WAYSTONE ADVISORS LLC: 13F holdings
CIK 20559972026Q2
| Positions | 110 |
|---|
| Reported value | $134.1m |
|---|
| Filed | 2026-07-16 |
|---|
Change since last quarter
| Positions | 110 (+9 vs prior quarter) |
|---|
| Reported value | $134.1m (+19.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| MGK VANGUARD WORLD FD | 114,718 | $10.1m | 7.5% |
| MSFT MICROSOFT CORP | 26,392 | $9.8m | 7.3% |
| VOO VANGUARD INDEX FDS | 13,670 | $9.4m | 7.0% |
| MGV VANGUARD WORLD FD | 42,784 | $7.0m | 5.2% |
| NVDA NVIDIA CORPORATION | 27,614 | $5.5m | 4.1% |
| PAVE GLOBAL X FDS | 73,223 | $4.3m | 3.2% |
| VEA VANGUARD TAX-MANAGED FDS | 60,159 | $4.3m | 3.2% |
| SPYG SPDR SERIES TRUST | 32,627 | $3.9m | 2.9% |
| META META PLATFORMS INC | 5,829 | $3.3m | 2.4% |
| AAPL APPLE INC | 11,265 | $3.3m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2055997")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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