Waypoint Wealth Partners Inc.
Q2 2025 13F Holdings
- Locationmill valley, CA
- Num holdings
76
- Value ($000)
$411,422
- Date Filed07/10/2025
- Form type13F-HR
- CIK0001817306
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $106.81M | 26 % | 1,059,366 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $87.61M | 21 % | 2,444,459 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $67.67M | 16 % | 914,355 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $30.11M | 7 % | 439,373 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $12.08M | 3 % | 388,615 | ||
RUBRIK INC. | CL A | 781154109 | $11.64M | 3 % | 129,923 | ||
UPS UNITED PARCEL SERVICE INC | CL B | 911312106 | $8.26M | 2 % | 81,858 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $7.52M | 2 % | 191,470 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $6.25M | 2 % | 46,205 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $4.79M | 1 % | 57,399 |
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