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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98M
$41.9 Million 0.02% of portfolio
11,000
Q2 2025 Reduced 23.61%

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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