SEC Form 13F

WAYSTONE ADVISORS LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$134,078,178
Positions110

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD WORLD FDMGKMEGA GRWTH IND$10,084,875114,718
MICROSOFT CORPMSFTCOM$9,844,73626,392
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$9,388,69913,670
VANGUARD WORLD FDMGVMEGA CAP VAL ETF$6,993,05642,784
NVIDIA CORPORATIONNVDACOM$5,525,28627,614
GLOBAL X FDSPAVEUS INFR DEV ETF$4,314,29973,223
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$4,286,34160,159
SPDR SERIES TRUSTSPYGST STR P500GRW$3,882,28832,627
META PLATFORMS INCMETACL A$3,283,4185,829
APPLE INCAAPLCOM$3,259,63811,265

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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