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The Analysis of Great Point Wealth Advisors, LLC's Holdings & P&L

Currently, Great Point Wealth Advisors, LLC holds 62 types of securities in its portfolio with a total value $541.7M. In the most recent quarter, they have increased their positions in FBTC (+45.4K shares, valued at $2.7M), AVUS (+22.6K shares, valued at $2.5M), AVUV (+11.7K shares, valued at $1.3M); decreased their positions in BFAM (-15.1K shares, valued at $1.2M), DLS (-5.7K shares, valued at $465.7K), ACWI (-2.7K shares, valued at $376.8K); initiated new positions in N/A (+16.7K shares, valued at $501.2K), ETH (+12.8K shares, valued at $254.3K), AMAT (+597 shares, valued at $204.1K).

1M P&L

+10.7M+1.88%

3M P&L

+13.8M+2.44%

HY P&L

+43.2M+8.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A502.5M

93.4%

2Personal Services20.6M

3.8%

3Consumer Electronics4.4M

0.8%

Top Industries by Stock Count

1N/A44 stocks

77.2%

2Internet Retail1 stocks

1.8%

3Consumer Electronics1 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR1.1M shares2.01%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST1.2M shares0.40%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F723.0K shares0.67%2026-03-312026-04-27

DFAE DIMENSIONAL ETF TRUST1.1M shares-0.34%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR215.0K shares5.76%2026-03-312026-04-27

HTRB HARTFORD FDS EXCHANGE TRADED655.9K shares0.43%2026-03-312026-04-27

PYLD PIMCO ETF TR788.9K shares4.47%2026-03-312026-04-27

BFAM BRIGHT HORIZONS FAM SOL IN D250.4K shares-5.70%2026-03-312026-04-27

Sponsored

JAAA JANUS DETROIT STR TR383.3K shares-0.56%2026-03-312026-04-27

SPTS SPDR SERIES TRUST628.1K shares-1.76%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR179.4K shares1.59%2026-03-312026-04-27

QUS SPDR SERIES TRUST84.5K shares-0.72%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST308.2K shares-0.42%2026-03-312026-04-27

GSIE GOLDMAN SACHS ETF TR286.6K shares-2.14%2026-03-312026-04-27

VTI VANGUARD INDEX FDS37.5K shares-0.24%2026-03-312026-04-27

FBTC FIDELITY WISE ORIGIN BITCOIN164.3K shares38.16%2026-03-312026-04-27

Sponsored

JMST J P MORGAN EXCHANGE TRADED F163.0K shares0.61%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR80.9K shares-1.89%2026-03-312026-04-27

AVMA AMERICAN CENTY ETF TR90.9K shares0.01%2026-03-312026-04-27

DLS WISDOMTREE TR69.7K shares-7.58%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR67.0K shares-1.81%2026-03-312026-04-27

AAPL APPLE INC17.3K shares-0.41%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS91.8K shares-0.94%2026-03-312026-04-27

IVW ISHARES TR36.5K shares0.00%2026-03-312026-04-27

Sponsored

MSFT MICROSOFT CORP10.4K shares-0.24%2026-03-312026-04-27

VB VANGUARD INDEX FDS14.2K shares0.00%2026-03-312026-04-27

EZM WISDOMTREE TR48.9K shares-1.80%2026-03-312026-04-27

DGS WISDOMTREE TR45.0K shares-11.18%2026-03-312026-04-27

DFAS DIMENSIONAL ETF TRUST37.7K shares-1.26%2026-03-312026-04-27

ITOT ISHARES TR18.4K shares-2.67%2026-03-312026-04-27

IVE ISHARES TR12.0K shares0.00%2026-03-312026-04-27

VV VANGUARD INDEX FDS7.0K shares0.00%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC6.8K shares1.30%2026-03-312026-04-27

RKT ROCKET COS INC121.9K shares0.00%2026-03-312026-04-27

SCZ ISHARES TR20.0K shares0.00%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO5.0K shares0.38%2026-03-312026-04-27

IEFA ISHARES TR14.4K shares-3.34%2026-03-312026-04-27

ONON ON HLDG AG37.9K shares0.00%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F22.4K shares-15.64%2026-03-312026-04-27

IJR ISHARES TR8.2K shares-1.27%2026-03-312026-04-27

Sponsored

VEA VANGUARD TAX-MANAGED FDS9.3K shares-4.69%2026-03-312026-04-27

DISV DIMENSIONAL ETF TRUST13.7K shares-1.82%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR895 shares0.00%2026-03-312026-04-27

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET16.7K sharesnew addition2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-04-27

AOA ISHARES TR5.1K shares-0.04%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T684 shares0.00%2026-03-312026-04-27

NVDA NVIDIA CORPORATION2.4K shares1.03%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC2.0K shares6.02%2026-03-312026-04-27

DUSA DAVIS FUNDAMENTAL ETF TR7.7K shares9.81%2026-03-312026-04-27

AVIG AMERICAN CENTY ETF TR9.3K shares-0.01%2026-03-312026-04-27

ACWI ISHARES TR2.7K shares-50.18%2026-03-312026-04-27

AVGE AMERICAN CENTY ETF TR3.9K shares14.66%2026-03-312026-04-27

BROADCOM INC BROADCOM INC1.1K shares1.76%2026-03-312026-04-27

VUG VANGUARD INDEX FDS661 shares0.00%2026-03-312026-04-27

IEMG ISHARES INC4.1K shares-2.74%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC977 shares2.09%2026-03-312026-04-27

CAT CATERPILLAR INC394 shares-6.19%2026-03-312026-04-27

ETH GRAYSCALE ETHEREUM STAKING12.8K sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC742 shares-1.33%2026-03-312026-04-27

CVS CVS HEALTH CORP3.1K shares0.00%2026-03-312026-04-27

AMAT APPLIED MATLS INC597 sharesnew addition2026-03-312026-04-27

AVUS

AMERICAN CENTY ETF TR

2.01%

Shares1.1M

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

0.40%

Shares1.2M

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

0.67%

Shares723.0K

Event2026-03-31

Filed2026-04-27

DFAE

DIMENSIONAL ETF TRUST

-0.34%

Shares1.1M

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

5.76%

Shares215.0K

Event2026-03-31

Filed2026-04-27

HTRB

HARTFORD FDS EXCHANGE TRADED

0.43%

Shares655.9K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO ETF TR

4.47%

Shares788.9K

Event2026-03-31

Filed2026-04-27

BFAM

BRIGHT HORIZONS FAM SOL IN D

-5.70%

Shares250.4K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

-0.56%

Shares383.3K

Event2026-03-31

Filed2026-04-27

SPTS

SPDR SERIES TRUST

-1.76%

Shares628.1K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

1.59%

Shares179.4K

Event2026-03-31

Filed2026-04-27

QUS

SPDR SERIES TRUST

-0.72%

Shares84.5K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TRUST

-0.42%

Shares308.2K

Event2026-03-31

Filed2026-04-27

GSIE

GOLDMAN SACHS ETF TR

-2.14%

Shares286.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-0.24%

Shares37.5K

Event2026-03-31

Filed2026-04-27

FBTC

FIDELITY WISE ORIGIN BITCOIN

38.16%

Shares164.3K

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

0.61%

Shares163.0K

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

-1.89%

Shares80.9K

Event2026-03-31

Filed2026-04-27

AVMA

AMERICAN CENTY ETF TR

0.01%

Shares90.9K

Event2026-03-31

Filed2026-04-27

DLS

WISDOMTREE TR

-7.58%

Shares69.7K

Event2026-03-31

Filed2026-04-27

AVEM

AMERICAN CENTY ETF TR

-1.81%

Shares67.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-0.41%

Shares17.3K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

-0.94%

Shares91.8K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

0.00%

Shares36.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-0.24%

Shares10.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-27

EZM

WISDOMTREE TR

-1.80%

Shares48.9K

Event2026-03-31

Filed2026-04-27

DGS

WISDOMTREE TR

-11.18%

Shares45.0K

Event2026-03-31

Filed2026-04-27

DFAS

DIMENSIONAL ETF TRUST

-1.26%

Shares37.7K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

-2.67%

Shares18.4K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

1.30%

Shares6.8K

Event2026-03-31

Filed2026-04-27

RKT

ROCKET COS INC

0.00%

Shares121.9K

Event2026-03-31

Filed2026-04-27

SCZ

ISHARES TR

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

0.38%

Shares5.0K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-3.34%

Shares14.4K

Event2026-03-31

Filed2026-04-27

ONON

ON HLDG AG

0.00%

Shares37.9K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-15.64%

Shares22.4K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-1.27%

Shares8.2K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-4.69%

Shares9.3K

Event2026-03-31

Filed2026-04-27

DISV

DIMENSIONAL ETF TRUST

-1.82%

Shares13.7K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

0.00%

Shares895

Event2026-03-31

Filed2026-04-27

GRAYSCALE BITCOIN MINI TR ET

New

Shares16.7K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-27

AOA

ISHARES TR

-0.04%

Shares5.1K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares684

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

1.03%

Shares2.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

6.02%

Shares2.0K

Event2026-03-31

Filed2026-04-27

DUSA

DAVIS FUNDAMENTAL ETF TR

9.81%

Shares7.7K

Event2026-03-31

Filed2026-04-27

AVIG

AMERICAN CENTY ETF TR

-0.01%

Shares9.3K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES TR

-50.18%

Shares2.7K

Event2026-03-31

Filed2026-04-27

AVGE

AMERICAN CENTY ETF TR

14.66%

Shares3.9K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

1.76%

Shares1.1K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

0.00%

Shares661

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

-2.74%

Shares4.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

2.09%

Shares977

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-6.19%

Shares394

Event2026-03-31

Filed2026-04-27

ETH

GRAYSCALE ETHEREUM STAKING

New

Shares12.8K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-1.33%

Shares742

Event2026-03-31

Filed2026-04-27

CVS

CVS HEALTH CORP

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

New

Shares597

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available