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 51–100 of 284
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GE | GE AEROSPACE | 2K | $500K+ | SH |
| EGP | EASTGROUP PPTYS INC | 4K | $500K+ | SH |
| LLY | ELI LILLY & CO | 613 | $500K+ | SH |
| VUG | VANGUARD INDEX FDS | 1K | $500K+ | SH |
| INCY | INCYTE CORP | 7K | $500K+ | SH |
| GEV | GE VERNOVA INC | 980 | $500K+ | SH |
| ESTC | ELASTIC N V | 8K | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| TPR | TAPESTRY INC | 5K | $500K+ | SH |
| PSX | PHILLIPS 66 | 4K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 6K | $500K+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 22K | $500K+ | SH |
| IT | GARTNER INC | 2K | $500K+ | SH |
| GD | GENERAL DYNAMICS CORP | 2K | $500K+ | SH |
| NOBL | PROSHARES TR | 5K | $500K+ | SH |
| NFLX | NETFLIX INC | 5K | $100K–$500K | SH |
| MLI | MUELLER INDS INC | 4K | $100K–$500K | SH |
| BBY | BEST BUY INC | 7K | $100K–$500K | SH |
| WDC | WESTERN DIGITAL CORP | 3K | $100K–$500K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 3K | $100K–$500K | SH |
| MKTX | MARKETAXESS HLDGS INC | 3K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 8K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 4K | $100K–$500K | SH |
| ADT | ADT INC DEL | 56K | $100K–$500K | SH |
| BMRN | BIOMARIN PHARMACEUTICAL INC | 8K | $100K–$500K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F | 7K | $100K–$500K | SH |
| LYFT | LYFT INC | 23K | $100K–$500K | SH |
| FCX | FREEPORT-MCMORAN INC | 9K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 84 | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 9K | $100K–$500K | SH |
| THC | TENET HEALTHCARE CORP | 2K | $100K–$500K | SH |
| BWA | BORGWARNER INC | 9K | $100K–$500K | SH |
| DKNG | DRAFTKINGS INC NEW | 12K | $100K–$500K | SH |
| EXAS | EXACT SCIENCES CORP | 4K | $100K–$500K | SH |
| TXT | TEXTRON INC | 5K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| HII | HUNTINGTON INGALLS INDS INC | 1K | $100K–$500K | SH |
| PB | PROSPERITY BANCSHARES INC | 6K | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 3K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| ORI | OLD REP INTL CORP | 8K | $100K–$500K | SH |
| NYT | NEW YORK TIMES CO | 6K | $100K–$500K | SH |
| EG | EVEREST GROUP LTD | 1K | $100K–$500K | SH |
| JHG | JANUS HENDERSON GROUP PLC | 8K | $100K–$500K | SH |
| IJR | ISHARES TR | 3K | $100K–$500K | SH |
| CHWY | CHEWY INC | 11K | $100K–$500K | SH |
| EME | EMCOR GROUP INC | 599 | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |
| TOL | TOLL BROTHERS INC | 3K | $100K–$500K | SH |