13F Insight
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DOSSIER · 13F-HR · Q1 2026

waypoint wealth counsel

$193M in tracked AUM across 350 positions as of Q1 2026.

WW
CIK 0001807909 · last filed Mar 31, 2026
Total AUM
$193M
as of Q1 2026
Holdings
350
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
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