waypoint wealth counsel - Portfolio Stock Holdings
waypoint wealth counsel disclosed 240 stock positions in a recent SEC 13F filing. $158,452,978 of stock holdings were filed, with the largest holdings including VOO, IVV, and KO. This filing represented positions held on June 30, 2026, and was filed on Aug. 4, 2026.Report Period:
June 30, 2026No. of Stocks:
240Est. Stock Holding Value:
$158,452,978Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - waypoint wealth counsel
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...