waypoint wealth counsel
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 272,744
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 285 | 272,744 | 13F-HR | waypoint wealth counsel |
| Q3 2025 | 10/20/2025 | 267 | 253,222 | 13F-HR | waypoint wealth counsel |
| Q2 2025 | 7/25/2025 | 193 | 201,761 | 13F-HR | waypoint wealth counsel |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
180
(0.1% of total reported value)
· QoQ Δ:
+180
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.8 K | 74.8% | 17.57 K | 0 | 17.57 K |
| ETFs | 68.77 K | 25.2% | 1.769 K | 0 | 1.769 K |
| Debt | 24 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
272,744
Holdings
285
QoQ value change ($000)
19,522
(7.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.