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 $619.2M across 70 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AVUS ($151.5M, 24.46%), DFAI ($52.6M, 8.49%), DFAE ($43.4M, 7.01%), JPST ($37.6M, 6.08%), AVUV ($28.1M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AVUS | AMERICAN CENTY ETF TR | $151.5M | 24.46% | 1.2M | Added |
| 2 | DFAI | DIMENSIONAL ETF TRUST | $52.6M | 8.49% | 1.3M | Added |
| 3 | DFAE | DIMENSIONAL ETF TRUST | $43.4M | 7.01% | 1.1M | Added |
| 4 | JPST | J P MORGAN EXCHANGE TRADED F | $37.6M | 6.08% | 744,455 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $28.1M | 4.55% | 225,585 | Added |
| 6 | HTRB | HARTFORD FDS EXCHANGE TRADED | $23.2M | 3.75% | 687,937 | Added |
| 7 | TOST | TOAST INC | $22.4M | 3.62% | 806,646 | New |
| 8 | PYLD | PIMCO ETF TR | $22.1M | 3.56% | 831,789 | Added |
| 9 | JAAA | JANUS DETROIT STR TR | $19.7M | 3.18% | 390,056 | Added |
| 10 | AVDV | AMERICAN CENTY ETF TR | $19.3M | 3.11% | 187,077 | Added |
| 11 | SPTS | SPDR SERIES TRUST | $19.2M | 3.09% | 660,143 | Added |
| 12 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $18.3M | 2.95% | 257,890 | Added |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $15.8M | 2.56% | 306,263 | Trimmed |
| 14 | VTI | VANGUARD INDEX FDS | $13.7M | 2.22% | 37,081 | Trimmed |
| 15 | QUS | SPDR SERIES TRUST | $13.8M | 2.22% | 73,642 | Trimmed |
| 16 | GSIE | GOLDMAN SACHS ETF TR | $12.6M | 2.04% | 275,946 | Trimmed |
| 17 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $8.5M | 1.37% | 166,142 | Added |
| 18 | JMST | J P MORGAN EXCHANGE TRADED F | $8.2M | 1.33% | 161,685 | Trimmed |
| 19 | AVDE | AMERICAN CENTY ETF TR | $7.1M | 1.15% | 79,576 | Trimmed |
| 20 | AVMA | AMERICAN CENTY ETF TR | $6.6M | 1.07% | 90,833 | Trimmed |
| 21 | AVEM | AMERICAN CENTY ETF TR | $6.1M | 0.99% | 63,612 | Trimmed |
| 22 | DLS | WISDOMTREE TR | $5.6M | 0.91% | 67,323 | Trimmed |
| 23 | IVW | ISHARES TR | $5.0M | 0.81% | 36,522 | Hold |
| 24 | AAPL | APPLE INC | $5.0M | 0.81% | 17,436 | Added |
| 25 | SPEM | SPDR INDEX SHS FDS | $4.5M | 0.73% | 86,911 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30