StockDriftsStockDriftsTop 50 Waystone Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 7.52% | 114.7K | $10.1M | +5.82%(+6.31K) | $81.40(+11.18%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 7.34% | 26.4K | $9.8M | +0.71%(+185) | $499.84(-2.75%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7% | 13.7K | $9.4M | +2.40%(+320) | $619.75(+14.99%) | 2026-06-30 | |
| MGV | VANGUARD WORLD FD | 5.22% | 42.8K | $7.0M | +6.62%(+2.66K) | $140.29(+20.03%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.12% | 27.6K | $5.5M | +5.45%(+1.43K) | $186.13(+21.46%) | 2026-06-30 | |
| PAVE | GLOBAL X FDS | 3.22% | 73.2K | $4.3M | +3.85%(+2.72K) | $48.21(+21.54%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.2% | 60.2K | $4.3M | +2.00%(+1.18K) | $61.73(+19.90%) | 2026-06-30 | |
| SPYG | SPDR SERIES TRUST | 2.9% | 32.6K | $3.9M | +28.54%(+7.25K) | $105.66(+16.29%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.45% | 5.8K | $3.3M | +7.17%(+390) | $687.37(-15.58%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.43% | 11.3K | $3.3M | +4.32%(+466) | $263.44(+15.92%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +2.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.83% |
Waystone Advisors LLC reports $134.08M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are MGK (7.5%), MSFT (7.3%) and VOO (7.0%). The top 20 holdings account for 61.76% of reported assets. Its disclosed equity book has returned +2.06% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Waystone Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2055997). View Waystone Advisors LLC’s 13F filings on SEC