Great Point Wealth Advisors, LLC: 13F holdings
CIK 17603042026Q2
| Positions | 70 |
|---|---|
| Reported value | $619.2m |
| Filed | 2026-07-23 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVUS AMERICAN CENTY ETF TR | 1,182,649 | $151.5m | 24.5% |
| DFAI DIMENSIONAL ETF TRUST | 1,274,802 | $52.6m | 8.5% |
| DFAE DIMENSIONAL ETF TRUST | 1,080,125 | $43.4m | 7.0% |
| JPST J P MORGAN EXCHANGE TRADED F | 744,455 | $37.6m | 6.1% |
| AVUV AMERICAN CENTY ETF TR | 225,585 | $28.1m | 4.5% |
| HTRB HARTFORD FDS EXCHANGE TRADED | 687,937 | $23.2m | 3.7% |
| TOST TOAST INC | 806,646 | $22.4m | 3.6% |
| PYLD PIMCO ETF TR | 831,789 | $22.1m | 3.6% |
| JAAA JANUS DETROIT STR TR | 390,056 | $19.7m | 3.2% |
| AVDV AMERICAN CENTY ETF TR | 187,077 | $19.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1760304")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.