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Home > Institutional Investor > Waypoint Wealth Counsel > Profile

Instuitional Investor - Waypoint Wealth Counsel

Fund Profile
Filing Period:
Fund Name: Waypoint Wealth Counsel
Portfolio Value $272,743,511
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 37,908 $23,773,155 8.72%
2.
Vanguard Whitehall Funds
 80,320 $11,527,497 4.23%
3.
Spdr S & P 500 Etf Trust
 SPY 16,769 $11,434,840 4.19%
4.
Spdr Gold Trust
 GLD 27,288 $10,814,688 3.97%
5.
Apple Inc.
 AAPL 35,322 $9,602,763 3.52%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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