Waypoint Wealth Counsel Portfolio Holdings

Waypoint Wealth Counsel has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 157 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 $17.7B, Vanguard Whitehall Fds (Vangua with a value of $9.34B, Spdr S&P 500 ETF Trust with a value of $8.88B, Ishares Core S&P 500 ETF with a value of $7.98B, and Janus Detroit Str Tr Janus Hen with a value of $7.61B.

Examining the 13F form we can see an increase of $17.9B in the current position value, from $131B to 149B.

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.