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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QQQ INVESCO QQQ TR Financial Services 355.0 $261K 0.20% NEW $736.40 -2.7%
102 AMAT APPLIED MATLS INC Technology 357.0 $258K 0.19% NEW $723.00 -35.9%
103 IJR ISHARES TR 1,645.0 $244K 0.18% NEW $148.31 -1.7%
104 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 247.0 $231K 0.17% -22.0 -8.2% $935.46 +1.3%
105 MA MASTERCARD INCORPORATED Financial Services 432.0 $222K 0.17% -141.0 -24.6% $513.59 +16.0%
106 XLY SELECT SECTOR SPDR TR 1,849.0 $217K 0.16% NEW $117.28 -0.4%
107 PHM PULTE GROUP INC Consumer Cyclical 1,572.0 $216K 0.16% NEW $137.21 -6.9%
108 SHOP SHOPIFY INC Technology 1,876.0 $214K 0.16% -889.0 -32.1% $114.18 +34.0%
109 SPIB SPDR SERIES TRUST 6,003.0 $201K 0.15% NEW $33.46 -1.1%
110 GENELUX CORPORATION 33,332.0 $100K 0.07% $3.01
Page 6 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%