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Waverly Advisors, LLC

Q2 2026 13F filing

Updated 27 days ago

1,864 disclosed positions worth $17.2B

Portfolio value
$17.2B
Total holdings
1,864
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

Value
$972M
Shares
1.30M
% Port
5.64%
A

APPLE INC

Value
$422.7M
Shares
1.46M
% Port
2.45%
V

VANGUARD INDEX FDS

Value
$411M
Shares
4.77M
% Port
2.38%
B
4.BX

VANGUARD SPECIALIZED FUNDS

Value
$324.5M
Shares
1.37M
% Port
1.88%
N

NVIDIA CORPORATION

Value
$288.9M
Shares
1.44M
% Port
1.68%
M

MICROSOFT CORP

Value
$257.3M
Shares
689.8K
% Port
1.49%
?
7.N/A

AMERICAN CENTY ETF TR

Value
$224.8M
Shares
1.80M
% Port
1.30%
V

VANGUARD INDEX FDS

Value
$222M
Shares
600.0K
% Port
1.29%
I
9.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$193.3M
Shares
3.58M
% Port
1.12%
S

SPDR SERIES TRUST

Value
$192.4M
Shares
5.75M
% Port
1.12%
A
11.AMZN

AMAZON COM INC

Value
$186.2M
Shares
781.2K
% Port
1.08%
F
12.FIS

FIDELITY MERRIMACK STR TR

Value
$174.5M
Shares
3.84M
% Port
1.01%
E
13.ETHA

ISHARES TR

Value
$173M
Shares
1.39M
% Port
1.00%
G

ALPHABET INC

Value
$166M
Shares
469.9K
% Port
0.96%
?
15.N/A

AMERICAN CENTY ETF TR

Value
$160M
Shares
1.75M
% Port
0.93%
V
16.VGES

VANGUARD INDEX FDS

Value
$159.6M
Shares
232.4K
% Port
0.93%
G

ALPHABET INC

Value
$158.3M
Shares
443.1K
% Port
0.92%
J

JPMORGAN CHASE & CO

Value
$151.3M
Shares
462.1K
% Port
0.88%
E
19.ETHA

ISHARES TR

Value
$147.5M
Shares
1.46M
% Port
0.86%
A
20.AVGO

BROADCOM INC

Value
$132.4M
Shares
350.6K
% Port
0.77%
Q
21.QQQ

INVESCO QQQ TR

Value
$131.5M
Shares
178.6K
% Port
0.76%
E
22.ETHA

ISHARES TR

Value
$131M
Shares
1.19M
% Port
0.76%
E
23.ETHA

ISHARES TR

Value
$128.9M
Shares
314.7K
% Port
0.75%
N
24.NOC

JANUS DETROIT STR TR

Value
$126M
Shares
2.50M
% Port
0.73%
S

SCHWAB STRATEGIC TR

Value
$123.9M
Shares
3.66M
% Port
0.72%
V
26.VGES

VANGUARD INDEX FDS

Value
$123.9M
Shares
1.54M
% Port
0.72%
S
27.SPY

STATE STR SPDR S&P 500 ETF T

Value
$123.1M
Shares
164.8K
% Port
0.71%
P
28.PDI

PIMCO ETF TR

Value
$122.9M
Shares
1.33M
% Port
0.71%
J

J P MORGAN EXCHANGE TRADED F

Value
$122.9M
Shares
2.67M
% Port
0.71%
J

J P MORGAN EXCHANGE TRADED F

Value
$119.4M
Shares
2.36M
% Port
0.69%
M
31.MU

MICRON TECHNOLOGY INC

Value
$118.5M
Shares
102.7K
% Port
0.69%
L
32.LLY

ELI LILLY & CO

Value
$117.2M
Shares
97.7K
% Port
0.68%
P
33.PDI

PIMCO ETF TR

Value
$117.2M
Shares
4.42M
% Port
0.68%
S

SPDR SERIES TRUST

Value
$117M
Shares
983.3K
% Port
0.68%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$115M
Shares
240.7K
% Port
0.67%
B

BERKSHIRE HATHAWAY INC DEL

Value
$110M
Shares
219.9K
% Port
0.64%
?
37.N/A

AMERICAN CENTY ETF TR

Value
$109M
Shares
1.22M
% Port
0.63%
V
38.VGES

VANGUARD INDEX FDS

Value
$102.5M
Shares
518.8K
% Port
0.59%
S

SCHWAB STRATEGIC TR

Value
$102.2M
Shares
3.53M
% Port
0.59%
C
40.CAT

CATERPILLAR INC

Value
$100.4M
Shares
94.3K
% Port
0.58%
V
41.VGES

VANGUARD SCOTTSDALE FDS

Value
$99.7M
Shares
294.3K
% Port
0.58%
V
42.VGES

VANGUARD TAX-MANAGED FDS

Value
$99.6M
Shares
1.40M
% Port
0.58%
I
43.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$97.2M
Shares
456.9K
% Port
0.56%
E
44.ETHA

ISHARES TR

Value
$95.2M
Shares
392.6K
% Port
0.55%
?
45.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$94.4M
Shares
4.64M
% Port
0.55%
?
46.N/A

INVESCO EXCH TRD SLF IDX FD

Value
$92.8M
Shares
5.57M
% Port
0.54%
E
47.ETHA

ISHARES TR

Value
$90.7M
Shares
302.0K
% Port
0.53%
V
48.VGES

VANGUARD INTL EQUITY INDEX F

Value
$86.6M
Shares
1.03M
% Port
0.50%
V
49.VGES

VANGUARD WHITEHALL FDS

Value
$86.1M
Shares
544.9K
% Port
0.50%
C
50.COST

COSTCO WHOLESALE CORPORATION

Value
$82M
Shares
87.6K
% Port
0.48%