waypoint wealth counsel
Q3 2025 13F Holdings
- Locationatlanta, GA
- Num holdings
267
- Value ($000)
$253,222
- Date Filed10/20/2025
- Form type13F-HR
- CIK0001807909
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $23.31 M | 9 % | 38,072 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $11.20 M | 4 % | 16,806 | ||
VYM VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | $10.67 M | 4 % | 75,708 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $10.05 M | 4 % | 28,267 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $9.51 M | 4 % | 18,368 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $9.28 M | 4 % | 13,863 | ||
AAPL APPLE INC | COM | 037833100 | $8.79 M | 4 % | 34,518 | ||
KO COCA COLA CO | COM | 191216100 | $8.41 M | 3 % | 126,735 | ||
IAU ISHARES GOLD TR | ISHARES NEW | 464285204 | $5.89 M | 2 % | 80,884 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.43 M | 2 % | 29,109 |
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