# EDGAR Filing Document

**Accession Number:** 0001817306
**File Stem:** 0001765380-25-000247
**Filing Date:** 2025-7
**Character Count:** 11366
**Document Hash:** b0c93e4e5eeb46986d4658eb7b2410b1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-25-000247.hdr.sgml**: 20250710

**ACCESSION NUMBER**: 0001765380-25-000247

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250710

**DATE AS OF CHANGE**: 20250710

**EFFECTIVENESS DATE**: 20250710

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Waypoint Wealth Partners Inc.
- **CENTRAL INDEX KEY:** 0001817306

**ORGANIZATION NAME:**
- **EIN:** 811046879
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20491
- **FILM NUMBER:** 251115049

**BUSINESS ADDRESS:**
- **STREET 1:** 1 BELVEDERE PLACE
- **STREET 2:** SUITE 200
- **CITY:** MILL VALLEY
- **STATE:** CA
- **ZIP:** 94941
- **BUSINESS PHONE:** 8777684802

**MAIL ADDRESS:**
- **STREET 1:** 1 BELVEDERE PLACE
- **STREET 2:** SUITE 200
- **CITY:** MILL VALLEY
- **STATE:** CA
- **ZIP:** 94941

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Waypoint Wealth Partners Inc.<br>**Address:** 1 BELVEDERE PLACE<br>SUITE 200<br>MILL VALLEY, CA 94941

**Form 13F File Number:** 028-20491

**CRD Number (if applicable):** 000131155

**SEC File Number (if applicable):** 801-69262

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Michelle McCarthy<br>**Title:** Compliance Consultant<br>**Phone:** 5138325447

**Signature, Place, and Date of Signing:**

Michelle McCarthy  Cincinnati, OH  07-10-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 76

**Form 13F Information Table Value Total:** $411422320

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMERICAN CENTY ETF TR | US EQT ETF | 025072885 |  | 106805263 | 1059366 | SH |  | SOLE |  | 0 | 0 | 1059366 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 |  | 87609407 | 2444459 | SH |  | SOLE |  | 0 | 0 | 2444459 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 |  | 67671443 | 914355 | SH |  | SOLE |  | 0 | 0 | 914355 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 30114656 | 439373 | SH |  | SOLE |  | 0 | 0 | 439373 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 12082032 | 388615 | SH |  | SOLE |  | 0 | 0 | 388615 |
| RUBRIK INC. | CL A | 781154109 |  | 11639802 | 129923 | SH |  | SOLE |  | 0 | 0 | 129923 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 8262747 | 81858 | SH |  | SOLE |  | 0 | 0 | 81858 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 7515191 | 191470 | SH |  | SOLE |  | 0 | 0 | 191470 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 |  | 6251537 | 46205 | SH |  | SOLE |  | 0 | 0 | 46205 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 4791669 | 57399 | SH |  | SOLE |  | 0 | 0 | 57399 |
| AIRBNB INC | COM CL A | 009066101 |  | 4560172 | 34458 | SH |  | SOLE |  | 0 | 0 | 34458 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 |  | 4487468 | 151195 | SH |  | SOLE |  | 0 | 0 | 151195 |
| DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 |  | 3593341 | 133930 | SH |  | SOLE |  | 0 | 0 | 133930 |
| ISHARES TR | ESG AW MSCI EAFE | 46435G516 |  | 3488859 | 39104 | SH |  | SOLE |  | 0 | 0 | 39104 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 3056563 | 77558 | SH |  | SOLE |  | 0 | 0 | 77558 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 2782747 | 15687 | SH |  | SOLE |  | 0 | 0 | 15687 |
| APPLE INC | COM | 037833100 |  | 2652643 | 12929 | SH |  | SOLE |  | 0 | 0 | 12929 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2348164 | 7726 | SH |  | SOLE |  | 0 | 0 | 7726 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2235240 | 3600 | SH |  | SOLE |  | 0 | 0 | 3600 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2176103 | 2198 | SH |  | SOLE |  | 0 | 0 | 2198 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 1999363 | 69063 | SH |  | SOLE |  | 0 | 0 | 69063 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 1980870 | 34746 | SH |  | SOLE |  | 0 | 0 | 34746 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 |  | 1964824 | 66899 | SH |  | SOLE |  | 0 | 0 | 66899 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 1761943 | 73938 | SH |  | SOLE |  | 0 | 0 | 73938 |
| AMERICAN CENTY ETF TR | REAL ESTATE ETF | 025072356 |  | 1534384 | 34746 | SH |  | SOLE |  | 0 | 0 | 34746 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1514180 | 9913 | SH |  | SOLE |  | 0 | 0 | 9913 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1200397 | 6566 | SH |  | SOLE |  | 0 | 0 | 6566 |
| DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 |  | 1169691 | 30733 | SH |  | SOLE |  | 0 | 0 | 30733 |
| NEXTDOOR HOLDINGS INC | COM CL A | 65345M108 |  | 1131573 | 681670 | SH |  | SOLE |  | 0 | 0 | 681670 |
| ORACLE CORP | COM | 68389X105 |  | 970280 | 4438 | SH |  | SOLE |  | 0 | 0 | 4438 |
| ISHARES TR | GLOBAL REIT ETF | 46434V647 |  | 964545 | 39050 | SH |  | SOLE |  | 0 | 0 | 39050 |
| AMAZON COM INC | COM | 023135106 |  | 955883 | 4357 | SH |  | SOLE |  | 0 | 0 | 4357 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 891724 | 5060 | SH |  | SOLE |  | 0 | 0 | 5060 |
| MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 |  | 800785 | 76557 | SH |  | SOLE |  | 0 | 0 | 76557 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 766334 | 15494 | SH |  | SOLE |  | 0 | 0 | 15494 |
| MICROSOFT CORP | COM | 594918104 |  | 716768 | 1441 | SH |  | SOLE |  | 0 | 0 | 1441 |
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | 025072232 |  | 689631 | 8901 | SH |  | SOLE |  | 0 | 0 | 8901 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 684114 | 16150 | SH |  | SOLE |  | 0 | 0 | 16150 |
| LYFT INC | CL A COM | 55087P104 |  | 677082 | 42962 | SH |  | SOLE |  | 0 | 0 | 42962 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 665145 | 1895 | SH |  | SOLE |  | 0 | 0 | 1895 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 615997 | 997 | SH |  | SOLE |  | 0 | 0 | 997 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 591041 | 3741 | SH |  | SOLE |  | 0 | 0 | 3741 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 585909 | 2021 | SH |  | SOLE |  | 0 | 0 | 2021 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 571164 | 5298 | SH |  | SOLE |  | 0 | 0 | 5298 |
| CSX CORP | COM | 126408103 |  | 518654 | 15895 | SH |  | SOLE |  | 0 | 0 | 15895 |
| PIMCO ETF TR | ACTIVE BD ETF | 72201R775 |  | 514088 | 5577 | SH |  | SOLE |  | 0 | 0 | 5577 |
| ISHARES TR | SHORT TREAS BD | 464288679 |  | 495234 | 4485 | SH |  | SOLE |  | 0 | 0 | 4485 |
| SALESFORCE INC | COM | 79466L302 |  | 475845 | 1745 | SH |  | SOLE |  | 0 | 0 | 1745 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 472851 | 3547 | SH |  | SOLE |  | 0 | 0 | 3547 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 470787 | 4506 | SH |  | SOLE |  | 0 | 0 | 4506 |
| UNION PAC CORP | COM | 907818108 |  | 460160 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 452883 | 3410 | SH |  | SOLE |  | 0 | 0 | 3410 |
| ISHARES TR | CALIF MUN BD ETF | 464288356 |  | 445920 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| ABBVIE INC | COM | 00287Y109 |  | 443261 | 2388 | SH |  | SOLE |  | 0 | 0 | 2388 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 |  | 439117 | 8194 | SH |  | SOLE |  | 0 | 0 | 8194 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 433870 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 398852 | 3103 | SH |  | SOLE |  | 0 | 0 | 3103 |
| VISA INC | COM CL A | 92826C839 |  | 395171 | 1113 | SH |  | SOLE |  | 0 | 0 | 1113 |
| TESLA INC | COM | 88160R101 |  | 386910 | 1218 | SH |  | SOLE |  | 0 | 0 | 1218 |
| REDDIT INC | CL A | 75734B100 |  | 385610 | 2561 | SH |  | SOLE |  | 0 | 0 | 2561 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 383880 | 790 | SH |  | SOLE |  | 0 | 0 | 790 |
| HOME DEPOT INC | COM | 437076102 |  | 357474 | 975 | SH |  | SOLE |  | 0 | 0 | 975 |
| NETFLIX INC | COM | 64110L106 |  | 353531 | 264 | SH |  | SOLE |  | 0 | 0 | 264 |
| CHEVRON CORP NEW | COM | 166764100 |  | 345232 | 2411 | SH |  | SOLE |  | 0 | 0 | 2411 |
| VANGUARD WORLD FD | ESG US STK ETF | 921910733 |  | 312913 | 2854 | SH |  | SOLE |  | 0 | 0 | 2854 |
| ISHARES TR | CORE MSCI INTL | 46435G326 |  | 312449 | 4109 | SH |  | SOLE |  | 0 | 0 | 4109 |
| SOURCE CAPITAL | COM SHS OF BEN I | 836144303 |  | 310219 | 7154 | SH |  | SOLE |  | 0 | 0 | 7154 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 309519 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 |  | 301259 | 1201 | SH |  | SOLE |  | 0 | 0 | 1201 |
| CATERPILLAR INC | COM | 149123101 |  | 291158 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| ABBOTT LABS | COM | 002824100 |  | 269708 | 1983 | SH |  | SOLE |  | 0 | 0 | 1983 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 246824 | 2705 | SH |  | SOLE |  | 0 | 0 | 2705 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 237827 | 1162 | SH |  | SOLE |  | 0 | 0 | 1162 |
| MARATHON PETE CORP | COM | 56585A102 |  | 236873 | 1426 | SH |  | SOLE |  | 0 | 0 | 1426 |
| CONSOLIDATED EDISON INC | COM | 209115104 |  | 229300 | 2285 | SH |  | SOLE |  | 0 | 0 | 2285 |
| YUM BRANDS INC | COM | 988498101 |  | 206267 | 1392 | SH |  | SOLE |  | 0 | 0 | 1392 |

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