Waypoint Wealth Counsel Portfolio Holdings

Waypoint Wealth Counsel

  • $253 Billion
  • Q3 2025

Waypoint Wealth Counsel has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $253 Billion distributed in 420 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 $23.3B, Spdr S&P 500 ETF Trust with a value of $11.2B, Vanguard Whitehall Fds (Vangua with a value of $10.7B, Spdr Gold Trust with a value of $10B, and Microsoft Corp with a value of $9.51B.

Examining the 13F form we can see an increase of $51.5B in the current position value, from $202B to 253B.

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 $253 Billion
ETFs: $117 Billion
Technology: $40.8 Billion
Financial Services: $17.6 Billion
Consumer Cyclical: $15.1 Billion
Consumer Defensive: $13.3 Billion
Healthcare: $12.8 Billion
Communication Services: $10.5 Billion
Industrials: $9.53 Billion
Other: $12.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$9.51 Billion 3.76% of portfolio
18,368
Q3 2025 Added 1.16%
$4.3T
$8.79 Billion 3.47% of portfolio
34,518
Q3 2025 Added 4.86%
$306B
$8.41 Billion 3.32% of portfolio
126,735
Q3 2025 Reduced 0.14%
$465B
$5.43 Billion 2.14% of portfolio
29,109
Q3 2025 Added 6.42%
$2.39T
$3.34 Billion 1.32% of portfolio
15,220
Q3 2025 Added 1.96%
$139B
$1.99 Billion 0.79% of portfolio
6,037
Q3 2025 Added 3.43%
$27.4B
$2.01 Billion 0.79% of portfolio
8,182
Q3 2025 Reduced 0.04%
$1.65T
$1.89 Billion 0.75% of portfolio
7,774
Q3 2025 Added 1.38%
$1.74T
$1.91 Billion 0.75% of portfolio
7,843
Q3 2025 Added 3.8%
$881B
$1.7 Billion 0.67% of portfolio
5,405
Q3 2025 Reduced 12.38%
$453B
$1.51 Billion 0.6% of portfolio
2
Q1 2025 New
$404B
$1.52 Billion 0.6% of portfolio
1,640
Q3 2025 Reduced 11.16%
$662B
$1.46 Billion 0.58% of portfolio
2,907
Q3 2025 Added 7.95%
$367B
$1.38 Billion 0.55% of portfolio
3,411
Q3 2025 Reduced 3.81%
$279B
$1.38 Billion 0.54% of portfolio
13,389
Q3 2025 Added 106.33%
$522B
$1.34 Billion 0.53% of portfolio
7,230
Q3 2025 Added 12.67%
$1.37T
$1.32 Billion 0.52% of portfolio
1,797
Q3 2025 Added 6.27%
$55.8B
$1.18 Billion 0.46% of portfolio
8,500
Q3 2025 Added 8.29%
$490B
$1.06 Billion 0.42% of portfolio
9,361
Q3 2025 Added 4.96%
$204B
$993 Million 0.39% of portfolio
7,074
Q3 2025 Added 145.28%
$319B
$969 Million 0.38% of portfolio
14,161
Q3 2025 Added 0.7%
$342B
$930 Million 0.37% of portfolio
5,098
Q3 2025 Added 58.47%
$143B
$933 Million 0.37% of portfolio
27,803
Q3 2025 Added 100.83%
$26.8B
$889 Million 0.35% of portfolio
3,181
Q3 2025 Added 50.05%
$235B
$828 Million 0.33% of portfolio
9,864
Q3 2025 Added 11.98%
$3.34B
$823 Million 0.33% of portfolio
16,771
Q3 2025 Added 0.15%
$82.2B
$788 Million 0.31% of portfolio
3,494
Q3 2025 Added 12.67%
$49.1B
$747 Million 0.29% of portfolio
623
Q3 2025 Reduced 0.64%
$32.8B
$709 Million 0.28% of portfolio
46,988
Q3 2025 New
$414B
$716 Million 0.28% of portfolio
3,093
Q3 2025 Added 5.42%
$40.2B
$717 Million 0.28% of portfolio
3,354
Q3 2025 Added 47.69%
$151B
$677 Million 0.27% of portfolio
1,920
Q3 2025 Added 90.1%
$7.7B
$695 Million 0.27% of portfolio
4,109
Q3 2025 Added 0.1%
$19.5B
$647 Million 0.26% of portfolio
16,413
Q3 2025 Added 73.85%
$42.8B
$651 Million 0.26% of portfolio
2,174
Q3 2025 Added 176.59%
$74.3B
$671 Million 0.26% of portfolio
3,337
Q3 2025 Added 36.87%
$123B
$659 Million 0.26% of portfolio
2,334
Q3 2025 Added 72.12%
$32.5B
$663 Million 0.26% of portfolio
803
Q3 2025 Added 21.67%
$8.03B
$655 Million 0.26% of portfolio
3,421
Q3 2025 New
$328B
$609 Million 0.24% of portfolio
2,026
Q3 2025 Added 15.64%
$22.4B
$606 Million 0.24% of portfolio
10,968
Q3 2025 Added 57.38%
$46.9B
$608 Million 0.24% of portfolio
5,004
Q3 2025 Added 145.9%
$300B
$604 Million 0.24% of portfolio
1,748
Q3 2025 Added 62.0%
$74.1B
$596 Million 0.24% of portfolio
2,191
Q3 2025 Added 4.53%
$0
$605 Million 0.24% of portfolio
16,490
Q1 2024 Reduced 3.48%
$24.5B
$602 Million 0.24% of portfolio
5,315
Q3 2025 Added 17.33%
$68.9B
$601 Million 0.24% of portfolio
2,547
Q3 2025 Added 170.67%
$100B
$586 Million 0.23% of portfolio
9,607
Q3 2025 Added 18.02%
$23.2B
$554 Million 0.22% of portfolio
6,535
Q3 2025 Added 19.97%

Summary

  • Portfolio
  • No. of Stocks 420
  • Current Value $253 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 104 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
Track This Portfolio

Track Waypoint Wealth Counsel Portfolio

Follow Waypoint Wealth Counsel and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Waypoint Wealth Counsel, based on Form 13F filings with the SEC.

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email