Great Point Wealth Advisors, LLC
Great Point Wealth Advisors, LLC reported 70 positions worth $619.2M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: AVUS (24.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AVUS | SH | $151.5M | 24.46% | 1,182,649 | — | — | |
| ▸ 2 | DFAI | SH | $52.6M | 8.49% | 1,274,802 | — | — | |
| ▸ 3 | DFAE | SH | $43.4M | 7.01% | 1,080,125 | — | — | |
| ▸ 4 | JPST | SH | $37.6M | 6.08% | 744,455 | — | — | |
| ▸ 5 | AVUV | SH | $28.1M | 4.55% | 225,585 | — | — | |
| ▸ 6 | HTRB | SH | $23.2M | 3.75% | 687,937 | — | — | |
| ▸ 7 | TOST | SH | $22.4M | 3.62% | 806,646 | — | — | |
| ▸ 8 | PYLD | SH | $22.1M | 3.56% | 831,789 | — | — | |
| ▸ 9 | JAAA | SH | $19.7M | 3.18% | 390,056 | — | — | |
| ▸ 10 | AVDV | SH | $19.3M | 3.11% | 187,077 | — | — |
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Frequently Asked Questions
What stocks does Great Point Wealth Advisors, LLC hold as of Q2 2026?
Great Point Wealth Advisors, LLC reported 70 positions worth $619.2M in its Q2 2026 13F filing. Largest positions: AVUS (24.5%), DFAI (8.5%), DFAE (7.0%), JPST (6.1%) and AVUV (4.5%).
What did Great Point Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Great Point Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.