# EDGAR Filing Document

**Accession Number:** 0002055997
**File Stem:** 0002085853-26-000399
**Filing Date:** 2026-4
**Character Count:** 13689
**Document Hash:** 478310d86928615d6ac73fa735473898
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000399.hdr.sgml**: 20260416

**ACCESSION NUMBER**: 0002085853-26-000399

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260416

**DATE AS OF CHANGE**: 20260416

**EFFECTIVENESS DATE**: 20260416

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** WAYSTONE ADVISORS LLC
- **CENTRAL INDEX KEY:** 0002055997

**ORGANIZATION NAME:**
- **EIN:** 881396228
- **STATE OF INCORPORATION:** WA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24916
- **FILM NUMBER:** 26867611

**BUSINESS ADDRESS:**
- **STREET 1:** 9210 218TH AVENUE NE
- **CITY:** REDMOND
- **STATE:** WA
- **ZIP:** 98053
- **BUSINESS PHONE:** (425) 484-0045

**MAIL ADDRESS:**
- **STREET 1:** 23515 NE NOVELTY HILL RD #5
- **STREET 2:** SUITE B215
- **CITY:** REDMOND
- **STATE:** WA
- **ZIP:** 98053

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** WAYSTONE ADVISORS LLC<br>**Address:** 23515 NE NOVELTY HILL RD #5<br>SUITE B215<br>REDMOND, WA 98053

**Form 13F File Number:** 028-24916

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stephanie Herbert-Roscoe<br>**Title:** Chief Compliance Officer<br>**Phone:** 425-472-2519

**Signature, Place, and Date of Signing:**

/s/Stephanie Herbert-Roscoe  Redmond, WA  04-16-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 101

**Form 13F Information Table Value Total:** $111889751

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 322104 | 1481 | SH |  | SOLE |  | 0 | 0 | 1481 |
| AFLAC INC | COM | 001055102 |  | 263964 | 2406 | SH |  | SOLE |  | 0 | 0 | 2406 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 386401 | 1347 | SH |  | SOLE |  | 0 | 0 | 1347 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1018540 | 3542 | SH |  | SOLE |  | 0 | 0 | 3542 |
| ALPS ETF TR | CLEAN ENERGY | 00162Q460 |  | 570641 | 17029 | SH |  | SOLE |  | 0 | 0 | 17029 |
| AMAZON COM INC | COM | 023135106 |  | 2458421 | 11804 | SH |  | SOLE |  | 0 | 0 | 11804 |
| AMGEN INC | COM | 031162100 |  | 394425 | 1121 | SH |  | SOLE |  | 0 | 0 | 1121 |
| AMPHENOL CORP | CL A | 032095101 |  | 335967 | 2659 | SH |  | SOLE |  | 0 | 0 | 2659 |
| APPLE INC | COM | 037833100 |  | 2740678 | 10799 | SH |  | SOLE |  | 0 | 0 | 10799 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 253597 | 192 | SH |  | SOLE |  | 0 | 0 | 192 |
| ASTRAZENECA PLC | ORD | G0593M107 |  | 323443 | 1640 | SH |  | SOLE |  | 0 | 0 | 1640 |
| BARCLAYS BANK PLC | IPATH SELCT MLP | 06742C723 |  | 386592 | 11235 | SH |  | SOLE |  | 0 | 0 | 11235 |
| BROADCOM INC | COM | 11135F101 |  | 855182 | 2763 | SH |  | SOLE |  | 0 | 0 | 2763 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 248079 | 1174 | SH |  | SOLE |  | 0 | 0 | 1174 |
| CATERPILLAR INC | COM | 149123101 |  | 200493 | 283 | SH |  | SOLE |  | 0 | 0 | 283 |
| CHEVRON CORPORATION | COM | 166764100 |  | 211660 | 1023 | SH |  | SOLE |  | 0 | 0 | 1023 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 268039 | 269 | SH |  | SOLE |  | 0 | 0 | 269 |
| DBX ETF TR | XTRACK HRVST CSI | 233051879 |  | 396346 | 12143 | SH |  | SOLE |  | 0 | 0 | 12143 |
| EBAY INC. | COM | 278642103 |  | 296908 | 3262 | SH |  | SOLE |  | 0 | 0 | 3262 |
| ELI LILLY  CO | COM | 532457108 |  | 489317 | 532 | SH |  | SOLE |  | 0 | 0 | 532 |
| GE AEROSPACE | COM NEW | 369604301 |  | 421398 | 1485 | SH |  | SOLE |  | 0 | 0 | 1485 |
| GE VERNOVA INC | COM | 36828A101 |  | 563026 | 645 | SH |  | SOLE |  | 0 | 0 | 645 |
| GENELUX CORPORATION | COM | 36870H103 |  | 80663 | 33332 | SH |  | SOLE |  | 0 | 0 | 33332 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 3582462 | 70507 | SH |  | SOLE |  | 0 | 0 | 70507 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 |  | 320765 | 2372 | SH |  | SOLE |  | 0 | 0 | 2372 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 442022 | 1918 | SH |  | SOLE |  | 0 | 0 | 1918 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 274293 | 595 | SH |  | SOLE |  | 0 | 0 | 595 |
| INVESCO EXCHANGE TRADED FD T | S PUR VAL | 46137V258 |  | 359111 | 3344 | SH |  | SOLE |  | 0 | 0 | 3344 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 847191 | 12146 | SH |  | SOLE |  | 0 | 0 | 12146 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1265798 | 12575 | SH |  | SOLE |  | 0 | 0 | 12575 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 647627 | 5942 | SH |  | SOLE |  | 0 | 0 | 5942 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 913384 | 3683 | SH |  | SOLE |  | 0 | 0 | 3683 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 818152 | 3409 | SH |  | SOLE |  | 0 | 0 | 3409 |
| ISHARES TR | 3 7 YR TREAS BD | 464288661 |  | 1173193 | 9892 | SH |  | SOLE |  | 0 | 0 | 9892 |
| ISHARES TR | CORE MSCI EURO | 46434V738 |  | 480578 | 6839 | SH |  | SOLE |  | 0 | 0 | 6839 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 932426 | 8449 | SH |  | SOLE |  | 0 | 0 | 8449 |
| ISHARES TR | USD INV GRDE ETF | 464288620 |  | 455028 | 8882 | SH |  | SOLE |  | 0 | 0 | 8882 |
| ISHARES TR | GL CLEAN ENE ETF | 464288224 |  | 364059 | 19905 | SH |  | SOLE |  | 0 | 0 | 19905 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 851049 | 10307 | SH |  | SOLE |  | 0 | 0 | 10307 |
| ISHARES TR | ISHS 5-10YR INVT | 464288638 |  | 862805 | 16212 | SH |  | SOLE |  | 0 | 0 | 16212 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 1321251 | 16607 | SH |  | SOLE |  | 0 | 0 | 16607 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 691689 | 1866 | SH |  | SOLE |  | 0 | 0 | 1866 |
| ISHARES TR | JPMORGAN USD EMG | 464288281 |  | 419963 | 4471 | SH |  | SOLE |  | 0 | 0 | 4471 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 2008411 | 22185 | SH |  | SOLE |  | 0 | 0 | 22185 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 369184 | 3719 | SH |  | SOLE |  | 0 | 0 | 3719 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 575713 | 13607 | SH |  | SOLE |  | 0 | 0 | 13607 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 478724 | 5016 | SH |  | SOLE |  | 0 | 0 | 5016 |
| ISHARES TR | 10-20 YR TRS ETF | 464288653 |  | 629298 | 6248 | SH |  | SOLE |  | 0 | 0 | 6248 |
| ISHARES TR | US TREAS BD ETF | 46429B267 |  | 975964 | 42600 | SH |  | SOLE |  | 0 | 0 | 42600 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 657083 | 1541 | SH |  | SOLE |  | 0 | 0 | 1541 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 1064296 | 12277 | SH |  | SOLE |  | 0 | 0 | 12277 |
| ISHARES TR | CORE S ETF | 464287200 |  | 568292 | 870 | SH |  | SOLE |  | 0 | 0 | 870 |
| ISHARES U S ETF TR | GSCI CMDTY STGY | 46431W853 |  | 386447 | 11430 | SH |  | SOLE |  | 0 | 0 | 11430 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 464773 | 1580 | SH |  | SOLE |  | 0 | 0 | 1580 |
| JPMORGAN CHASE FINL CO LLC | CAL LKD 44 | 48133Q309 |  | 940374 | 27202 | SH |  | SOLE |  | 0 | 0 | 27202 |
| KLA CORP | COM NEW | 482480100 |  | 204666 | 139 | SH |  | SOLE |  | 0 | 0 | 139 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 |  | 482712 | 11907 | SH |  | SOLE |  | 0 | 0 | 11907 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 286307 | 573 | SH |  | SOLE |  | 0 | 0 | 573 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3111818 | 5439 | SH |  | SOLE |  | 0 | 0 | 5439 |
| MICROSOFT CORP | COM | 594918104 |  | 9701053 | 26207 | SH |  | SOLE |  | 0 | 0 | 26207 |
| NETFLIX INC. | COM | 64110L106 |  | 446332 | 4642 | SH |  | SOLE |  | 0 | 0 | 4642 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 4567183 | 26188 | SH |  | SOLE |  | 0 | 0 | 26188 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 362964 | 2264 | SH |  | SOLE |  | 0 | 0 | 2264 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 |  | 1876839 | 18662 | SH |  | SOLE |  | 0 | 0 | 18662 |
| QUANTA SVCS INC | COM | 74762E102 |  | 460078 | 838 | SH |  | SOLE |  | 0 | 0 | 838 |
| RTX CORPORATION | COM | 75513E101 |  | 249037 | 1291 | SH |  | SOLE |  | 0 | 0 | 1291 |
| SELECT SECTOR SPDR TR | STATE STREET COM | 81369Y852 |  | 415832 | 3751 | SH |  | SOLE |  | 0 | 0 | 3751 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 325919 | 2223 | SH |  | SOLE |  | 0 | 0 | 2223 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 792491 | 5963 | SH |  | SOLE |  | 0 | 0 | 5963 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y308 |  | 254734 | 3107 | SH |  | SOLE |  | 0 | 0 | 3107 |
| SELECT SECTOR SPDR TR | STATE STREET FIN | 81369Y605 |  | 529150 | 10718 | SH |  | SOLE |  | 0 | 0 | 10718 |
| SELECT SECTOR SPDR TR | STATE STREET ENE | 81369Y506 |  | 356782 | 5824 | SH |  | SOLE |  | 0 | 0 | 5824 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 327984 | 2765 | SH |  | SOLE |  | 0 | 0 | 2765 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A870 |  | 432110 | 3383 | SH |  | SOLE |  | 0 | 0 | 3383 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 2485148 | 25382 | SH |  | SOLE |  | 0 | 0 | 25382 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 452244 | 4935 | SH |  | SOLE |  | 0 | 0 | 4935 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A359 |  | 632134 | 6907 | SH |  | SOLE |  | 0 | 0 | 6907 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 2535862 | 44819 | SH |  | SOLE |  | 0 | 0 | 44819 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A805 |  | 874524 | 11062 | SH |  | SOLE |  | 0 | 0 | 11062 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 293681 | 869 | SH |  | SOLE |  | 0 | 0 | 869 |
| TESLA INC | COM | 88160R101 |  | 776218 | 2088 | SH |  | SOLE |  | 0 | 0 | 2088 |
| TJX COS INC NEW | COM | 872540109 |  | 301035 | 1885 | SH |  | SOLE |  | 0 | 0 | 1885 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 |  | 320806 | 541 | SH |  | SOLE |  | 0 | 0 | 541 |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 |  | 455081 | 9471 | SH |  | SOLE |  | 0 | 0 | 9471 |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 |  | 973024 | 4728 | SH |  | SOLE |  | 0 | 0 | 4728 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 7977294 | 13350 | SH |  | SOLE |  | 0 | 0 | 13350 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 1067595 | 3532 | SH |  | SOLE |  | 0 | 0 | 3532 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 2000931 | 9210 | SH |  | SOLE |  | 0 | 0 | 9210 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 1515451 | 5277 | SH |  | SOLE |  | 0 | 0 | 5277 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 538515 | 2056 | SH |  | SOLE |  | 0 | 0 | 2056 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 2098781 | 11389 | SH |  | SOLE |  | 0 | 0 | 11389 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 1619224 | 6292 | SH |  | SOLE |  | 0 | 0 | 6292 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 248145 | 4591 | SH |  | SOLE |  | 0 | 0 | 4591 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 |  | 523079 | 6965 | SH |  | SOLE |  | 0 | 0 | 6965 |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 92206C771 |  | 362125 | 7713 | SH |  | SOLE |  | 0 | 0 | 7713 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3779244 | 58977 | SH |  | SOLE |  | 0 | 0 | 58977 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 7966473 | 21681 | SH |  | SOLE |  | 0 | 0 | 21681 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 |  | 5816437 | 40127 | SH |  | SOLE |  | 0 | 0 | 40127 |
| VISTRA CORP | COM | 92840M102 |  | 319903 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| WISDOMTREE TR | JAPN HEDGE EQT | 97717W851 |  | 382497 | 2412 | SH |  | SOLE |  | 0 | 0 | 2412 |
| WISDOMTREE TR | BLMBG US BULL | 97717W471 |  | 763020 | 28979 | SH |  | SOLE |  | 0 | 0 | 28979 |

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