waypoint wealth counsel
waypoint wealth counsel reported 150 positions worth $159.8M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: VOO (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VOO | SH | $23.7M | 14.82% | 34,498 | — | — | |
| ▸ 2 | IVV | SH | $10.4M | 6.49% | 13,858 | — | — | |
| ▸ 3 | KO | SH | $9.9M | 6.19% | 121,662 | — | — | |
| ▸ 4 | SPY | SH | $9.7M | 6.04% | 12,938 | — | — | |
| ▸ 5 | GLD | SH | $7.6M | 4.77% | 20,710 | — | — | |
| ▸ 6 | AAPL | SH | $5.7M | 3.57% | 19,747 | — | — | |
| ▸ 7 | VYM | SH | $5.6M | 3.50% | 35,411 | — | — | |
| ▸ 8 | MSFT | SH | $5.4M | 3.36% | 14,395 | — | — | |
| ▸ 9 | IAU | SH | $5.3M | 3.34% | 70,641 | — | — | |
| ▸ 10 | VB | SH | $4.0M | 2.50% | 13,190 | — | — |
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Frequently Asked Questions
What stocks does waypoint wealth counsel hold as of Q2 2026?
waypoint wealth counsel reported 150 positions worth $159.8M in its Q2 2026 13F filing. Largest positions: VOO (14.8%), IVV (6.5%), KO (6.2%), SPY (6.0%) and GLD (4.8%).
What did waypoint wealth counsel buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did waypoint wealth counsel sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.