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Portfolio (Quarterly) Guide ↗

waypoint wealth counsel

· CIK 0001807909
13F Portfolio $160M AUM 222 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 150 New
Page 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RSP INVESCO EXCHANGE TRADED FD T 3,236.0 $689K 0.43% NEW $212.78 +3.7%
42 BERKSHIRE HATHAWAY INC DEL 1,321.0 $661K 0.41% NEW $500.29
43 CNC CENTENE CORP DEL Healthcare 9,528.0 $612K 0.38% NEW $64.19 +0.9%
44 CEF SPROTT ASSET MANAGEMENT LP Financial Services 15,000.0 $603K 0.38% NEW $40.23 +13.2%
45 FDX FEDEX CORP Industrials 1,868.0 $585K 0.37% NEW $313.19 +5.6%
46 JBHT HUNT J B TRANS SVCS INC Industrials 1,998.0 $578K 0.36% NEW $289.43 -9.8%
47 PCG PG&E CORP Utilities 34,349.0 $578K 0.36% NEW $16.82 -1.3%
48 TECHNIPFMC PLC 8,529.0 $565K 0.35% NEW $66.30
49 PNC PNC FINL SVCS GROUP INC Financial Services 2,287.0 $563K 0.35% NEW $246.22 -1.6%
50 JPM JPMORGAN CHASE & CO Financial Services 1,709.0 $560K 0.35% NEW $327.43 +9.2%
51 NOBL PROSHARES TR 9,781.0 $549K 0.34% NEW $56.16 +3.9%
52 SCHF SCHWAB STRATEGIC TR 19,133.0 $530K 0.33% NEW $27.70 +2.2%
53 SNDK SANDISK CORP Technology 230.0 $523K 0.33% NEW $2273.73 -34.7%
54 WDC WESTERN DIGITAL CORP Technology 818.0 $522K 0.33% NEW $638.72 -28.1%
55 DAL DELTA AIR LINES INC Industrials 5,407.0 $506K 0.32% NEW $93.66 -14.5%
56 BBJP J P MORGAN EXCHANGE TRADED F 6,557.0 $494K 0.31% NEW $75.31 +2.8%
57 REGN REGENERON PHARMACEUTICALS Healthcare 777.0 $484K 0.30% NEW $623.54 +27.4%
58 QCOM QUALCOMM INC Technology 2,582.0 $477K 0.30% NEW $184.81 -11.2%
59 INCY INCYTE CORP Healthcare 4,059.0 $460K 0.29% NEW $113.36 +9.7%
60 CB CHUBB LIMITED Financial Services 1,332.0 $454K 0.28% NEW $340.74 -0.2%
Page 3 of 8  ·  150 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 31.7%
Technology 24.5%
Consumer Defensive 12.5%
Industrials 7.7%
Healthcare 6.9%
Consumer Cyclical 6.6%
Communication Services 3.1%
Energy 2.7%
Real Estate 2.0%
Utilities 1.8%