Waypoint Wealth Counsel - Q42025 Holdings

Waypoint Wealth Counsel holds 284 stocks with a total portfolio value of $ 272.74M as of Q42025. In Q42025, Waypoint Wealth Counsel added 56 new positions, increased stakes in 133 stocks, reduced 84 holdings, and fully exited 39 positions. The largest holding is Vanguard Index Fds (VOO), representing 8.72% of the total portfolio.