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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002055997

WAYSTONE ADVISORS LLC

REDMOND, WA · File #028-24916

Latest AUM
$116.6M
Positions
102
Top-10 Concentration
57.3%
Filings
2

Sector Allocation

Technology
19.4%$22.6M
Healthcare
2.1%$2.4M
Industrials
0.8%$956,010
Financials
0.8%$946,824
Utilities
0.3%$418,170

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1MICROSOFT CORPMSFT27,501$13.3M13.48%
2VANGUARD WORLD FD92191081622,345$9.2M9.35%
3VANGUARD INDEX FDS92290836312,736$8.0M8.09%
4VANGUARD WORLD FD92191084040,563$5.7M5.80%
5NVIDIA CORPORATIONNVDA25,228$4.7M4.77%
6META PLATFORMS INCMETA5,442$3.6M3.64%
7AMAZON COM INCAMZN14,283$3.3M3.34%
8APPLE INCAAPL11,047$3.0M3.04%
9VANGUARD TAX-MANAGED FDS92194385846,671$2.9M2.95%
10GLOBAL X FDS37954Y67358,446$2.8M2.83%
11SPDR SERIES TRUST78464A40923,886$2.5M2.58%
12VANGUARD INDEX FDS92290851212,027$2.1M2.16%
13VANGUARD INDEX FDS9229086119,925$2.1M2.13%
14ISHARES TR46432F84223,360$2.1M2.12%
15PIMCO ETF TR72201R83319,438$2.0M1.98%
16VANGUARD INDEX FDS9229085386,482$1.8M1.83%
17COOPER STD HLDGS INC21676P10345,130$1.5M1.50%
18ISHARES TR46428851317,611$1.4M1.44%
19ALPHABET INCGOOG4,097$1.3M1.30%
20ISHARES TR46428866110,044$1.2M1.21%