§ 13F · FUND PROFILE
waypoint wealth counsel.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $201.8T (13F)Positions · 311Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$272.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 38K | $23.8T | 8.7% | NEW |
| 2 | VYM | VANGUARD WHITEHALL FDS | 80K | $11.5T | 4.2% | NEW |
| 3 | SPY | SPDR S&P 500 ETF TR | 17K | $11.4T | 4.2% | NEW |
| 4 | GLD | SPDR GOLD TR | 27K | $10.8T | 4.0% | NEW |
| 5 | IVV | ISHARES TR | 14K | $9.5T | 3.5% | NEW |
| 6 | AAPL | APPLE INC | 33K | $8.8T | 3.2% | NEW |
| 7 | KO | COCA COLA CO | 125K | $8.8T | 3.2% | NEW |
| 8 | MSFT | MICROSOFT CORP | 17K | $8.1T | 3.0% | NEW |
| 9 | IAU | ISHARES GOLD TR | 80K | $6.5T | 2.4% | NEW |
| 10 | IWM | ISHARES TR | 21K | $5.1T | 1.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WAYPOINT SIGNAL
AC read
waypoint wealth counsel is a Other fund managing $201760.9 trillion in assets. The fund runs a broad portfolio of 311 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed