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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 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 1,473.0 $371K 0.28% -8.0 -0.5% $251.64 +1.5%
22 DXJ WISDOMTREE TR 2,133.0 $370K 0.28% -279.0 -11.6% $173.52 +3.8%
23 XLC SELECT SECTOR SPDR TR 3,257.0 $349K 0.26% -494.0 -13.2% $107.13 +5.5%
24 VST VISTRA CORP Utilities 2,114.0 $335K 0.25% -14.0 -0.7% $158.63 -13.6%
25 NFLX NETFLIX INC. Communication Services 3,954.0 $282K 0.21% -688.0 -14.8% $71.40 +14.5%
26 AZN ASTRAZENECA PLC Healthcare 1,386.0 $263K 0.20% -254.0 -15.5% $189.62 -14.2%
27 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 247.0 $231K 0.17% -22.0 -8.2% $935.46 +1.1%
28 MA MASTERCARD INCORPORATED Financial Services 432.0 $222K 0.17% -141.0 -24.6% $513.59 +15.9%
29 SHOP SHOPIFY INC Technology 1,876.0 $214K 0.16% -889.0 -32.1% $114.18 +33.9%
Page 2 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%