Long-term investor
Waypoint Wealth Counsel @waypointwealthcounsel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001807909).
Record
- Tracked since 2025-06-30 (484 days), 484 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +9.9% · 1 year +13.8% · all +13.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 14.3% · long · since 2025-09-30
- 464287200 · 6.3% · long · since 2025-09-30
- KO · 6.1% · long · since 2025-09-30
- 78462F103 · 5.7% · long · since 2025-09-30
- GLD · 4.6% · long · since 2025-09-30
- MSFT · 4.5% · long · since 2025-09-30
- AAPL · 4.0% · long · since 2025-09-30
- 921946406 · 3.2% · long · since 2025-09-30
- IAU · 3.2% · long · since 2025-09-30
- 922908751 · 2.2% · long · since 2025-09-30
- NVDA · 2.1% · long · since 2025-09-30
- AMZN · 1.4% · long · since 2025-09-30