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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 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 3,851.0 $1.4M 1.03% +309.0 +8.7% $357.37 -2.7%
22 VBK VANGUARD INDEX FDS 3,706.0 $1.4M 1.01% +174.0 +4.9% $365.71 -3.6%
23 IWM ISHARES TR 4,277.0 $1.3M 0.96% +594.0 +16.1% $300.45 -1.4%
24 HYG ISHARES TR 15,957.0 $1.3M 0.95% -650.0 -3.9% $79.97 -0.3%
25 XLK SELECT SECTOR SPDR TR 6,411.0 $1.2M 0.91% +448.0 +7.5% $190.52 -2.5%
26 VXF VANGUARD INDEX FDS 4,905.0 $1.2M 0.90% +177.0 +3.7% $246.21 -1.4%
27 MTUM ISHARES TR 3,430.0 $1.2M 0.88% +21.0 +0.6% $342.83 -12.5%
28 IEMG ISHARES INC 13,917.0 $1.2M 0.86% +2K +14.6% $82.84 -1.2%
29 GOVT ISHARES TR 48,457.0 $1.1M 0.82% +6K +13.8% $22.78 -1.4%
30 IVV ISHARES TR 1,443.0 $1.1M 0.81% +573.0 +65.9% $748.89 +3.2%
31 SPTM SPDR SERIES TRUST 11,751.0 $1.1M 0.80% +689.0 +6.2% $90.79 +2.8%
32 TSLA TESLA INC Consumer Cyclical 2,487.0 $1.0M 0.78% +399.0 +19.1% $420.60 -17.3%
33 VEU VANGUARD INTL EQUITY INDEX F 12,294.0 $1.0M 0.77% +5K +76.5% $83.75 +2.0%
34 AVGO BROADCOM INC Technology 2,725.0 $1.0M 0.77% -38.0 -1.4% $377.75 -2.5%
35 SGOV ISHARES TR 9,954.0 $1.0M 0.75% -3K -20.8% $100.67 +0.0%
36 AMJB JPMORGAN CHASE FINL CO LLC Financial Services 26,418.0 $911K 0.68% -784.0 -2.9% $34.49 +8.0%
37 TIP ISHARES TR 8,099.0 $886K 0.66% -350.0 -4.1% $109.43 -2.3%
38 USDU WISDOMTREE TR 32,668.0 $874K 0.65% +4K +12.7% $26.75 -1.3%
39 IGIB ISHARES TR 15,680.0 $834K 0.62% -532.0 -3.3% $53.17 -1.8%
40 LLY ELI LILLY & CO Healthcare 660.0 $792K 0.59% +128.0 +24.1% $1199.43 -2.9%
Page 2 of 6  ·  110 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%