Long-term investor
Great Point Wealth Advisors, LLC @greatpointwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001760304).
Record
- Tracked since 2025-03-31 (562 days), 22 trades recorded
- Returns: week n/a · month n/a · 90 days -0.1% · 6 months -0.4% · 1 year -14.3% · all -14.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 025072885 · 24.5% · long · since 2025-03-31
- 25434V203 · 8.5% · long · since 2025-03-31
- 25434V302 · 7.0% · long · since 2025-03-31
- 46641Q837 · 6.1% · long · since 2025-03-31
- 025072877 · 4.5% · long · since 2025-03-31
- 41653L305 · 3.7% · long · since 2025-03-31
- TOST · 3.6% · long · since 2026-06-30
- 72201R585 · 3.6% · long · since 2025-03-31
- 47103U845 · 3.2% · long · since 2025-03-31
- 025072802 · 3.1% · long · since 2025-03-31
- 78468R101 · 3.1% · long · since 2025-03-31
- 109194100 · 3.0% · long · since 2025-03-31