WAYSTONE ADVISORS LLC - Portfolio Stock Holdings

WAYSTONE ADVISORS LLC disclosed 120 stock positions in a recent SEC 13F filing. $134,077,836 of stock holdings were filed, with the largest holdings including MGK, MSFT, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $179,345,970 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.