Waypoint Wealth Partners Inc. current holdings: USA Stocks
Waypoint Wealth Partners Inc. reported $0.05 billion in share positions in stocks (listed in the US), 36 positions, in its Form 13F for the quarter ended 2025-06-30; the largest are RBRK, UPS, ABNB.
- RBRK: Country of operation United States; Class CL A; Shares 129,923; Value $11,639,802.
- UPS: Country of operation United States; Class CL B; Shares 81,858; Value $8,262,747.
- ABNB: Country of operation United States; Class COM CL A; Shares 34,458; Value $4,560,172.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 15,687; Value $2,782,747.
Form 13F-HR as filed (SEC CIK 1817306): quarter ended 2025-06-30, filed 2025-07-10. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
RBRK
RUBRIK INC. | United States | CL A | 129,923 | $11,639,802 | 24.40% | 2025-06-30 | 2025-07-10 | +28.11% |
|---|
UPS
UNITED PARCEL SERVICE INC | United States | CL B | 81,858 | $8,262,747 | 17.32% | 2025-06-30 | 2025-07-10 | -6.94% |
|---|
ABNB
AIRBNB INC | United States | COM CL A | 34,458 | $4,560,172 | 9.56% | 2025-06-30 | 2025-07-10 | +18.60% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 15,687 | $2,782,747 | 5.83% | 2025-06-30 | 2025-07-10 | +90.16% |
|---|
AAPL
APPLE INC | United States | COM | 12,929 | $2,652,643 | 5.56% | 2025-06-30 | 2025-07-10 | |
|---|
COST
COSTCO WHSL CORP NEW | United States | COM | 2,198 | $2,176,103 | 4.56% | 2025-06-30 | 2025-07-10 | -6.60% |
|---|
JNJ
JOHNSON & JOHNSON | United States | COM | 9,913 | $1,514,180 | 3.17% | 2025-06-30 | 2025-07-10 | +75.17% |
|---|
NXDR
NEXTDOOR HOLDINGS INC | United States | COM CL A | 681,670 | $1,131,573 | 2.37% | 2025-06-30 | 2025-07-10 | +47.59% |
|---|
ORCL
ORACLE CORP | United States | COM | 4,438 | $970,280 | 2.03% | 2025-06-30 | 2025-07-10 | -36.98% |
|---|
AMZN
AMAZON COM INC | United States | COM | 4,357 | $955,883 | 2.00% | 2025-06-30 | 2025-07-10 | +12.43% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 5,060 | $891,724 | 1.87% | 2025-06-30 | 2025-07-10 | +93.45% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,441 | $716,768 | 1.50% | 2025-06-30 | 2025-07-10 | +2.32% |
|---|
LYFT
LYFT INC | United States | CL A COM | 42,962 | $677,082 | 1.42% | 2025-06-30 | 2025-07-10 | -4.38% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 3,741 | $591,041 | 1.24% | 2025-06-30 | 2025-07-10 | +43.81% |
|---|
JPM
JPMORGAN CHASE & CO. | United States | COM | 2,021 | $585,909 | 1.23% | 2025-06-30 | 2025-07-10 | +15.55% |
|---|
XOMXXXX
EXXON MOBIL CORP | | COM | 5,298 | $571,164 | 1.20% | 2025-06-30 | 2025-07-10 | |
|---|
CSX
CSX CORP | United States | COM | 15,895 | $518,654 | 1.09% | 2025-06-30 | 2025-07-10 | +43.82% |
|---|
CRM
SALESFORCE INC | United States | COM | 1,745 | $475,845 | 1.00% | 2025-06-30 | 2025-07-10 | -17.38% |
|---|
UNP
UNION PAC CORP | United States | COM | 2,000 | $460,160 | 0.96% | 2025-06-30 | 2025-07-10 | +19.15% |
|---|
ABBV
ABBVIE INC | United States | COM | 2,388 | $443,261 | 0.93% | 2025-06-30 | 2025-07-10 | +41.84% |
|---|
NSC
NORFOLK SOUTHN CORP | United States | COM | 1,695 | $433,870 | 0.91% | 2025-06-30 | 2025-07-10 | +22.28% |
|---|
V
VISA INC | United States | COM CL A | 1,113 | $395,171 | 0.83% | 2025-06-30 | 2025-07-10 | +3.05% |
|---|
TSLA
TESLA INC | United States | COM | 1,218 | $386,910 | 0.81% | 2025-06-30 | 2025-07-10 | +11.07% |
|---|
RDDT
REDDIT INC | United States | CL A | 2,561 | $385,610 | 0.81% | 2025-06-30 | 2025-07-10 | -3.46% |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 790 | $383,880 | 0.80% | 2025-06-30 | 2025-07-10 | |
|---|
HD
HOME DEPOT INC | United States | COM | 975 | $357,474 | 0.75% | 2025-06-30 | 2025-07-10 | -21.44% |
|---|
NFLX
NETFLIX INC | United States | COM | 264 | $353,531 | 0.74% | 2025-06-30 | 2025-07-10 | -47.50% |
|---|
CVX
CHEVRON CORP NEW | United States | COM | 2,411 | $345,232 | 0.72% | 2025-06-30 | 2025-07-10 | +42.73% |
|---|
IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 1,050 | $309,519 | 0.65% | 2025-06-30 | 2025-07-10 | -25.37% |
|---|
LHX
L3HARRIS TECHNOLOGIES INC | United States | COM | 1,201 | $301,259 | 0.63% | 2025-06-30 | 2025-07-10 | -5.73% |
|---|
CAT
CATERPILLAR INC | United States | COM | 750 | $291,158 | 0.61% | 2025-06-30 | 2025-07-10 | +112.94% |
|---|
ABT
ABBOTT LABS | United States | COM | 1,983 | $269,708 | 0.57% | 2025-06-30 | 2025-07-10 | -25.78% |
|---|
SCHW
SCHWAB CHARLES CORP | United States | COM | 2,705 | $246,824 | 0.52% | 2025-06-30 | 2025-07-10 | +8.61% |
|---|
MPC
MARATHON PETE CORP | United States | COM | 1,426 | $236,873 | 0.50% | 2025-06-30 | 2025-07-10 | +136.01% |
|---|
ED
CONSOLIDATED EDISON INC | United States | COM | 2,285 | $229,300 | 0.48% | 2025-06-30 | 2025-07-10 | +2.97% |
|---|
YUM
YUM BRANDS INC | United States | COM | 1,392 | $206,267 | 0.43% | 2025-06-30 | 2025-07-10 | -7.05% |
|---|
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