Great Point Wealth Advisors, LLC is an SEC-registered investment adviser based in Boston, MA that reports managing 1 hedge fund on Form ADV. It reports $725.8 million in regulatory assets under management. Its private funds, of all types, hold $3.2 million in gross assets. Its disclosed U.S. stock holdings returned an estimated +6.5% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +11.0% from Q3 2024 to Q2 2026, compared with +15.2% for the S&P 500, based on 13F filings.
- Regulatory assets under management
- $725.8 millionForm ADV Item 5.F
- Gross assets of private funds
- $3.2 millionAll private fund types, Form ADV
- Hedge funds managed
- 11 private funds in total
- Employees
- 5Form ADV Item 5.A
- Registration
- SEC-registered adviserCRD 147082
- Latest Form ADV
- 03/27/2026Disciplinary disclosures: none reported
Estimated 13F portfolio performance
| Quarter | Est. 13F return | S&P 500 |
|---|---|---|
| Q2 2026 | +8.1% | +14.8% |
| Q1 2026 | -1.5% | -4.6% |
| Q4 2025 | +1.3% | +2.4% |
| Q1 2025 | -0.4% | -4.5% |
| Q4 2024 | -3.1% | +2.1% |
| Q3 2024 | +6.5% | +5.4% |
Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures
Largest disclosed holdings
- American Centy ETF TR$151.5 million
- Dfa Dimensional Intl Core Eq M$52.6 million
- Dfa Dimensional Emerging Core$43.4 million
- JP Morgan Ultra Short Income E$37.6 million
- American Centy ETF TR$28.1 million
- Hartford TTL Rtrn BND ETF$23.2 million
- Toast Inc$22.4 million
- Pimco Multisector Bond Active - ETF$22.1 million
- Janus Henderson Aaa Clo ETF$19.7 million
- Avantis Intl S/C Value ETF$19.3 million
As of 2026-06-30, from 13F filing by Great Point Wealth Advisors, LLC.
From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures