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 151–200 of 284
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AR | ANTERO RESOURCES CORP | 7K | $100K–$500K | SH |
| IVZ | INVESCO LTD | 9K | $100K–$500K | SH |
| GL | GLOBE LIFE INC | 2K | $100K–$500K | SH |
| GAP | GAP INC | 10K | $100K–$500K | SH |
| SLV | ISHARES SILVER TR | 4K | $100K–$500K | SH |
| MTCH | MATCH GROUP INC NEW | 8K | $100K–$500K | SH |
| OHI | OMEGA HEALTHCARE INVS INC | 5K | $100K–$500K | SH |
| MTZ | MASTEC INC | 1K | $100K–$500K | SH |
| ASH | ASHLAND INC | 4K | $100K–$500K | SH |
| TSLA | TESLA INC | 524 | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 2K | $100K–$500K | SH |
| BBWI | BATH & BODY WORKS INC | 12K | $100K–$500K | SH |
| ZS | ZSCALER INC | 1K | $100K–$500K | SH |
| MTG | MGIC INVT CORP WIS | 8K | $100K–$500K | SH |
| OMF | ONEMAIN HLDGS INC | 3K | $100K–$500K | SH |
| TFX | TELEFLEX INCORPORATED | 2K | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| MSCI | MSCI INC | 394 | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| IEMG | ISHARES INC | 3K | $100K–$500K | SH |
| AA | ALCOA CORP | 4K | $100K–$500K | SH |
| CW | CURTISS WRIGHT CORP | 384 | $100K–$500K | SH |
| FERG | FERGUSON ENTERPRISES INC | 945 | $100K–$500K | SH |
| TW | TRADEWEB MKTS INC | 2K | $100K–$500K | SH |
| GTLB | GITLAB INC | 6K | $100K–$500K | SH |
| RGA | REINSURANCE GRP OF AMERICA I | 1K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 910 | $100K–$500K | SH |
| MANH | MANHATTAN ASSOCIATES INC | 1K | $100K–$500K | SH |
| HLT | HILTON WORLDWIDE HLDGS INC | 711 | $100K–$500K | SH |
| MUSA | MURPHY USA INC | 504 | $100K–$500K | SH |
| VMC | VULCAN MATLS CO | 713 | $100K–$500K | SH |
| SON | SONOCO PRODS CO | 5K | $100K–$500K | SH |
| PEGA | PEGASYSTEMS INC | 3K | $100K–$500K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 2K | $100K–$500K | SH |
| BBAX | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| EVR | EVERCORE INC | 590 | $100K–$500K | SH |
| VLO | VALERO ENERGY CORP | 1K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 4K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 1K | $100K–$500K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 301 | $100K–$500K | SH |
| AMT | AMERICAN TOWER CORP NEW | 940 | $100K–$500K | SH |
| F | FORD MTR CO | 12K | $100K–$500K | SH |
| WEN | WENDYS CO | 16K | $100K–$500K | SH |
| NVR | NVR INC | 17 | $100K–$500K | SH |
| GTM | ZOOMINFO TECHNOLOGIES INC | 12K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 228 | $100K–$500K | SH |
| WMT | WALMART INC | 1K | $100K–$500K | SH |
| MPW | MEDICAL PPTYS TRUST INC | 19K | $50K–$100K | SH |
| XOM | EXXON MOBIL CORP | 773 | $50K–$100K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 513 | $50K–$100K | SH |