Institutions / Waverly Advisors, LLC
Waverly Advisors, LLC
CIK 1568787 · Institution · as of Dec 31, 2025
Portfolio value
$12.34B
Positions
1,474
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 1,474 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $816.16M | 6.6% |
| Vanguard Index Fds | $359.39M | 2.9% |
| Apple Inc. | $323.11M | 2.6% |
| Vanguard Specialized Funds | $267.39M | 2.2% |
| Microsoft Corp | $229.68M | 1.9% |
| NVIDIA Corp | $224.87M | 1.8% |
| Invesco Exchange Traded Fd T | $173.76M | 1.4% |
| SPDR Series Trust | $171.77M | 1.4% |
| iShares Tr | $147.66M | 1.2% |
| American Centy ETF Tr | $133.85M | 1.1% |
| iShares Tr | $121.95M | 1.0% |
| Vanguard Index Fds | $121.26M | 1.0% |
| Alphabet Inc. | $120.57M | 1.0% |
| American Centy ETF Tr | $116.33M | 0.9% |
| Amazon.com Inc | $111.22M | 0.9% |
| SPDR S&P 500 ETF Tr | $106.86M | 0.9% |
| Vanguard Index Fds | $105.82M | 0.9% |
| J P Morgan Exchange Traded F | $105.36M | 0.9% |
| iShares Tr | $103.02M | 0.8% |
| JPMorgan Chase & Co | $102.75M | 0.8% |
| Warren E. Buffett | $101.25M | 0.8% |
| Vanguard Index Fds | $99.64M | 0.8% |
| SPDR Series Trust | $99.18M | 0.8% |
| Vanguard Index Fds | $96.22M | 0.8% |
| iShares Tr | $94.93M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.