waypoint wealth counsel - Portfolio Stock Holdings
waypoint wealth counsel disclosed 298 stock positions in a recent SEC 13F filing. $189,118,873 of stock holdings were filed, with the largest holdings including VOO, GLD, and KO. This filing represented positions held on March 31, 2026, and was filed on April 23, 2026.Report Period:
March 31, 2026No. of Stocks:
298Est. Stock Holding Value:
$189,118,873Top Stock Holdings By Sector
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Portfolio Stock Holdings - waypoint wealth counsel
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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