Waverly Advisors, LLC

Est. AUM

$13.40B

13F long equity, this entity only

Positions

1,711

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$815.9M	1249076	6.09%	SOLE
2	VANGUARD INDEX FDS	GROWTH ETF	$337.7M	773094	2.52%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$269.7M	1254222	2.01%	SOLE
4	NVIDIA CORPORATION	COM	$231.7M	1328418	1.73%	SOLE
5	MICROSOFT CORP	COM	$207.5M	560491	1.55%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$181.0M	5395712	1.35%	SOLE
7	INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$173.9M	3659575	1.30%	SOLE
8	AMERICAN CENTY ETF TR	US SML CP VALU	$155.8M	1410331	1.16%	SOLE
9	ISHARES TR	0-3 MNTH TREASRY	$152.0M	1510486	1.14%	SOLE
10	ALPHABET INC	CAP STK CL A	$135.0M	469397	1.01%	SOLE
11	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$134.3M	1666055	1.00%	SOLE
12	AMAZON COM INC	COM	$128.1M	614982	0.96%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$118.1M	197683	0.88%	SOLE
14	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$114.8M	2491534	0.86%	SOLE
15	ISHARES TR	RUS 1000 ETF	$113.8M	319023	0.85%	SOLE
16	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$108.4M	226293	0.81%	SOLE
17	VANGUARD INDEX FDS	TOTAL STK MKT	$107.4M	334843	0.80%	SOLE
18	ISHARES TR	RUS MID CAP ETF	$106.9M	1098953	0.80%	SOLE
19	SCHWAB STRATEGIC TR	US LCAP GR ETF	$102.4M	3515835	0.76%	SOLE
20	JPMORGAN CHASE & CO	COM	$102.4M	347996	0.76%	SOLE
21	VANGUARD INDEX FDS	MID CAP ETF	$102.1M	355422	0.76%	SOLE
22	VANGUARD INDEX FDS	MCAP VL IDXVIP	$97.7M	529934	0.73%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$96.9M	989915	0.72%	SOLE
24	PIMCO ETF TR	ACTIVE BD ETF	$94.3M	1022276	0.70%	SOLE
25	ALPHABET INC	CAP STK CL C	$91.4M	318454	0.68%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$90.8M	1416937	0.68%	SOLE
27	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$90.7M	472602	0.68%	SOLE
28	VANGUARD SCOTTSDALE FDS	VNG RUS1000IDX	$87.7M	297130	0.65%	SOLE
29	ISHARES TR	RUS 1000 GRW ETF	$86.7M	203381	0.65%	SOLE
30	BROADCOM INC	COM	$83.6M	270142	0.62%	SOLE
31	ISHARES TR	HDG MSCI EAFE	$81.9M	1927453	0.61%	SOLE
32	ISHARES TR	RUSSELL 2000 ETF	$79.4M	320086	0.59%	SOLE
33	SCHWAB STRATEGIC TR	US BRD MKT ETF	$76.8M	3061232	0.57%	SOLE
34	CATERPILLAR INC	COM	$73.9M	104253	0.55%	SOLE
35	AMERICAN CENTY ETF TR	INTL EQT ETF	$73.3M	864479	0.55%	SOLE
36	JOHNSON & JOHNSON	COM	$66.6M	272321	0.50%	SOLE
37	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$65.8M	876458	0.49%	SOLE
38	PROCTER & GAMBLE CO	COM	$65.7M	454852	0.49%	SOLE
39	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$64.7M	437000	0.48%	SOLE
40	INVESCO QQQ TR	UNIT SER 1	$64.5M	111706	0.48%	SOLE
41	SCHWAB STRATEGIC TR	INTL EQTY ETF	$63.4M	2560398	0.47%	SOLE
42	VANGUARD INDEX FDS	VALUE ETF	$63.3M	322584	0.47%	SOLE
43	VANGUARD INDEX FDS	MCAP GR IDXVIP	$61.9M	240640	0.46%	SOLE
44	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$61.1M	180669	0.46%	SOLE
45	EXXON MOBIL CORP	COM	$60.3M	355189	0.45%	SOLE
46	ISHARES TR	CORE S&P MCP ETF	$58.8M	870011	0.44%	SOLE
47	ISHARES TR	RUS 1000 VAL ETF	$58.2M	272542	0.43%	SOLE
48	ELI LILLY & CO	COM	$56.5M	61378	0.42%	SOLE
49	ISHARES TR	RUSSELL 3000 ETF	$55.5M	149844	0.41%	SOLE
50	META PLATFORMS INC	CL A	$54.3M	94910	0.41%	SOLE

1–50 of 1,620

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.