Waypoint Wealth Counsel
Annual return '25
+18.1%
SPY '25
+17.7%
Alpha
+0.3ptsvs SPY
Invested
$193.4M
Holdings
240
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q1 2026: New position (399 shares)
10.9%
02
$GQ9
SPDR GOLD TR
Q1 2026: New position (505 shares)
5.1%
03
$KO
COCA COLA CO
Held since at least Q1 2024
4.8%
04
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: New position (8.0k shares)
4.6%
05
$IVV
ISHARES TR
Q1 2026: New position (12.5k shares)
4.6%
06
$IAU
ISHARES GOLD TR
Q1 2026: New position (3.4k shares)
3.4%
07
$VYM
VANGUARD WHITEHALL FDS
Held since at least Q1 2024
3.3%
08
$AAPL
APPLE INC
Q1 2026: New position (3.7k shares)
3.0%
09
$MSFT
MICROSOFT CORP
Q1 2026: New position (4.8k shares)
2.9%
10
$VB
VANGUARD INDEX FDS
Q1 2026: New position (4.4k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:52 UTC.