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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 3 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWV ISHARES TR 1,842.0 $785K 0.59% -24.0 -1.3% $426.40 +2.7%
42 XCEM COLUMBIA ETF TR II 14,515.0 $768K 0.57% NEW $52.88 -3.2%
43 PANW PALO ALTO NETWORKS INC Technology 2,238.0 $763K 0.57% -26.0 -1.1% $341.02 +8.2%
44 IWF ISHARES TR 6,112.0 $759K 0.57% +5K +296.6% $124.17 -1.0%
45 VB VANGUARD INDEX FDS 2,376.0 $720K 0.54% +320.0 +15.6% $303.12 -0.7%
46 IEUR ISHARES TR 9,369.0 $704K 0.53% +3K +37.0% $75.17 +3.4%
47 GEV GE VERNOVA INC Utilities 599.0 $704K 0.53% -46.0 -7.1% $1174.86 -21.9%
48 TLH ISHARES TR 6,544.0 $657K 0.49% +296.0 +4.7% $100.35 -3.0%
49 CWB SPDR SERIES TRUST 6,086.0 $656K 0.49% -821.0 -11.9% $107.82 -4.9%
50 ACES ALPS ETF TR 18,204.0 $645K 0.48% +1K +6.9% $35.43 -14.9%
51 XLF SELECT SECTOR SPDR TR 11,773.0 $631K 0.47% +1K +9.8% $53.61 +8.5%
52 SHYG ISHARES TR 14,015.0 $594K 0.44% +408.0 +3.0% $42.41 -0.3%
53 LQD ISHARES TR 5,349.0 $583K 0.43% -593.0 -10.0% $109.07 -2.5%
54 VTI VANGUARD INDEX FDS 1,571.0 $581K 0.43% NEW $370.04 +2.6%
55 JPM JPMORGAN CHASE & CO Financial Services 1,702.0 $557K 0.42% +122.0 +7.7% $327.33 +9.1%
56 PWR QUANTA SVCS INC Industrials 756.0 $544K 0.41% -82.0 -9.8% $720.04 -15.6%
57 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 1,115.0 $532K 0.40% +246.0 +28.3% $477.57 -11.8%
58 HWM HOWMET AEROSPACE INC Industrials 1,919.0 $516K 0.39% $268.86 -2.4%
59 USIG ISHARES TR 9,919.0 $509K 0.38% +1K +11.7% $51.29 -1.8%
60 BIL SPDR SERIES TRUST 5,442.0 $499K 0.37% +507.0 +10.3% $91.64 +0.0%
Page 3 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%