—

WAYSTONE ADVISORS LLC

Q2 2026 13F Holdings

  • Location
    redmond, WA
  • Num holdings

    110

  • Value ($000)

    $134,078

  • Date Filed
    07/16/2026
  • Form type
    13F-HR
  • CIK
    0002055997
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
M
MGK

VANGUARD WORLD FD

MEGA GRWTH IND
921910816
$10.08M
8 %

114,718

M
MSFT

MICROSOFT CORP

COM
594918104
$9.84M
7 %

26,392

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$9.39M
7 %

13,670

M
MGV

VANGUARD WORLD FD

MEGA CAP VAL ETF
921910840
$6.99M
5 %

42,784

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.53M
4 %

27,614

P
PAVE

GLOBAL X FDS

US INFR DEV ETF
37954Y673
$4.31M
3 %

73,223

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$4.29M
3 %

60,159

K
KRE

SPDR SERIES TRUST

ST STR P500GRW
78464A409
$3.88M
3 %

32,627

M
META

META PLATFORMS INC

CL A
30303M102
$3.28M
2 %

5,829

A
AAPL

APPLE INC

COM
037833100
$3.26M
2 %

11,265

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 110