Great Point Wealth Advisors, LLC
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 619,165
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 70 | 619,165 | 13F-HR | Great Point Wealth Advisors, LLC |
| Q1 2026 | 4/27/2026 | 62 | 541,681 | 13F-HR | Great Point Wealth Advisors, LLC |
| Q4 2025 | 1/26/2026 | 64 | 547,883 | 13F-HR | Great Point Wealth Advisors, LLC |
| Q3 2025 | 10/28/2025 | 64 | 532,167 | 13F-HR | Great Point Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 102.2 K | 16.5% | 22.68 K | 0 | 22.68 K |
| ETFs | 516.9 K | 83.5% | 54.81 K | 0 | 54.81 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
619,165
Holdings
70
QoQ value change ($000)
77,484
(14.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.