 0.76% | 36,522 | Hold |
| 25 | MSFT | MICROSOFT CORP | $3.9M | 0.71% | 10,448 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31