SEC Form 13F · Q3 2026

WAYSTONE ADVISORS LLC

Institutional Holdings Report

13F-HRWA
$133.6M
Portfolio Value
110
Holdings
Q3 2026
Reporting Period
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Filing Details

Manager
WAYSTONE ADVISORS LLC
CIK
2055997
Accession No.
0002085853-26-001207
Location
REDMOND, WA
Form Type
13F-HR
Portfolio Value
$133.6M
Holdings Reported
110
Reporting Period
Q3 2026
Filed
October 16, 2026

About this Filing

WAYSTONE ADVISORS LLC is an institutional investment manager based in REDMOND, WA reporting approximately $133.6M in 13(f) securities across 110 positions as of Q3 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.