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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.03 Billion 4.48% of portfolio
18,158
Q2 2025 Added 8.32%
$306B
$8.98 Billion 4.45% of portfolio
126,908
Q2 2025 Added 1,893.53%
$3.69T
$6.75 Billion 3.35% of portfolio
32,917
Q2 2025 Added 5.23%
$456B
$4.32 Billion 2.14% of portfolio
27,353
Q2 2025 Added 9.98%
$2.26T
$3.27 Billion 1.62% of portfolio
14,927
Q2 2025 Added 11.45%
$26.4B
$1.91 Billion 0.95% of portfolio
8,185
Q2 2025 Reduced 0.02%
$439B
$1.83 Billion 0.91% of portfolio
1,846
Q2 2025 Added 14.73%
$859B
$1.79 Billion 0.89% of portfolio
6,169
Q2 2025 Added 9.61%
$127B
$1.61 Billion 0.8% of portfolio
5,837
Q2 2025 Added 27.0%
$423B
$1.46 Billion 0.72% of portfolio
2
Q1 2025 New
$1.21T
$1.35 Billion 0.67% of portfolio
7,668
Q2 2025 Added 13.38%
$1.24T
$1.34 Billion 0.66% of portfolio
7,556
Q2 2025 Added 6.81%
$621B
$1.31 Billion 0.65% of portfolio
2,693
Q2 2025 Added 4.02%
$405B
$1.3 Billion 0.64% of portfolio
3,546
Q2 2025 Added 14.57%
$1.78T
$1.25 Billion 0.62% of portfolio
1,691
Q2 2025 Added 13.34%
$452B
$980 Million 0.49% of portfolio
6,417
Q2 2025 Added 6.84%
$293B
$976 Million 0.48% of portfolio
14,062
Q2 2025 Added 4.51%
$1.08T
$861 Million 0.43% of portfolio
2,709
Q2 2025 Added 30.24%
$545B
$840 Million 0.42% of portfolio
627
Q2 2025 Added 13.18%
$70.6B
$826 Million 0.41% of portfolio
7,849
Q2 2025 Added 94.43%
$2.68B
$783 Million 0.39% of portfolio
16,746
Q2 2025 Added 3.49%
$203B
$697 Million 0.35% of portfolio
8,809
Q2 2025 Added 164.69%
$7.03B
$686 Million 0.34% of portfolio
4,105
Q2 2025 Reduced 17.9%
$61.8B
$694 Million 0.34% of portfolio
3,101
Q2 2025 Added 97.14%
$281B
$634 Million 0.31% of portfolio
6,489
Q2 2025 Added 16.73%
$27.9B
$612 Million 0.3% of portfolio
2,120
Q2 2025 Added 107.84%
$351B
$545 Million 0.27% of portfolio
2,934
Q2 2025 Reduced 0.61%
$94.6B
$517 Million 0.26% of portfolio
2,096
Q2 2025 New
$551B
$517 Million 0.26% of portfolio
1,455
Q2 2025 Added 26.96%
$0
$496 Million 0.25% of portfolio
16,490
Q1 2024 Reduced 3.48%
$608B
$490 Million 0.24% of portfolio
629
Q2 2025 Reduced 20.58%
$162B
$490 Million 0.24% of portfolio
2,676
Q2 2025 Added 40.69%
$8.95B
$483 Million 0.24% of portfolio
7,189
Q2 2025 Added 169.05%
$77.3B
$454 Million 0.23% of portfolio
2,438
Q2 2025 New
$367B
$439 Million 0.22% of portfolio
3,217
Q2 2025 New
$306B
$451 Million 0.22% of portfolio
1,752
Q2 2025 Added 23.9%
$173B
$446 Million 0.22% of portfolio
2,802
Q2 2025 Reduced 14.83%
$210B
$432 Million 0.21% of portfolio
1,466
Q2 2025 Added 9.57%
$61.9B
$434 Million 0.21% of portfolio
4,103
Q2 2025 Added 62.56%
$37.5B
$427 Million 0.21% of portfolio
8,689
Q2 2025 New
$76.9B
$401 Million 0.2% of portfolio
8,140
Q2 2025 Added 63.03%
$26.8B
$398 Million 0.2% of portfolio
4,530
Q2 2025 New
$112B
$393 Million 0.19% of portfolio
1,356
Q2 2025 New
$30.9B
$383 Million 0.19% of portfolio
2,271
Q2 2025 New
$202B
$381 Million 0.19% of portfolio
2,884
Q2 2025 New
$548B
$379 Million 0.19% of portfolio
675
Q2 2025 Added 25.23%
$157B
$391 Million 0.19% of portfolio
1,010
Q2 2025 Added 79.4%
$381B
$361 Million 0.18% of portfolio
7,632
Q2 2025 Reduced 1.84%
$44B
$355 Million 0.18% of portfolio
615
Q2 2025 New

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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