Waverly Advisors
$17.2B 13F equity value
1,834 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Waverly Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 1,297,944 | $972M | 5.6% |
| AAPL | APPLE INC | 1,467,543 | $425M | 2.5% |
| VUG | VANGUARD INDEX FDS | 4,770,796 | $411M | 2.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 1,371,321 | $324M | 1.9% |
| NVDA | NVIDIA CORPORATION | 1,443,734 | $289M | 1.7% |
| MSFT | MICROSOFT CORP | 689,804 | $257M | 1.5% |
| AVUV | AMERICAN CENTY ETF TR | 1,801,650 | $225M | 1.3% |
| VTI | VANGUARD INDEX FDS | 599,991 | $222M | 1.3% |
| PRF | INVESCO EXCHANGE TRADED FD T | 3,577,537 | $193M | 1.1% |
| SPIB | SPDR SERIES TRUST | 5,749,007 | $192M | 1.1% |
Track Waverly Advisors's 13F portfolio: $17.2B in reported holdings, 1,834 positions. Top holdings and quarterly changes on SentiSense.
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