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CIK: 0001760304
Total reported value
$619.2M
$619.2M
56 檔
37.3%
In Q1 2025, Great Point Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $619.2M, distributed across 56 disclosed stock positions.
In Q1 2025, Great Point Wealth Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 22.73% | +0.96% | +0.03% | |
| 2 | DFAI | Dimensional International Co | ETF-Other | 8.91% | -0.33% | -0.29% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 6.78% | -0.68% | +5.22% | |
| 4 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 6.08% | +0.30% | +0.77% | |
| 5 | BFAM | Bright Horizons Family Solut | Stock-Consumer Disc | 5.54% | -0.85% | — | |
| 6 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-Other | 3.90% | -0.34% | +27.79% | |
| 7 | UCON | First Trust Smith Unconstrai | ETF-Other | 3.75% | — | +26.55% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.72% | +0.17% | +3.13% | |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.65% | -0.38% | +2.98% | |
| 10 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 3.29% | -0.46% | -0.86% | |
| 11 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 3.26% | -0.29% | -0.51% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 3.16% | -0.20% | -1.31% | |
| 13 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.66% | -0.01% | -0.82% | |
| 14 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.45% | -0.24% | -1.33% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.30% | — | -3.11% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.72% | -0.20% | +0.06% | |
| 17 | AVDE | Avantis International Equity | ETF-Other | 1.24% | -0.12% | -0.87% | |
| 18 | AVMA | Avantis Mod Alloc ETF | ETF-Other | 1.14% | -0.06% | +0.01% | |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.13% | -0.14% | -1.18% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.00% | -0.07% | -0.73% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.91% | -0.01% | -0.24% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.89% | — | -6.36% | |
| 23 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.87% | -0.07% | -0.45% | |
| 24 | DGS | Wisdomtree Em Small Cap | ETF-Small Cap | 0.79% | -0.07% | -1.94% | |
| 25 | EZM | Wisdomtree US Midcap Fund | ETF-Other | 0.77% | -0.04% | -1.95% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.73% | +0.05% | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.01% | — | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | -0.01% | -1.26% | |
| 29 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.51% | — | -0.37% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.49% | -0.03% | — | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | -0.05% | -2.64% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-Other | 0.40% | — | — | |
| 33 | ✓ | On Holding AG | Stock-Other | 0.36% | -0.02% | — | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.33% | — | -26.95% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | — | -7.19% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | -0.01% | -2.53% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.02% | -5.51% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.27% | -0.09% | -6.53% | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.19% | — | -20.37% | |
| 40 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | — | -5.66% | |
| 41 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.14% | -0.26% | -50.11% | |
| 42 | DISV | Dimensional International Sm | ETF-Other | 0.13% | -0.01% | -0.36% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.13% | -0.02% | -4.55% | |
| 44 | RDFN | Redfin CORP | Stock-Other | 0.12% | — | — | |
| 45 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.11% | — | -0.10% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.08% | — | -5.80% | |
| 47 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.08% | — | — | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.08% | — | -0.30% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.07% | +0.04% | NEW | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | -0.01% | — |
According to official SEC Form 13F filings, Great Point Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $619.2M across 56 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AVUS, DFAI, JPST) accounted for 37.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
AVUS
市值: $105.0M
During Q1 2025, Great Point Wealth Advisors, LLC's top holdings by market value included AVUS (22.7%)、DFAI (8.9%)、JPST (6.8%). The largest single position, AVUS, represented 22.7% of total portfolio value.
In Q1 2025, Great Point Wealth Advisors, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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