Waystone Advisors LLC holds a focused book of 110 stocks worth $134.1M as of Q2 2026 (disclosed Jul 16, 2026, a ~45-day 13F lag). This quarter they opened Columbia Em Core Ex-China and trimmed SS SPDR P S&P 500 Value ETF. Their largest long position is Vanguard Mega Cap Growth ETF at 8% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2055997/holdings"
Use Arkolith to show WAYSTONE ADVISORS LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
32% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard World FD MEGA GRWTH IND | $10.1M | 114.7K | 7.5% | ▲+429% Added · +93K sh | |
| 2 | Microsoft Corp COM | $9.8M | 26.4K | 7.3% | ▲+0.7% Added · +185 sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $9.4M | 13.7K | 7.0% | ▲+2.4% Added · +320 sh | |
| 4 | Vanguard World FD MEGA CAP VAL ETF | $7.0M | 42.8K | 5.2% | ▲+6.6% Added · +3K sh | |
| 5 | Nvidia Corporation COM | $5.5M | 27.6K | 4.1% | ▲+5.4% Added · +1K sh | |
| 6 | Global X FDS US INFR DEV ETF | $4.3M | 73.2K | 3.2% | ▲+3.9% Added · +3K sh | |
| 7 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $4.3M | 60.2K | 3.2% | ▲+2.0% Added · +1K sh | |
| 8 | SPDR Series Trust ST STR P500GRW | $3.9M | 32.6K | 2.9% | ▲+29% Added · +7K sh | |
| 9 | Meta Platforms Inc CL A | $3.3M | 5.8K | 2.4% | ▲+7.2% Added · +390 sh | |
| 10 | Apple Inc COM | $3.3M | 11.3K | 2.4% | ▲+4.3% Added · +466 sh | |
| 11 | Amazon Com Inc COM | $3.1M | 12.8K | 2.3% | ▲+8.8% Added · +1K sh | |
| 12 | Vanguard Index FDS SM CP VAL ETF | $2.6M | 10.8K | 1.9% | ▲+17% Added · +2K sh | |
| 13 | SPDR Series Trust ST STR P500VAL | $2.5M | 41.2K | 1.9% | ▼−8.1% Reduced · −4K sh | |
| 14 | Vanguard Index FDS MCAP VL IDXVIP | $2.4M | 12.2K | 1.8% | ▲+7.0% Added · +797 sh | |
| 15 | Ishares TR CORE MSCI EAFE | $2.3M | 23.3K | 1.7% | ▲+5.0% Added · +1K sh | |
| 16 | Vanguard Index FDS MCAP GR IDXVIP | $2.0M | 6.6K | 1.5% | ▲+5.6% Added · +353 sh | |
| 17 | Pimco ETF TR ENHAN SHRT MA AC | $2.0M | 19.7K | 1.5% | ▲+5.7% Added · +1K sh | |
| 18 | Vanguard Index FDS MID CAP ETF | $1.8M | 22.0K | 1.3% | ▲+317% Added · +17K sh | |
| 19 | Ishares TR 3 7 YR TREAS BD | $1.7M | 14.6K | 1.3% | ▲+47% Added · +5K sh | |
| 20 | Ishares TR 1 3 YR TREAS BD | $1.6M | 19.2K | 1.2% | ▲+87% Added · +9K sh | |
| 21 | Alphabet Inc CAP STK CL A | $1.4M | 3.9K | 1.0% | ▲+8.7% Added · +309 sh | |
| 22 | Vanguard Index FDS SML CP GRW ETF | $1.4M | 3.7K | 1.0% | ▲+4.9% Added · +174 sh | |
| 23 | Ishares TR RUSSELL 2000 ETF | $1.3M | 4.3K | 1.0% | ▲+16% Added · +594 sh | |
| 24 | Ishares TR IBOXX HI YD ETF | $1.3M | 16.0K | 1.0% | ▼−3.9% Reduced · −650 sh | |
| 25 | Select Sector SPDR TR ST STR TECHN ETF | $1.2M | 6.4K | 0.9% | ▲+7.5% Added · +448 sh | |
| 26 | Vanguard Index FDS EXTEND MKT ETF | $1.2M | 4.9K | 0.9% | ▲+3.7% Added · +177 sh | |
| 27 | Ishares TR MSCI USA MMENTM | $1.2M | 3.4K | 0.9% | ▲+0.6% Added · +21 sh | |
| 28 | Ishares Inc CORE MSCI EMKT | $1.2M | 13.9K | 0.9% | ▲+15% Added · +2K sh | |
| 29 | Ishares TR US TREAS BD ETF | $1.1M | 48.5K | 0.8% | ▲+14% Added · +6K sh | |
| 30 | Ishares TR CORE S&P500 ETF | $1.1M | 1.4K | 0.8% | ▲+66% Added · +573 sh | |
| 31 | SPDR Series Trust ST STR PR SP1500 | $1.1M | 11.8K | 0.8% | ▲+6.2% Added · +689 sh | |
| 32 | Tesla Inc COM | $1.0M | 2.5K | 0.8% | ▲+19% Added · +399 sh | |
| 33 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.0M | 12.3K | 0.8% | ▲+77% Added · +5K sh | |
| 34 | Broadcom Inc COM | $1.0M | 2.7K | 0.8% | ▼−1.4% Reduced · −38 sh | |
| 35 | Ishares TR 0-3 MTH TREASURY | $1.0M | 10.0K | 0.7% | ▼−21% Reduced · −3K sh | |
| 36 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $911K | 26.4K | 0.7% | ▼−2.9% Reduced · −784 sh | |
| 37 | Ishares TR TIPS BD ETF | $886K | 8.1K | 0.7% | ▼−4.1% Reduced · −350 sh | |
| 38 | Wisdomtree TR BLMBG US BULL | $874K | 32.7K | 0.7% | ▲+13% Added · +4K sh | |
| 39 | Ishares TR ISHS 5-10YR INVT | $834K | 15.7K | 0.6% | ▼−3.3% Reduced · −532 sh | |
| 40 | Eli Lilly & Co COM | $792K | 660 | 0.6% | ▲+24% Added · +128 sh | |
| 41 | Ishares TR RUSSELL 3000 ETF | $785K | 1.8K | 0.6% | ▼−1.3% Reduced · −24 sh | |
| 42 | Columbia ETF TR II EM CORE EX ETF | $768K | 14.5K | 0.6% | ▲New New position | |
| 43 | Palo Alto Networks Inc COM | $763K | 2.2K | 0.6% | ▼−1.1% Reduced · −26 sh | |
| 44 | Ishares TR RUS 1000 GRW ETF | $759K | 6.1K | 0.6% | ▲+297% Added · +5K sh | |
| 45 | Vanguard Index FDS SMALL CP ETF | $720K | 2.4K | 0.5% | ▲+16% Added · +320 sh | |
| 46 | Ishares TR CORE MSCI EURO | $704K | 9.4K | 0.5% | ▲+37% Added · +3K sh | |
| 47 | Ge Vernova Inc COM | $704K | 599 | 0.5% | ▼−7.1% Reduced · −46 sh | |
| 48 | Ishares TR 10-20 YR TRS ETF | $657K | 6.5K | 0.5% | ▲+4.7% Added · +296 sh | |
| 49 | SPDR Series Trust ST STR CONV ETF | $656K | 6.1K | 0.5% | ▼−12% Reduced · −821 sh | |
| 50 | ALPS ETF TR CLEAN ENERGY | $645K | 18.2K | 0.5% | ▲+6.9% Added · +1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.