Great Point Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
1/26/2026
Form type
13F-HR
Num holdings
64
Total value ($000)
$547,883
Net value change ($000)
+15,716 (3.0%)
New positions
4
Sold out positions
4
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PYLD 3,342 19.9%
AVUS 3,121 2.6%
IBIT 2,832 NEW
HTRB 1,462 7.0%
JPST 1,458 4.2%
SPTS 1,449 8.4%
RKT 1,437 155.9%
JMST 1,160 16.4%
ACWI 768 NEW
DFAI 625 1.4%
Top Reduces (Value $000, Stocks/ETFs)
BFAM -1,904 -6.6%
VWO -816 -36.4%
AVDV -528 -3.1%
EZM -485 -12.7%
MSFT -400 -7.3%
QUS -398 -2.6%
AMZN -350 -44.5%
COST -287 -100.0%
ETH -250 -100.0%
AMD -247 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type