DOSSIER · 13F-HR · Q3 2026

WAYSTONE ADVISORS LLC

$134M in tracked AUM across 110 positions as of Q3 2026.

WA
CIK 0002055997 · last filed Sep 30, 2026
Total AUM
$134M
as of Q3 2026
Holdings
110
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

WAYSTONE ADVISORS LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
MGK
VANGUARD WORLD FD
$10M114K7.5%
02
MSFT
MICROSOFT CORP
$10M26K7.4%
03
VOO
VANGUARD INDEX FDS
$9M14K7.0%
04
MGV
VANGUARD WORLD FD
$7M43K5.2%
05
NVDA
NVIDIA CORPORATION
$6M28K4.1%
06
PAVE
GLOBAL X FDS
$4M73K3.2%
07
VEA
VANGUARD TAX-MANAGED FDS
$4M60K3.2%
08
SPYG
SPDR SERIES TRUST
$4M33K2.9%
09
META
META PLATFORMS INC
$3M6K2.5%
10
AAPL
APPLE INC
$3M11K2.4%

Filing history

2026Q3Sep 30
$134M▼ 0.3%
110 positionsView →
2026Q2Jun 30
$134M▲ 19.8%
110 positionsView →
2026Q1Mar 31
$112M▼ 4.0%
101 positionsView →
2025Q4Dec 31
$117M—
102 positionsView →