Waypoint Wealth Partners Inc.

Q1 2025 13F Holdings

  • Location
    mill valley, CA
  • Num holdings

    70

  • Value ($000)

    $361,729

  • Date Filed
    05/13/2025
  • Form type
    13F-HR
  • CIK
    0001817306
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$99.83M
28 %

1,080,650

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$77.13M
21 %

2,337,988

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$62.47M
17 %

942,590

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$27.34M
8 %

454,338

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$11.48M
3 %

413,478

UPS
UPS

UNITED PARCEL SERVICE INC

CL B
$9.00M
3 %

81,858

ESGU
ESGU

ISHARES TR

ESG AWR MSCI USA
$7.15M
2 %

58,618

DFSU
DFSU

DIMENSIONAL ETF TRUST

US SUSTAINABILTY
$4.54M
1 %

126,852

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
$4.35M
1 %

57,468

ABNB
ABNB

AIRBNB INC

COM CL A
$4.12M
1 %

34,458

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