§ 13F · FUND PROFILE
Waverly Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1711Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$151M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.25M | $816M | 6.1% | +5% |
| 2 | VUG | VANGUARD INDEX FDS | 773K | $338M | 2.5% | +5% |
| 3 | AAPL | APPLE INC | 1.26M | $320M | 2.4% | +7% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 1.25M | $270M | 2.0% | +3% |
| 5 | NVDA | NVIDIA CORPORATION | 1.33M | $232M | 1.7% | +10% |
| 6 | MSFT | MICROSOFT CORP | 560K | $207M | 1.5% | +18% |
| 7 | SPIB | SPDR SERIES TRUST | 5.40M | $181M | 1.4% | +6% |
| 8 | PRF | INVESCO EXCHANGE TRADED FD T | 3.66M | $174M | 1.3% | −1% |
| 9 | AVUV | AMERICAN CENTY ETF TR | 1.41M | $156M | 1.2% | +7% |
| 10 | SGOV | ISHARES TR | 1.51M | $152M | 1.1% | +3% |
§ 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
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed