13F Filings History of waypoint wealth counsel

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$272,563,623
Signature - Title
Brad McGrew - Member/CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by waypoint wealth counsel. Form 13F is required to be filed within 45 days of the end of a calendar quarter. waypoint wealth counsel reported 284 stock holdings with total value $272,563,623 as of Q4 2025. Top holdings included VOO, VYM, SPY, GLD, and AAPL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 284 $272,563,623 +$29,928,130 -$18,458,638 +$11,469,492 VOO, VYM, SPY, GLD, AAPL 13F-HR 28 Jan 2026, 13:30
Q3 2025 267 $253,222,012 +$44,501,963 -$9,333,428 +$35,168,535 VOO, SPY, VYM, GLD, MSFT 13F-HR 20 Oct 2025, 11:34
Q2 2025 193 $201,760,926 +$39,785,984 -$10,121,602 +$29,664,382 VOO, SPY, VYM, MSFT, KO 13F-HR 25 Jul 2025, 09:08
Q1 2025 119 $159,218,621 +$12,730,068 -$3,191,255 +$9,538,813 VOO, JAAA, VYM, SPY, GLD 13F-HR 23 Apr 2025, 13:32
Q4 2024 98 $153,214,895 +$8,588,316 -$1,543,448 +$7,044,868 VOO, VYM, SPY, JAAA, IVV 13F-HR 22 Jan 2025, 09:20
Q3 2024 102 $147,602,300 +$10,911,602 -$1,252,345 +$9,659,257 VOO, VYM, SPY, IVV, JAAA 13F-HR 04 Oct 2024, 10:42
Q2 2024 89 $130,716,214 +$4,291,710 -$5,107,009 -$815,299 VOO, VYM, SPY, IVV, JAAA 13F-HR 19 Jul 2024, 13:10
Q1 2024 96 $129,723,226 +$11,416,932 -$5,498,480 +$5,918,452 VOO, VYM, SPY, IVV, JAAA 13F-HR 12 Apr 2024, 10:30
Q4 2023 96 $117,264,053 +$8,312,735 -$7,195,847 +$1,116,888 VOO, VYM, JAAA, IVV, MSFT 13F-HR 03 Apr 2024, 09:29
Q3 2023 91 $106,096,931 +$2,467,538 -$5,121,665 -$2,654,127 VOO, JAAA, VYM, IVV, MSFT 13F-HR 03 Apr 2024, 09:24
Q2 2023 89 $111,758,252 +$2,290,930 -$27,729,682 -$25,438,752 VOO, JAAA, VYM, IVV, AAPL 13F-HR 02 Apr 2024, 14:57
Q1 2023 92 $128,964,617 +$5,424,696 -$6,431,211 -$1,006,515 VOO, AAPL, JAAA, VYM, SCHD 13F-HR 04 Apr 2024, 09:45
Q4 2022 93 $124,087,049 $0 $0 $0 VOO, AAPL, JAAA, VYM, SCHD 13F-HR 22 Mar 2024, 15:26