WAYSTONE ADVISORS LLC
Q4 2025 13F Holdings
- Locationredmond, WA
- Num holdings
102
- Value ($000)
$116,573
- Date Filed02/09/2026
- Form type13F-HR
- CIK0002055997
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 594918104 | $13.3M | 11 % | 27,501 | ||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $9.22M | 8 % | 22,345 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.99M | 7 % | 12,736 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $5.73M | 5 % | 40,563 | ||
NVIDIA CORPORATION | COM | 67066G104 | $4.71M | 4 % | 25,228 | ||
META PLATFORMS INC | CL A | 30303M102 | $3.59M | 3 % | 5,442 | ||
AMAZON COM INC | COM | 023135106 | $3.3M | 3 % | 14,283 | ||
APPLE INC | COM | 037833100 | $3M | 3 % | 11,047 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $2.92M | 3 % | 46,671 | ||
GLOBAL X FDS | US INFR DEV ETF | 37954Y673 | $2.79M | 2 % | 58,446 |
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