account_balance

Investment manager · 13F filer · SEC CIK 1760304

Great Point Wealth Advisors, LLC

Reported value$630Mas of Sep 30, 2026
Positions68 3 new, 5 sold out
Top 10 weight68.7%AVUS alone is 25%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
AVUS American Centy ETF Tr 24.9% Added +4%
DFAI Dimensional ETF Trust 8.6% Added +3%
DFAE Dimensional ETF Trust 6.9% Added +2%
JPST J P Morgan Exchange Traded F 6.3% Added +5%
AVUV American Centy ETF Tr 4.4% Added +4%
HTRB Hartford FDS Exchange Traded 3.7% Added +6%
AVDV American Centy ETF Tr 3.6% Added +12%
PYLD Pimco ETF Tr 3.6% Added +6%
TOST Toast, Inc. 3.4% Trimmed −7%
JAAA Janus Detroit STR Tr 3.3% Added +5%
SPTS SPDR Series Trust 3.1% Added +5%
BFAM Bright Horizons Family Solutions Inc. 2.6% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 23, 2026 filing
add_circleNew
arrow_upwardAdded
  • AVDV +12%
  • PYLD +6%
  • HTRB +6%
  • JPST +5%
arrow_downwardTrimmed
  • DLS −55%
  • EZM −12%
  • TOST −7%
  • VV −6%
remove_circleSold out
  • BTC $434K
  • EEX $343K
  • CSCO $247K
  • AIRR $222K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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