WAYSTONE ADVISORS LLC
All 13F Filings
- Location
- Redmond, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,890
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/16/2026 | 101 | 111,890 | 13F-HR | WAYSTONE ADVISORS LLC |
| Q4 2025 | 2/9/2026 | 102 | 116,573 | 13F-HR | WAYSTONE ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 37.83 K | 33.8% | 0 | 42.08 K | -42.08 K |
| ETFs | 74.05 K | 66.2% | 38.41 K | 0 | 38.41 K |
| Other | 0 | 0.0% | 0 | 1.017 K | -1.017 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
111,890
Holdings
101
QoQ value change ($000)
-4,683
(-4.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.