Great Point Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$619,165
Net value change ($000)
+77,484 (14.3%)
New positions
8
Sold out positions
0
Turnover %
3.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
AVUS 24,188 19.0%
TOST 22,441 NEW
DFAE 7,077 19.5%
DFAI 4,804 10.1%
AVUV 4,392 18.5%
DFAU 1,926 13.9%
VTI 1,680 14.0%
PYLD 1,389 6.7%
AVDV 1,363 7.6%
HTRB 1,078 4.9%
Top Reduces (Value $000, Stocks/ETFs)
BFAM -2,286 -11.1%
FBTC -1,216 -12.5%
QUS -739 -5.1%
SCZ -330 -21.0%
VWO -178 -14.7%
BTC -67 -13.4%
ETH -62 -24.4%
JMST -61 -0.7%
VEA -58 -9.7%
DLS -39 -0.7%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type