Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

waypoint wealth counsel 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Name: waypoint wealth counsel 13F Holdings (2026-03-31)
Creator: ko.io

waypoint wealth counsel (CIK 1807909) reported $193.4M across 228 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($21.1M, 10.91%), GLD ($9.8M, 5.09%), KO ($9.3M, 4.81%), SPY ($8.9M, 4.62%), IVV ($8.9M, 4.61%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	VOO	VANGUARD INDEX FDS	$21.1M	10.91%	35,295	Trimmed
2	GLD	SPDR GOLD TR	$9.8M	5.09%	22,888	Trimmed
3	KO	COCA COLA CO	$9.3M	4.81%	122,322	Trimmed
4	SPY	STATE STR SPDR S&P 500 ETF T	$8.9M	4.62%	13,735	Trimmed
5	IVV	ISHARES TR	$8.9M	4.61%	13,635	Trimmed
6	IAU	ISHARES GOLD TR	$6.6M	3.41%	74,796	Trimmed
7	VYM	VANGUARD WHITEHALL FDS	$6.3M	3.27%	42,757	Trimmed
8	AAPL	APPLE INC	$5.8M	3.03%	23,050	Trimmed
9	MSFT	MICROSOFT CORP	$5.5M	2.85%	14,902	Trimmed
10	VB	VANGUARD INDEX FDS	$4.0M	2.05%	15,126	Trimmed
11	NVDA	NVIDIA CORPORATION	$3.7M	1.93%	21,426	Trimmed
12	AMZN	AMAZON COM INC	$2.4M	1.25%	11,624	Trimmed
13	GOOGL	ALPHABET INC	$2.0M	1.03%	6,916	Trimmed
14	VO	VANGUARD INDEX FDS	$1.7M	0.90%	6,056	Trimmed
15	IEF	ISHARES TR	$1.7M	0.87%	17,694	Trimmed
16	SCHB	SCHWAB STRATEGIC TR	$1.7M	0.87%	66,985	Trimmed
17	AVGO	BROADCOM INC	$1.7M	0.86%	5,358	Trimmed
18	QQQ	INVESCO QQQ TR	$1.5M	0.78%	2,608	Trimmed
19	DVY	ISHARES TR	$1.4M	0.75%	9,550	Trimmed
20	JNJ	JOHNSON & JOHNSON	$1.4M	0.71%	5,621	Trimmed
21	WMT	WALMART INC	$1.3M	0.69%	10,787	Trimmed
22	FIX	COMFORT SYS USA INC	$1.3M	0.65%	917	Trimmed
23	GOOG	ALPHABET INC	$1.2M	0.62%	4,178	Trimmed
24	MRK	MERCK & CO INC	$1.2M	0.62%	9,896	Trimmed
25	XOM	EXXON MOBIL CORP	$1.2M	0.61%	6,995	Trimmed

Source: SEC Form 13F filings · as of 2026-03-31