waypoint wealth counsel

Portfolio Overview

The filing for Waypoint Wealth Counsel reveals a period of significant expansion and strategic reallocation. As of the report date December 31, 2025, the total portfolio value surged to $272.74 million, a substantial increase of 197.7% from the $91.62 million reported in the previous quarter (September 30, 2025). This near-tripling of assets suggests substantial capital inflows or a consolidation of reporting entities. The portfolio consists of 448 holdings, indicating a ...