waypoint wealth counsel

SEC CIK
0001807909

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 4, 2026.SEC

Positions
149
−80 vs. Q1 2026
Total value
$159.47M
−$33.92M (−17.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

waypoint wealth counsel holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD S&P 500 ETF922908363ETF34,498$23.69M14.86%−797−2.3%Reduced–
ISHARES CORE S&P 500 ETF464287200ETF13,858$10.38M6.51%+223+1.6%Added–
KOCOCA COLA CO COMStock121,662$9.89M6.20%−660−0.5%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF12,938$9.66M6.06%−797−5.8%ReducedView
GLDSPDR GOLD SHARESETF20,710$7.63M4.78%−2,178−9.5%ReducedView
AAPLAPPLE INC COMStock19,747$5.71M3.58%−3,303−14.3%ReducedView
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF35,411$5.6M3.51%−7,346−17.2%Reduced–
MSFTMICROSOFT CORP COMStock14,395$5.37M3.37%−507−3.4%ReducedView
IAUISHARES GOLD TRUSTETF70,641$5.33M3.34%−4,155−5.6%ReducedView
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF13,190$4M2.51%−1,936−12.8%Reduced–
NVDANVIDIA CORPORATION COMStock13,995$2.8M1.76%−7,431−34.7%ReducedView
INVESCO QQQ TRUST SERIES I46090E103ETF3,046$2.24M1.41%+438+16.8%Added–
AMZNAMAZON COM INC COMStock8,929$2.13M1.33%−2,695−23.2%ReducedView
GOOGLALPHABET INC CAP STK CL AStock5,593$2M1.25%−1,323−19.1%ReducedView
SCHWAB U.S. BROAD MARKET ETF808524102ETF67,152$1.94M1.22%+167+0.2%Added–
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF21,539$1.74M1.09%+15,483+255.7%Added–
ISHARES TR4642874407-10 YR TRSY BD17,784$1.68M1.05%+90+0.5%Added–
ISHARES SELECT DIVIDEND ETF464287168ETF9,573$1.5M0.94%+23+0.2%Added–
AVGOBROADCOM INC COMStock3,816$1.44M0.90%−1,542−28.8%ReducedView
MUMICRON TECHNOLOGY INC COMStock1,211$1.4M0.88%−2,031−62.6%ReducedView
VANGUARD ADMIRAL FDS INC921932828SMLLCP 600 IDX9,735$1.34M0.84%−50−0.5%Reduced–
CSCOCISCO SYS INC COMStock10,823$1.27M0.80%−1,253−10.4%ReducedView
ISHARES CORE S&P MID-CAP ETF464287507ETF15,807$1.22M0.76%+36+0.2%Added–
JNJJOHNSON & JOHNSON COMStock4,283$1.09M0.68%−1,338−23.8%ReducedView
GOOGALPHABET INC CAP STK CL CStock3,049$1.08M0.68%−1,129−27.0%ReducedView
CATCATERPILLAR INC COMStock856$911.69K0.57%+75+9.6%AddedView
HDHOME DEPOT INC COMStock2,476$873.21K0.55%+27+1.1%AddedView
DIMENSIONAL ETF TRUST25434V401US EQUI MARK ETF10,394$851.69K0.53%00.0%Unchanged–
XOMEXXON MOBIL CORPCOM6,055$827.88K0.52%−940−13.4%ReducedView
ISHARES RUSSELL 1000 GROWTH ETF464287614ETF6,618$821.72K0.52%+4,963+299.9%Added–
WMTWALMART INC COMStock7,008$793.78K0.50%−3,779−35.0%ReducedView
FIXCOMFORT SYS USA INCCOM380$753.14K0.47%−537−58.6%ReducedView
SCHWAB US DIVIDEND EQUITY ETF808524797ETF23,426$742.83K0.47%+57+0.2%Added–
MRKMERCK & CO INC COMStock5,527$710.22K0.45%−4,369−44.1%ReducedView
EGPEASTGROUP PPTYS INCCOM3,497$708.25K0.44%−94−2.6%ReducedView
EIXEDISON INTL COMStock9,493$706.76K0.44%−6,033−38.9%ReducedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF8,163$703.16K0.44%+7,017+612.3%Added–
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y605ETF13,087$701.59K0.44%+680+5.5%Added–
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880ETF18,989$699.57K0.44%−8,131−30.0%Reduced–
INTCINTEL CORP COMStock4,932$688.67K0.43%−14,370−74.4%ReducedView
INVESCO EXCHANGE TRADED FD T46137V357S&P500 EQL WGT3,236$688.55K0.43%+10.0%Added–
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock1,321$660.88K0.41%−935−41.4%ReducedView
CNCCENTENE CORP DEL COMStock9,528$611.6K0.38%−12,197−56.1%ReducedView
CEFSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD AN15,000$603.45K0.38%00.0%UnchangedView
FDXFEDEX CORP COMStock1,868$585.04K0.37%−662−26.2%ReducedView
JBHTHUNT J B TRANS SVCS INCCOM1,998$578.28K0.36%−942−32.0%ReducedView
PCGPG&E CORP COMStock34,349$577.75K0.36%−24,584−41.7%ReducedView
FTITECHNIPFMC PLCCOM8,529$565.47K0.35%−5,982−41.2%ReducedView
PNCPNC FINL SVCS GROUP INC COMStock2,287$563.11K0.35%−760−24.9%ReducedView
JPMJPMORGAN CHASE & CO COMStock1,709$559.57K0.35%−777−31.3%ReducedView
PROSHARES TR74348A467S&P 500 DV ARIST9,781$549.33K0.34%+4,904+100.6%Added–
SCHWAB INTERNATIONAL EQUITY ETF808524805ETF19,133$529.99K0.33%−19−0.1%Reduced–
SNDKSANDISK CORPCOM230$522.96K0.33%−722−75.8%ReducedView
WDCWESTERN DIGITAL CORPCOM818$522.47K0.33%−1,803−68.8%ReducedView
DALDELTA AIR LINES INCCOM NEW5,407$506.41K0.32%−3,690−40.6%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q217BETABULDRS JAPAN6,557$493.81K0.31%−324−4.7%Reduced–
REGNREGENERON PHARMACEUTICALSCOM777$484.49K0.30%−308−28.4%ReducedView
QCOMQUALCOMM INC COMStock2,582$477.18K0.30%−66−2.5%ReducedView
INCYINCYTE CORPCOM4,059$460.13K0.29%−2,286−36.0%ReducedView
CBCHUBB LIMITED COMStock1,332$453.87K0.28%−1,563−54.0%ReducedView
TSLATESLA INC COMStock1,075$452.15K0.28%−782−42.1%ReducedView
TERTERADYNE INC COMStock898$434.49K0.27%−322−26.4%ReducedView
VANGUARD S&P 500 GROWTH ETF921932505ETF5,178$427.82K0.27%+4,510+675.1%Added–
ANETARISTA NETWORKS INC COM SHSStock2,448$415.87K0.26%−2,387−49.4%ReducedView
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834ETF4,314$411.73K0.26%00.0%Unchanged–
PLDPROLOGIS INC. COMREIT2,989$404.98K0.25%−296−9.0%ReducedView
VANGUARD MORNINGSTAR MID-CAP VALUE ETF922908512ETF2,005$396.22K0.25%00.0%Unchanged–
PSXPHILLIPS 66 COMStock2,330$393.89K0.25%−1,126−32.6%ReducedView
GMGENERAL MTRS COCOM5,089$392.26K0.25%−4,016−44.1%ReducedView
LLYELI LILLY & CO COMStock324$388.62K0.24%−140−30.2%ReducedView
LMTLOCKHEED MARTIN CORP COMStock755$384.47K0.24%−307−28.9%ReducedView
CFGCITIZENS FINL GROUP INCCOM5,373$376.49K0.24%−606−10.1%ReducedView
METAMETA PLATFORMS INC CL AStock654$368.49K0.23%−551−45.7%ReducedView
ABBVABBVIE INC COMStock1,460$367.49K0.23%−141−8.8%ReducedView
BMYBRISTOL-MYERS SQUIBB CO COMStock6,351$365.95K0.23%−9,269−59.3%ReducedView
GEVGE VERNOVA INC COMStock311$365.38K0.23%−590−65.5%ReducedView
AMDADVANCED MICRO DEVICES INC COMStock628$364.81K0.23%+628NewView
FCXFREEPORT MCMORAN INC CL BStock5,719$359.67K0.23%−3,052−34.8%ReducedView
ILMNILLUMINA INCCOM2,042$359.05K0.23%−1,642−44.6%ReducedView
EXPEEXPEDIA GROUP INC COM NEWStock1,401$358.49K0.22%−1,240−47.0%ReducedView
CMICUMMINS INC COMStock502$357.98K0.22%−188−27.2%ReducedView
BWABORGWARNER INCCOM5,368$356.44K0.22%−2,805−34.3%ReducedView
VRTVERTIV HOLDINGS COCOM CL A1,037$347.21K0.22%−277−21.1%ReducedView
GBDCGOLUB CAP BDC INCCOM26,145$336.75K0.21%+420+1.6%AddedView
DVNDEVON ENERGY CORP NEW COMStock8,038$332.11K0.21%−2,585−24.3%ReducedView
MLIMUELLER INDS INCCOM2,695$331.3K0.21%−1,313−32.8%ReducedView
CCITIGROUP INC COM NEWStock2,351$329K0.21%−1,520−39.3%ReducedView
TGTTARGET CORP COMStock2,488$324.96K0.20%−927−27.1%ReducedView
NTRANATERA INCCOM1,186$321.94K0.20%−1,019−46.2%ReducedView
UNHUNITEDHEALTH GROUP INC COMStock774$321.7K0.20%−431−35.8%ReducedView
VTRVENTAS INC COMREIT3,578$317.73K0.20%−491−12.1%ReducedView
ABTABBOTT LABORATORIES COMStock3,465$314.42K0.20%+3,465NewView
NFLXNETFLIX INC. COMStock4,388$313.3K0.20%−969−18.1%ReducedView
AMATAPPLIED MATLS INC COMStock429$310.1K0.19%−383−47.2%ReducedView
CVXCHEVRON CORPORATION COMStock1,870$309.97K0.19%−201−9.7%ReducedView
ARMKARAMARKCOM5,322$302.82K0.19%−4,235−44.3%ReducedView
KEYSKEYSIGHT TECHNOLOGIES INC COMStock856$299.66K0.19%−305−26.3%ReducedView
ROSTROSS STORES INCCOM1,390$295.86K0.19%−369−21.0%ReducedView
J P MORGAN EXCHANGE TRADED F46641Q225BETA CDA ETF NEW2,947$292.93K0.18%−244−7.6%Reduced–
STATE STREET ENERGY SELECT SECTOR SPDR ETF81369Y506ETF5,445$289.17K0.18%+5,445New–

Options (1)

Put and call positions reported in the same filing. The value is that of the underlying shares, as reported on Form 13F.

waypoint wealth counsel option positions in Q2 2026
SecurityClassPutsCalls
SPYSTATE STREET SPDR S&P 500 ETFETF$373.39K–

Sold out since Q1 2026 (93)

Positions held at the end of Q1 2026 that are no longer in this filing.

waypoint wealth counsel positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
ABNBAIRBNB INC COM CL AStock4,653$587.58K0.30%
ISHARES TR464287689RUSSELL 3000 ETF1,495$554.23K0.29%
PLTRPALANTIR TECHNOLOGIES INC CL AStock3,536$517.25K0.27%
BKNGBOOKING HOLDINGS INC COMStock122$513.71K0.27%
CIENCIENA CORPCOM NEW1,308$507.81K0.26%
SPGIS&P GLOBAL INC COMStock1,180$501.9K0.26%
DHRDANAHER CORP DEL COMStock2,645$501.49K0.26%
MKTXMARKETAXESS HLDGS INCCOM2,954$487.35K0.25%
ISHARES RUSSELL 2000 ETF464287655ETF1,911$473.83K0.25%
ADBEADOBE INC COMStock1,823$443.14K0.23%
HIIHUNTINGTON INGALLS INDS INCCOM1,131$429.67K0.22%
APHAMPHENOL CORP NEWCL A3,386$427.82K0.22%
NOWSERVICENOW INC COMStock4,033$421.65K0.22%
MEDPMEDPACE HLDGS INCCOM844$405.28K0.21%
TJXTJX COS INC NEW COMStock2,462$393.26K0.20%
DGDOLLAR GEN CORP NEWCOM3,150$374.01K0.19%
AMPAMERIPRISE FINL INCCOM841$373.74K0.19%
HASHASBRO INCCOM3,690$345.38K0.18%
BMRNBIOMARIN PHARMACEUTICAL INCCOM6,002$339.05K0.18%
ISHARES S&P 500 GROWTH ETF464287309ETF2,995$338.71K0.18%
ZMZOOM COMMUNICATIONS INC CL AStock4,198$337.48K0.17%
NTNXNUTANIX INC CL AStock8,736$332.06K0.17%
RBLXROBLOX CORP CL AStock5,864$331.67K0.17%
VRSNVERISIGN INCCOM1,306$324.37K0.17%
ESTCELASTIC N VORD SHS6,454$322.64K0.17%
TXTTEXTRON INCCOM3,667$321.08K0.17%
VVISA INC COM CL AStock1,060$320.5K0.17%
SNOWSNOWFLAKE INC COM SHSStock2,099$316.57K0.16%
ACNACCENTURE PLC IRELAND SHS CLASS AStock1,550$307.35K0.16%
TSNTYSON FOODS INC CL AStock4,715$302.09K0.16%
MTCHMATCH GROUP INC NEWCOM9,833$301.98K0.16%
ISHARES TR464288646ISHS 1-5YR INVS5,485$288.29K0.15%
DOWDOW HLDGS INC COMStock6,784$282.55K0.15%
VEEVVEEVA SYS INC CL A COMStock1,598$280.71K0.15%
FTNTFORTINET INC COMStock3,419$279.4K0.14%
EXELEXELIXIS INCCOM6,448$276.56K0.14%
JCIJOHNSON CTLS INTL PLC SHSStock2,110$276.37K0.14%
CCKCROWN HLDGS INCCOM2,724$273.08K0.14%
KMXCARMAX INCCOM6,567$273.06K0.14%
TEAMATLASSIAN CORPORATIONCL A3,988$272.18K0.14%
AAALCOA CORP COMStock4,065$269.63K0.14%
ULTAULTA BEAUTY INC COMStock511$267.11K0.14%
UPSUNITED PARCEL SVCS INC CL BStock2,709$266.51K0.14%
TRVTRAVELERS COMPANIES INC COMStock903$263.44K0.14%
ISHARES TR464287788U.S. FINLS ETF2,231$262.52K0.14%
AAGILENT TECHNOLOGIES INCCOM2,291$261.14K0.14%
DKNGDRAFTKINGS INC NEW COM CL AStock12,035$260.2K0.13%
ORIOLD REP INTL CORPCOM6,464$257.91K0.13%
LVSLAS VEGAS SANDS CORPCOM4,764$256.69K0.13%
PNFPPINNACLE FINL PARTNERS INCCOM2,940$253.25K0.13%
CMGCHIPOTLE MEXICAN GRILL INCCOM7,904$253.01K0.13%
THCTENET HEALTHCARE CORPCOM NEW1,340$252.87K0.13%
GLGLOBE LIFE INCCOM1,743$242.57K0.13%
CWCURTISS WRIGHT CORP COMStock353$240.44K0.12%
RLRALPH LAUREN CORPCL A697$239.76K0.12%
ADTADT INC DELCOM36,116$237.28K0.12%
COPCONOCOPHILLIPS COMStock1,785$235.62K0.12%
ISHARES CORE S&P SMALL CAP ETF464287804ETF1,879$233.52K0.12%
ITGARTNER INCCOM1,473$233.24K0.12%
LRCXLAM RESEARCH CORP COM NEWStock1,084$231.61K0.12%
OMCOMNICOM GROUP INCCOM3,045$229.32K0.12%
FIVEFIVE BELOW INCCOM1,000$228.48K0.12%
SCHWCHARLES SCHWAB CORP (THE) COMStock2,428$228.22K0.12%
JANUS DETROIT STR TR47103U845HENDRSON AAA CL4,487$226.03K0.12%
GAPGAP INCCOM9,315$225.42K0.12%
SFSTIFEL FINL CORPCOM3,039$224.64K0.12%
INVHINVITATION HOMES INCCOM9,035$224.52K0.12%
RGAREINSURANCE GROUP AMER INCCOM NEW1,098$224.17K0.12%
OHIOMEGA HEALTHCARE INVS INCCOM5,060$221.73K0.11%
PMPHILIP MORRIS INTL INC COMStock1,339$221.39K0.11%
UTHRUNITED THERAPEUTICS CORP DELCOM372$220.59K0.11%
AKAMAKAMAI TECHNOLOGIES INCCOM1,911$219.48K0.11%
AXSAXIS CAP HLDGS LTDSHS2,159$218.95K0.11%
MAMASTERCARD INCORPORATED CL AStock438$218.92K0.11%
HLTHILTON WORLDWIDE HLDGS INCCOM717$218.03K0.11%
CSXCSX CORP COMStock5,189$213.02K0.11%
IVZINVESCO LTD SHSStock8,759$212.76K0.11%
COFCAPITAL ONE FINL CORP COMStock1,163$212.19K0.11%
SONSONOCO PRODS COCOM3,885$210.14K0.11%
ASHASHLAND INCCOM3,744$208.2K0.11%
MANHMANHATTAN ASSOCIATES INC COMStock1,551$206.47K0.11%
PFEPFIZER INC COMStock7,343$206.19K0.11%
FNFFIDELITY NATIONAL FINANCIALCOM SHS4,344$201.48K0.10%
OWLBLUE OWL CAPITAL INCCOM CL A18,468$168.61K0.09%
SSENTINELONE INCCL A12,801$164.88K0.09%
LYFTLYFT INCCL A COM10,941$145.52K0.08%
AGLAGILON HEALTH INCCOM NEW11,290$89.3K0.05%
MPTMEDICAL PROPERTIES TRUST INCCOM13,686$63.37K0.03%
SWIMLATHAM GROUP INCCOM10,013$53.77K0.03%
PTONPELOTON INTERACTIVE INCCL A COM12,297$52.76K0.03%
IRWDIRONWOOD PHARMACEUTICALS INCCOM CL A11,999$42.12K0.02%
ALITALIGHT INCCOM CL A30,211$17.6K0.01%
GIFTRDE INCCOM10,725$10.73K0.01%

13F filings by quarter

waypoint wealth counsel 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 4, 2026149$159.47Mvs. Q1 2026SEC
Q1 2026Apr 23, 2026229$193.39Mvs. Q4 2025SEC
Q4 2025Jan 28, 2026284$272.56Mvs. Q3 2025SEC
Q3 2025Oct 20, 2025267$253.22Mvs. Q2 2025SEC
Q2 2025Jul 25, 2025193$201.76Mvs. Q1 2025SEC
Q1 2025Apr 23, 2025119$159.22Mvs. Q4 2024SEC
Q4 2024Jan 22, 202598$153.21Mvs. Q3 2024SEC
Q3 2024Oct 4, 2024102$147.6Mvs. Q2 2024SEC
Q2 2024Jul 19, 202489$130.72Mvs. Q1 2024SEC
Q1 2024Apr 12, 202496$129.72Mvs. Q4 2023SEC
Q4 2023Apr 3, 202496$117.26Mvs. Q3 2023SEC
Q3 2023Apr 3, 202491$106.1Mvs. Q2 2023SEC
Q2 2023Apr 2, 202489$111.76Mvs. Q1 2023SEC
Q1 2023Apr 4, 202492$128.96Mvs. Q4 2022SEC
Q4 2022Mar 22, 202493$124.09M–SEC