Waypoint Wealth Partners Inc. — 13F holdings

Waypoint Wealth Partners Inc. reported 76 holdings worth $411M in its 13F filing for Q2 2025, filed July 10, 2025.

Largest positions

1. AVUS AMERICAN CENTY ETF TR — $107M (26.0%)
2. DIMENSIONAL ETF TRUST — $87.6M (21.3%)
3. AVDE AMERICAN CENTY ETF TR — $67.7M (16.4%)
4. AVEM AMERICAN CENTY ETF TR — $30.1M (7.3%)
5. DFIC DIMENSIONAL ETF TRUST — $12.1M (2.9%)
6. RBRK RUBRIK INC. — $11.6M (2.8%)
7. UPS UNITED PARCEL SERVICE INC — $8.26M (2.0%)
8. DFSU DIMENSIONAL ETF TRUST — $7.52M (1.8%)
9. ESGU ISHARES TR — $6.25M (1.5%)
10. IEFA ISHARES TR — $4.79M (1.2%)