account_balance
Investment manager · 13F filer · SEC CIK 1807909
waypoint wealth counsel
Reported value$159Mas of Jun 30, 2026
Positions149 13 new, 93 sold out
Top 10 weight54.7%VOO alone is 15%
FiledAug 435 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
14.9%Trimmed −2%
IVViShares Tr
6.5%
KOCoca Cola Co
6.2%
SPYState STR SPDR S&P 500 ETF T
6.1%Trimmed −6%
GLDSPDR Gold Tr
4.8%Trimmed −10%
AAPLApple Inc
3.6%Trimmed −14%
VYMVanguard Whitehall FDS
3.5%Trimmed −17%
MSFTMicrosoft Corp
3.4%Trimmed −3%
IAUiShares Gold Tr
3.3%Trimmed −6%
VBVanguard Index FDS
2.5%Trimmed −13%
NVDANvidia Corporation
1.8%Trimmed −35%
QQQ1.4%
VOOVanguard Index FDS
14.9%Trimmed −2%
IVV6.5%
KO6.2%SPY6.1%GLDSPDR Gold Tr
4.8%Trimmed −10%
AAPL3.6%VYM3.5%
MSFT3.4%IAU3.3%VB2.5%
NVDA1.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 14.9% Trimmed −2%
IVV iShares Tr 6.5% Held
KO Coca Cola Co 6.2% HeldSPY State STR SPDR S&P 500 ETF T 6.1% Trimmed −6%GLD SPDR Gold Tr 4.8% Trimmed −10%AAPL Apple Inc 3.6% Trimmed −14%VYM Vanguard Whitehall FDS 3.5% Trimmed −17%
MSFT Microsoft Corp 3.4% Trimmed −3%IAU iShares Gold Tr 3.3% Trimmed −6%VB Vanguard Index FDS 2.5% Trimmed −13%
NVDA Nvidia Corporation 1.8% Trimmed −35%QQQ Invesco QQQ Tr 1.4% Added +17%
What changed