CIK 1817306
Waypoint Wealth Partners Inc.
Institutional 13F holdings & portfolio
Holdings
76
Portfolio Value
$1M+
Latest Report
Jun 30, 2025
Report Periods
2
Holdings
13F filings as of Jun 30, 2025 · Showing 1–50 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 1.1M | $1M+ | SH |
| DFAC | DIMENSIONAL ETF TRUST | 2.4M | $1M+ | SH |
| AVDE | AMERICAN CENTY ETF TR | 914K | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 439K | $1M+ | SH |
| DFIC | DIMENSIONAL ETF TRUST | 389K | $1M+ | SH |
| RBRK | RUBRIK INC. | 130K | $1M+ | SH |
| UPS | UNITED PARCEL SERVICE INC | 82K | $1M+ | SH |
| DFSU | DIMENSIONAL ETF TRUST | 191K | $1M+ | SH |
| ESGU | ISHARES TR | 46K | $1M+ | SH |
| IEFA | ISHARES TR | 57K | $1M+ | SH |
| ABNB | AIRBNB INC | 34K | $1M+ | SH |
| DFEM | DIMENSIONAL ETF TRUST | 151K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 134K | $1M+ | SH |
| ESGD | ISHARES TR | 39K | $1M+ | SH |
| DFSI | DIMENSIONAL ETF TRUST | 78K | $1M+ | SH |
| GOOG | ALPHABET INC | 16K | $1M+ | SH |
| AAPL | APPLE INC | 13K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 69K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 35K | $1M+ | SH |
| DFAX | DIMENSIONAL ETF TRUST | 67K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 74K | $1M+ | SH |
| AVRE | AMERICAN CENTY ETF TR | 35K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 10K | $1M+ | SH |
| QUAL | ISHARES TR | 7K | $1M+ | SH |
| DFSE | DIMENSIONAL ETF TRUST | 31K | $1M+ | SH |
| KIND | NEXTDOOR HOLDINGS INC | 682K | $1M+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| REET | ISHARES TR | 39K | $500K+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| GOOGL | ALPHABET INC | 5K | $500K+ | SH |
| VGSR | MANAGER DIRECTED PORTFOLIOS | 77K | $500K+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 15K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 1K | $500K+ | SH |
| AVGE | AMERICAN CENTY ETF TR | 9K | $500K+ | SH |
| DFAU | DIMENSIONAL ETF TRUST | 16K | $500K+ | SH |
| LYFT | LYFT INC | 43K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 997 | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 5K | $500K+ | SH |
| CSX | CSX CORP | 16K | $500K+ | SH |
| BOND | PIMCO ETF TR | 6K | $500K+ | SH |
| SHV | ISHARES TR | 4K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $100K–$500K | SH |
| MUB | ISHARES TR | 5K | $100K–$500K | SH |