Great Point Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Great Point Wealth Advisors, LLCInvestment ActivityGreat Point Wealth Advisors, LLC has $457.41 million in total holdings as of December 31, 2024.Great Point Wealth Advisors, LLC owns shares of 57 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 3.36% of the portfolio was purchased this quarter.About 2.04% of the portfolio was sold this quarter.This quarter, Great Point Wealth Advisors, LLC has purchased 54 new stocks and bought additional shares in 17 stocks.Great Point Wealth Advisors, LLC sold shares of 29 stocks and completely divested from 4 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $110,167,628Dimensional International Core Equity Market ETF $38,599,533JPMorgan Ultra-Short Income ETF $29,631,186Dimensional Emerging Core Equity Market ETF $27,335,444Bright Horizons Family Solutions $22,339,933 Largest New Holdings this Quarter NVIDIA $365,135 HoldingVanguard Value ETF $330,978 HoldingBroadcom $280,135 HoldingiShares Core MSCI Emerging Markets ETF $267,992 HoldingAvantis All Equity Markets ETF $244,242 Holding Largest Purchases this Quarter Avantis U.S. Equity ETF 48,213 shares (about $4.67M)Dimensional International Core Equity Market ETF 98,495 shares (about $2.88M)Dimensional Emerging Core Equity Market ETF 51,971 shares (about $1.32M)Hartford Total Return Bond ETF 32,811 shares (about $1.09M)Avantis U.S. Small Cap Value ETF 7,893 shares (about $761.91K) Largest Sales this Quarter ON 32,441 shares (about $1.78M)SPDR Portfolio Short Term Treasury ETF 51,808 shares (about $1.50M)SPDR MSCI USA StrategicFactors ETF 5,187 shares (about $803.21K)United Rentals 999 shares (about $703.89K)Goldman Sachs ActiveBeta International Equity ETF 19,230 shares (about $641.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreat Point Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$110,167,628$4,673,286 ▲4.4%1,136,56924.1%ETFDFAIDimensional International Core Equity Market ETF$38,599,533$2,876,054 ▲8.1%1,321,9028.4%ETFJPSTJPMorgan Ultra-Short Income ETF$29,631,186$494,331 ▲1.7%588,2716.5%ETFDFAEDimensional Emerging Core Equity Market ETF$27,335,444$1,318,504 ▲5.1%1,077,4716.0%ETFBFAMBright Horizons Family Solutions$22,339,9330.0%201,5334.9%Business ServicesAVUVAvantis U.S. Small Cap Value ETF$18,456,382$761,913 ▲4.3%191,1984.0%ETFJAAAJanus Henderson AAA CLO ETF$16,373,327$498,377 ▲3.1%322,8823.6%ETFQUSSPDR MSCI USA StrategicFactors ETF$15,147,093$803,206 ▼-5.0%97,8183.3%ETFSPTSSPDR Portfolio Short Term Treasury ETF$15,035,415$1,502,950 ▼-9.1%518,2843.3%ETFHTRBHartford Total Return Bond ETF$13,894,712$1,093,591 ▲8.5%416,8833.0%ETFAVDVAvantis International Small Cap Value ETF$13,815,350$633,813 ▲4.8%212,2833.0%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$13,622,759$750,642 ▲5.8%552,6473.0%ETFDFAUDimensional US Core Equity Market ETF$13,051,425$84,584 ▼-0.6%322,3372.9%ETFVTIVanguard Total Stock Market ETF$11,577,150$515,577 ▼-4.3%39,9472.5%ETFGSIEGoldman Sachs ActiveBeta International Equity ETF$10,729,298$641,127 ▼-5.6%321,8152.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$7,940,924$166,481 ▼-2.1%156,5951.7%ETFAVDEAvantis International Equity ETF$5,350,359$310,164 ▼-5.5%87,1821.2%ETFAVMAAvantis Moderate Allocation ETF$5,281,049$2,268 ▲0.0%90,8301.2%ETFMSFTMicrosoft$5,250,009$18,967 ▼-0.4%12,4561.1%Computer and TechnologyDLSWisdomTree International SmallCap Dividend Fund$5,027,122$53,319 ▼-1.0%79,8591.1%FinanceAAPLApple$4,958,050$210,603 ▲4.4%19,7991.1%Computer and TechnologyAVEMAvantis Emerging Markets Equity ETF$4,106,717$176,076 ▼-4.1%69,8540.9%ETFSPEMSPDR Portfolio Emerging Markets ETF$3,940,592$42,476 ▼-1.1%102,7000.9%ETFEZMWisdomTree U.S. MidCap Fund$3,819,135$415,757 ▼-9.8%61,0960.8%FinanceDGSWisdomTree Emerging Markets SmallCap Dividend Fund$3,787,389$361,128 ▼-8.7%77,4200.8%FinanceIVWiShares S&P 500 Growth ETF$3,705,0330.0%36,4920.8%ETFVBVanguard Small-Cap ETF$3,419,329$9,371 ▲0.3%14,2310.7%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$2,577,116$60,836 ▼-2.3%20,0370.6%ETFDFASDimensional U.S. Small Cap ETF$2,553,577$68,528 ▼-2.6%39,2380.6%ETFGOOGAlphabet$2,515,812$136,921 ▼-5.2%13,2110.6%Computer and TechnologyIVEiShares S&P 500 Value ETF$2,289,733$30,349 ▲1.3%11,9960.5%ETFVWOVanguard FTSE Emerging Markets ETF$2,261,281$119,789 ▼-5.0%51,3460.5%ETFONONON$2,078,302$1,776,793 ▼-46.1%37,9460.5%Retail/WholesaleVVVanguard Large-Cap ETF$1,917,567$213,063 ▼-10.0%7,1100.4%ETFIJRiShares Core S&P Small-Cap ETF$1,717,290$57,842 ▼-3.3%14,9040.4%ETFJPMJPMorgan Chase & Co.$1,393,114$29,243 ▲2.1%5,8120.3%FinanceIEFAiShares Core MSCI EAFE ETF$1,314,166$5,060 ▼-0.4%18,6990.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$1,308,352$130,117 ▼-9.0%50,4770.3%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,299,693$12,029 ▼-0.9%21,3940.3%ETFURIUnited Rentals$1,231,637$703,893 ▼-36.4%1,7480.3%ConstructionAMZNAmazon.com$813,718$51,776 ▲6.8%3,7090.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$590,123$22,427 ▼-3.7%12,3410.1%ETFDISVDimensional International Small Cap Value ETF$567,883$452 ▼-0.1%21,3730.1%ETFAOAiShares Core Aggressive Allocation ETF$528,915$2,605 ▼-0.5%6,9040.1%ETFRDFNRedfin$472,200$142 ▼0.0%60,0000.1%FinanceHDHome Depot$435,732$25,288 ▲6.2%1,1200.1%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$392,674$2,930 ▼-0.7%6700.1%FinanceAVIGAvantis Core Fixed Income ETF$375,9090.0%9,2660.1%ETFNVDANVIDIA$365,135$365,135 ▲New Holding2,7190.1%Computer and TechnologyVTVVanguard Value ETF$330,978$330,978 ▲New Holding1,9550.1%ETFAVGOBroadcom$280,135$280,135 ▲New Holding1,2080.1%Computer and TechnologyJNJJohnson & Johnson$273,476$3,182 ▲1.2%1,8910.1%MedicalIEMGiShares Core MSCI Emerging Markets ETF$267,992$267,992 ▲New Holding5,1320.1%ETFAVGEAvantis All Equity Markets ETF$244,242$244,242 ▲New Holding3,3750.1%ETFVUGVanguard Growth ETF$231,4880.0%5640.1%ETFMETAMeta Platforms$210,784$210,784 ▲New Holding3600.0%Computer and TechnologyCSCOCisco Systems$210,207$210,207 ▲New Holding3,5510.0%Computer and TechnologyFBNDFidelity Total Bond ETF$0$288,590 ▼-100.0%00.0%ETFEEMiShares MSCI Emerging Markets ETF$0$226,976 ▼-100.0%00.0%FinanceCVSCVS Health$0$208,836 ▼-100.0%00.0%Retail/WholesaleCOSTCostco Wholesale$0$206,548 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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