StockDriftsStockDriftsTop 50 Great Point Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 23.5% | 1.14M | $127.3M | +2.01%(+22.59K) | $77.25(+61.91%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 8.82% | 1.23M | $47.8M | +0.40%(+4.91K) | $27.97(+48.87%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 6.76% | 723.0K | $36.6M | +0.67%(+4.80K) | $50.40(+0.23%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 6.71% | 1.07M | $36.4M | -0.34%(-3.64K) | $24.74(+60.68%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 4.38% | 215.0K | $23.8M | +5.76%(+11.71K) | $81.68(+44.24%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 4.09% | 655.9K | $22.1M | +0.43%(+2.80K) | $35.51(-5.08%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.82% | 788.9K | $20.7M | +4.47%(+33.75K) | $26.63(-1.09%) | 2026-03-31 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 3.8% | 250.4K | $20.6M | -5.70%(-15.13K) | $122.95(-44.19%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 3.56% | 383.3K | $19.3M | -0.56%(-2.14K) | $50.56(+0.14%) | 2026-03-31 | |
| SPTS | SPDR SERIES TRUST | 3.38% | 628.1K | $18.3M | -1.76%(-11.23K) | $29.14(-0.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.36% | +27.25% |
| Top 20 Holdings Unweighted | +7.00% | +22.50% |
Sign up free to track Great Point Wealth Advisors, LLC, compare funds side by side, and get alerts the moment positions change.