waypoint wealth counsel: 13F holdings
CIK 18079092026Q2
| Positions | 149 |
|---|---|
| Reported value | $159.8m |
| Filed | 2026-08-04 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VOO VANGUARD INDEX FDS | 34,498 | $23.7m | 14.8% |
| IVV ISHARES TR | 13,858 | $10.4m | 6.5% |
| KO COCA COLA CO | 121,662 | $9.9m | 6.2% |
| SPY STATE STR SPDR S&P 500 ETF T | 12,938 | $9.7m | 6.0% |
| GLD SPDR GOLD TR | 20,710 | $7.6m | 4.8% |
| AAPL APPLE INC | 19,747 | $5.7m | 3.6% |
| VYM VANGUARD WHITEHALL FDS | 35,411 | $5.6m | 3.5% |
| MSFT MICROSOFT CORP | 14,395 | $5.4m | 3.4% |
| IAU ISHARES GOLD TR | 70,641 | $5.3m | 3.3% |
| VB VANGUARD INDEX FDS | 13,190 | $4.0m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1807909")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.