Waypoint Wealth Counsel has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 248 distinct positions held by the firm, managed by Member/CCO Brad McGrew.
The largest position disclosed in the portfolio is Apple Inc., with 6,786,235 shares. Other significant holdings include Amazon.com Inc. with 2,445,938 shares, Alphabet Inc. Class A with 1,953,645 shares, and Microsoft Corporation with 7,720,191 shares. The filing also details positions in Visa Inc., Eli Lilly & Co., Broadcom Inc., and UnitedHealth Group Inc.
The portfolio is diversified across various sectors, including technology, healthcare, consumer discretionary, and financial services. Specific holdings listed in the filing include shares of NVIDIA Corporation, Meta Platforms Inc., JPMorgan Chase & Co., and Prologis Inc. The report includes detailed information regarding the number of shares held for each security.
