Notify me when Great Point Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 64 | $547,883,127 | +$17,470,881 | -$8,886,103 | +$8,584,778 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 26 Jan 2026, 12:25 |
| Q3 2025 | 64 | $532,166,984 | +$47,411,371 | -$34,084,433 | +$13,326,938 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 28 Oct 2025, 13:00 |
| Q1 2025 | 56 | $462,151,633 | +$10,597,550 | -$4,224,228 | +$6,373,322 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 28 Apr 2025, 10:15 |
| Q4 2024 | 57 | $457,411,574 | +$10,002,777 | -$6,254,140 | +$3,748,637 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 24 Jan 2025, 12:01 |
| Q3 2024 | 61 | $468,061,925 | +$6,267,782 | -$4,135,616 | +$2,132,166 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 18 Oct 2024, 12:46 |
| Q2 2024 | 54 | $437,365,906 | +$12,174,789 | -$5,388,065 | +$6,786,724 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 29 Jul 2024, 11:24 |
| Q1 2024 | 55 | $428,893,859 | +$132,275,085 | -$111,047,877 | +$21,227,208 | AVUS, DFAI, JPST, DFAE, BFAM | 13F-HR | 09 May 2024, 12:53 |
| Q4 2023 | 61 | $384,543,083 | +$32,062,482 | -$10,864,530 | +$21,197,952 | AVUS, GSIE, VTI, SHY, UCON | 13F-HR | 22 Jan 2024, 15:06 |
| Q3 2023 | 62 | $333,373,362 | +$15,345,544 | -$4,073,266 | +$11,272,278 | AVUS, VTI, GSIE, SHY, BFAM | 13F-HR | 13 Oct 2023, 10:47 |
| Q2 2023 | 61 | $332,791,618 | +$11,274,069 | -$7,799,309 | +$3,474,760 | AVUS, VTI, GSIE, BFAM, SHY | 13F-HR | 02 Aug 2023, 12:22 |
| Q1 2023 | 61 | $315,581,804 | +$4,892,567 | -$5,341,148 | -$448,581 | AVUS, GSIE, VTI, SHY, QUS | 13F-HR | 12 May 2023, 08:28 |
| Q4 2022 | 61 | $298,238,838 | +$27,529,800 | -$18,620,284 | +$8,909,516 | AVUS, VTI, GSIE, SHY, QUS | 13F-HR | 07 Feb 2023, 15:02 |
| Q3 2022 | 64 | $268,192,000 | +$32,729,051 | -$23,092,283 | +$9,636,768 | AVUS, GSIE, VTI, QUS, SHY | 13F-HR | 09 Nov 2022, 11:50 |
| Q2 2022 | 65 | $282,296,000 | +$58,627,472 | -$50,365,911 | +$8,261,561 | GSIE, AVUS, VTI, BFAM, DFAU | 13F-HR | 25 Aug 2022, 13:03 |
| Q1 2022 | 60 | $321,007,000 | +$40,916,213 | -$34,584,337 | +$6,331,876 | AVUS, GSIE, VTI, BFAM, SHY | 13F-HR | 03 May 2022, 14:21 |
| Q4 2021 | 59 | $326,430,000 | +$30,395,392 | -$4,493,584 | +$25,901,808 | GSIE, AVUS, VTI, SHY, BFAM | 13F-HR | 09 Feb 2022, 14:05 |
| Q3 2021 | 50 | $290,967,000 | +$10,876,267 | -$2,294,469 | +$8,581,798 | GSIE, VTI, SHY, AVUS, HTRB | 13F-HR | 03 Nov 2021, 12:56 |
| Q2 2021 | 53 | $286,603,000 | +$41,009,077 | -$26,315,166 | +$14,693,911 | GSIE, VTI, SHY, HTRB, SPSB | 13F-HR | 12 Aug 2021, 11:43 |
| Q1 2021 | 52 | $261,433,000 | +$49,883,453 | -$30,242,562 | +$19,640,891 | QUS, GSIE, VTI, SHY, SPSB | 13F-HR | 11 May 2021, 11:32 |
| Q4 2020 | 46 | $232,992,000 | +$42,559,588 | -$30,915,040 | +$11,644,548 | GSIE, VTI, QUS, SHY, DLS | 13F-HR | 29 Jan 2021, 12:40 |
| Q3 2020 | 47 | $184,720,000 | $0 | $0 | $0 | SPTS, VGSH, VTI, GSIE, SHY | 13F-HR | 23 Oct 2020, 12:18 |
| Q2 2020 | 47 | $193,839,000 | +$58,277,619 | -$2,961,206 | +$55,316,413 | SPTS, VGSH, VTI, GSIE, SHY | 13F-HR | 24 Jul 2020, 13:11 |
| Q1 2020 | 42 | $119,651,000 | +$40,483,279 | -$59,472,828 | -$18,989,549 | VTI, GSIE, SHY, DLS, DGS | 13F-HR | 12 May 2020, 18:39 |
| Q4 2019 | 44 | $161,714,000 | +$9,211,267 | -$352,261 | +$8,859,006 | SPSB, SPIB, VTI, SHY, DGS | 13F-HR | 28 Feb 2020, 15:15 |
| Q3 2019 | 41 | $146,768,000 | +$29,884,124 | -$6,270,509 | +$23,613,615 | SPSB, SPIB, VTI, SHY, DGS | 13F-HR | 17 Oct 2019, 09:53 |
| Q2 2019 | 42 | $123,809,000 | +$6,555,772 | -$3,047,485 | +$3,508,287 | VTI, SPIB, SPSB, DGS, VWO | 13F-HR | 06 Aug 2019, 08:22 |
| Q1 2019 | 45 | $117,747,000 | +$11,117,678 | -$8,352,009 | +$2,765,669 | VTI, SPIB, SPSB, DGS, VWO | 13F-HR | 15 May 2019, 08:29 |
| Q4 2018 | 43 | $105,704,000 | $0 | $0 | $0 | VTI, SPIB, SPSB, DGS, SDY | 13F-HR | 13 Feb 2019, 21:47 |