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Home > Institutional Investor > Waystone Advisors Llc > Profile

Instuitional Investor - Waystone Advisors Llc

Fund Profile
Filing Period:
Fund Name: Waystone Advisors Llc
Portfolio Value $116,573,227
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 27,501 $13,300,033 11.41%
2.
Vanguard World Fd
 22,345 $9,223,350 7.91%
3.
Vanguard Index Fds - S&P 500 ETF SHS
 12,736 $7,987,129 6.85%
4.
Vanguard World Fd - MEGA CAP VAL ETF
 40,563 $5,725,869 4.91%
5.
Nvidia Corp
 NVDA 25,228 $4,705,044 4.04%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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