Waypoint Wealth Counsel has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 134 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 $15.7B, Vanguard Whitehall Fds (Vangua with a value of $8.54B, Spdr S&P 500 ETF Trust with a value of $7.94B, Ishares Core S&P 500 ETF with a value of $7.35B, and Janus Detroit Str Tr Janus Hen with a value of $7.2B.
Examining the 13F form we can see an increase of $993M in the current position value, from $130B to 131B.
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.