Great Point Wealth Advisors, LLC
CIK: 0001760304SEC EDGAR →
Portfolio Value
$547.9M
Holdings
64
As of
Q4 2025
New Positions
64
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 1,122,278 | $125.4M | 22.90% |
| 2 | DIMENSIONAL ETF TRUST | 1,221,532 | $46.6M | 8.50% |
| 3 | J P MORGAN EXCHANGE TRADED F | 718,205 | $36.3M | 6.63% |
| 4 | DIMENSIONAL ETF TRUST | 1,077,320 | $35.1M | 6.40% |
| 5 | BRIGHT HORIZONS FAM SOL IN D | 265,520 | $26.9M | 4.91% |
| 6 | HARTFORD FDS EXCHANGE TRADED | 653,106 | $22.3M | 4.07% |
| 7 | AMERICAN CENTY ETF TR | 203,303 | $20.7M | 3.78% |
| 8 | PIMCO ETF TR | 755,160 | $20.1M | 3.68% |
| 9 | JANUS DETROIT STR TR | 385,414 | $19.5M | 3.56% |
| 10 | SPDR SERIES TRUST | 639,350 | $18.7M | 3.42% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (64)
$125.4M · 1.1M shares
$46.6M · 1.2M shares
$36.3M · 718K shares
$35.1M · 1.1M shares
$26.9M · 266K shares
$22.3M · 653K shares
$20.7M · 203K shares
$20.1M · 755K shares
$19.5M · 385K shares
$18.7M · 639K shares
$16.6M · 177K shares
$14.8M · 85K shares
$14.5M · 309K shares
$12.6M · 38K shares
$12.6M · 293K shares
$9.1M · 119K shares
$8.3M · 162K shares
$6.8M · 82K shares
$6.1M · 75K shares
$6.0M · 91K shares
$5.3M · 68K shares
$5.1M · 10K shares
$4.7M · 17K shares
$4.5M · 37K shares
$4.3M · 93K shares
$3.7M · 14K shares
$3.3M · 50K shares
$2.9M · 51K shares
$2.8M · 57K shares
$2.8M · 19K shares
$2.7M · 38K shares
$2.5M · 12K shares
$2.4M · 122K shares
$2.2M · 7K shares
$2.1M · 7K shares
$1.8M · 38K shares
$1.6M · 5K shares
$1.6M · 20K shares
$1.4M · 27K shares
$1.3M · 15K shares
$996K · 8K shares
$767K · 5K shares
$612K · 10K shares
$549K · 895 shares
$530K · 14K shares
$473K · 585 shares
$466K · 684 shares
$461K · 5K shares
$451K · 2K shares
$437K · 2K shares
$393K · 2K shares
$388K · 9K shares
$373K · 1K shares
$359K · 7K shares
$322K · 661 shares
$299K · 957 shares
$289K · 3K shares
$282K · 4K shares
$258K · 752 shares
$246K · 3K shares
$240K · 420 shares
$217K · 527 shares
$215K · 485 shares
$209K · 418 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 47 | $502.0M | 91.6% |
| Consumer Cyclical | 4 | $29.4M | 5.4% |
| Technology | 4 | $10.6M | 1.9% |
| Communication Services | 2 | $2.4M | 0.4% |
| Unknown | 3 | $2.1M | 0.4% |
| Industrials | 2 | $713K | 0.1% |
| Healthcare | 2 | $639K | 0.1% |