StockDriftsStockDriftsTop 50 Waystone Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | 7.51% | 114.1K | $10.0M | -0.55%(-629) | $81.40(+11.77%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 7.37% | 26.4K | $9.8M | +0.00%(+0) | $499.84(+6.74%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 7.03% | 13.7K | $9.4M | +0.00%(+0) | $619.75(+13.69%) | 2026-09-30 | |
| MGV | VANGUARD WORLD FD | 5.22% | 42.7K | $7.0M | -0.21%(-89) | $140.29(+17.60%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.13% | 27.6K | $5.5M | +0.00%(+0) | $186.13(+16.64%) | 2026-09-30 | |
| PAVE | GLOBAL X FDS | 3.23% | 73.2K | $4.3M | +0.00%(+0) | $48.21(+9.46%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.21% | 60.2K | $4.3M | +0.00%(+0) | $61.73(+12.36%) | 2026-09-30 | |
| SPYG | SPDR SERIES TRUST | 2.91% | 32.6K | $3.9M | +0.00%(+0) | $105.66(+14.84%) | 2026-09-30 | |
| META | META PLATFORMS INC | 2.46% | 5.8K | $3.3M | +0.00%(+0) | $687.37(+2.63%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.44% | 11.3K | $3.3M | +0.00%(+0) | $263.44(+30.18%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +9.40% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.05% |
Waystone Advisors LLC reports $133.63M in US-listed equity holdings across 110 positions in its most recent 13F filing. Its largest disclosed positions are MGK (7.5%), MSFT (7.4%) and VOO (7.0%). The top 20 holdings account for 61.77% of reported assets. Its disclosed equity book has returned +9.40% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Waystone Advisors LLC, compare funds side by side, and get alerts the moment positions change.
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