waypoint wealth counsel Q4 2025 Filing

Filed January 28, 2026

Portfolio Value

$272.7M

Holdings

284

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (284 positions)

#StockSharesValue% PortfolioType
1
VOOVANGUARD INDEX FDS
37,908$23.8M8.72%
2
VYMVANGUARD WHITEHALL FDS
80,320$11.5M4.23%
3
SPYSPDR S&P 500 ETF TR
16,769$11.4M4.19%
4
GQ9SPDR GOLD TR
27,288$10.8M3.96%
5
AAPLAPPLE INC
35,322$9.6M3.52%
6
IVVISHARES TR
13,932$9.5M3.50%
7
KOCOCA COLA CO
125,918$8.8M3.23%
8
MSFTMICROSOFT CORP
18,159$8.8M3.22%
9
IAU*ISHARES GOLD TR
80,321$6.5M2.39%
10
NVDANVIDIA CORPORATION
30,517$5.7M2.09%
11
IWMISHARES TR
20,547$5.1M1.85%
12
VBVANGUARD INDEX FDS
15,304$3.9M1.45%
13
JAAAJANUS DETROIT STR TR
74,450$3.8M1.38%
14
AMZNAMAZON COM INC
16,252$3.8M1.38%
15
IVWISHARES TR
28,582$3.5M1.29%
16
SCHBSCHWAB STRATEGIC TR
103,308$2.7M0.99%
17
GOOGLALPHABET INC
8,543$2.7M0.98%
18
GOOGALPHABET INC
8,383$2.6M0.96%
19
VIGVANGUARD SPECIALIZED FUNDS
11,335$2.5M0.91%
20
NDQINVESCO QQQ TR
3,585$2.2M0.81%
21
AVGOBROADCOM INC
6,181$2.1M0.78%
22
IWVISHARES TR
5,050$2.0M0.72%
23
IJHISHARES TR
27,891$1.8M0.67%
24
IEFISHARES TR
18,853$1.8M0.66%
25
VOVANGUARD INDEX FDS
6,240$1.8M0.66%
26
BRK/BBERKSHIRE HATHAWAY INC DEL
3,562$1.8M0.66%
27
WMTWALMART INC
15,168$1.7M0.62%
28
SCHDSCHWAB STRATEGIC TR
60,435$1.7M0.61%
29
JPMJPMORGAN CHASE & CO.
5,057$1.6M0.60%
30
TSLATESLA INC
3,476$1.6M0.57%Call
31
JNJJOHNSON & JOHNSON
7,357$1.5M0.56%
32
BRK-BBERKSHIRE HATHAWAY INC DEL
2$1.5M0.55%
33
AQLTISHARES TR
9,963$1.4M0.52%
34
METAMETA PLATFORMS INC
2,017$1.3M0.49%
35
DFAXDIMENSIONAL ETF TRUST
40,598$1.3M0.49%
36
JBBBJANUS DETROIT STR TR
27,330$1.3M0.48%
37
CBOECBOE GLOBAL MKTS INC
5,138$1.3M0.47%
38
CBCHUBB LIMITED
4,118$1.3M0.47%
39
COSTCOSTCO WHSL CORP NEW
1,470$1.3M0.46%
40
BMYBRISTOL-MYERS SQUIBB CO
22,134$1.2M0.44%
41
XOMEXXON MOBIL CORP
9,877$1.2M0.44%
42
VIOOVANGUARD ADMIRAL FDS INC
10,677$1.2M0.43%
43
MRKMERCK & CO INC
10,591$1.1M0.41%
44
CSCOCISCO SYS INC
14,378$1.1M0.41%
45
ASTSAST SPACEMOBILE INC
15,249$1.1M0.41%
46
HDHOME DEPOT INC
3,180$1.1M0.40%
47
CNCCENTENE CORP DEL
26,313$1.1M0.40%
48
TEAMATLASSIAN CORPORATION
6,630$1.1M0.39%
49
PEPPEPSICO INC
7,469$1.1M0.39%
50
EXPEEXPEDIA GROUP INC
3,691$1.0M0.38%
51
INTCINTEL CORP
27,605$1.0M0.37%
52
PCGPG&E CORP
63,372$1.0M0.37%
53
MUMICRON TECHNOLOGY INC
3,513$1.0M0.37%
54
PLTRPALANTIR TECHNOLOGIES INC
5,531$982K0.36%
55
EIXEDISON INTL
15,607$935K0.34%
56
FIXCOMFORT SYS USA INC
954$890K0.33%
57
ABNBAIRBNB INC
6,518$883K0.32%
58
LLYELI LILLY & CO
778$835K0.31%
59
REGNREGENERON PHARMACEUTICALS
1,082$834K0.31%
60
FDXFEDEX CORP
2,832$818K0.30%
61
IWFISHARES TR
1,683$796K0.29%
62
GMGENERAL MTRS CO
9,677$786K0.29%
63
PNCPNC FINL SVCS GROUP INC
3,764$785K0.29%
64
ANETARISTA NETWORKS INC
5,948$779K0.29%
65
CEF/USPROTT ASSET MANAGEMENT LP
17,000$778K0.29%
66
DFUSDIMENSIONAL ETF TRUST
10,394$770K0.28%
67
ZMZOOM COMMUNICATIONS INC
8,817$760K0.28%
68
GEGE AEROSPACE
2,333$717K0.26%
69
XLFSELECT SECTOR SPDR TR
12,552$687K0.25%
70
RBLXROBLOX CORP
8,419$681K0.25%
71
MEDPMEDPACE HLDGS INC
1,197$672K0.25%
72
GEVGE VERNOVA INC
1,029$672K0.25%
73
FTITECHNIPFMC PLC
14,950$666K0.24%
74
USMVISHARES TR
7,049$663K0.24%
75
DALDELTA AIR LINES INC DEL
9,544$661K0.24%
76
EGPEASTGROUP PPTYS INC
3,709$660K0.24%
77
NEMNEWMONT CORP
6,525$650K0.24%
78
INCYINCYTE CORP
6,592$650K0.24%
79
SNOWSNOWFLAKE INC
2,960$649K0.24%
80
VUGVANGUARD INDEX FDS
1,330$648K0.24%
81
DHRDANAHER CORPORATION
2,829$647K0.24%
82
ESTCELASTIC N V
8,485$640K0.23%
83
ABBVABBVIE INC
2,767$631K0.23%
84
RSPINVESCO EXCHANGE TRADED FD T
3,263$625K0.23%
85
TPRTAPESTRY INC
4,864$621K0.23%
86
NTRANATERA INC
2,634$602K0.22%
87
JBHTHUNT J B TRANS SVCS INC
3,089$599K0.22%
88
UNHUNITEDHEALTH GROUP INC
1,807$596K0.22%
89
NFLXNETFLIX INC
6,191$579K0.21%
90
NOWSERVICENOW INC
3,695$565K0.21%
91
AMATAPPLIED MATLS INC
2,189$561K0.21%
92
PSXPHILLIPS 66
4,348$561K0.21%
93
MDTMEDTRONIC PLC
5,819$558K0.20%
94
LMTLOCKHEED MARTIN CORP
1,131$546K0.20%
95
TRVCCITIGROUP INC
4,653$542K0.20%
96
CATCATERPILLAR INC
932$533K0.20%
97
ILMNILLUMINA INC
4,058$531K0.19%
98
SCHFSCHWAB STRATEGIC TR
22,107$531K0.19%
99
VVISA INC
1,513$530K0.19%
100
BACBANK AMERICA CORP
9,602$527K0.19%
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