Great Point Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
4/27/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$541,681
Net value change ($000)
-6,202 (-1.1%)
New positions
3
Sold out positions
5
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 3,019 14.6%
AVUS 1,838 1.5%
AVDV 1,321 8.0%
DFAE 1,267 3.6%
DFAI 1,229 2.6%
FBTC 633 7.0%
PYLD 522 2.6%
BTC 501 NEW
JPST 258 0.7%
ETH 254 NEW
Top Reduces (Value $000, Stocks/ETFs)
BFAM -6,359 -23.6%
IBIT -2,832 -100.0%
MSFT -1,198 -23.7%
RKT -623 -26.4%
DFAU -578 -4.0%
VTI -572 -4.5%
ONON -473 -26.8%
URI -473 -100.0%
DLS -429 -7.0%
ACWI -394 -51.3%
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