Institutions / waypoint wealth counsel
waypoint wealth counsel
CIK 1807909 · Institution · as of Dec 31, 2025
Portfolio value
$272.56M
Positions
284
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 284 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $23.77M | 8.7% |
| Vanguard Whitehall Fds | $11.53M | 4.2% |
| SPDR S&P 500 ETF Tr | $11.43M | 4.2% |
| SPDR Gold Tr | $10.81M | 4.0% |
| Apple Inc. | $9.60M | 3.5% |
| iShares Tr | $9.54M | 3.5% |
| Coca Cola Co | $8.80M | 3.2% |
| Microsoft Corp | $8.78M | 3.2% |
| iShares Gold Tr | $6.52M | 2.4% |
| NVIDIA Corp | $5.69M | 2.1% |
| iShares Tr | $5.06M | 1.9% |
| Vanguard Index Fds | $3.95M | 1.4% |
| Janus Detroit Str Tr | $3.77M | 1.4% |
| Amazon.com Inc | $3.75M | 1.4% |
| iShares Tr | $3.52M | 1.3% |
| Schwab Strategic Tr | $2.71M | 1.0% |
| Alphabet Inc. | $2.67M | 1.0% |
| Alphabet Inc. | $2.63M | 1.0% |
| Vanguard Specialized Funds | $2.49M | 0.9% |
| Invesco Qqq Tr | $2.20M | 0.8% |
| Broadcom Inc. | $2.14M | 0.8% |
| iShares Tr | $1.95M | 0.7% |
| iShares Tr | $1.84M | 0.7% |
| iShares Tr | $1.81M | 0.7% |
| Vanguard Index Fds | $1.81M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.