account_balance
Investment manager · 13F filer · SEC CIK 2055997
Waystone Advisors LLC
Reported value$134Mas of Sep 30, 2026
Positions110 0 new, 0 sold out
Top 10 weight45.5%MGK alone is 8%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MGKVanguard World Fd
7.5%
MSFTMicrosoft Corp
7.4%
VOOVanguard Index FDS
7.0%
MGVVanguard World Fd
5.2%
NVDANVIDIA Corp
4.1%
PAVEGlobal X FDS
3.2%
VEAVanguard Tax-Managed FDS
3.2%
SPYGSPDR Series Trust
2.9%
METAMeta Platforms, Inc.
2.5%
AAPLApple Inc.
2.4%
AMZNAmazon.com Inc
2.3%
VBRVanguard Index FDS
2.0%
MGKVanguard World Fd
7.5%
MSFTMicrosoft Corp
7.4%
VOOVanguard Index FDS
7.0%
MGVVanguard World Fd
5.2%
NVDANVIDIA Corp
4.1%
PAVEGlobal X FDS
3.2%
VEAVanguard Tax-Managed FDS
3.2%
SPYGSPDR Series Trust
2.9%
VBR2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MGK Vanguard World Fd 7.5% Held
MSFT Microsoft Corp 7.4% HeldVOO Vanguard Index FDS 7.0% Held
MGV Vanguard World Fd 5.2% Held
NVDA NVIDIA Corp 4.1% HeldPAVE Global X FDS 3.2% Held
VEA Vanguard Tax-Managed FDS 3.2% Held
SPYG SPDR Series Trust 2.9% Held
META Meta Platforms, Inc. 2.5% HeldAAPL Apple Inc. 2.4% HeldAMZN Amazon.com Inc 2.3% HeldVBR Vanguard Index FDS 2.0% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
None
arrow_downwardTrimmed
- APH −50%
- IEI −3%
- VO −2%
- LQD −2%
remove_circleSold out
None
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