Waverly Advisors
$13.3B 13F equity value
1,675 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 1,249,076 | $816M | 6.1% |
| VUG | VANGUARD INDEX FDS | 773,094 | $338M | 2.5% |
| AAPL | APPLE INC | 1,267,737 | $322M | 2.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 1,254,222 | $270M | 2.0% |
| NVDA | NVIDIA CORPORATION | 1,328,418 | $232M | 1.7% |
| MSFT | MICROSOFT CORP | 560,491 | $207M | 1.6% |
| SPIB | SPDR SERIES TRUST | 5,395,712 | $181M | 1.4% |
| PRF | INVESCO EXCHANGE TRADED FD T | 3,659,575 | $174M | 1.3% |
| AVUV | AMERICAN CENTY ETF TR | 1,410,331 | $156M | 1.2% |
| SGOV | ISHARES TR | 1,510,486 | $152M | 1.1% |
Track Waverly Advisors's 13F portfolio: $13.3B in reported holdings, 1,675 positions. Top holdings and quarterly changes on SentiSense.