Waypoint Wealth Counsel Portfolio Holdings

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025

Waypoint Wealth Counsel has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 420 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 $23.3B, Spdr S&P 500 ETF Trust with a value of $11.2B, Vanguard Whitehall Fds (Vangua with a value of $10.7B, Spdr Gold Trust with a value of $10B, and Microsoft Corp with a value of $9.51B.

Examining the 13F form we can see an increase of $51.5B in the current position value, from $202B to 253B.

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 $253 Billion
ETFs: $117 Billion
Technology: $40.8 Billion
Financial Services: $17.6 Billion
Consumer Cyclical: $15.1 Billion
Consumer Defensive: $13.3 Billion
Healthcare: $12.8 Billion
Communication Services: $10.5 Billion
Industrials: $9.53 Billion
Other: $12.2 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Billion 9.21% of portfolio
38,072
Q3 2025 Reduced 1.27%
$0
$11.2 Billion 4.42% of portfolio
16,806
Q3 2025 Added 0.57%
$0
$10.7 Billion 4.21% of portfolio
75,708
Q3 2025 Added 2.99%
$130B
$10 Billion 3.97% of portfolio
28,267
Q3 2025 Reduced 2.03%
$3.78T
$9.51 Billion 3.76% of portfolio
18,368
Q3 2025 Added 1.16%
$0
$9.28 Billion 3.66% of portfolio
13,863
Q3 2025 Added 0.72%
$4.3T
$8.79 Billion 3.47% of portfolio
34,518
Q3 2025 Added 4.86%
$306B
$8.41 Billion 3.32% of portfolio
126,735
Q3 2025 Reduced 0.14%
$65.3B
$5.89 Billion 2.32% of portfolio
80,884
Q3 2025 Added 0.69%
$465B
$5.43 Billion 2.14% of portfolio
29,109
Q3 2025 Added 6.42%
$0
$4.93 Billion 1.95% of portfolio
20,385
Q3 2025 Added 4.3%
$0
$4.05 Billion 1.6% of portfolio
79,722
Q3 2025 Added 8.04%
$0
$4.04 Billion 1.59% of portfolio
15,869
Q3 2025 Added 0.3%
$0
$3.46 Billion 1.37% of portfolio
28,656
Q3 2025 Added 4.53%
$2.39T
$3.34 Billion 1.32% of portfolio
15,220
Q3 2025 Added 1.96%
$0
$2.63 Billion 1.04% of portfolio
102,487
Q3 2025 Added 2.46%
$0
$2.13 Billion 0.84% of portfolio
3,543
Q3 2025 Reduced 0.48%
$0
$2.03 Billion 0.8% of portfolio
74,331
Q3 2025 Reduced 5.69%
$139B
$1.99 Billion 0.79% of portfolio
6,037
Q3 2025 Added 3.43%
$27.4B
$2.01 Billion 0.79% of portfolio
8,182
Q3 2025 Reduced 0.04%
$1.65T
$1.89 Billion 0.75% of portfolio
7,774
Q3 2025 Added 1.38%
$1.74T
$1.91 Billion 0.75% of portfolio
7,843
Q3 2025 Added 3.8%
$0
$1.87 Billion 0.74% of portfolio
28,671
Q3 2025 Reduced 0.13%
$0
$1.84 Billion 0.73% of portfolio
6,269
Q3 2025 Reduced 0.16%
$0
$1.84 Billion 0.73% of portfolio
4,845
Q3 2025 Added 0.25%
$0
$1.83 Billion 0.72% of portfolio
18,922
Q3 2025 Added 0.44%
$881B
$1.7 Billion 0.67% of portfolio
5,405
Q3 2025 Reduced 12.38%
$0
$1.57 Billion 0.62% of portfolio
32,610
Q3 2025 Added 2.9%
$453B
$1.51 Billion 0.6% of portfolio
2
Q1 2025 New
$404B
$1.52 Billion 0.6% of portfolio
1,640
Q3 2025 Reduced 11.16%
$662B
$1.46 Billion 0.58% of portfolio
2,907
Q3 2025 Added 7.95%
$0
$1.45 Billion 0.57% of portfolio
10,209
Q3 2025 Added 0.28%
$367B
$1.38 Billion 0.55% of portfolio
3,411
Q3 2025 Reduced 3.81%
$279B
$1.38 Billion 0.54% of portfolio
13,389
Q3 2025 Added 106.33%
$522B
$1.34 Billion 0.53% of portfolio
7,230
Q3 2025 Added 12.67%
$1.29T
$1.31 Billion 0.52% of portfolio
2,935
Q3 2025 Added 8.34%
$1.37T
$1.32 Billion 0.52% of portfolio
1,797
Q3 2025 Added 6.27%
$0
$1.26 Billion 0.5% of portfolio
11,403
Q3 2025 Added 0.02%
$55.8B
$1.18 Billion 0.46% of portfolio
8,500
Q3 2025 Added 8.29%
$0
$1.13 Billion 0.44% of portfolio
35,901
Q3 2025 Added 0.83%
$490B
$1.06 Billion 0.42% of portfolio
9,361
Q3 2025 Added 4.96%
$204B
$993 Million 0.39% of portfolio
7,074
Q3 2025 Added 145.28%
$319B
$969 Million 0.38% of portfolio
14,161
Q3 2025 Added 0.7%
$342B
$930 Million 0.37% of portfolio
5,098
Q3 2025 Added 58.47%
$143B
$933 Million 0.37% of portfolio
27,803
Q3 2025 Added 100.83%
$26.8B
$889 Million 0.35% of portfolio
3,181
Q3 2025 Added 50.05%
$235B
$828 Million 0.33% of portfolio
9,864
Q3 2025 Added 11.98%
$3.34B
$823 Million 0.33% of portfolio
16,771
Q3 2025 Added 0.15%
Arista Networks Inc
-
$801 Million 0.32% of portfolio
-
Q3 2025 Added 3.48%

Summary

  • Portfolio
  • No. of Stocks 420
  • Current Value $253 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 104 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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