Great Point Wealth Advisors, LLC
RIA/Wealth
Great Point Wealth Advisors, LLC is a RIA/Wealth based in Boston, MA led by Peter Vincent Disch, reporting $627.5M in AUM as of Q3 2025 with 91% ETF concentration, 68% concentrated in top 10 holdings, and 23% allocation to AVUS.
Managing PartnerPeter Vincent Disch
- Portfolio Value
- $532.2M
- Positions
- 64
- Top Holding
- AVUS at 22.99%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Great Point Wealth Advisors, LLC's portfolio (67.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $122.3M | 22.99% | -$1.3M Sold | — 1.1M shares | |
ETF ETF | $45.9M | 8.63% | -$2.0M Sold | — 1.3M shares | |
ETF ETF | $34.9M | 6.55% | +$3.5M Bought | — 687.5K shares | |
ETF ETF | $34.6M | 6.50% | +$377.3K Bought | — 1.1M shares | |
Personal Products & Services Consumer Cyclical | $28.8M | 5.42% | +$6.9M Bought | 0.47% 265.5K shares | |
ETF ETF | $20.8M | 3.92% | +$2.6M Bought | — 607.8K shares | |
ETF ETF | $20.1M | 3.79% | +$525.1K Bought | — 202.5K shares | |
ETF ETF | $19.1M | 3.59% | +$2.2M Bought | — 376.3K shares | |
ETF ETF | $17.3M | 3.25% | +$2.2M Bought | — 589.1K shares | |
ETF ETF | $17.1M | 3.22% | -$1.5M Sold | — 192.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Great Point Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-49.43% | |
-34.01% | |
-31.54% | |
-29.61% | |
-27.13% |
Analytics
Portfolio insights and performance metrics for Great Point Wealth Advisors, LLC
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