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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Billion 9.21% of portfolio
38,072
Q3 2025 Reduced 1.27%
$0
$11.2 Billion 4.42% of portfolio
16,806
Q3 2025 Added 0.57%
$0
$10.7 Billion 4.21% of portfolio
75,708
Q3 2025 Added 2.99%
$130B
$10 Billion 3.97% of portfolio
28,267
Q3 2025 Reduced 2.03%
$0
$9.28 Billion 3.66% of portfolio
13,863
Q3 2025 Added 0.72%
$65.3B
$5.89 Billion 2.32% of portfolio
80,884
Q3 2025 Added 0.69%
$0
$4.93 Billion 1.95% of portfolio
20,385
Q3 2025 Added 4.3%
$0
$4.05 Billion 1.6% of portfolio
79,722
Q3 2025 Added 8.04%
$0
$4.04 Billion 1.59% of portfolio
15,869
Q3 2025 Added 0.3%
$0
$3.46 Billion 1.37% of portfolio
28,656
Q3 2025 Added 4.53%
$0
$2.63 Billion 1.04% of portfolio
102,487
Q3 2025 Added 2.46%
$0
$2.25 Billion 0.89% of portfolio
10,445
Q3 2025 Added 0.64%
$0
$2.13 Billion 0.84% of portfolio
3,543
Q3 2025 Reduced 0.48%
$0
$2.03 Billion 0.8% of portfolio
74,331
Q3 2025 Reduced 5.69%
$0
$1.87 Billion 0.74% of portfolio
28,671
Q3 2025 Reduced 0.13%
$0
$1.84 Billion 0.73% of portfolio
6,269
Q3 2025 Reduced 0.16%
$0
$1.83 Billion 0.72% of portfolio
18,922
Q3 2025 Added 0.44%
$0
$1.57 Billion 0.62% of portfolio
32,610
Q3 2025 Added 2.9%
$0
$1.45 Billion 0.57% of portfolio
10,209
Q3 2025 Added 0.28%
$0
$1.26 Billion 0.5% of portfolio
11,403
Q3 2025 Added 0.02%
$0
$1.13 Billion 0.44% of portfolio
35,901
Q3 2025 Added 0.83%
$0
$789 Million 0.31% of portfolio
1,683
Q3 2025 Reduced 2.89%
$0
$753 Million 0.3% of portfolio
10,394
Q3 2024 Added 100.0%
$0
$676 Million 0.27% of portfolio
12,552
Q3 2025 Reduced 16.04%
$0
$650 Million 0.26% of portfolio
3,426
Q3 2025 Added 0.06%
$0
$669 Million 0.26% of portfolio
1,395
Q3 2025 Added 4.34%
$0
$668 Million 0.26% of portfolio
7,022
Q3 2025 Added 0.37%
$0
$522 Million 0.21% of portfolio
5,066
Q3 2025 Added 0.54%
$0
$523 Million 0.21% of portfolio
22,473
Q3 2025 Reduced 5.1%
$0
$459 Million 0.18% of portfolio
6,921
Q3 2025 Reduced 21.81%
$0
$427 Million 0.17% of portfolio
4,783
Q2 2025 Added 0.23%
$0
$372 Million 0.15% of portfolio
3,129
Q3 2025 Reduced 19.91%
$0
$350 Million 0.14% of portfolio
2,005
Q4 2022 New
$0
$356 Million 0.14% of portfolio
4,314
Q1 2023 Added 1.07%
$0
$285 Million 0.11% of portfolio
653
Q3 2025 Added 1.71%
$0
$281 Million 0.11% of portfolio
3,221
Q3 2025 Reduced 22.72%
$0
$291 Million 0.11% of portfolio
5,485
Q3 2025 Reduced 21.64%
$0
$281 Million 0.11% of portfolio
2,221
Q3 2025 Added 0.27%
$0
$249 Million 0.1% of portfolio
760
Q3 2025 Added 12.09%
$0
$224 Million 0.09% of portfolio
3,401
Q2 2025 New
$0
$228 Million 0.09% of portfolio
2,177
Q3 2025 Added 0.93%
$0
$201 Million 0.08% of portfolio
3,571
Q3 2025 Reduced 19.81%

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
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