Great Point Wealth Advisors, LLC
CIK 1760304
13F filing for Q2 2026・No. 3,441
- Holdings
- US$619.16M
- Quarter change
- +US$77.48M
- Entries
- 70
- Net bought (estimate)
- +US$33.65M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 8
- Sold out 0
- Cut 25
- Added 25
- Corporate actions 0
- Unchanged 12
Largest holdings
70 stocks worth US$619.16M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 1,182,649 | US$151.47M | 24.46% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 1,274,802 | US$52.59M | 8.49% |
| DIMENSIONAL ETF TRUSTEMGR CRE EQT MNG | Added | 1,080,125 | US$43.43M | 7.01% |
| JPSTJ P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | Added | 744,455 | US$37.65M | 6.08% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 225,585 | US$28.14M | 4.55% |
| HARTFORD FDS EXCHANGE TRADEDTOTAL RTRN ETF | Added | 687,937 | US$23.21M | 3.75% |
| TOSTTOAST INCCL A | New | 806,646 | US$22.44M | 3.62% |
| PIMCO ETF TRMULTISECTOR BD | Added | 831,789 | US$22.06M | 3.56% |
| JANUS DETROIT STR TRHENDRSON AAA CL | Added | 390,056 | US$19.69M | 3.18% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 187,077 | US$19.28M | 3.11% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 23, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.