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 201–250 of 284
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| JNJ | JOHNSON & JOHNSON | 431 | $50K–$100K | SH |
| MA | MASTERCARD INCORPORATED | 141 | $50K–$100K | SH |
| GIFT | GIFTIFY INC | 71K | $50K–$100K | SH |
| KMX | CARMAX INC | 2K | $50K–$100K | SH |
| ABBV | ABBVIE INC | 318 | $50K–$100K | SH |
| COST | COSTCO WHSL CORP NEW | 81 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 244 | $50K–$100K | SH |
| SWIM | LATHAM GROUP INC | 10K | $50K–$100K | SH |
| AON | AON PLC | 174 | $50K–$100K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 282 | $50K–$100K | SH |
| WFC | WELLS FARGO CO NEW | 647 | $50K–$100K | SH |
| HD | HOME DEPOT INC | 160 | $50K–$100K | SH |
| CAT | CATERPILLAR INC | 85 | $15K–$50K | SH |
| UNH | UNITEDHEALTH GROUP INC | 144 | $15K–$50K | SH |
| ORCL | ORACLE CORP | 243 | $15K–$50K | SH |
| C | CITIGROUP INC | 395 | $15K–$50K | SH |
| APH | AMPHENOL CORP NEW | 316 | $15K–$50K | SH |
| IRWD | IRONWOOD PHARMACEUTICALS INC | 13K | $15K–$50K | SH |
| PEP | PEPSICO INC | 253 | $15K–$50K | SH |
| BLK | BLACKROCK INC | 31 | $15K–$50K | SH |
| AMGN | AMGEN INC | 100 | $15K–$50K | SH |
| LRCX | LAM RESEARCH CORP | 188 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 98 | $15K–$50K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 324 | $15K–$50K | SH |
| QCOM | QUALCOMM INC | 171 | $15K–$50K | SH |
| PFE | PFIZER INC | 1K | $15K–$50K | SH |
| RC | READY CAPITAL CORP | 12K | $15K–$50K | SH |
| ADBE | ADOBE INC | 75 | $15K–$50K | SH |
| GM | GENERAL MTRS CO | 321 | $15K–$50K | SH |
| SCHW | SCHWAB CHARLES CORP | 259 | $15K–$50K | SH |
| ACN | ACCENTURE PLC IRELAND | 92 | $15K–$50K | SH |
| NOW | SERVICENOW INC | 160 | $15K–$50K | SH |
| — | BLOCK INC | 26K | $15K–$50K | SH |
| INTC | INTEL CORP | 621 | $15K–$50K | SH |
| NEM | NEWMONT CORP | 226 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 95 | $15K–$50K | SH |
| ASTS | AST SPACEMOBILE INC | 275 | $15K–$50K | SH |
| SO | SOUTHERN CO | 228 | $15K–$50K | SH |
| MKL | MARKEL GROUP INC | 9 | $15K–$50K | SH |
| LMT | LOCKHEED MARTIN CORP | 39 | $15K–$50K | SH |
| CVS | CVS HEALTH CORP | 237 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 80 | $15K–$50K | SH |
| AGL | AGILON HEALTH INC | 24K | $15K–$50K | SH |
| MNST | MONSTER BEVERAGE CORP NEW | 200 | $15K–$50K | SH |
| JCI | JOHNSON CTLS INTL PLC | 119 | $1K–$15K | SH |
| DHI | D R HORTON INC | 98 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 64 | $1K–$15K | SH |
| DAL | DELTA AIR LINES INC DEL | 198 | $1K–$15K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 253 | $1K–$15K | SH |
| DOV | DOVER CORP | 64 | $1K–$15K | SH |