Waypoint Wealth Partners Inc. Portfolio Holdings
Waypoint Wealth Partners Inc.
- $349 Million
- Q1 2025
Waypoint Wealth Partners Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $349 Million distributed in 70 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $99.8M, Dimensional ETF Tr U S Core Eq with a value of $77.1M, American Centy ETF Tr Avantis with a value of $62.5M, American Centy ETF Tr Avantis with a value of $27.3M, and Dimensional ETF Tr Dimensional with a value of $11.5M.
Examining the 13F form we can see an decrease of $5.12M in the current position value, from $354M to 349M.
Below you can find more details about Waypoint Wealth Partners Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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