Waypoint Wealth Counsel Portfolio Holdings

Waypoint Wealth Counsel

  • $159 Billion
  • Q1 2025

Waypoint Wealth Counsel has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $159 Billion distributed in 189 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 $18.9B, Janus Detroit Str Tr Janus Hen with a value of $9.45B, Vanguard Whitehall Fds (Vangua with a value of $9.36B, Spdr S&P 500 ETF Trust with a value of $8.63B, and Spdr Gold Trust with a value of $8.28B.

Examining the 13F form we can see an increase of $5.99B in the current position value, from $153B to 159B.

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.

Portfolio value $159 Billion
ETFs: $106 Billion
Technology: $20.1 Billion
Financial Services: $8.97 Billion
Consumer Cyclical: $5.86 Billion
Communication Services: $4.65 Billion
Healthcare: $3.61 Billion
Consumer Defensive: $2.95 Billion
Energy: $1.66 Billion
Other: $3.86 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$468 Million 0.29% of portfolio
16,490
Q1 2024 Reduced 3.48%
$28.3M
$142 Million 0.09% of portfolio
70,930
Q1 2025 Added 98.54%
$0
$123 Million 0.08% of portfolio
10,590
Q4 2024 Reduced 63.71%

Summary

  • Portfolio
  • No. of Stocks 189
  • Current Value $159 Billion
  • Prior Value $153 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 24 stocks
  • Additional Purchases 63 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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