WAYSTONE ADVISORS LLC - Portfolio overview
WAYSTONE ADVISORS LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-04-16.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- MSFT - MICROSOFT CORP, 8.67%
- VOO - VANGUARD INDEX FDS, 7.13%
- MGK - VANGUARD WORLD FD, 7.12%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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