Latest Great Point Wealth Advisors, LLC Stock Portfolio
About Great Point Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Great Point Wealth Advisors, LLC reported an equity portfolio of $532.2 Millions as of 30 Sep, 2025.
The top stock holdings of Great Point Wealth Advisors, LLC are AEMB, DFAC, BBAX. The fund has invested 23% of it's portfolio in AMERICAN CENTY ETF TR and 8.6% of portfolio in DIMENSIONAL ETF TRUST.
Great Point Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), DIMENSIONAL ETF TRUST (DFAC) and J P MORGAN EXCHANGE TRADED F (BBAX).
The top stock holdings of Great Point Wealth Advisors, LLC are AEMB, DFAC, BBAX. The fund has invested 23% of it's portfolio in AMERICAN CENTY ETF TR and 8.6% of portfolio in DIMENSIONAL ETF TRUST.
Great Point Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB), DIMENSIONAL ETF TRUST (DFAC) and J P MORGAN EXCHANGE TRADED F (BBAX).
Great Point Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 122,327,000 |
| dimensional etf trust | 45,928,500 |
| j p morgan exchange traded f | 34,876,400 |
| dimensional etf trust | 34,610,700 |
| bright horizons fam sol in d | 28,827,500 |
| hartford fds exchange traded | 20,842,200 |
| american centy etf tr | 20,149,900 |
| janus detroit str tr | 19,109,000 |
New stocks bought by Great Point Wealth Advisors, LLC
Additions
Reductions
Sold off
Sector Distribution
| Sector | % |
|---|---|
| Others | 91.1 |
| Consumer Cyclical | 5.6 |
| Technology | 2.1 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 91.1 |
| MID-CAP | 5.6 |
| MEGA-CAP | 3.1 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 96.7 |
| S&P 500 | 3.3 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Great Point Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Great Point Wealth Advisors, LLC
Last Reported on: 28 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.83 | 17,318 | 4,409,800 | new | |||
| AAXJ | ishares tr | 0.29 | 19,998 | 1,534,260 | new | |||
| AEMB | american centy etf tr | 22.99 | 1,125,370 | 122,327,000 | new | |||
| AEMB | american centy etf tr | 3.79 | 202,450 | 20,149,900 | new | |||
| AEMB | american centy etf tr | 3.22 | 192,318 | 17,122,100 | new | |||
| AEMB | american centy etf tr | 1.22 | 82,380 | 6,499,780 | new | |||
| AEMB | american centy etf tr | 1.11 | 90,861 | 5,912,120 | new | |||
| AEMB | american centy etf tr | 0.98 | 69,267 | 5,202,640 | new | |||
| AEMB | american centy etf tr | 0.07 | 9,266 | 389,906 | new | |||
| AEMB | american centy etf tr | 0.05 | 3,427 | 285,838 | new | |||
| AGZD | wisdomtree tr | 1.13 | 75,767 | 6,024,230 | new | |||
| AGZD | wisdomtree tr | 0.72 | 57,782 | 3,808,380 | new | |||
| AGZD | wisdomtree tr | 0.57 | 53,436 | 3,051,200 | new | |||
| AMD | advanced micro devices inc | 0.05 | 1,528 | 247,215 | new | |||
| AMZN | amazon com inc | 0.15 | 3,584 | 786,939 | new | |||
| AOA | ishares tr | 0.09 | 5,517 | 486,268 | new | |||
| AVGO | broadcom inc | 0.07 | 1,145 | 377,849 | new | |||
| BBAX | j p morgan exchange traded f | 6.55 | 687,491 | 34,876,400 | new | |||
| BBAX | j p morgan exchange traded f | 1.33 | 138,940 | 7,091,470 | new | |||
| BFAM | bright horizons fam sol in d | 5.42 | 265,520 | 28,827,500 | new | |||