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 Market Cap. of $10 Billions to $200 Billions
