waypoint wealth counsel

Q4 2025 13F Holdings

Location
Atlanta, GA
Holdings as of
12/31/2025
Value
$273M
Value excl. options
$273M
Num holdings
285
Date filed
1/28/2026
Form type
13F-HR
Prev filing
10/20/2025
Next filing
4/23/2026
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type