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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
Page 1 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPYV SPDR SERIES TRUST 41,197.0 $2.5M 1.87% -4K -8.1% $60.79 +4.5%
2 HYG ISHARES TR 15,957.0 $1.3M 0.95% -650.0 -3.9% $79.97 -0.3%
3 AVGO BROADCOM INC Technology 2,725.0 $1.0M 0.77% -38.0 -1.4% $377.75 -2.4%
4 SGOV ISHARES TR 9,954.0 $1.0M 0.75% -3K -20.8% $100.67 +0.0%
5 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 26,418.0 $911K 0.68% -784.0 -2.9% $34.49 +7.9%
6 TIP ISHARES TR 8,099.0 $886K 0.66% -350.0 -4.1% $109.43 -2.3%
7 IGIB ISHARES TR 15,680.0 $834K 0.62% -532.0 -3.3% $53.17 -1.8%
8 IWV ISHARES TR 1,842.0 $785K 0.59% -24.0 -1.3% $426.40 +2.6%
9 PANW PALO ALTO NETWORKS INC Technology 2,238.0 $763K 0.57% -26.0 -1.1% $341.02 +9.0%
10 GEV GE VERNOVA INC Utilities 599.0 $704K 0.53% -46.0 -7.1% $1174.86 -22.4%
11 CWB SPDR SERIES TRUST 6,086.0 $656K 0.49% -821.0 -11.9% $107.82 -5.0%
12 LQD ISHARES TR 5,349.0 $583K 0.43% -593.0 -10.0% $109.07 -2.5%
13 PWR QUANTA SVCS INC Industrials 756.0 $544K 0.41% -82.0 -9.8% $720.04 -16.3%
14 LVHI LEGG MASON ETF INVT 11,790.0 $479K 0.36% -117.0 -1.0% $40.59 +5.6%
15 BNDX VANGUARD CHARLOTTE FDS 9,406.0 $456K 0.34% -65.0 -0.7% $48.43 -1.7%
16 GE GE AEROSPACE Industrials 1,118.0 $418K 0.31% -367.0 -24.7% $373.73 -8.3%
17 XBI SPDR SERIES TRUST 2,592.0 $410K 0.31% -791.0 -23.4% $158.26 +2.6%
18 EMB ISHARES TR 4,192.0 $404K 0.30% -279.0 -6.2% $96.44 -1.6%
19 AMGN AMGEN INC Healthcare 1,113.0 $403K 0.30% -8.0 -0.7% $362.12 +19.4%
20 ASHR DBX ETF TR 10,822.0 $397K 0.30% -1K -10.9% $36.66 -6.5%
Page 1 of 2  ·  29 positions

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%