Universe · entity
Waverly Advisors, LLC
Institutional manager (13F) · CIK 1568787
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $6.4B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $816M | 1,249,076 |
| 2 | VANGUARD INDEX FDS | $338M | 773,094 |
| 3 | APPLE INC | $322M | 1,267,737 |
| 4 | VANGUARD SPECIALIZED FUNDS | $270M | 1,254,222 |
| 5 | NVIDIA CORPORATION | $232M | 1,328,418 |
| 6 | MICROSOFT CORP | $207M | 560,491 |
| 7 | SPDR SERIES TRUST | $181M | 5,395,712 |
| 8 | INVESCO EXCHANGE TRADED FD T | $174M | 3,659,575 |
| 9 | AMERICAN CENTY ETF TR | $156M | 1,410,331 |
| 10 | ISHARES TR | $152M | 1,510,486 |
| 11 | ALPHABET INC | $135M | 469,397 |
| 12 | AMERICAN CENTY ETF TR | $134M | 1,666,055 |
| 13 | AMAZON COM INC | $128M | 614,982 |
| 14 | STATE STR SPDR S&P 500 ETF T | $119M | 183,012 |
| 15 | VANGUARD INDEX FDS | $118M | 197,683 |
| 16 | J P MORGAN EXCHANGE TRADED F | $115M | 2,491,534 |
| 17 | ISHARES TR | $114M | 319,023 |
| 18 | BERKSHIRE HATHAWAY INC DEL | $108M | 226,293 |
| 19 | VANGUARD INDEX FDS | $107M | 334,843 |
| 20 | ISHARES TR | $107M | 1,098,953 |
| 21 | SCHWAB STRATEGIC TR | $102M | 3,515,835 |
| 22 | JPMORGAN CHASE & CO | $102M | 347,996 |
| 23 | VANGUARD INDEX FDS | $102M | 355,422 |
| 24 | VANGUARD INDEX FDS | $98M | 529,934 |
| 25 | SPDR SERIES TRUST | $97M | 989,915 |
| 26 | PIMCO ETF TR | $94M | 1,022,276 |
| 27 | ALPHABET INC | $91M | 318,454 |
| 28 | VANGUARD TAX-MANAGED FDS | $91M | 1,416,937 |
| 29 | INVESCO EXCHANGE TRADED FD T | $91M | 472,602 |
| 30 | J P MORGAN EXCHANGE TRADED F | $89M | 1,757,191 |
| 31 | VANGUARD SCOTTSDALE FDS | $88M | 297,130 |
| 32 | ISHARES TR | $87M | 203,381 |
| 33 | BROADCOM INC | $84M | 270,142 |
| 34 | ISHARES TR | $82M | 1,927,453 |
| 35 | ISHARES TR | $79M | 320,086 |
| 36 | SCHWAB STRATEGIC TR | $77M | 3,061,232 |
| 37 | CATERPILLAR INC | $74M | 104,253 |
| 38 | AMERICAN CENTY ETF TR | $73M | 864,479 |
| 39 | JOHNSON & JOHNSON | $67M | 272,321 |
| 40 | VANGUARD INTL EQUITY INDEX F | $66M | 876,458 |
| 41 | PROCTER & GAMBLE CO | $66M | 454,852 |
| 42 | VANGUARD WHITEHALL FDS | $65M | 437,000 |
| 43 | INVESCO QQQ TR | $64M | 111,706 |
| 44 | SCHWAB STRATEGIC TR | $63M | 2,560,398 |
| 45 | VANGUARD INDEX FDS | $63M | 322,584 |
| 46 | VANGUARD INDEX FDS | $62M | 240,640 |
| 47 | TAIWAN SEMICONDUCTOR MANUFAC | $61M | 180,669 |
| 48 | EXXON MOBIL CORP | $60M | 355,189 |
| 49 | ISHARES TR | $59M | 870,011 |
| 50 | ISHARES TR | $58M | 272,542 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.