Long-term investor
Waystone Advisors LLC @waystoneadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055997).
Record
- Tracked since 2025-12-31 (250 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +10.3% · 6 months n/a · 1 year n/a · all +4.0%
- Max drawdown n/a · win rate 7% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MGK · 7.5% · long · since 2025-12-31
- MSFT · 7.3% · long · since 2025-12-31
- VOO · 7.0% · long · since 2025-12-31
- MGV · 5.2% · long · since 2025-12-31
- NVDA · 4.1% · long · since 2025-12-31
- PAVE · 3.2% · long · since 2025-12-31
- VEA · 3.2% · long · since 2025-12-31
- SPYG · 2.9% · long · since 2025-12-31
- META · 2.4% · long · since 2025-12-31
- AAPL · 2.4% · long · since 2025-12-31
- AMZN · 2.3% · long · since 2025-12-31
- VBR · 1.9% · long · since 2025-12-31