SEC Form 13F

Waypoint Wealth Partners Inc. 13F Holdings

Report period2025-06-30
Publicly available2025-07-11
Reported value$411,422,320
Positions76

Largest disclosed positions

IssuerTickerClassReported valueReported amount
AMERICAN CENTY ETF TRAVUSUS EQT ETF$106,805,2631,059,366
DIMENSIONAL ETF TRUSTDFACUS CORE EQUITY 2$87,609,4072,444,459
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$67,671,443914,355
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$30,114,656439,373
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$12,082,032388,615
RUBRIK INC.RBRKCL A$11,639,802129,923
UNITED PARCEL SERVICE INCUPSCL B$8,262,74781,858
DIMENSIONAL ETF TRUSTDFSUUS SUSTAINABILTY$7,515,191191,470
ISHARES TRESGUESG AWR MSCI USA$6,251,53746,205
ISHARES TRIEFACORE MSCI EAFE$4,791,66957,399

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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