StockDriftsStockDriftsTop 50 Waypoint Wealth Counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.37% | 35.1K | $24.6M | +1.76%(+606) | $386.75(+83.38%) | 2026-09-30 | |
| IVV | ISHARES TR | 6.32% | 14.1K | $10.8M | +2.04%(+283) | $397.76(+92.93%) | 2026-09-30 | |
| KO | COCA COLA CO | 6.12% | 121.8K | $10.5M | +0.14%(+168) | $70.14(+35.94%) | 2026-09-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.76% | 12.9K | $9.9M | +0.00%(+0) | $429.91(+77.70%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 4.62% | 20.8K | $7.9M | +0.26%(+53) | $174.90(+110.98%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 4.53% | 15.1K | $7.8M | +5.12%(+737) | $282.89(+84.20%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.99% | 20.5K | $6.8M | +4.01%(+791) | $161.78(+115.25%) | 2026-09-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.25% | 35.9K | $5.6M | +1.36%(+480) | $107.22(+50.16%) | 2026-09-30 | |
| IAU | ISHARES GOLD TR | 3.17% | 69.5K | $5.4M | -1.63%(-1.15K) | $34.03(+122.34%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 2.19% | 13.2K | $3.7M | -0.21%(-28) | $184.91(+56.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.20% | +69.38% | — | — | +86.08% |
| Top 20 Holdings Unweighted | +19.61% | +71.12% | — | — | +86.77% |
Waypoint Wealth Counsel reports $171.62M in US-listed equity holdings across 161 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.4%), IVV (6.3%) and KO (6.1%). The top 20 holdings account for 65.95% of reported assets. Its disclosed equity book has returned +69.38% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Waypoint Wealth Counsel’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1807909). View Waypoint Wealth Counsel’s 13F filings on SEC