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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$82.2B
$788 Million 0.31% of portfolio
3,494
Q3 2025 Added 12.67%
$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%
$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%
$0
$676 Million 0.27% of portfolio
12,552
Q3 2025 Reduced 16.04%
$7.7B
$695 Million 0.27% of portfolio
4,109
Q3 2025 Added 0.1%
$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%
$19.5B
$647 Million 0.26% of portfolio
16,413
Q3 2025 Added 73.85%
$0
$668 Million 0.26% of portfolio
7,022
Q3 2025 Added 0.37%
$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%
$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
Ge Vernova Inc
-
$598 Million 0.24% of portfolio
-
Q3 2025 Added 17.65%
$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%
$41.2B
$555 Million 0.22% of portfolio
1,862
Q3 2025 Added 104.84%
$74.3B
$549 Million 0.22% of portfolio
976
Q3 2025 New
$593B
$555 Million 0.22% of portfolio
1,974
Q3 2025 Added 73.77%
$268B
$551 Million 0.22% of portfolio
3,294
Q3 2025 New
$971B
$549 Million 0.22% of portfolio
719
Q3 2025 Added 14.31%
$17B
$570 Million 0.22% of portfolio
7,534
Q3 2025 New
$14.5B
$531 Million 0.21% of portfolio
1,515
Q3 2025 New
$0
$522 Million 0.21% of portfolio
5,066
Q3 2025 Added 0.54%
$128B
$528 Million 0.21% of portfolio
5,541
Q3 2025 New
$18.4B
$537 Million 0.21% of portfolio
1,045
Q3 2025 New
$37.5B
$523 Million 0.21% of portfolio
9,217
Q3 2025 Added 6.08%
$0
$523 Million 0.21% of portfolio
22,473
Q3 2025 Reduced 5.1%
$7.96B
$508 Million 0.2% of portfolio
23,093
Q3 2025 Reduced 0.08%
$7.74B
$513 Million 0.2% of portfolio
619
Q3 2025 Added 57.51%
$68.5B
$517 Million 0.2% of portfolio
3,799
Q3 2025 New
$69.1B
$513 Million 0.2% of portfolio
6,090
Q3 2025 Added 44.76%
$7.1B
$503 Million 0.2% of portfolio
57,719
Q3 2025 Added 304.05%
$94.5B
$485 Million 0.19% of portfolio
1,422
Q3 2025 New
$533B
$471 Million 0.19% of portfolio
1,378
Q3 2025 Reduced 5.29%
$20.6B
$472 Million 0.19% of portfolio
13,228
Q3 2025 Added 121.95%

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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