13F Filings History of WAYSTONE ADVISORS LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$116,573,227
Signature - Title
Stephanie Herbert-Roscoe - Chief Compliance Officer
Location
Redmond, WA
Summary
This page shows a list of all the recent 13F filings made by WAYSTONE ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WAYSTONE ADVISORS LLC reported 102 stock holdings with total value $116,573,227 as of Q4 2025. Top holdings included MSFT, MGK, VOO, MGV, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 102 $116,573,227 $0 $0 $0 MSFT, MGK, VOO, MGV, NVDA 13F-HR 09 Feb 2026, 17:13
Q4 2024 $0 13F-NT 11 Feb 2025, 15:34