Institutional Fund
Great Point Wealth Advisors, LLC
Boston, MACIK 17603044 filings on record
Portfolio Value
$541.68M
Q1 2026
Holdings
62
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-1.1%
from $547.88M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- American Centy ETF Tr23.5%
- Dimensional ETF Trust8.8%
- J P Morgan Exchange Traded F6.8%
- Dimensional ETF Trust6.7%
- American Centy ETF Tr4.4%
- Hartford Fds Exchange Traded4.1%
- Other45.7%
Portfolio Holdings
62 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | American Centy ETF Tr | 1.14M | $127.29M | 23.5% | +22.6K | Added |
| 2 | Dimensional ETF Trust | 1.23M | $47.78M | 8.8% | +4.9K | Added |
| 3 | J P Morgan Exchange Traded F | 723.0K | $36.59M | 6.8% | +4.8K | Added |
| 4 | Dimensional ETF Trust | 1.07M | $36.35M | 6.7% | −3.6K | Reduced |
| 5 | American Centy ETF Tr | 215.0K | $23.75M | 4.4% | +11.7K | Added |
| 6 | Hartford Fds Exchange Traded | 655.9K | $22.13M | 4.1% | +2.8K | Added |
| 7 | Pimco ETF Tr | 788.9K | $20.67M | 3.8% | +33.8K | Added |
| 8 | Bright Horizons Fam Sol In D | 250.4K | $20.56M | 3.8% | −15.1K | Reduced |
| 9 | Janus Detroit Str Tr | 383.3K | $19.31M | 3.6% | −2.1K | Reduced |
| 10 | Spdr Series Trust | 628.1K | $18.33M | 3.4% | −11.2K | Reduced |
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