Great Point Wealth Advisors, LLC Portfolio Holdings
Great Point Wealth Advisors, LLC
- $498 Million
- Q4 2025
Great Point Wealth Advisors, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $498 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $122M, Dimensional ETF Tr with a value of $45.3M, Jp Morgan ETF Tr Ultra Short I with a value of $36.4M, Dimensional ETF Tr with a value of $35M, and Bright Horizons Family Solutions Inc. with a value of $26.4M.
Examining the 13F form we can see an increase of $657K in the current position value, from $497M to 498M.
Great Point Wealth Advisors, LLC is based out at Boston, MA
Below you can find more details about Great Point Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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