WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,751 positions
ISHARES TR | 1.3M | $972M | 5.6% | $508.46 | +50.67% | 30 qtrssince 2019-Q1 | Increased 64 |
APPLE INC | 1.5M | $424.6M | 2.5% | $223.04 | +46.42% | 30 qtrssince 2019-Q1 | Increased 62 |
VANGUARD INDEX FDS | 4.8M | $411M | 2.4% | $78.78 | +10.70% | 30 qtrssince 2019-Q1 | Increased 86 |
VANGUARD SPECIALIZED FUNDS | 1.4M | $324.5M | 1.9% | $179.29 | +32.59% | 16 qtrssince 2022-Q3 | Increased 53 |
NVIDIA CORPORATION | 1.4M | $288.9M | 1.7% | $147.12 | +48.42% | 30 qtrssince 2019-Q1 | Increased 53 |
MICROSOFT CORP | 689,804 | $257.3M | 1.5% | $396.92 | +24.07% | 30 qtrssince 2019-Q1 | Increased 59 |
AMERICAN CENTY ETF TR | 1.8M | $224.8M | 1.3% | $92.59 | +34.26% | 17 qtrssince 2022-Q2 | Increased 60 |
VANGUARD INDEX FDS | 599,991 | $222M | 1.3% | $306.97 | +21.59% | 30 qtrssince 2019-Q1 | Increased 74 |
INVESCO EXCHANGE TRADED FD T | 3.6M | $193.3M | 1.1% | $28.51 | +94.58% | 30 qtrssince 2019-Q1 | Decreased 0 |
SPDR SERIES TRUST | 5.7M | $192.4M | 1.1% | $31.60 | +3.92% | 10 qtrssince 2024-Q1 | Increased 51 |
AMAZON COM INC | 781,164 | $186.2M | 1.1% | $208.79 | +20.89% | 30 qtrssince 2019-Q1 | Increased 60 |
FIDELITY MERRIMACK STR TR | 3.8M | $174.5M | 1.0% | $45.09 | -1.85% | 10 qtrssince 2024-Q1 | Increased 77 |
ISHARES TR | 1.4M | $173M | 1.0% | $116.07 | +4.53% | 30 qtrssince 2019-Q1 | Increased 77 |
ALPHABET INC | 469,872 | $166M | 1.0% | $245.34 | +34.67% | 30 qtrssince 2019-Q1 | Increased 59 |
AMERICAN CENTY ETF TR | 1.8M | $160M | 0.9% | $63.93 | +45.90% | 14 qtrssince 2023-Q1 | Increased 45 |
VANGUARD INDEX FDS | 232,429 | $159.6M | 0.9% | $569.45 | +22.34% | 30 qtrssince 2019-Q1 | Increased 50 |
ALPHABET INC | 443,092 | $158.3M | 0.9% | $205.80 | +61.61% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 462,140 | $151.3M | 0.9% | $262.80 | +34.97% | 30 qtrssince 2019-Q1 | Increased 55 |
ISHARES TR | 1.5M | $147.5M | 0.9% | $94.93 | +5.85% | 14 qtrssince 2023-Q1 | Decreased 0 |
BROADCOM INC | 350,604 | $132.4M | 0.8% | $251.38 | +43.54% | 15 qtrssince 2022-Q4 | Increased 54 |
Waverly Advisors, LLC manages $17.2B across 1751 positions as of Q2 2026. Top holdings: IVV (5.6%), AAPL (2.5%), VUG (2.4%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 222 new positions, 99 exits, 804 increased. Top move: VUG (INCREASED, conviction 86). Portfolio: $17.2B across 1751 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR