Member/CCO

0001807909-24-000007.txt : 20240412 0001807909-24-000007.hdr.sgml : 20240412 20240412103020 ACCESSION NUMBER: 0001807909-24-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240412 DATE AS OF CHANGE: 20240412 EFFECTIVENESS DATE: 20240412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: waypoint wealth counsel CENTRAL INDEX KEY: 0001807909 ORGANIZATION NAME: IRS NUMBER: 465505628 STATE OF INCORPORATION: GA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-24034 FILM NUMBER: 24840318 BUSINESS ADDRESS: STREET 1: 3715 NORTHSIDE PKWY NW STREET 2: BLDG 400-775 CITY: ATLANTA STATE: GA ZIP: 30327 BUSINESS PHONE: 4045028177 MAIL ADDRESS: STREET 1: 3715 NORTHSIDE PKWY NW STREET 2: BLDG 400-775 CITY: ATLANTA STATE: GA ZIP: 30327 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001807909 XXXXXXXX 03-31-2024 03-31-2024 waypoint wealth counsel

3715 NORTHSIDE PKWY NW BLDG 400-775 ATLANTA GA 30327

13F HOLDINGS REPORT 028-24034 000171822 801-110569 N Brad McGrew Member/CCO 404-502-8177 Brad McGrew Atlanta GA 04-12-2024 3 148 129723226 false 1 000165067 801-77021 BROAD RUN INVESTMENT MANAGEMENT, LLC 2 000285366 801-114487 VANGUARD PERSONALIZED INDEXING MANAGEMENT 3 000133028 801-63597 REDWOOD INVESTMENTS, LLC INFORMATION TABLE 2 waypoint_1q2024.inftbl.xml ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 503271 2764 SH SOLE 2 0 0 2764 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 115680 635 SH OTR 2 0 0 635 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 176700 979 SH SOLE 2 0 0 979 ADVANCED MICRO DEVICES INC COM 007903107 BBG001S5NN36 67504 374 SH OTR 2 0 0 374 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 518964 3438 SH SOLE 2 0 0 3438 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 353931 2345 SH OTR 1,2 0 0 2345 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 472006 3100 SH OTR 1,2 0 0 3100 ALPHABET INC CAP STK CL C 02079K107 BBG009S3NB21 725519 4765 SH SOLE 0 0 4765 AMAZON COM INC COM 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