waypoint wealth counsel
•CIK: 1807909•Filing: Q4 2025
**Waypoint Wealth Counsel** manages $271M across a diversified portfolio of 284 positions. The strategy exhibits a significant allocation to core U.S. equity indices, notably VOO ($23.8M) and SPY ($11.4M). Further concentration is observed in dividend-focused names like VYM ($11.5M) and established tech leaders such as AAPL ($9.6M) and MSFT ($8.8M). This structure suggests a blend of broad market exposure with selective, high-conviction equity tilts.
Total AUM
$271.2M
QoQ Performance
+7.1%
Positions
256
Top 10 Concentration
42.0%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
VOO8.8%
VYM4.3%
SPY4.2%
GQ94.0%
AAPL3.5%
IVV3.5%
KO3.2%
MSFT3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.7%
ETF17.7%
Technology14.7%
Consumer Staples3.9%
Consumer3.8%
Financial3.6%
Healthcare3.1%
Industrial1.2%
🚪 Exited Positionssold since Q3 2025
+86 more exited positions
Changes from Q3 2025
NEW24 new positions
↑111 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023