account_balance
Investment manager · 13F filer · SEC CIK 1568787
Waverly Advisors, LLC
Reported value$17.2Bas of Jun 30, 2026
Positions1,737 222 new, 99 sold out
Top 10 weight20.4%IVV alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.6%Added +4%
AAPLApple Inc
2.5%Added +16%
VUGVanguard Index FDS
2.4%Added +517%
VIGVanguard Specialized Funds
1.9%Added +9%
NVDANvidia Corporation
1.7%Added +9%
MSFTMicrosoft Corp
1.5%Added +23%
AVUVAmerican Centy ETF Tr
1.3%Added +28%
VTIVanguard Index FDS
1.3%Added +79%
PRFInvesco Exchange Traded Fd T
1.1%Trimmed −2%
SPIBSPDR Series Trust
1.1%Added +7%
AMZNAmazon Com Inc
1.1%Added +27%
FBNDFidelity Merrimack STR Tr
1.0%Added +522%
IVViShares Tr
5.6%Added +4%
VUG2.4%
VIG1.9%
NVDANvidia Corporation
1.7%Added +9%
MSFT1.5%AVUV1.3%
VTI1.3%
PRF1.1%
SPIB1.1%
AMZN1.1%FBND1.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 5.6% Added +4%
AAPL Apple Inc 2.5% Added +16%VUG Vanguard Index FDS 2.4% Added +517%
VIG Vanguard Specialized Funds 1.9% Added +9%
NVDA Nvidia Corporation 1.7% Added +9%MSFT Microsoft Corp 1.5% Added +23%AVUV American Centy ETF Tr 1.3% Added +28%
VTI Vanguard Index FDS 1.3% Added +79%
PRF Invesco Exchange Traded Fd T 1.1% Trimmed −2%
SPIB SPDR Series Trust 1.1% Added +7%
AMZN Amazon Com Inc 1.1% Added +27%FBND Fidelity Merrimack STR Tr 1.0% Added +522%
What changed