Notify me when waypoint wealth counsel files a new 13F portfolio report.
⭐ Subscribe ⭐| 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 |