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 (434 days), 431 trades recorded
- Returns: week n/a · month n/a · 90 days +8.6% · 6 months +11.1% · 1 year +20.4% · all +20.4%
- Max drawdown -1.1% · Sharpe 1.45 · win rate 28% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908363 · 14.8% · long · since 2025-06-30
- 464287200 · 6.5% · long · since 2025-06-30
- SPY · 6.3% · long · since 2025-06-30
- KO · 6.2% · long · since 2025-06-30
- GLD · 4.8% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 921946406 · 3.5% · long · since 2025-06-30
- MSFT · 3.4% · long · since 2025-06-30
- IAU · 3.3% · long · since 2025-06-30
- 922908751 · 2.5% · long · since 2025-06-30
- NVDA · 1.8% · long · since 2025-06-30
- QQQ · 1.4% · long · since 2025-06-30
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