WAYSTONE ADVISORS LLC
WAYSTONE ADVISORS LLC reported 110 positions worth $134.1M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: MGK (7.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | MGK | SH | $10.1M | 7.52% | 114,718 | — | — | |
| ▸ 2 | MSFT | SH | $9.8M | 7.34% | 26,392 | — | — | |
| ▸ 3 | VOO | SH | $9.4M | 7.00% | 13,670 | — | — | |
| ▸ 4 | MGV | SH | $7.0M | 5.22% | 42,784 | — | — | |
| ▸ 5 | NVDA | SH | $5.5M | 4.12% | 27,614 | — | — | |
| ▸ 6 | PAVE | SH | $4.3M | 3.22% | 73,223 | — | — | |
| ▸ 7 | VEA | SH | $4.3M | 3.20% | 60,159 | — | — | |
| ▸ 8 | SPYG | SH | $3.9M | 2.90% | 32,627 | — | — | |
| ▸ 9 | META | SH | $3.3M | 2.45% | 5,829 | — | — | |
| ▸ 10 | AAPL | SH | $3.3M | 2.43% | 11,265 | — | — |
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Frequently Asked Questions
What stocks does WAYSTONE ADVISORS LLC hold as of Q2 2026?
WAYSTONE ADVISORS LLC reported 110 positions worth $134.1M in its Q2 2026 13F filing. Largest positions: MGK (7.5%), MSFT (7.3%), VOO (7.0%), MGV (5.2%) and NVDA (4.1%).
What did WAYSTONE ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did WAYSTONE ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.