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Peter Disch

Great Point Wealth Advisors, Llc

Assets Managed
$541.681M
Holdings
62
Last Quarter
2026 - Q1
Filed Date
2mo 5d ago
Growth Rate
-1.13%(2Q avg: 0.92%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Great Point Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 62 positions.

Assets under management

The assets under management (AUM) of Great Point Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 541.681M in assets, with a quarterly growth rate of -1.13% and a 2-quarter average growth rate of 0.92%. The portfolio is managed by Peter Disch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 2.02%
23.5%
$127.286M
1.145M shares@ $111.18 avg price
DFAI
Dimensional International Co
Recent Activity
Increased 0.41%
8.83%
$47.782M
1.226M shares@ $38.96 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 0.67%
6.76%
$36.592M
723,010 shares@ $50.61 avg price
DFAE
Dimensional Emerging Core Eq
Recent Activity
Decreased -0.33%
6.72%
$36.355M
1.074M shares@ $33.86 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 5.76%
4.39%
$23.752M
215,011 shares@ $110.48 avg price
HTRB
Hartford Ttl Rtrn Bnd Etf
Recent Activity
Increased 0.43%
4.09%
$22.13M
655,906 shares@ $33.75 avg price
PYLD
Pimco Multisector Bond Actv
Recent Activity
Increased 4.47%
3.82%
$20.67M
788,914 shares@ $26.21 avg price
BFAM
Bright Horizons Family Solut
Recent Activity
Decreased -5.69%
3.8%
$20.565M
250,390 shares@ $82.14 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -0.55%
3.57%
$19.306M
383,274 shares@ $50.38 avg price
SPTS
Spdr Port Shrt Trm Trsry
Recent Activity
Decreased -1.75%
3.39%
$18.328M
628,116 shares@ $29.18 avg price

1-10 of 62