Waypoint Wealth Partners Inc.

13F Filings History

Latest 13F report
Q2 2025 - Jul 10, 2025
Value $
$411M
Signature - Title
Michelle McCarthy - Compliance Consultant
Location
Mill Valley, CA
Summary
This page shows a list of all the recent 13F filings made by Waypoint Wealth Partners Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Waypoint Wealth Partners Inc. reported 76 stock holdings with total value $411M as of Q2 2025. Top holdings included AVUS, DFAC, AVDE, AVEM, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 76 $411M +$27.3M -$11.6M +$15.8M AVUS, DFAC, AVDE, AVEM, DFIC 13F-HR 7/10/2025, 09:52 AM
Q1 2025 70 $362M +$7.7M -$5.71M +$1.99M AVUS, DFAC, AVDE, AVEM, DFIC 13F-HR 5/13/2025, 10:24 AM
Q4 2024 68 $367M +$6.37M -$9.96M -$3.59M AVUS, DFAC, AVDE, AVEM, DFIC 13F-HR 1/30/2025, 04:21 PM
Q3 2024 67 $377M +$17.3M -$2.67M +$14.6M AVUS, DFAC, AVDE, AVEM, DFIC 13F-HR 11/8/2024, 09:38 AM
Q2 2024 64 $342M +$13.7M -$23.7M -$10.1M AVUS, DFAC, AVDE, AVEM, UPS 13F-HR 7/24/2024, 12:13 PM
Q1 2024 71 $351M +$12M -$6.05M +$5.98M AVUS, DFAC, AVDE, AVEM, ABNB 13F-HR 4/24/2024, 02:19 PM
Q4 2023 74 $322M +$17.2M -$9.27M +$7.97M AVUS, DFAC, AVDE, AVEM, UPS 13F-HR 2/9/2024, 09:42 AM
Q3 2023 74 $288M +$11M -$4.32M +$6.65M AVUS, DFAC, AVDE, AVEM, UPS 13F-HR 10/23/2023, 04:25 PM
Q2 2023 70 $292M +$4.69M -$3.83M +$861K DFAC, AVUS, AVDE, AVEM, UPS 13F-HR 7/31/2023, 05:18 PM
Q1 2023 70 $280M +$13.4M -$6.49M +$6.93M DFAC, AVUS, AVDE, AVEM, UPS 13F-HR 5/1/2023, 04:47 PM
Q4 2022 63 $254M +$16M -$18.9M -$2.9M DFAC, AVUS, AVDE, AVEM, UPS 13F-HR 2/1/2023, 01:42 PM
Q3 2022 62 $237M +$21M -$25.4M -$4.34M DFAC, AVDE, AVUS, AVEM, UPS 13F-HR 10/26/2022, 04:16 PM
Q2 2022 65 $261M +$62M -$28.5M +$33.5M DFAC, AVDE, AVUS, AVEM, UPS 13F-HR 8/4/2022, 06:04 PM
Q1 2022 50 $274M +$10.6M -$16.4M -$5.79M DFAC, AVUS, AVDE, AVEM, UPS 13F-HR 5/6/2022, 08:00 PM
Q4 2021 50 $292M +$32.3M -$22.1M +$10.2M DFAC, AVUS, AVDE, AVEM, UPS 13F-HR 2/8/2022, 05:45 PM
Q3 2021 43 $267M +$30.8M -$20M +$10.8M AVDE, DFAC, AVUS, AVEM, ABNB 13F-HR 11/8/2021, 08:41 PM
Q2 2021 40 $258M +$114M -$3.18M +$111M DFAC, AVDE, ABNB, AVUS, AVEM 13F-HR 8/5/2021, 06:31 PM
Q1 2021 40 $137M +$5.89M -$3.46M +$2.44M AVDE, AVUS, AVEM, UPS, ESGU 13F-HR 5/10/2021, 04:58 PM
Q4 2020 35 $128M $0 $0 AVDE, AVUS, AVEM, UPS, ESGU 13F-HR 1/29/2021, 11:27 AM