StockDriftsStockDriftsTop 50 waypoint wealth counsel Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 14.86% | 34.5K | $23.7M | -2.26%(-797) | $381.36(+86.88%) | 2026-06-30 | |
| IVV | ISHARES TR | 6.51% | 13.9K | $10.4M | +1.64%(+223) | $390.41(+99.51%) | 2026-06-30 | |
| KO | COCA COLA CO | 6.2% | 121.7K | $9.9M | -0.54%(-660) | $70.12(+24.94%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.06% | 12.9K | $9.7M | -5.80%(-797) | $429.91(+80.35%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 4.78% | 20.7K | $7.6M | -9.52%(-2.18K) | $174.39(+131.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.58% | 19.7K | $5.7M | -14.33%(-3.30K) | $155.79(+96.02%) | 2026-06-30 | |
| VYM | VANGUARD WHITEHALL FDS | 3.51% | 35.4K | $5.6M | -17.18%(-7.35K) | $106.55(+56.04%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.37% | 14.4K | $5.4M | -3.40%(-507) | $274.70(+76.95%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 3.34% | 70.6K | $5.3M | -5.56%(-4.16K) | $34.03(+143.88%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.51% | 13.2K | $4.0M | -12.80%(-1.94K) | $184.91(+66.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.65% | +58.74% | — | — | +78.44% |
| Top 20 Holdings Unweighted | +17.44% | +61.96% | — | — | +81.80% |
waypoint wealth counsel reports $159.84M in US-listed equity holdings across 149 positions in its most recent 13F filing. Its largest disclosed positions are VOO (14.9%), IVV (6.5%) and KO (6.2%). The top 20 holdings account for 66.55% of reported assets. Its disclosed equity book has returned +58.74% on a three-year cumulative basis. Figures reflect the Q2 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