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.

Portfolio value $130 Billion
ETFs: $88.3 Billion
Technology: $17 Billion
Financial Services: $5.3 Billion
Consumer Cyclical: $4.41 Billion
Communication Services: $3.17 Billion
Healthcare: $2.55 Billion
Real Estate: $1.98 Billion
Energy: $1.84 Billion
Other: $4.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 148
  • Current Value $130 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 12, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 9 stocks
  • Additional Purchases 53 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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