Universe · entity
Great Point Wealth Advisors, LLC
Institutional manager (13F) · CIK 1760304
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $538M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | $127M | 1,144,864 |
| 2 | DIMENSIONAL ETF TRUST | $48M | 1,226,441 |
| 3 | J P MORGAN EXCHANGE TRADED F | $37M | 723,010 |
| 4 | DIMENSIONAL ETF TRUST | $36M | 1,073,678 |
| 5 | AMERICAN CENTY ETF TR | $24M | 215,011 |
| 6 | HARTFORD FDS EXCHANGE TRADED | $22M | 655,906 |
| 7 | PIMCO ETF TR | $21M | 788,914 |
| 8 | BRIGHT HORIZONS FAM SOL IN D | $21M | 250,390 |
| 9 | JANUS DETROIT STR TR | $19M | 383,274 |
| 10 | SPDR SERIES TRUST | $18M | 628,116 |
| 11 | AMERICAN CENTY ETF TR | $18M | 179,401 |
| 12 | SPDR SERIES TRUST | $15M | 84,481 |
| 13 | DIMENSIONAL ETF TRUST | $14M | 308,167 |
| 14 | GOLDMAN SACHS ETF TR | $12M | 286,634 |
| 15 | VANGUARD INDEX FDS | $12M | 37,535 |
| 16 | FIDELITY WISE ORIGIN BITCOIN | $10M | 164,297 |
| 17 | J P MORGAN EXCHANGE TRADED F | $8M | 162,955 |
| 18 | AMERICAN CENTY ETF TR | $7M | 80,858 |
| 19 | AMERICAN CENTY ETF TR | $6M | 90,874 |
| 20 | WISDOMTREE TR | $6M | 69,693 |
| 21 | AMERICAN CENTY ETF TR | $5M | 66,983 |
| 22 | APPLE INC | $4M | 17,260 |
| 23 | SPDR INDEX SHS FDS | $4M | 91,802 |
| 24 | ISHARES TR | $4M | 36,522 |
| 25 | MICROSOFT CORP | $4M | 10,448 |
| 26 | VANGUARD INDEX FDS | $4M | 14,204 |
| 27 | WISDOMTREE TR | $3M | 48,857 |
| 28 | WISDOMTREE TR | $3M | 44,985 |
| 29 | DIMENSIONAL ETF TRUST | $3M | 37,723 |
| 30 | ISHARES TR | $3M | 18,420 |
| 31 | ISHARES TR | $3M | 12,001 |
| 32 | VANGUARD INDEX FDS | $2M | 7,016 |
| 33 | ALPHABET INC | $2M | 6,841 |
| 34 | ROCKET COS INC | $2M | 121,852 |
| 35 | ISHARES TR | $2M | 19,998 |
| 36 | JPMORGAN CHASE & CO | $1M | 4,980 |
| 37 | ISHARES TR | $1M | 14,380 |
| 38 | ON HLDG AG | $1M | 37,946 |
| 39 | VANGUARD INTL EQUITY INDEX F | $1M | 22,413 |
| 40 | ISHARES TR | $1M | 8,187 |
| 41 | VANGUARD TAX-MANAGED FDS | $599k | 9,342 |
| 42 | DIMENSIONAL ETF TRUST | $541k | 13,713 |
| 43 | INVESCO QQQ TR | $517k | 895 |
| 44 | GRAYSCALE BITCOIN MINI TR ET | $501k | 16,712 |
| 45 | JOHNSON & JOHNSON | $465k | 1,901 |
| 46 | ISHARES TR | $456k | 5,148 |
| 47 | STATE STR SPDR S&P 500 ETF T | $445k | 684 |
| 48 | NVIDIA CORPORATION | $427k | 2,448 |
| 49 | AMAZON COM INC | $418k | 2,008 |
| 50 | DAVIS FUNDAMENTAL ETF TR | $391k | 7,711 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.