Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WAYSTONE ADVISORS LLC (CIK 2055997) reported $134.1M across 110 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MGK ($10.1M, 7.52%), MSFT ($9.8M, 7.34%), VOO ($9.4M, 7.00%), MGV ($7.0M, 5.22%), NVDA ($5.5M, 4.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MGK | VANGUARD WORLD FD | $10.1M | 7.52% | 114,718 | Added |
| 2 | MSFT | MICROSOFT CORP | $9.8M | 7.34% | 26,392 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $9.4M | 7.00% | 13,670 | Added |
| 4 | MGV | VANGUARD WORLD FD | $7.0M | 5.22% | 42,784 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $5.5M | 4.12% | 27,614 | Added |
| 6 | PAVE | GLOBAL X FDS | $4.3M | 3.22% | 73,223 | Added |
| 7 | VEA | VANGUARD TAX-MANAGED FDS | $4.3M | 3.20% | 60,159 | Added |
| 8 | SPYG | SPDR SERIES TRUST | $3.9M | 2.90% | 32,627 | Added |
| 9 | META | META PLATFORMS INC | $3.3M | 2.45% | 5,829 | Added |
| 10 | AAPL | APPLE INC | $3.3M | 2.43% | 11,265 | Added |
| 11 | AMZN | AMAZON COM INC | $3.1M | 2.28% | 12,846 | Added |
| 12 | VBR | VANGUARD INDEX FDS | $2.6M | 1.95% | 10,752 | Added |
| 13 | SPYV | SPDR SERIES TRUST | $2.5M | 1.87% | 41,197 | Trimmed |
| 14 | VOE | VANGUARD INDEX FDS | $2.4M | 1.80% | 12,186 | Added |
| 15 | IEFA | ISHARES TR | $2.3M | 1.68% | 23,297 | Added |
| 16 | VOT | VANGUARD INDEX FDS | $2.0M | 1.52% | 6,645 | Added |
| 17 | MINT | PIMCO ETF TR | $2.0M | 1.48% | 19,733 | Added |
| 18 | VO | VANGUARD INDEX FDS | $1.8M | 1.32% | 21,997 | Added |
| 19 | IEI | ISHARES TR | $1.7M | 1.28% | 14,572 | Added |
| 20 | SHY | ISHARES TR | $1.6M | 1.18% | 19,235 | Added |
| 21 | GOOGL | ALPHABET INC | $1.4M | 1.03% | 3,851 | Added |
| 22 | VBK | VANGUARD INDEX FDS | $1.4M | 1.01% | 3,706 | Added |
| 23 | IWM | ISHARES TR | $1.3M | 0.96% | 4,277 | Added |
| 24 | HYG | ISHARES TR | $1.3M | 0.95% | 15,957 | Trimmed |
| 25 | XLK | SELECT SECTOR SPDR TR | $1.2M | 0.91% | 6,411 | Added |
Source: SEC Form 13F filings · as of 2026-06-30