§ 13F · FUND PROFILE
Waverly Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1567Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12350.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.19M | $816.2T | 6.6% | NEW |
| 2 | VUG | VANGUARD INDEX FDS | 737K | $359.4T | 2.9% | NEW |
| 3 | AAPL | APPLE INC | 1.18M | $321.1T | 2.6% | NEW |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 1.22M | $267.4T | 2.2% | NEW |
| 5 | MSFT | MICROSOFT CORP | 475K | $229.7T | 1.9% | NEW |
| 6 | NVDA | NVIDIA CORPORATION | 1.21M | $224.9T | 1.8% | NEW |
| 7 | PRF | INVESCO EXCHANGE TRADED FD T | 3.70M | $173.8T | 1.4% | NEW |
| 8 | SPIB | SPDR SERIES TRUST | 5.08M | $171.8T | 1.4% | NEW |
| 9 | SGOV | ISHARES TR | 1.47M | $147.7T | 1.2% | NEW |
| 10 | AVUV | AMERICAN CENTY ETF TR | 1.31M | $133.9T | 1.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WAVERLY SIGNAL
AC read
Waverly Advisors, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed