Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MGKVanguard World Fd | $10.1M | 7.5% | +5.8% |
| MSFTMicrosoft Corp | $9.8M | 7.3% | |
| VOOVanguard Index Fds | $9.4M | 7.0% | +2.4% |
| MGVVanguard World Fd | $7.0M | 5.2% | +6.6% |
| NVDANvidia Corporation | $5.5M | 4.1% | +5.4% |
| PAVEGlobal X Fds | $4.3M | 3.2% | +3.9% |
| VEAVanguard Tax-managed Fds | $4.3M | 3.2% | +2.0% |
| SPYGSpdr Series Trust | $3.9M | 2.9% | +28.5% |
| METAMeta Platforms Inc | $3.3M | 2.4% | +7.2% |
| AAPLApple Inc | $3.3M | 2.4% | +4.3% |
| AMZNAmazon Com Inc | $3.1M | 2.3% | +8.8% |
| VBRVanguard Index Fds | $2.6M | 1.9% | +16.7% |
| SPYVSpdr Series Trust | $2.5M | 1.9% | −8.1% |
| VOEVanguard Index Fds | $2.4M | 1.8% | +7.0% |
| IEFAIshares Tr | $2.3M | 1.7% | +5.0% |
| VOTVanguard Index Fds | $2.0M | 1.5% | +5.6% |
| MINTPimco Etf Tr | $2.0M | 1.5% | +5.7% |
| VOVanguard Index Fds | $1.8M | 1.3% | +4.2% |
| IEIIshares Tr | $1.7M | 1.3% | +47.3% |
| SHYIshares Tr | $1.6M | 1.2% | +86.6% |
| GOOGLAlphabet Inc | $1.4M | 1.0% | +8.7% |
| VBKVanguard Index Fds | $1.4M | 1.0% | +4.9% |
| IWMIshares Tr | $1.3M | 1.0% | +16.1% |
| HYGIshares Tr | $1.3M | 1.0% | −3.9% |
| XLKSelect Sector Spdr Tr | $1.2M | 0.9% | +7.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MTUMIshares Tr | December 31, 2025 | +37.0% | $1.2M |
| XLKSelect Sector Spdr Tr | December 31, 2025 | +32.3% | $1.2M |
| PAVEGlobal X Fds | December 31, 2025 | +23.3% | $4.3M |
| IEMGIshares Inc | December 31, 2025 | +23.2% | $1.2M |
| IWMIshares Tr | December 31, 2025 | +22.1% | $1.3M |
| VBKVanguard Index Fds | December 31, 2025 | +21.0% | $1.4M |
| VXFVanguard Index Fds | December 31, 2025 | +17.7% | $1.2M |
| MGVVanguard World Fd | December 31, 2025 | +15.8% | $7.0M |
| AMJBJpmorgan Chase Finl Co LLC | December 31, 2025 | +15.3% | $911K |
| VBRVanguard Index Fds | December 31, 2025 | +14.7% | $2.6M |
Sold off last quarter
- TLTIshares Tr was $1.1M
- IEFIshares Tr was $479K
- COMTIshares U S Etf Tr was $386K
- ICLNIshares Tr was $364K
- RPVInvesco Exchange Traded Fd T was $359K
- ISRGIntuitive Surgical Inc was $274K
- XLPSelect Sector Spdr Tr was $255K
- VWOVanguard Intl Equity Index F was $248K
- CAHCardinal Health Inc was $248K
- CVXChevron Corporation was $212K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +11.0% | +14.8% |
| March 31, 2026 | −5.6% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Waystone Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2055997&type=13F-HR&dateb=&owner=include&count=40CIK 2055997
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2055997/000208585326000758/Filed July 16, 2026 · accession 0002085853-26-000758