Waypoint Wealth Partners Inc. Portfolio Holdings
Waypoint Wealth Partners Inc.
- $344 Million
- Q1 2024
Waypoint Wealth Partners Inc. has filed its 13F form on April 24, 2024 for Q1 2024 where it was disclosed a total value porftolio of $344 Million distributed in 71 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 $84.2M, Dimensional ETF Tr U S Core Eq with a value of $76.1M, American Centy ETF Tr Avantis with a value of $61.9M, American Centy ETF Tr Avantis with a value of $26M, and Airbnb, Inc. with a value of $12.6M.
Examining the 13F form we can see an increase of $27.6M in the current position value, from $316M to 344M.
Below you can find more details about Waypoint Wealth Partners Inc. portfolio as well as his latest detailed transactions.