DOSSIER · 13F-HR · Q1 2026
Great Point Wealth Advisors, LLC
Great Point Wealth's pension fund based in Boston, MA — $542M in tracked AUM across 62 positions as of Q1 2026.
GP
Great Point Wealth·Boston, MA·Pension Fund
CIK 0001760304 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Great Point Wealth Advisors, LLC SEC 13F Filing
Portfolio Overview
Great Point Wealth Advisors, LLC manages a concentrated portfolio valued at approximately $256.54 million as of the report date (September 30, 2025). This represents a solid growth of +11.1% from the previous quarter's value of $231.00M. The portfolio consists of 30 holdings, indicating a strategy that balances broad diversification through funds with targeted exposure to specific equities.
The po...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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