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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

waypoint wealth counsel

Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001807909-25-000004

Total Value
$201.8M
Positions
311
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS92290836338,563$21.9M10.86%
2SPDR S&P 500 ETF TRSPY16,711$10.3M5.12%
3VANGUARD WHITEHALL FDS92194640673,512$9.8M4.86%
4COCA COLA COKO126,117$8.9M4.42%
5SPDR GOLD TRGLD28,853$8.8M4.36%
6ISHARES TR46428720013,764$8.5M4.24%
7MICROSOFT CORPMSFT16,074$8.0M3.96%
8APPLE INCAAPL28,811$5.9M2.93%
9ISHARES GOLD TRIAU80,331$5.0M2.48%
10ISHARES TR46428765519,544$4.2M2.09%
11VANGUARD INDEX FDS92290875115,822$3.7M1.86%
12JANUS DETROIT STR TR47103U84573,792$3.7M1.86%
13NVIDIA CORPORATIONNVDA20,916$3.3M1.64%
14ISHARES TR46428730927,414$3.0M1.50%
15AMAZON COM INCAMZN12,480$2.7M1.36%
16SCHWAB STRATEGIC TR808524102100,030$2.4M1.18%
17VANGUARD SPECIALIZED FUNDS92190884410,379$2.1M1.05%
18SCHWAB STRATEGIC TR80852479778,816$2.1M1.04%
19INVESCO QQQ TRIVZ3,560$2.0M0.97%
20CBOE GLOBAL MKTS INC12503M1088,182$1.9M0.95%
21ISHARES TR46428744018,840$1.8M0.89%
22ISHARES TR46428750728,709$1.8M0.88%
23VANGUARD INDEX FDS9229086296,279$1.8M0.87%
24ISHARES TR4642876894,833$1.7M0.84%
25COSTCO WHSL CORP NEW22160K1051,713$1.7M0.84%
26JANUS DETROIT STR TR47103U75331,690$1.5M0.76%
27JPMORGAN CHASE & CO.VYLD5,105$1.5M0.73%
28BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.72%
29ISHARES TR46428716810,181$1.4M0.67%
30BROADCOM INCAVGO4,530$1.2M0.62%
31HOME DEPOT INCHD3,256$1.2M0.59%
32VANGUARD ADMIRAL FDS INC92193282811,401$1.2M0.57%
33DIMENSIONAL ETF TRUST25434V88035,606$1.0M0.52%
34MICROSOFT CORPMSFT2,084$1.0M0.51%
35NVIDIA CORPORATIONNVDA6,437$1.0M0.50%
36ALPHABET INCGOOG5,610$988,6070.49%
37CISCO SYS INCCSCO13,164$913,2900.45%
38JOHNSON & JOHNSONJNJ5,819$888,8820.44%
39EXXON MOBIL CORPXOM7,883$849,7520.42%
40APPLE INCAAPL4,106$842,4870.42%
41META PLATFORMS INCMETA1,126$831,3300.41%
42ALPHABET INCGOOG4,631$821,5260.41%
43ROBLOX CORPRBLX7,648$804,5700.40%
44SELECT SECTOR SPDR TR81369Y60514,950$782,9320.39%
45BERKSHIRE HATHAWAY INC DELBRK-A1,608$781,1190.39%
46AST SPACEMOBILE INCASTS15,974$746,4660.37%
47ISHARES TR4642876141,733$735,9700.36%
48DIMENSIONAL ETF TRUST25434V40110,394$696,6060.35%
49EASTGROUP PPTYS INC2772761014,105$686,0280.34%
50SNOWFLAKE INCSNOW3,021$676,0100.34%
51MERCK & CO INCMRK8,315$658,2160.33%
52NETFLIX INCNFLX491$657,5130.33%
53ISHARES TR46429B6976,996$656,6760.33%
54TESLA INCTSLA2,016$640,4030.32%
55INVESCO EXCHANGE TRADED FD TIVZ3,424$622,3340.31%
56VERISIGN INCVRSN2,091$603,8840.30%
57VANGUARD INDEX FDS9229087361,337$586,0180.29%
58J P MORGAN EXCHANGE TRADED F46641Q2178,852$546,8770.27%
59AMAZON COM INCAMZN2,447$536,8480.27%
60SCHWAB STRATEGIC TR80852480523,681$523,3430.26%
61ALPHABET INCGOOG2,925$518,8660.26%
62ARISTA NETWORKS INCANET5,045$516,1540.26%
63PROSHARES TR74348A4675,039$507,4220.25%
64WALMART INCWMT5,159$504,4480.25%
65SPROTT PHYSICAL GOLD & SILVESII16,490$496,3490.25%
66DOORDASH INCDASH1,931$476,0110.24%
67PNC FINL SVCS GROUP INC6934751052,373$442,3750.22%
68ABBVIE INCABBV2,332$432,7790.21%
69ISHARES TR4642878043,907$426,9900.21%
70FORTINET INCFTNT3,953$417,9120.21%
71META PLATFORMS INCMETA565$417,0210.21%
72DELTA AIR LINES INC DELDAL8,423$414,2250.21%
73QUALCOMM INCQCOM2,592$412,8810.20%
74SELECT SECTOR SPDR TR81369Y5064,783$405,6550.20%
75GE VERNOVA INCGEV757$400,5710.20%
76TAPESTRY INCTPR4,530$397,8210.20%
77GE AEROSPACE3696043011,501$386,3430.19%
78BROOKFIELD CORP11271J1076,104$377,5330.19%
79EXPEDIA GROUP INCEXPE2,229$375,9910.19%
80VISA INCV1,050$372,9010.18%
81GENERAL MTRS CO37045V1007,567$372,3870.18%
82ISHARES TR4642886467,000$369,3200.18%
83LYFT INCLYFT23,111$364,2300.18%
84INCYTE CORPINCY5,339$363,5860.18%
85ALPHABET INCGOOG2,058$362,6820.18%
86BROADCOM INCAVGO1,307$360,2750.18%
87CARMAX INCKMX5,331$358,2970.18%
88CHUBB LIMITEDCB1,231$356,6720.18%
89ADOBE INCADBE913$353,2220.18%
90EDISON INTL2810201076,822$352,0160.17%
91EXTRA SPACE STORAGE INCEXR2,387$351,9400.17%
92INTERNATIONAL BUSINESS MACHSINTR1,154$340,1700.17%
93MSCI INCMSCI588$339,1240.17%
94J P MORGAN EXCHANGE TRADED F46641Q2254,168$336,3580.17%
95ISHARES TR4642875492,993$336,2650.17%
96ISHARES TR46432F8344,314$333,5160.17%
97MARKEL GROUP INCMKL166$331,5620.16%
98DRAFTKINGS INC NEWDKNG7,729$331,4970.16%
99VANGUARD INDEX FDS9229085122,005$329,7660.16%
100TEXAS ROADHOUSE INCTXRH1,754$328,7180.16%
101COMFORT SYS USA INC199908104611$327,6250.16%
102TECHNIPFMC PLCFTI9,441$325,1490.16%
103PEPSICO INCPEP2,433$321,2540.16%
104AON PLCAON900$321,0840.16%
105PALANTIR TECHNOLOGIES INCPLTR2,313$315,3090.16%
106UNITEDHEALTH GROUP INCUNH1,009$314,9190.16%
107CENTENE CORP DELCNC5,791$314,3360.16%
108BERKSHIRE HATHAWAY INC DELBRK-A644$312,7050.15%
109OREILLY AUTOMOTIVE INC67103H1073,465$312,3010.15%
110MANHATTAN ASSOCIATES INCMANH1,578$311,6080.15%
111GENUINE PARTS COGPC2,550$309,3260.15%
112ELI LILLY & COLLY396$308,7580.15%
113JPMORGAN CHASE & CO.VYLD1,064$308,4650.15%
114ILLUMINA INCILMN3,219$307,1250.15%
115NUTANIX INCNTNX3,918$299,4920.15%
116AMPHENOL CORP NEW0320951013,017$297,9290.15%
117MONSTER BEVERAGE CORP NEWMNST4,737$296,7260.15%
118INTEL CORPINTC13,004$291,2810.14%
119ATLASSIAN CORPORATIONTEAM1,416$287,5760.14%
120PROLOGIS INC.PLDGP2,734$287,4240.14%
121APPLIED MATLS INC0382221051,563$286,1390.14%
122TOLL BROTHERS INCTOL2,503$285,6680.14%
123HNI CORPHNI5,777$284,0990.14%
124ROYAL GOLD INCRGLD1,590$282,7660.14%
125BANK AMERICA CORP0605051045,904$279,3980.14%
126CHENIERE ENERGY INCLNG1,131$275,5230.14%
127NATERA INCNTRA1,617$273,1760.14%
128CITIGROUP INCC-PR3,193$271,7750.13%
129NEWMARKET CORPNEU393$271,5080.13%
130PHILIP MORRIS INTL INC7181721091,488$270,9230.13%
131MASTERCARD INCORPORATEDMA482$270,8940.13%
132EMCOR GROUP INCEME504$269,5860.13%
133ISHARES TR4642877882,215$267,9340.13%
134UNITED PARCEL SERVICE INCUPS2,654$267,8470.13%
135ALEXANDRIA REAL ESTATE EQ IN0152711093,649$265,0270.13%
136AIRBNB INCABNB1,988$263,0920.13%
137BOOKING HOLDINGS INCBKNG44$254,7730.13%
138VANGUARD ADMIRAL FDS INC921932505642$254,6870.13%
139HUNT J B TRANS SVCS INC4456581071,766$253,6010.13%
140PALO ALTO NETWORKS INCPANW1,234$252,5260.13%
141VEEVA SYS INCVEEV863$248,5270.12%
142ARROW ELECTRS INC0427351001,941$247,3420.12%
143AXIS CAP HLDGS LTDG0692U1092,365$245,5350.12%
144J P MORGAN EXCHANGE TRADED F46641Q2334,453$242,6890.12%
145MARTIN MARIETTA MATLS INC573284106442$242,6430.12%
146ULTA BEAUTY INCULTA517$241,8630.12%
147BIOMARIN PHARMACEUTICAL INCBMRN4,340$238,5700.12%
148ZSCALER INCZS757$237,6530.12%
149DEVON ENERGY CORP NEW25179M1037,458$237,2390.12%
150CME GROUP INCCME856$236,0570.12%
151IQVIA HLDGS INCIQV1,490$234,8100.12%
152ABBOTT LABSABLZF1,719$233,7560.12%
153ADVANCED MICRO DEVICES INCAMD1,647$233,7100.12%
154NEWS CORP NEWNWSLL7,847$233,2130.12%
155PUBLIC STORAGE OPER COPSA-PS783$229,7480.11%
156LISTED FDS TR53656G4984,102$227,5610.11%
157NEWMONT CORPNEMCL3,890$226,6450.11%
158ZOOM COMMUNICATIONS INCZM2,906$226,6100.11%
159CITIZENS FINL GROUP INCCIA5,009$224,1640.11%
160MARKETAXESS HLDGS INCMKTX1,003$224,0110.11%
161CHEVRON CORP NEWCVX1,543$220,9330.11%
162TESLA INCTSLA693$220,1390.11%
163AGILENT TECHNOLOGIES INCA1,839$217,0210.11%
164GLOBE LIFE INCGL-PD1,742$216,5140.11%
165SERVICENOW INCNOW209$214,8690.11%
166AMERICAN TOWER CORP NEW03027X100953$210,6330.10%
167THE CIGNA GROUP125523100625$206,6480.10%
168CATERPILLAR INCCAT532$206,5170.10%
169ASHLAND INCASH4,096$205,9470.10%
170VANGUARD INDEX FDS922908769678$205,9440.10%
171SPDR SERIES TRUST78464A4092,157$205,6060.10%
172LOCKHEED MARTIN CORPLMT443$205,1720.10%
173JOHNSON CTLS INTL PLCG515021051,934$204,2920.10%
174ISHARES INC46434G1033,401$204,1640.10%
175APPLIED MATLS INC0382221051,113$203,7520.10%
176FEDEX CORPFDX890$202,3650.10%
177CHIPOTLE MEXICAN GRILL INCCMG3,560$199,8940.10%
178UNION PAC CORPUNP866$199,1620.10%
179DENTSPLY SIRONA INCXRAY12,436$197,4840.10%
180SOUTHERN COSOMN2,138$196,3350.10%
181BERKSHIRE HATHAWAY INC DELBRK-A397$192,8510.10%
182OLD DOMINION FREIGHT LINE INODFL1,175$190,7060.09%
183HILTON WORLDWIDE HLDGS INCHLT714$190,1670.09%
184AUTODESK INCADSK612$189,4570.09%
185ECOLAB INCECL702$189,1470.09%
186TRAVELERS COMPANIES INCTRV695$185,9730.09%
187NETFLIX INCNFLX136$182,1220.09%
188ELI LILLY & COLLY233$181,6310.09%
189UIPATH INCPATH13,614$174,2600.09%
190TRANE TECHNOLOGIES PLCTT398$174,0900.09%
191DISNEY WALT CO2546871061,403$173,9870.09%
192MCKESSON CORPMCK236$172,9420.09%
193WENDYS CO95058W10015,045$171,8140.09%
194ORACLE CORPORCL-PD780$170,5650.08%
195STARBUCKS CORPSBUX1,854$169,8430.08%
196ZOOMINFO TECHNOLOGIES INCGTM15,929$161,2020.08%
197BLACKROCK INCBLK151$158,4370.08%
198VISA INCV405$143,7960.07%
199PROCTER AND GAMBLE CO742718109855$136,2190.07%
200COSTCO WHSL CORP NEW22160K105133$131,6630.07%
201WALMART INCWMT1,330$130,0480.06%
202CARMAX INCKMX1,858$124,8770.06%
203CATERPILLAR INCCAT320$124,0620.06%
204PALANTIR TECHNOLOGIES INCPLTR904$123,2340.06%
205ADT INC DELADT14,285$120,9940.06%
206GOLDMAN SACHS BDC INCGSBD10,590$119,1380.06%
207DISNEY WALT CO254687106933$115,7420.06%
208AMCOR PLCAMCCF12,504$114,9120.06%
209ABBVIE INCABBV602$111,7910.06%
210EXXON MOBIL CORPXOM1,036$111,6810.06%
211FORD MTR CO34537086010,026$108,7840.05%
212MASTERCARD INCORPORATEDMA193$108,4550.05%
213GIFTIFY INCGIFT70,930$106,3950.05%
214HOME DEPOT INCHD290$106,3260.05%
215TIDAL TR II88636J44412,797$104,5500.05%
216AMERICAN TOWER CORP NEW03027X100458$101,2460.05%
217INTERNATIONAL BUSINESS MACHSINTR312$91,8940.05%
218JOHNSON & JOHNSONJNJ598$91,3450.05%
219PROCTER AND GAMBLE CO742718109545$86,8240.04%
220BANK AMERICA CORP0605051041,728$81,7690.04%
221ORACLE CORPORCL-PD356$77,8330.04%
222PHILIP MORRIS INTL INC718172109396$72,1240.04%
223SERVICENOW INCNOW70$71,9660.04%
224ABBOTT LABSABLZF511$69,5020.03%
225CHEVRON CORP NEWCVX463$66,3160.03%
226GE AEROSPACE369604301251$64,6050.03%
227CISCO SYS INCCSCO898$62,3040.03%
228PEPSICO INCPEP451$59,5510.03%
229BLACKROCK INCBLK55$57,7090.03%
230COCA COLA COKO791$55,9640.03%
231LOCKHEED MARTIN CORPLMT118$54,6510.03%
232ADVANCED MICRO DEVICES INCAMD380$53,9220.03%
233SOUTHERN COSOMN583$53,5370.03%
234FORTREA HLDGS INCFTRE10,728$52,9970.03%
235READY CAPITAL CORPRC-PE12,021$52,5320.03%
236BOOKING HOLDINGS INCBKNG8$46,3140.02%
237CITIGROUP INCC-PR511$43,4970.02%
238ICAD INC44934S20611,000$41,9100.02%
239DOORDASH INCDASH165$40,6750.02%
240OREILLY AUTOMOTIVE INC67103H107445$40,1080.02%
241MERCK & CO INCMRK494$39,1060.02%
242ADOBE INCADBE97$37,5280.02%
243GE VERNOVA INCGEV70$37,0410.02%
244CHUBB LIMITEDCB125$36,2150.02%
245AST SPACEMOBILE INCASTS772$36,0620.02%
246MCKESSON CORPMCK48$35,1740.02%
247PALO ALTO NETWORKS INCPANW166$33,9710.02%
248QUALCOMM INCQCOM210$33,4450.02%
249STARBUCKS CORPSBUX364$33,3300.02%
250AMPHENOL CORP NEW032095101324$31,9950.02%
251THE CIGNA GROUP12552310096$31,7360.02%
252TRANE TECHNOLOGIES PLCTT67$29,3070.01%
253GENERAL MTRS CO37045V100573$28,1980.01%
254ARISTA NETWORKS INCANET269$27,5220.01%
255COMFORT SYS USA INC19990810449$26,2750.01%
256UNION PAC CORPUNP109$25,0790.01%
257BLOCK INCBSQKZ26,000$23,2850.01%
258AUTODESK INCADSK73$22,5990.01%
259UNITEDHEALTH GROUP INCUNH70$21,8380.01%
260CHIPOTLE MEXICAN GRILL INCCMG386$21,6740.01%
261BERKSHIRE HATHAWAY INC DELBRK-A44$21,3740.01%
262ROBLOX CORPRBLX201$21,1460.01%
263JOHNSON CTLS INTL PLCG51502105195$20,5960.01%
264CME GROUP INCCME74$20,3960.01%
265INTEL CORPINTC840$18,8160.01%
266NEWMONT CORPNEMCL317$18,4690.01%
267SNOWFLAKE INCSNOW80$17,9020.01%
268MONSTER BEVERAGE CORP NEWMNST270$16,9130.01%
269TRAVELERS COMPANIES INCTRV60$16,0530.01%
270FORTINET INCFTNT150$15,8580.01%
271MSCI INCMSCI27$15,5720.01%
272UNITED PARCEL SERVICE INCUPS153$15,4440.01%
273AON PLCAON43$15,3520.01%
274ECOLAB INCECL55$14,8200.01%
275ILLUMINA INCILMN143$13,6440.01%
276CHENIERE ENERGY INCLNG56$13,6380.01%
277VEEVA SYS INCVEEV46$13,2480.01%
278DELTA AIR LINES INC DELDAL266$13,0820.01%
279PNC FINL SVCS GROUP INC69347510565$12,1180.01%
280PUBLIC STORAGE OPER COPSA-PS40$11,7370.01%
281FEDEX CORPFDX51$11,5930.01%
282HILTON WORLDWIDE HLDGS INCHLT41$10,9200.01%
283DEVON ENERGY CORP NEW25179M103339$10,7840.01%
284IQVIA HLDGS INCIQV68$10,7170.01%
285OLD DOMINION FREIGHT LINE INODFL64$10,3880.01%
286CENTENE CORP DELCNC169$9,1740.00%
287ZSCALER INCZS29$9,1050.00%
288ATLASSIAN CORPORATIONTEAM44$8,9360.00%
289VERISIGN INCVRSN29$8,3760.00%
290FORD MTR CO345370860750$8,1380.00%
291EDISON INTL281020107147$7,5860.00%
292AGILENT TECHNOLOGIES INCA63$7,4350.00%
293INCYTE CORPINCY108$7,3550.00%
294MARTIN MARIETTA MATLS INC57328410613$7,1370.00%
295EXPEDIA GROUP INCEXPE42$7,0850.00%
296EXTRA SPACE STORAGE INCEXR48$7,0780.00%
297PROLOGIS INC.PLDGP61$6,4130.00%
298AIRBNB INCABNB47$6,2200.00%
299CITIZENS FINL GROUP INCCIA137$6,1310.00%
300MARKEL GROUP INCMKL3$5,9930.00%
301ZOOM COMMUNICATIONS INCZM50$3,8990.00%
302ULTA BEAUTY INCULTA8$3,7430.00%
303NATERA INCNTRA21$3,5480.00%
304DRAFTKINGS INC NEWDKNG45$1,9310.00%
305GENUINE PARTS COGPC12$1,4560.00%
306ALEXANDRIA REAL ESTATE EQ IN01527110918$1,3080.00%
307HUNT J B TRANS SVCS INC4456581078$1,1490.00%
308BIOMARIN PHARMACEUTICAL INCBMRN15$8250.00%
309CBOE GLOBAL MKTS INC12503M1083$7000.00%
310AMCOR PLCAMCCF59$5430.00%
311EMCOR GROUP INCEME1$5350.00%