Great Point Wealth Advisors
Great Point Wealth Advisors reported 68 stocks worth $630M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AVUS (24.9%), DFAI (8.6%) and DFAE (6.9%). Compared with Q2 2026, the fund opened new positions in FETH, META and FSOL, added to AVUS, DFAI and DFAE, trimmed TOST, DFAU and QUS and sold out of BTC, CSCO and AIRR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AVUS Avantis U.s. Equity ETF | $157M | 24.9% | 1.2M | +42K (+4%) | 8 of 8 | |
| 2 |  DFAI Dimensional Intern Core | $54.2M | 8.6% | 1.3M | +34K (+3%) | 8 of 8 | |
| 3 |  DFAE Dimensional Emerg Core | $43.4M | 6.9% | 1.1M | +23K (+2%) | 8 of 8 | |
| 4 |  JPST J P Morgan Exchange Traded F | $39.4M | 6.3% | 782K | +38K (+5%) | 8 of 8 | |
| 5 |  AVUV American Centy ETF TR | $27.6M | 4.4% | 234K | +8,565 (+4%) | 8 of 8 | |
| 6 |  HTRB Hartford Fds Exchange Traded | $23.3M | 3.7% | 728K | +40K (+6%) | 8 of 8 | |
| 7 |  AVDV Avantis International Small Cap Value ETF | $22.9M | 3.6% | 209K | +22K (+12%) | 8 of 8 | |
| 8 |  PYLD Pimco ETF TR | $22.4M | 3.5% | 881K | +49K (+6%) | 8 of 8 | |
| 9 |  TOST Toast Inc | $21.6M | 3.4% | 747K | −60K (−7%) | 2 of 8 | |
| 10 |  JAAA Janus Detroit Str TR | $20.6M | 3.3% | 409K | +19K (+5%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Great Point Wealth Advisors 13F FAQ
What does Great Point Wealth Advisors own?
Great Point Wealth Advisors reported 68 stocks worth $630M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are AVUS (24.9%), DFAI (8.6%) and DFAE (6.9%). The table above lists every position in the filing (the top 10 without an account).
What did Great Point Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 18 added to, 32 trimmed and 5 sold out. New positions include FETH, META and FSOL. It sold all of BTC, CSCO and AIRR.
When will Great Point Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Great Point Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $630M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.