Waypoint Wealth Counsel Portfolio Holdings

Waypoint Wealth Counsel

  • $202 Billion
  • Q2 2025

Waypoint Wealth Counsel has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $202 Billion distributed in 311 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 $21.9B, Spdr S&P 500 ETF Trust with a value of $10.3B, Vanguard Whitehall Fds (Vangua with a value of $9.8B, Microsoft Corp with a value of $9.03B, and Coca Cola CO with a value of $8.98B.

Examining the 13F form we can see an increase of $42.4B in the current position value, from $159B to 202B.

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 $202 Billion
ETFs: $108 Billion
Technology: $30.6 Billion
Consumer Defensive: $12.7 Billion
Financial Services: $11.9 Billion
Consumer Cyclical: $10.6 Billion
Communication Services: $7.43 Billion
Healthcare: $6.3 Billion
Industrials: $4.1 Billion
Other: $6.39 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Billion 10.86% of portfolio
38,563
Q2 2025 Added 4.89%
$0
$10.3 Billion 5.12% of portfolio
16,711
Q2 2025 Added 8.29%
$0
$9.8 Billion 4.86% of portfolio
73,512
Q2 2025 Added 1.32%
$3.8T
$9.03 Billion 4.48% of portfolio
18,158
Q2 2025 Added 8.32%
$290B
$8.98 Billion 4.45% of portfolio
126,908
Q2 2025 Added 1,893.53%
$116B
$8.8 Billion 4.36% of portfolio
28,853
Q2 2025 Added 0.35%
$0
$8.55 Billion 4.24% of portfolio
13,764
Q2 2025 Added 1.59%
$3.84T
$6.75 Billion 3.35% of portfolio
32,917
Q2 2025 Added 5.23%
$58.5B
$5.01 Billion 2.48% of portfolio
80,331
Q2 2025 Added 2.21%
$424B
$4.32 Billion 2.14% of portfolio
27,353
Q2 2025 Added 9.98%
$0
$4.22 Billion 2.09% of portfolio
19,544
Q2 2025 Reduced 3.33%
$0
$3.75 Billion 1.86% of portfolio
15,822
Q2 2025 Reduced 2.37%
$0
$3.74 Billion 1.86% of portfolio
73,792
Q2 2025 Reduced 60.39%
$2.36T
$3.27 Billion 1.62% of portfolio
14,927
Q2 2025 Added 11.45%
$0
$3.02 Billion 1.5% of portfolio
27,414
Q2 2025 Added 0.38%
$0
$2.38 Billion 1.18% of portfolio
100,030
Q2 2025 Reduced 0.61%
$0
$2.09 Billion 1.04% of portfolio
78,816
Q2 2025 Added 0.86%
$0
$1.96 Billion 0.97% of portfolio
3,560
Q2 2025 Added 0.56%
$25.1B
$1.91 Billion 0.95% of portfolio
8,185
Q2 2025 Reduced 0.02%
$426B
$1.83 Billion 0.91% of portfolio
1,846
Q2 2025 Added 14.73%
$914B
$1.79 Billion 0.89% of portfolio
6,169
Q2 2025 Added 9.61%
$0
$1.8 Billion 0.89% of portfolio
18,840
Q2 2025 Added 0.48%
$0
$1.78 Billion 0.88% of portfolio
28,709
Q2 2025 Reduced 8.28%
$0
$1.76 Billion 0.87% of portfolio
6,279
Q2 2025 Reduced 3.0%
$0
$1.7 Billion 0.84% of portfolio
4,833
Q2 2025 Added 6.81%
$140B
$1.61 Billion 0.8% of portfolio
5,837
Q2 2025 Added 27.0%
$0
$1.53 Billion 0.76% of portfolio
31,690
Q2 2025 Reduced 52.32%
$444B
$1.46 Billion 0.72% of portfolio
2
Q1 2025 New
$0
$1.35 Billion 0.67% of portfolio
10,181
Q2 2025 Added 0.32%
$1.5T
$1.35 Billion 0.67% of portfolio
7,668
Q2 2025 Added 13.38%
$1.52T
$1.34 Billion 0.66% of portfolio
7,556
Q2 2025 Added 6.81%
$644B
$1.31 Billion 0.65% of portfolio
2,693
Q2 2025 Added 4.02%
$427B
$1.3 Billion 0.64% of portfolio
3,546
Q2 2025 Added 14.57%
$1.75T
$1.25 Billion 0.62% of portfolio
1,691
Q2 2025 Added 13.34%
$0
$1.15 Billion 0.57% of portfolio
11,401
Q2 2025 Reduced 2.25%
$0
$1.05 Billion 0.52% of portfolio
35,606
Q2 2025 Added 2.57%
$463B
$980 Million 0.49% of portfolio
6,417
Q2 2025 Added 6.84%
$480B
$961 Million 0.48% of portfolio
8,919
Q2 2025 Added 1.12%
$278B
$976 Million 0.48% of portfolio
14,062
Q2 2025 Added 4.51%
$1.34T
$861 Million 0.43% of portfolio
2,709
Q2 2025 Added 30.24%
$547B
$840 Million 0.42% of portfolio
627
Q2 2025 Added 13.18%
$73.8B
$826 Million 0.41% of portfolio
7,849
Q2 2025 Added 94.43%
$0
$783 Million 0.39% of portfolio
14,950
Q1 2025 Added 1.23%
$2.2B
$783 Million 0.39% of portfolio
16,746
Q2 2025 Added 3.49%
$0
$736 Million 0.36% of portfolio
1,733
Q2 2025 Reduced 1.03%
$206B
$697 Million 0.35% of portfolio
8,809
Q2 2025 Added 164.69%
$0
$697 Million 0.35% of portfolio
10,394
Q3 2024 Added 100.0%
$7.23B
$686 Million 0.34% of portfolio
4,105
Q2 2025 Reduced 17.9%
$69.7B
$694 Million 0.34% of portfolio
3,101
Q2 2025 Added 97.14%

Summary

  • Portfolio
  • No. of Stocks 311
  • Current Value $202 Billion
  • Prior Value $159 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 79 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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