Managed by Waypoint Wealth Partners Inc. • Latest filing Q2 2025
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $106.8M | 1.06M | 0.00% | — |
| 2 | ? N/A — | $104.7M | 1.08M | 0.00% | — |
| 3 | ? N/A — | $101.1M | 1.06M | 0.00% | — |
| 4 | ? N/A — | $99.8M | 1.08M | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
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| $91.1M |
| 1.01M |
| 0.00% |
| — |
| 6 | ? N/A — | $87.6M | 2.44M | 0.00% | — |
| 7 | ? N/A — | $84.2M | 940.9K | 0.00% | — |
| 8 | ? N/A — | $82.6M | 2.41M | 0.00% | — |
| 9 | ? N/A — | $79.7M | 2.31M | 0.00% | — |
| 10 | ? N/A — | $77.1M | 2.34M | 0.00% | — |
| 11 | ? N/A — | $76.1M | 2.38M | 0.00% | — |
| 12 | ? N/A — | $75.9M | 2.35M | 0.00% | — |
| 13 | ? N/A — | $73.5M | 901.1K | 0.00% | — |
| 14 | ? N/A — | $71M | 2.43M | 0.00% | — |
| 15 | ? N/A — | $67.7M | 914.4K | 0.00% | — |
| 16 | ? N/A — | $64.9M | 2.39M | 0.00% | — |
| 17 | ? N/A — | $63.7M | 869.2K | 0.00% | — |
| 18 | ? N/A — | $62.5M | 942.6K | 0.00% | — |
| 19 | ? N/A — | $62.2M | 826.9K | 0.00% | — |
| 20 | ? N/A — | $61.9M | 971.1K | 0.00% | — |