Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
waypoint wealth counsel (CIK 1807909) reported $159.8M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($23.7M, 14.82%), IVV ($10.4M, 6.49%), SPY ($10.0M, 6.28%), KO ($9.9M, 6.19%), GLD ($7.6M, 4.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $23.7M | 14.82% | 34,498 | Trimmed |
| 2 | IVV | ISHARES TR | $10.4M | 6.49% | 13,858 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $10.0M | 6.28% | 12,938 | Trimmed |
| 4 | KO | COCA COLA CO | $9.9M | 6.19% | 121,662 | Trimmed |
| 5 | GLD | SPDR GOLD TR | $7.6M | 4.77% | 20,710 | Trimmed |
| 6 | AAPL | APPLE INC | $5.7M | 3.57% | 19,747 | Trimmed |
| 7 | VYM | VANGUARD WHITEHALL FDS | $5.6M | 3.50% | 35,411 | Trimmed |
| 8 | MSFT | MICROSOFT CORP | $5.4M | 3.36% | 14,395 | Trimmed |
| 9 | IAU | ISHARES GOLD TR | $5.3M | 3.34% | 70,641 | Trimmed |
| 10 | VB | VANGUARD INDEX FDS | $4.0M | 2.50% | 13,190 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $2.8M | 1.75% | 13,995 | Trimmed |
| 12 | QQQ | INVESCO QQQ TR | $2.2M | 1.40% | 3,046 | Added |
| 13 | AMZN | AMAZON COM INC | $2.1M | 1.33% | 8,929 | Trimmed |
| 14 | GOOGL | ALPHABET INC | $2.0M | 1.25% | 5,593 | Trimmed |
| 15 | SCHB | SCHWAB STRATEGIC TR | $1.9M | 1.22% | 67,152 | Added |
| 16 | VO | VANGUARD INDEX FDS | $1.7M | 1.09% | 21,539 | Added |
| 17 | IEF | ISHARES TR | $1.7M | 1.05% | 17,784 | Added |
| 18 | DVY | ISHARES TR | $1.5M | 0.94% | 9,573 | Added |
| 19 | AVGO | BROADCOM INC | $1.4M | 0.90% | 3,816 | Trimmed |
| 20 | MU | MICRON TECHNOLOGY INC | $1.4M | 0.87% | 1,211 | Trimmed |
| 21 | VIOO | VANGUARD ADMIRAL FDS INC | $1.3M | 0.84% | 9,735 | Trimmed |
| 22 | CSCO | CISCO SYS INC | $1.3M | 0.80% | 10,823 | Trimmed |
| 23 | IJH | ISHARES TR | $1.2M | 0.76% | 15,807 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $1.1M | 0.68% | 4,283 | Trimmed |
| 25 | GOOG | ALPHABET INC | $1.1M | 0.67% | 3,049 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30