Waypoint Wealth Partners Inc. - Portfolio overview

Waypoint Wealth Partners Inc. has 76 reported holdings in this dataset, with the latest filing dated 2025-07-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. AVUS - AMERICAN CENTY ETF TR, 25.96%
2. DFAC - DIMENSIONAL ETF TRUST, 21.29%
3. AVDE - AMERICAN CENTY ETF TR, 16.45%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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