waypoint wealth counsel - Portfolio overview

waypoint wealth counsel has 318 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 12.70%
2. GLD - SPDR GOLD TR, 5.93%
3. SPY - STATE STR SPDR S&P 500 ETF T, 5.38%

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

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