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 51–76 of 76
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| CMF | ISHARES TR | 8K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| NSC | NORFOLK SOUTHN CORP | 2K | $100K–$500K | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 3K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| RDDT | REDDIT INC | 3K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 790 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 975 | $100K–$500K | SH |
| NFLX | NETFLIX INC | 264 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 2K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| IDEV | ISHARES TR | 4K | $100K–$500K | SH |
| SOR | SOURCE CAPITAL | 7K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 1K | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 750 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 3K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 1K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| ED | CONSOLIDATED EDISON INC | 2K | $100K–$500K | SH |
| YUM | YUM BRANDS INC | 1K | $100K–$500K | SH |