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Portfolio (Quarterly) Guide ↗

WAYSTONE ADVISORS LLC

· CIK 0002055997
13F Portfolio $134M AUM 110 positions Filed Jul 16, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 59 Added 29 Reduced 10 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XCEM COLUMBIA ETF TR II 14,515.0 $768K 0.57% NEW $52.88 -2.6%
2 VTI VANGUARD INDEX FDS 1,571.0 $581K 0.43% NEW $370.04 +2.9%
3 AMD ADVANCED MICRO DEVICES INC Technology 770.0 $447K 0.33% NEW $580.91 -17.9%
4 LRCX LAM RESEARCH CORP Technology 887.0 $384K 0.29% NEW $433.33 -26.5%
5 VRIG INVESCO ACTIVELY MANAGED EXC 14,187.0 $356K 0.27% NEW $25.07 -0.1%
6 IOO ISHARES TR 2,570.0 $351K 0.26% NEW $136.60 +6.0%
7 IXJ ISHARES TR 3,557.0 $350K 0.26% NEW $98.38 +6.9%
8 EWW ISHARES INC 4,586.0 $345K 0.26% NEW $75.27 +2.5%
9 MCHP MICROCHIP TECHNOLOGY INC. Technology 3,723.0 $340K 0.25% NEW $91.20 -17.2%
10 MU MICRON TECHNOLOGY INC Technology 258.0 $298K 0.22% NEW $1154.28 -19.0%
11 SOXX ISHARES TR 429.0 $275K 0.20% NEW $640.76 -18.0%
12 IYW ISHARES TR 1,075.0 $271K 0.20% NEW $252.23 +0.6%
13 IGM ISHARES TR 1,642.0 $269K 0.20% NEW $163.59 -0.6%
14 QQQ INVESCO QQQ TR Financial Services 355.0 $261K 0.20% NEW $736.40 -2.1%
15 AMAT APPLIED MATLS INC Technology 357.0 $258K 0.19% NEW $723.00 -33.3%
16 IJR ISHARES TR 1,645.0 $244K 0.18% NEW $148.31 -1.0%
17 XLY SELECT SECTOR SPDR TR 1,849.0 $217K 0.16% NEW $117.28 -1.2%
18 PHM PULTE GROUP INC Consumer Cyclical 1,572.0 $216K 0.16% NEW $137.21 -7.6%
19 SPIB SPDR SERIES TRUST 6,003.0 $201K 0.15% NEW $33.46 -0.8%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 56.8%
Consumer Cyclical 11.7%
Communication Services 11.6%
Financial Services 6.9%
Healthcare 5.0%
Industrials 5.0%
Utilities 2.4%
Consumer Defensive 0.5%