WW

Waypoint Wealth Partners Inc.

13F
Waypoint Wealth Partners Inc.
Last update 2025-07-10 76 Stocks (11 new)
Value $411.00 Mil Turnover 7 %
Countries:
Top Holdings: AVUS(25.96%)DFAC(21.29%)AVDE(16.45%)AVEM(7.32%)DFIC(2.94%)
Summary Stock Picks Current Portfolio
Waypoint Wealth Partners Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
1,059,366
106,805.3
-1.97%
25.960
-0.54%
1.220
+18.90%
+6.42%
8,878.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
2,444,459
87,609.4
+4.55%
21.290
+0.93%
0.250
+18.73%
+6.19%
35,543.3
 
AVDE
Avantis International Equity ETF
914,355
67,671.4
-3.00%
16.450
-0.52%
0.910
+13.05%
+22.08%
7,437.6
 
AVEM
Avantis Emerging Markets Equity ETF
439,373
30,114.7
-3.29%
7.320
-0.25%
0.280
+21.59%
+20.13%
10,968.0
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
388,615
12,082.0
-6.01%
2.940
-0.19%
0.130
+12.58%
+21.57%
9,637.7
 
RBRK
Rubrik Inc
129,923
11,639.8
New Holding
2.830
+2.83%
0.070
+43.01%
+34.81%
17,048.7
Software
UPS
United Parcel Service Inc
81,858
8,262.8
0%
2.010
0%
0.010
+4.59%
-18.88%
84,019.3
Transportation
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
191,470
7,515.2
+50.94%
1.830
+0.62%
0.510
+18.96%
+5.75%
1,519.8
 
ESGU
iShares MSCI USA ESG Optimized ETF
46,205
6,251.5
-21.18%
1.520
-0.42%
0.050
+19.81%
+6.94%
13,911.1
 
IEFA
iShares Core MSCI EAFE ETF
57,399
4,791.7
-0.12%
1.160
0%
0.000
+11.52%
+19.59%
141,328.0
 

Waypoint Wealth Partners Inc.'s Historical Top Holdings Breakdowns

Waypoint Wealth Partners Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
RBRK
Rubrik Inc
2025-06-30
New Buy
New Buy
+2.83%
●
51.77 ($78.76) 99.74
$88.11
11.87%
New holding
129,923
129,923
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.93%
●
29.12 ($33.35) 35.84
$36.53
9.54%
Add 4.55%
2,444,459
106,471
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
2025-06-30
Add
Add
+0.62%
●
31.75 ($36.45) 39.25
$39.89
9.44%
Add 50.94%
191,470
64,618
AVUS
Avantis U.S. Equity ETF
2025-06-30
Reduce
Reduce
-0.54%
●
81.38 ($93.61) 100.82
$102.51
9.51%
Reduce -1.97%
1,059,366
-21,284
IVV
iShares Core S&P 500 ETF
2025-06-30
New Buy
New Buy
+0.54%
●
498.8 ($573.99) 620.9
$630.67
9.87%
New holding
3,600
3,600
AVDE
Avantis International Equity ETF
2025-06-30
Reduce
Reduce
-0.52%
●
59.32 ($69.87) 74.36
$73.64
5.40%
Reduce -3%
914,355
-28,235
ESGU
iShares MSCI USA ESG Optimized ETF
2025-06-30
Reduce
Reduce
-0.42%
●
108.06 ($124.79) 135.3
$137.06
9.83%
Reduce -21.18%
46,205
-12,413
AMZN
Amazon.com Inc
2025-06-30
Reduce
Reduce
-0.32%
●
167.32 ($197.77) 223.3
$226.13
14.34%
Reduce -58.56%
4,357
-6,157
AVEM
Avantis Emerging Markets Equity ETF
2025-06-30
Reduce
Reduce
-0.25%
●
53.08 ($62.94) 68.54
$69.86
10.99%
Reduce -3.29%
439,373
-14,965
DFSI
Dimensional International Sustainability Core 1 ETF
Dimensional International Sustainability Core 1 ETF
2025-06-30
Add
Add
+0.20%
●
31.61 ($37.11) 39.42
$39.02
5.15%
Add 37.96%
77,558
21,341

Waypoint Wealth Partners Inc. Total Holding History ($B)

To

Waypoint Wealth Partners Inc.'s Asset Allocation

To

Waypoint Wealth Partners Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Waypoint Wealth Partners Inc.'s Hypothetical Growth since 2025-06-30

Waypoint Wealth Partners Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Waypoint Wealth Partners Inc.'s Holdings Heat Map

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Waypoint Wealth Partners Inc.'s Holdings Bubble Chart

Waypoint Wealth Partners Inc. News

  • 1

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