Waypoint Wealth Partners Inc. Portfolio Holdings

Waypoint Wealth Partners Inc.

  • $382 Million
  • Q2 2025

Waypoint Wealth Partners Inc. has filed its 13F form on July 10, 2025 for Q2 2025 where it was disclosed a total value porftolio of $382 Million distributed in 76 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 $107M, Dimensional ETF Tr U S Core Eq with a value of $87.6M, American Centy ETF Tr Avantis with a value of $67.7M, American Centy ETF Tr Avantis with a value of $30.1M, and Dimensional ETF Tr Dimensional with a value of $12.1M.

Examining the 13F form we can see an increase of $32.8M in the current position value, from $349M to 382M.

Below you can find more details about Waypoint Wealth Partners Inc. portfolio as well as his latest detailed transactions.

Portfolio value $382 Million
ETFs: $343 Million
Industrials: $10.3 Million
Consumer Cyclical: $6.46 Million
Technology: $6.39 Million
Communication Services: $5.16 Million
Healthcare: $2.23 Million
Consumer Defensive: $2.18 Million
Financial Services: $1.61 Million
Other: $1.38 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$315M
$1.13 Million 0.3% of portfolio
681,670
Q2 2024 Added 12.82%

Summary

  • Portfolio
  • No. of Stocks 76
  • Current Value $382 Million
  • Prior Value $349 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 10, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 21 stocks
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