Great Point Wealth Advisors, LLC ETF holdings
Boston, MA
Reported $557.6M in 50 ETFs in its Form 13F for June 30, 2026.
ETF value
$557.6M
ETFs held
50
Change from prior quarter
+10.7%
With price moves
ETFs as a share of its 13F
90.1%
of $619.2M
Top 10 of 50 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| AVUS | Avantis US Equity ETF | $151.5M | 1,182,649 | +37,785 shares |
| DFAI | Dimensional International Core Equity Market ETF | $52.6M | 1,274,802 | +48,361 shares |
| DFAE | Dimensional Emerging Core Equity Market ETF | $43.4M | 1,080,125 | +6,447 shares |
| JPST | JPMorgan Ultra-Short Income ETF | $37.6M | 744,455 | +21,445 shares |
| AVUV | Avantis US Small Cap Value ETF | $28.1M | 225,585 | +10,574 shares |
| HTRB | Hartford Total Return Bond ETF | $23.2M | 687,937 | +32,031 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $22.1M | 831,789 | +42,875 shares |
| JAAA | Janus Henderson AAA CLO ETF | $19.7M | 390,056 | +6,782 shares |
| AVDV | Avantis International Small Cap Value ETF | $19.3M | 187,077 | +7,676 shares |
| SPTS | State Street SPDR Portfolio Short Term Treasury Index ETF | $19.2M | 660,143 | +32,027 shares |
40 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001760304. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Great Point Wealth Advisors, LLC own?
Great Point Wealth Advisors, LLC reported 50 ETF positions worth $557.6M in its Form 13F for June 30, 2026. The largest was AVUS, at $151.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.