§ 13F · FUND PROFILE
Waverly Advisors, LLC.
AUM · $17.2B (13F)Positions · 1864Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$293M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 1.30M | $972M | 5.6% | +4% |
| 2 | AAPL | APPLE INC | 1.46M | $423M | 2.5% | +16% |
| 3 | VUG | VANGUARD INDEX FDS | 4.77M | $411M | 2.4% | +517% |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | 1.37M | $324M | 1.9% | +9% |
| 5 | NVDA | NVIDIA CORPORATION | 1.44M | $289M | 1.7% | +9% |
| 6 | MSFT | MICROSOFT CORP | 690K | $257M | 1.5% | +23% |
| 7 | AVUV | AMERICAN CENTY ETF TR | 1.80M | $225M | 1.3% | +28% |
| 8 | VTI | VANGUARD INDEX FDS | 600K | $222M | 1.3% | +79% |
| 9 | PRF | INVESCO EXCHANGE TRADED FD T | 3.58M | $193M | 1.1% | −2% |
| 10 | SPIB | SPDR SERIES TRUST | 5.75M | $192M | 1.1% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WAVERLY SIGNAL
AC read
Waverly Advisors, LLC is a Other fund managing $17.2 billion in assets. The fund runs a massive portfolio of 1,864 positions.
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