SEC Form 13F

waypoint wealth counsel 13F Holdings

Report period2026-06-30
Publicly available2026-08-05
Reported value$159,844,735
Positions150

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$23,693,75534,498
ISHARES TRIVVCORE S&P500 ETF$10,377,94913,858
COCA COLA COKOCOM$9,887,450121,662
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$9,661,61812,938
SPDR GOLD TRGLDGOLD SHS$7,629,31520,710
APPLE INCAAPLCOM$5,713,92819,747
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$5,596,06535,411
MICROSOFT CORPMSFTCOM$5,369,71714,395
ISHARES GOLD TRIAUISHARES NEW$5,334,10270,641
VANGUARD INDEX FDSVBSMALL CP ETF$3,998,30413,190

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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