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 Market Cap. of $200 Billions or more
