13F Insight
DOSSIER · 13F-HR · Q2 2025

Waypoint Wealth Partners Inc.

$411M in tracked AUM across 76 positions as of Q2 2025.

WW
CIK 0001817306 · last filed Jun 30, 2025
Total AUM
$411M
as of Q2 2025
Holdings
76
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Waypoint Wealth Partners Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$411M▲ 13.7%
76 positionsLocked2025Q1Mar 31
$362M▼ 1.3%
70 positionsLocked2024Q4Dec 31
$367M▼ 2.6%
68 positionsLocked2024Q3Sep 30
$377M▲ 10.0%
67 positionsLocked2024Q2Jun 30
$342M▼ 2.6%
64 positionsLocked2024Q1Mar 31
$351M▲ 9.0%
71 positionsLocked2023Q4Dec 31
$322M▲ 11.9%
74 positionsLocked2023Q3Sep 30
$288M▼ 1.4%
74 positionsLocked2023Q2Jun 30
$292M▲ 4.2%
70 positionsLocked2023Q1Mar 31
$280M▲ 10.2%
70 positionsLocked2022Q4Dec 31
$254M▲ 7.2%
63 positionsLocked2022Q3Sep 30
$237M▼ 9.1%
62 positionsLocked
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