Waverly Advisors, LLC
CIK 1568787
13F filing for Q2 2026・No. 404
- Holdings
- US$17.24B
- Quarter change
- +US$3.84B
- Entries
- 1,864
- Net bought (estimate)
- +US$2.34B
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 222
- Sold out 99
- Cut 609
- Added 800
- Corporate actions 2
- Unchanged 106
Largest holdings
1,737 stocks worth US$17.23B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Added | 1,297,944 | US$972.02M | 5.64% |
| AAPLAppleCOM | Added | 1,467,543 | US$424.65M | 2.46% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 4,770,796 | US$410.96M | 2.39% |
| VANGUARD SPECIALIZED FUNDSDIV APP ETF | Added | 1,371,321 | US$324.48M | 1.88% |
| NVDANvidiaCOM | Added | 1,443,734 | US$288.88M | 1.68% |
| MSFTMicrosoftCOM | Added | 689,804 | US$257.31M | 1.49% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 1,801,650 | US$224.77M | 1.30% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 599,991 | US$222.02M | 1.29% |
| INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETF | Cut | 3,577,537 | US$193.29M | 1.12% |
| SPDR SERIES TRUSTST INTER BD ETF | Added | 5,749,007 | US$192.36M | 1.12% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.