Great Point Wealth Advisors, LLC
•CIK: 1760304•Filing: Q4 2025
**Great Point Wealth Advisors, LLC** manages $548M across a portfolio of 64 positions. The fund exhibits significant concentration in select names, notably holding AVUS at $125.4M, representing a substantial weighting within the portfolio. Other top allocations include DFAI at $46.6M and JPST at $36.3M. This structure suggests a focused, conviction-driven approach to capital deployment.
Total AUM
$547.9M
QoQ Performance
+3.0%
Positions
38
Top 10 Concentration
67.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AVUS
DFAI
JPST
DFAE
AVUS22.9%
DFAI8.5%
JPST6.6%
DFAE6.4%
BFAM4.9%
HTRB4.1%
AVUV3.8%
PYLD3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other97.0%
Technology2.4%
Financial0.3%
Consumer0.1%
Healthcare0.1%
ETF0.1%
Industrial0.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑16 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022