Great Point Wealth Advisors, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing, submitted on October 15, 2026, reports the firm's equity securities holdings as of the specified date.
The report lists 68 total holdings. The portfolio is heavily weighted toward exchange-traded funds (ETFs), with significant positions in American Century ETF Trust funds, including the International Equity ETF, the International Small Cap Value ETF, and the US Equity ETF. Dimensional ETF Trust also holds a substantial portion of the portfolio, with positions in Emerging Markets Currency Equity Management, International Core Equity Market, and US Core Equity Market funds.
Among individual stocks, Great Point Wealth Advisors holds shares of Apple Inc., Broadcom Inc., Microsoft Corporation, and Toast Inc. The firm also disclosed positions in Rocket Cos. Inc., Bright Horizons Family Solutions Inc., and Johnson & Johnson.
The filing indicates that the firm holds no positions in any other companies or investment companies not listed in the information table.
