Great Point Wealth Advisors, LLC
Annual return '25
-28.9%
SPY '25
+17.7%
Alpha
-46.6ptsvs SPY
Invested
$1.1B
Holdings
62
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVUS
AMERICAN CENTY ETF TR
Q1 2025: New position (1.14M shares)
23.5%
02
$DFAI
DIMENSIONAL ETF TRUST
Q1 2025: New position (1.32M shares)
8.8%
03
$JPST
J P MORGAN EXCHANGE TRADED F
Q1 2025: New position (619.0k shares)
6.8%
04
$DFAE
DIMENSIONAL ETF TRUST
Q1 2025: New position (1.09M shares)
6.7%
05
$AVUV
AMERICAN CENTY ETF TR
Q1 2025: New position (197.2k shares)
4.4%
06
$HTRB
HARTFORD FDS EXCHANGE TRADED
Q1 2025: New position (532.7k shares)
4.1%
07
$PYLD
PIMCO ETF TR
Q1 2025: New position (25.2k shares)
3.8%
08
$BFAM
BRIGHT HORIZONS FAM SOL IN D
Q1 2025: New position (201.5k shares)
3.8%
09
$JAAA
JANUS DETROIT STR TR
Q1 2025: New position (332.5k shares)
3.6%
10
$SPTS
SPDR SERIES TRUST
Q1 2025: New position (515.6k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:08 UTC.