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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 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GOOG ALPHABET INC 1,364.0 $482K 0.36% +17.0 +1.3% $353.33
62 LVHI LEGG MASON ETF INVT 11,790.0 $479K 0.36% -117.0 -1.0% $40.59 +5.6%
63 APH AMPHENOL CORP Technology 2,692.0 $475K 0.35% +33.0 +1.2% $176.32 -10.5%
64 ASML ASML HLDG NV Technology 230.0 $458K 0.34% +38.0 +19.8% $1989.43 -14.7%
65 BNDX VANGUARD CHARLOTTE FDS 9,406.0 $456K 0.34% -65.0 -0.7% $48.43 -1.7%
66 VMBS VANGUARD SCOTTSDALE FDS 9,606.0 $450K 0.34% +2K +24.5% $46.81 -1.3%
67 AMD ADVANCED MICRO DEVICES INC Technology 770.0 $447K 0.33% NEW $580.91 -19.9%
68 XLV SELECT SECTOR SPDR TR 2,709.0 $430K 0.32% +486.0 +21.9% $158.66 +7.9%
69 KLAC KLA CORP Technology 1,388.0 $419K 0.31% +1K +898.6% $301.71 -41.8%
70 GE GE AEROSPACE Industrials 1,118.0 $418K 0.31% -367.0 -24.7% $373.73 -8.3%
71 XBI SPDR SERIES TRUST 2,592.0 $410K 0.31% -791.0 -23.4% $158.26 +2.6%
72 EMB ISHARES TR 4,192.0 $404K 0.30% -279.0 -6.2% $96.44 -1.6%
73 AMGN AMGEN INC Healthcare 1,113.0 $403K 0.30% -8.0 -0.7% $362.12 +19.4%
74 ATMP BARCLAYS BANK PLC Financial Services 11,586.0 $400K 0.30% +351.0 +3.1% $34.52 +6.1%
75 ASHR DBX ETF TR 10,822.0 $397K 0.30% -1K -10.9% $36.66 -6.5%
76 AGG ISHARES TR 3,970.0 $393K 0.29% +251.0 +6.8% $98.98 -1.5%
77 LRCX LAM RESEARCH CORP Technology 887.0 $384K 0.29% NEW $433.33 -30.3%
78 CAT CATERPILLAR INC Industrials 360.0 $383K 0.29% +77.0 +27.2% $1064.91 -24.9%
79 ABBV ABBVIE INC Healthcare 1,473.0 $371K 0.28% -8.0 -0.5% $251.64 +1.5%
80 DXJ WISDOMTREE TR 2,133.0 $370K 0.28% -279.0 -11.6% $173.52 +3.8%
Page 4 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%