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WAYSTONE ADVISORS LLC 13F holdings

Filed 2026-07-16 · WAYSTONE ADVISORS LLC · 110 positions · $134.1M

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TickerCompanySharesValue% of portfolio
MGKVANGUARD WORLD FD114.7K$10.1M7.5%
MSFTMICROSOFT CORP26.4K$9.8M7.3%
VOOVANGUARD INDEX FDS13.7K$9.4M7.0%
MGVVANGUARD WORLD FD42.8K$7.0M5.2%
NVDANVIDIA CORPORATION27.6K$5.5M4.1%
PAVEGLOBAL X FDS73.2K$4.3M3.2%
VEAVANGUARD TAX-MANAGED FDS60.2K$4.3M3.2%
SPYGSPDR SERIES TRUST32.6K$3.9M2.9%
METAMETA PLATFORMS INC5.8K$3.3M2.4%
AAPLAPPLE INC11.3K$3.3M2.4%
AMZNAMAZON COM INC12.8K$3.1M2.3%
VBRVANGUARD INDEX FDS10.8K$2.6M1.9%
SPYVSPDR SERIES TRUST41.2K$2.5M1.9%
VOEVANGUARD INDEX FDS12.2K$2.4M1.8%
IEFAISHARES TR23.3K$2.3M1.7%
VOTVANGUARD INDEX FDS6.6K$2.0M1.5%
MINTPIMCO ETF TR19.7K$2.0M1.5%
VOVANGUARD INDEX FDS22.0K$1.8M1.3%
IEIISHARES TR14.6K$1.7M1.3%
SHYISHARES TR19.2K$1.6M1.2%
GOOGLALPHABET INC3.9K$1.4M1.0%
VBKVANGUARD INDEX FDS3.7K$1.4M1.0%
IWMISHARES TR4.3K$1.3M1.0%
HYGISHARES TR16.0K$1.3M1.0%
XLKSELECT SECTOR SPDR TR6.4K$1.2M0.9%
VXFVANGUARD INDEX FDS4.9K$1.2M0.9%
MTUMISHARES TR3.4K$1.2M0.9%
ACWIISHARES INC13.9K$1.2M0.9%
GOVTISHARES TR48.5K$1.1M0.8%
IVVISHARES TR1.4K$1.1M0.8%
SPTMSPDR SERIES TRUST11.8K$1.1M0.8%
TSLATESLA INC2.5K$1.0M0.8%
VEUVANGUARD INTL EQUITY INDEX F12.3K$1.0M0.8%
AVGOBROADCOM INC2.7K$1.0M0.8%
SGOVISHARES TR10.0K$1.0M0.7%
AMJBJPMORGAN CHASE FINL CO LLC26.4K$911,1560.7%
TIPISHARES TR8.1K$886,2760.7%
USDUWISDOMTREE TR32.7K$873,8900.7%
IGIBISHARES TR15.7K$833,7080.6%
LLYELI LILLY & CO660$791,6230.6%
IWVISHARES TR1.8K$785,4280.6%
XCEMCOLUMBIA ETF TR II14.5K$767,5540.6%
PANWPALO ALTO NETWORKS INC2.2K$763,2010.6%
IWFISHARES TR6.1K$758,9270.6%
VBVANGUARD INDEX FDS2.4K$720,2070.5%
IEURISHARES TR9.4K$704,2730.5%
GEVGE VERNOVA INC599$703,7420.5%
TLHISHARES TR6.5K$656,6880.5%
CWBSPDR SERIES TRUST6.1K$656,1970.5%
ACESALPS ETF TR18.2K$644,9690.5%
XLFSELECT SECTOR SPDR TR11.8K$631,1470.5%
SHYGISHARES TR14.0K$594,3780.4%
LQDISHARES TR5.3K$583,4140.4%
VTIVANGUARD INDEX FDS1.6K$581,3320.4%
JPMJPMORGAN CHASE & CO1.7K$557,1150.4%
PWRQUANTA SVCS INC756$544,3480.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.1K$532,4930.4%
HWMHOWMET AEROSPACE INC1.9K$515,9420.4%
USIGISHARES TR9.9K$508,7470.4%
BILSPDR SERIES TRUST5.4K$498,7030.4%
Top Fund Holdings
13F
Top Fund Holdings

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