StockDriftsStockDriftsTop 50 Great Point Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 24.46% | 1.18M | $151.5M | +3.30%(+37.78K) | $78.56(+67.37%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.49% | 1.27M | $52.6M | +3.94%(+48.36K) | $28.41(+52.50%) | 2026-06-30 | |
| DFAE | DIMENSIONAL ETF TRUST | 7.01% | 1.08M | $43.4M | +0.60%(+6.45K) | $24.81(+56.98%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.08% | 744.5K | $37.6M | +2.97%(+21.45K) | $50.41(+0.10%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 4.55% | 225.6K | $28.1M | +4.92%(+10.57K) | $83.31(+53.01%) | 2026-06-30 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 3.75% | 687.9K | $23.2M | +4.88%(+32.03K) | $35.43(-6.12%) | 2026-06-30 | |
| TOST | TOAST INC | 3.62% | 806.6K | $22.4M | new | $26.94(+31.81%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.56% | 831.8K | $22.1M | +5.43%(+42.88K) | $26.61(-1.68%) | 2026-06-30 | |
| JAAA | JANUS DETROIT STR TR | 3.18% | 390.1K | $19.7M | +1.77%(+6.78K) | $50.56(+0.04%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 3.11% | 187.1K | $19.3M | +4.28%(+7.68K) | $62.84(+74.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.14% | +30.00% | +3.36% | +17.95% |
| Top 20 Holdings Unweighted | +6.83% | +21.93% | +2.05% | +10.69% |
Great Point Wealth Advisors, LLC reports $619.16M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are AVUS (24.5%), DFAI (8.5%) and DFAE (7.0%). The top 20 holdings account for 87.81% of reported assets. Its disclosed equity book has returned +30.00% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Great Point Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Great Point Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1760304). View Great Point Wealth Advisors, LLC’s 13F filings on SEC