CIK 1807909
waypoint wealth counsel
Institutional 13F holdings & portfolio
Holdings
284
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 284
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 38K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 80K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 17K | $1M+ | SH |
| GLD | SPDR GOLD TR | 27K | $1M+ | SH |
| IVV | ISHARES TR | 14K | $1M+ | SH |
| AAPL | APPLE INC | 33K | $1M+ | SH |
| KO | COCA COLA CO | 125K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 80K | $1M+ | SH |
| IWM | ISHARES TR | 21K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 26K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 74K | $1M+ | SH |
| IVW | ISHARES TR | 29K | $1M+ | SH |
| AMZN | AMAZON COM INC | 15K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 103K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 11K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| IWV | ISHARES TR | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 6K | $1M+ | SH |
| IJH | ISHARES TR | 28K | $1M+ | SH |
| AVGO | BROADCOM INC | 5K | $1M+ | SH |
| IEF | ISHARES TR | 19K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 60K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 5K | $1M+ | SH |
| DVY | ISHARES TR | 10K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 41K | $1M+ | SH |
| JBBB | JANUS DETROIT STR TR | 27K | $1M+ | SH |
| CBOE | CBOE GLOBAL MKTS INC | 5K | $1M+ | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 11K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| TEAM | ATLASSIAN CORPORATION | 7K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| CSCO | CISCO SYS INC | 14K | $1M+ | SH |
| PCG | PG&E CORP | 63K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 954 | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| CEF | SPROTT ASSET MANAGEMENT LP | 17K | $500K+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 4K | $500K+ | SH |
| DFUS | DIMENSIONAL ETF TRUST | 10K | $500K+ | SH |
| ANET | ARISTA NETWORKS INC | 6K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| MEDP | MEDPACE HLDGS INC | 1K | $500K+ | SH |
| RBLX | ROBLOX CORP | 8K | $500K+ | SH |
| FTI | TECHNIPFMC PLC | 15K | $500K+ | SH |
| USMV | ISHARES TR | 7K | $500K+ | SH |