§ 13F · FUND PROFILE
WAYSTONE ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 102Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$116.6T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 28K | $13.3T | 11.4% | NEW |
| 2 | MGK | VANGUARD WORLD FD | 22K | $9.2T | 7.9% | NEW |
| 3 | VOO | VANGUARD INDEX FDS | 13K | $8.0T | 6.9% | NEW |
| 4 | MGV | VANGUARD WORLD FD | 41K | $5.7T | 4.9% | NEW |
| 5 | NVDA | NVIDIA CORPORATION | 25K | $4.7T | 4.0% | NEW |
| 6 | META | META PLATFORMS INC | 5K | $3.6T | 3.1% | NEW |
| 7 | AMZN | AMAZON COM INC | 14K | $3.3T | 2.8% | NEW |
| 8 | AAPL | APPLE INC | 11K | $3.0T | 2.6% | NEW |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 47K | $2.9T | 2.5% | NEW |
| 10 | PAVE | GLOBAL X FDS | 58K | $2.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WAYSTONE SIGNAL
AC read
WAYSTONE ADVISORS LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed