waypoint wealth counsel
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 159,845
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 150 | 159,845 | 13F-HR | waypoint wealth counsel |
| Q1 2026 | 4/23/2026 | 229 | 193,386 | 13F-HR | waypoint wealth counsel |
| 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):
373
(0.2% of total reported value)
· QoQ Δ:
+373
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 71.42 K | 44.8% | 0 | 35.17 K | -35.17 K |
| ETFs | 88.03 K | 55.2% | 1.251 K | 0 | 1.251 K |
| Debt | 25 | 0.0% | 1 | 0 | 1 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
159,845
Holdings
150
QoQ value change ($000)
-33,541
(-17.3%)
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.