Waypoint Wealth Partners Inc.

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Mill Valley, CA
CIK
0001817306
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 74 322,381 AVUS, DFAC, AVDE, AVEM 13F-HR 2/9/2024 000117266124000604
Q3 2023 74 288,029 AVUS, DFAC, AVDE, AVEM 13F-HR 10/23/2023 000117266123003477
Q2 2023 70 292,067 DFAC, AVUS, AVDE, AVEM 13F-HR 7/31/2023 000117266123002691
Q1 2023 70 280,359 DFAC, AVUS, AVDE, AVEM 13F-HR 5/1/2023 000117266123001773
Q4 2022 63 254,331 DFAC, AVUS, AVDE, AVEM 13F-HR 2/1/2023 000117266123000386
Q3 2022 62 237,150 DFAC, AVDE, AVUS, AVEM 13F-HR 10/26/2022 000117266122002241
Q2 2022 65 260,803 DFAC, AVDE, AVUS, AVEM 13F-HR 8/4/2022 000108514622002803
Q1 2022 50 273,585 DFAC, AVUS, AVDE, AVEM 13F-HR 5/9/2022 000108514622001832
Q4 2021 50 292,216 DFAC, AVUS, AVDE, AVEM 13F-HR 2/8/2022 000108514622000662
Q3 2021 43 267,164 AVDE, DFAC, AVUS, AVEM 13F-HR 11/8/2021 000108514621003069
Q2 2021 40 257,974 DFAC, AVDE, ABNB, AVUS 13F-HR 8/5/2021 000108514621002229
Q1 2021 40 137,304 AVDE, AVUS, AVEM, UPS 13F-HR 5/10/2021 000108514621001542
Q4 2020 35 127,524 AVDE, AVUS, AVEM, UPS 13F-HR 1/29/2021 000108514621000357