Great Point Wealth Advisors, LLC
Great Point Wealth Advisors, LLC reported 70 holdings worth US$619M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Great Point Wealth Advisors, LLC reported 70 holdings worth US$619M as of Jun 30, 2026. Largest: Toast, Inc., Bright Horizons Family Solutions Inc. and Apple Inc. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$619M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Toast, Inc. | 807K | US$22.4M | 3.6% |
| Bright Horizons Family Solutions Inc. | 258K | US$18.3M | 3.0% |
| Apple Inc | 17,436 | US$5.05M | 0.81% |
| Microsoft Corp. | 10,545 | US$3.93M | 0.64% |
| Alphabet Inc (google) Class C | 7,233 | US$2.58M | 0.42% |
| Rocket Companies, Inc. | 122K | US$1.92M | 0.31% |
| Jp Morgan Chase & Co. | 4,980 | US$1.63M | 0.26% |
| Nvidia Corporation | 2,853 | US$571K | 0.09% |
| Johnson & Johnson | 1,937 | US$492K | 0.08% |
| Amazon.com, Inc. | 2,008 | US$479K | 0.08% |
| Applied Materials, Inc. | 659 | US$476K | 0.08% |
| Caterpillar, Inc. | 400 | US$426K | 0.07% |
| Broadcom Inc. | 1,118 | US$422K | 0.07% |
| Intel Corporation | 2,650 | US$370K | 0.06% |
| Emerald Holding, Inc. | 67,966 | US$343K | 0.06% |
| Cvs Health Corporation | 3,112 | US$322K | 0.05% |
| Home Depot, Inc. (the) | 742 | US$262K | 0.04% |
| Cisco Systems, Inc. | 2,105 | US$247K | 0.04% |