Waverly Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| VANGUARD SCOTTSDALE FDS | $92.34M | 0.7% |
| Alphabet Inc. | $91.06M | 0.7% |
| Broadcom Inc. | $90.05M | 0.7% |
| ISHARES TR | $89.86M | 0.7% |
| VANGUARD TAX-MANAGED FDS | $88.60M | 0.7% |
| INVESCO EXCHANGE TRADED FD T | $85.55M | 0.7% |
| SCHWAB STRATEGIC TR | $82.31M | 0.7% |
| SCHWAB STRATEGIC TR | $79.21M | 0.6% |
| VANGUARD INDEX FDS | $69.54M | 0.6% |
| ISHARES TR | $68.87M | 0.6% |
| INVESCO QQQ TR | $66.84M | 0.5% |
| PROCTER & GAMBLE Co | $65.71M | 0.5% |
| ELI LILLY & Co | $62.48M | 0.5% |
| VANGUARD INTL EQUITY INDEX F | $61.86M | 0.5% |
| ISHARES TR | $60.13M | 0.5% |
| PIMCO ETF TR | $59.65M | 0.5% |
| ISHARES TR | $59.05M | 0.5% |
| ISHARES TR | $58.86M | 0.5% |
| ISHARES TR | $58.22M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $57.54M | 0.5% |
| VANGUARD INDEX FDS | $57.53M | 0.5% |
| ISHARES TR | $55.64M | 0.5% |
| JOHNSON & JOHNSON | $55.41M | 0.4% |
| AMERICAN CENTY ETF TR | $53.13M | 0.4% |
| SCHWAB STRATEGIC TR | $52.38M | 0.4% |