• 13F History

Great Point Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$457M
Signature - Title
Peter Disch - Founder & Managing Member
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Great Point Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Great Point Wealth Advisors, LLC reported 57 stock holdings with total value $457M as of Q4 2024. Top holdings included AVUS, DFAI, JPST, DFAE, and BFAM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 57 $457M +$10M -$6.25M +$3.75M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 1/24/2025, 12:01 PM
Q3 2024 61 $468M +$6.27M -$4.14M +$2.13M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 10/18/2024, 12:46 PM
Q2 2024 54 $437M +$12.2M -$5.39M +$6.79M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 7/29/2024, 11:24 AM
Q1 2024 55 $429M +$132M -$111M +$21.2M AVUS, DFAI, JPST, DFAE, BFAM 13F-HR 5/9/2024, 12:53 PM
Q4 2023 61 $385M +$32.1M -$10.9M +$21.2M AVUS, GSIE, VTI, SHY, UCON 13F-HR 1/22/2024, 03:06 PM
Q3 2023 62 $333M +$15.3M -$3.76M +$11.6M AVUS, VTI, GSIE, SHY, BFAM 13F-HR 10/13/2023, 10:47 AM
Q2 2023 61 $333M +$11.3M -$7.69M +$3.58M AVUS, VTI, GSIE, BFAM, SHY 13F-HR 8/2/2023, 12:22 PM
Q1 2023 61 $316M +$4.89M -$4.6M +$289K AVUS, GSIE, VTI, SHY, QUS 13F-HR 5/12/2023, 08:28 AM
Q4 2022 61 $298M +$27.5M -$16.6M +$10.9M AVUS, VTI, GSIE, SHY, QUS 13F-HR 2/7/2023, 02:02 PM
Q3 2022 64 $268M +$32.7M -$22.3M +$10.5M AVUS, GSIE, VTI, QUS, SHY 13F-HR 11/9/2022, 10:50 AM
Q2 2022 65 $282M +$58.6M -$49.9M +$8.69M GSIE, AVUS, VTI, BFAM, DFAU 13F-HR 8/25/2022, 01:03 PM
Q1 2022 60 $321M +$40.9M -$13.5M +$27.4M AVUS, GSIE, VTI, BFAM, SHY 13F-HR 5/3/2022, 02:21 PM
Q4 2021 59 $326M +$30.4M -$3.56M +$26.8M GSIE, AVUS, VTI, SHY, BFAM 13F-HR 2/9/2022, 01:05 PM
Q3 2021 50 $291M +$10.9M -$2.29M +$8.58M GSIE, VTI, SHY, AVUS, HTRB 13F-HR 11/3/2021, 12:56 PM
Q2 2021 53 $287M +$41M -$26.3M +$14.7M GSIE, VTI, SHY, HTRB, SPSB 13F-HR 8/12/2021, 11:43 AM
Q1 2021 52 $261M +$49.9M -$30.2M +$19.6M QUS, GSIE, VTI, SHY, SPSB 13F-HR 5/11/2021, 11:32 AM
Q4 2020 46 $233M +$44.2M -$28.3M +$15.9M GSIE, VTI, QUS, SHY, DLS 13F-HR 1/29/2021, 11:40 AM
Q3 2020 44 $185M SPTS, VGSH, VTI, GSIE, SHY 13F-HR 10/23/2020, 12:18 PM
Q2 2020 47 $194M +$58.3M -$1.63M +$56.6M SPTS, VGSH, VTI, GSIE, SHY 13F-HR 7/24/2020, 01:11 PM
Q1 2020 42 $120M +$40.5M -$55.9M -$15.4M VTI, GSIE, SHY, DLS, DGS 13F-HR 5/12/2020, 06:39 PM
Q4 2019 44 $162M +$9.21M -$352K +$8.86M SPSB, SPIB, VTI, SHY, DGS 13F-HR 2/28/2020, 02:15 PM
Q3 2019 40 $147M +$29.9M -$4.19M +$25.7M SPSB, SPIB, VTI, SHY, DGS 13F-HR 10/17/2019, 09:53 AM
Q2 2019 42 $124M +$6.56M -$2.43M +$4.13M VTI, SPIB, SPSB, DGS, VWO 13F-HR 8/6/2019, 08:22 AM
Q1 2019 45 $118M +$11.1M -$3.25M +$7.86M VTI, SPIB, SPSB, DGS, VWO 13F-HR 5/15/2019, 08:29 AM
Q4 2018 43 $106M VTI, SPIB, SPSB, DGS, SDY 13F-HR 2/13/2019, 08:47 PM