Great Point Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$468M
Signature - Title
Peter Disch - Founder & Managing Member
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Great Point Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Great Point Wealth Advisors, LLC reported 61 stock holdings with total value $468M as of Q3 2024. Top holdings included AVUS, DFAI, JPST, DFAE, and BFAM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 61 $468M +$6.27M -$4.14M +$2.13M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 10/18/2024, 12:46 PM
Q2 2024 54 $437M +$12.2M -$5.39M +$6.79M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 7/29/2024, 11:24 AM
Q1 2024 55 $429M +$132M -$111M +$21.2M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 5/9/2024, 12:53 PM
Q4 2023 61 $385M +$32.1M -$10.9M +$21.2M AVUS, GSIE, VTI, SHY, UCON 13F-HR 1/22/2024, 03:06 PM
Q3 2023 62 $333M +$15.3M -$4.07M +$11.3M AVUS, VTI, GSIE, SHY, BFAM 13F-HR 10/13/2023, 10:47 AM
Q2 2023 61 $333M +$11.3M -$7.8M +$3.47M AVUS, VTI, GSIE, BFAM, SHY 13F-HR 8/2/2023, 12:22 PM
Q1 2023 61 $316M +$4.89M -$5.34M -$449K AVUS, GSIE, VTI, SHY, QUS 13F-HR 5/12/2023, 08:28 AM
Q4 2022 61 $298M +$27.5M -$18.6M +$8.91M AVUS, VTI, GSIE, SHY, QUS 13F-HR 2/7/2023, 03:02 PM
Q3 2022 64 $268M +$32.7M -$23.1M +$9.64M AVUS, GSIE, VTI, QUS, SHY 13F-HR 11/9/2022, 11:50 AM
Q2 2022 65 $282M +$58.6M -$50.4M +$8.26M GSIE, AVUS, VTI, BFAM, DFAU 13F-HR 8/25/2022, 01:03 PM
Q1 2022 60 $321M +$40.9M -$34.6M +$6.33M AVUS, GSIE, VTI, BFAM, SHY 13F-HR 5/3/2022, 02:21 PM
Q4 2021 59 $326M +$30.4M -$4.49M +$25.9M GSIE, AVUS, VTI, SHY, BFAM 13F-HR 2/9/2022, 02:05 PM
Q3 2021 50 $291M +$10.9M -$2.29M +$8.58M GSIE, VTI, SHY, AVUS, HTRB 13F-HR 11/3/2021, 12:56 PM
Q2 2021 53 $287M +$41M -$26.3M +$14.7M GSIE, VTI, SHY, HTRB, SPSB 13F-HR 8/12/2021, 11:43 AM
Q1 2021 52 $261M +$49.9M -$30.2M +$19.6M QUS, GSIE, VTI, SHY, SPSB 13F-HR 5/11/2021, 11:32 AM
Q4 2020 46 $233M +$42.6M -$30.9M +$11.6M GSIE, VTI, QUS, SHY, DLS 13F-HR 1/29/2021, 12:40 PM
Q3 2020 47 $185M $0 $0 SPTS, VGSH, VTI, GSIE, SHY 13F-HR 10/23/2020, 12:18 PM
Q2 2020 47 $194M +$58.3M -$2.96M +$55.3M SPTS, VGSH, VTI, GSIE, SHY 13F-HR 7/24/2020, 01:11 PM
Q1 2020 42 $120M +$40.5M -$59.5M -$19M VTI, GSIE, SHY, DLS, DGS 13F-HR 5/12/2020, 06:39 PM
Q4 2019 44 $162M +$9.21M -$352K +$8.86M SPSB, SPIB, VTI, SHY, DGS 13F-HR 2/28/2020, 03:15 PM
Q3 2019 41 $147M +$29.9M -$6.27M +$23.6M SPSB, SPIB, VTI, SHY, DGS 13F-HR 10/17/2019, 09:53 AM
Q2 2019 42 $124M +$6.56M -$3.05M +$3.51M VTI, SPIB, SPSB, DGS, VWO 13F-HR 8/6/2019, 08:22 AM
Q1 2019 45 $118M +$11.1M -$8.35M +$2.77M VTI, SPIB, SPSB, DGS, VWO 13F-HR 5/15/2019, 08:29 AM
Q4 2018 43 $106M $0 $0 VTI, SPIB, SPSB, DGS, SDY 13F-HR 2/13/2019, 09:47 PM