Waypoint Wealth Counsel has filed its 13F form on April 12, 2024 for Q1 2024 where it was disclosed a total value porftolio of $130 Billion distributed in 148 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $14.6B, Vanguard Whitehall Fds (Vangua with a value of $8.8B, Spdr S&P 500 ETF Trust with a value of $7.78B, Ishares Core S&P 500 ETF with a value of $7.02B, and Janus Detroit Str Tr Janus Hen with a value of $6.96B.
Examining the 13F form we can see an increase of $12.3B in the current position value, from $117B to 130B.
Waypoint Wealth Counsel is based out at Atlanta, GA
Below you can find more details about Waypoint Wealth Counsel portfolio as well as his latest detailed transactions.
