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 101–150 of 284
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WMB | WILLIAMS COS INC | 6K | $100K–$500K | SH |
| CFG | CITIZENS FINL GROUP INC | 6K | $100K–$500K | SH |
| VOE | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| ARMK | ARAMARK | 10K | $100K–$500K | SH |
| EXEL | EXELIXIS INC | 8K | $100K–$500K | SH |
| CMI | CUMMINS INC | 685 | $100K–$500K | SH |
| NTNX | NUTANIX INC | 7K | $100K–$500K | SH |
| INVH | INVITATION HOMES INC | 12K | $100K–$500K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 9K | $100K–$500K | SH |
| UTHR | UNITED THERAPEUTICS CORP DEL | 701 | $100K–$500K | SH |
| FNF | FIDELITY NATIONAL FINANCIAL | 6K | $100K–$500K | SH |
| CCK | CROWN HLDGS INC | 3K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 2K | $100K–$500K | SH |
| FRT | FEDERAL RLTY INVT TR NEW | 3K | $100K–$500K | SH |
| CIEN | CIENA CORP | 1K | $100K–$500K | SH |
| ROST | ROSS STORES INC | 2K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 1K | $100K–$500K | SH |
| HAS | HASBRO INC | 4K | $100K–$500K | SH |
| ULTA | ULTA BEAUTY INC | 521 | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 7K | $100K–$500K | SH |
| NEU | NEWMARKET CORP | 452 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| FTNT | FORTINET INC | 4K | $100K–$500K | SH |
| SNV | SYNOVUS FINL CORP | 6K | $100K–$500K | SH |
| BBCA | J P MORGAN EXCHANGE TRADED F | 3K | $100K–$500K | SH |
| AXS | AXIS CAP HLDGS LTD | 3K | $100K–$500K | SH |
| MDB | MONGODB INC | 706 | $100K–$500K | SH |
| MAGS | LISTED FDS TR | 4K | $100K–$500K | SH |
| RL | RALPH LAUREN CORP | 835 | $100K–$500K | SH |
| WAB | WABTEC | 1K | $100K–$500K | SH |
| IGSB | ISHARES TR | 5K | $100K–$500K | SH |
| NNN | NNN REIT INC | 7K | $100K–$500K | SH |
| IYF | ISHARES TR | 2K | $100K–$500K | SH |
| VOOG | VANGUARD ADMIRAL FDS INC | 644 | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 455 | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 570 | $100K–$500K | SH |
| BPOP | POPULAR INC | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 815 | $100K–$500K | SH |
| AWI | ARMSTRONG WORLD INDS INC NEW | 1K | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 917 | $100K–$500K | SH |
| TSN | TYSON FOODS INC | 5K | $100K–$500K | SH |
| CFLT | CONFLUENT INC | 9K | $100K–$500K | SH |
| TTC | TORO CO | 3K | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| HAL | HALLIBURTON CO | 9K | $100K–$500K | SH |
| VRT | VERTIV HOLDINGS CO | 2K | $100K–$500K | SH |
| SF | STIFEL FINL CORP | 2K | $100K–$500K | SH |
| USB | US BANCORP DEL | 5K | $100K–$500K | SH |
| ETSY | ETSY INC | 5K | $100K–$500K | SH |