CIK 2055997
WAYSTONE ADVISORS LLC
Institutional 13F holdings & portfolio
Holdings
102
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 102
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 28K | $1M+ | SH |
| MGK | VANGUARD WORLD FD | 22K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| MGV | VANGUARD WORLD FD | 41K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 25K | $1M+ | SH |
| META | META PLATFORMS INC | 5K | $1M+ | SH |
| AMZN | AMAZON COM INC | 14K | $1M+ | SH |
| AAPL | APPLE INC | 11K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 47K | $1M+ | SH |
| PAVE | GLOBAL X FDS | 58K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 24K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| IEFA | ISHARES TR | 23K | $1M+ | SH |
| MINT | PIMCO ETF TR | 19K | $1M+ | SH |
| VOT | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| CPS | COOPER STD HLDGS INC | 45K | $1M+ | SH |
| HYG | ISHARES TR | 18K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| IEI | ISHARES TR | 10K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| GOVT | ISHARES TR | 48K | $1M+ | SH |
| IWF | ISHARES TR | 2K | $1M+ | SH |
| SPYV | SPDR SERIES TRUST | 19K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| MTUM | ISHARES TR | 4K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| TLT | ISHARES TR | 12K | $1M+ | SH |
| EMB | ISHARES TR | 11K | $1M+ | SH |
| TIP | ISHARES TR | 9K | $500K+ | SH |
| AVGO | BROADCOM INC | 3K | $500K+ | SH |
| IVV | ISHARES TR | 1K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 6K | $500K+ | SH |
| IEMG | ISHARES INC | 12K | $500K+ | SH |
| IGIB | ISHARES TR | 15K | $500K+ | SH |
| TLH | ISHARES TR | 8K | $500K+ | SH |
| IWV | ISHARES TR | 2K | $500K+ | SH |
| LQD | ISHARES TR | 6K | $500K+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 22K | $500K+ | SH |
| CWB | SPDR SERIES TRUST | 7K | $500K+ | SH |
| SHY | ISHARES TR | 7K | $500K+ | SH |
| SHYG | ISHARES TR | 13K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 10K | $500K+ | SH |
| SGOV | ISHARES TR | 5K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 7K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| LLY | ELI LILLY & CO | 474 | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $100K–$500K | SH |