Great Point Wealth Advisors, LLC - Portfolio overview

Great Point Wealth Advisors, LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 23.42%
2. DFAI - DIMENSIONAL ETF TRUST, 8.79%
3. JPST - J P MORGAN EXCHANGE TRADED F, 6.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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