Holdings
waypoint wealth counsel
As of Jun 30, 2026, waypoint wealth counsel reported 107 positions worth US$69.3M. Largest: Coca-cola Company (the), Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Coca-cola Company (the) | 122K | US$9.89M | −660 | Jun 30, 2026 |
| Apple Inc | 19,747 | US$5.71M | −3,303 | Jun 30, 2026 |
| Microsoft Corp. | 14,395 | US$5.37M | −507 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 8,608 | US$3.08M | −2,476 | Jun 30, 2026 |
| Nvidia Corporation | 13,995 | US$2.8M | −7,431 | Jun 30, 2026 |
| Amazon.com, Inc. | 8,929 | US$2.13M | −2,695 | Jun 30, 2026 |
| Broadcom Inc. | 3,816 | US$1.44M | −1,542 | Jun 30, 2026 |
| Micron Technology, Inc. | 1,211 | US$1.4M | −2,031 | Jun 30, 2026 |
| Cisco Systems, Inc. | 10,823 | US$1.27M | −1,253 | Jun 30, 2026 |
| Johnson & Johnson | 4,283 | US$1.09M | −1,338 | Jun 30, 2026 |