How many stocks does Waverly Advisors, LLC own?

As of Q1 2026, Waverly Advisors, LLC holds 1,620 positions in their 13F portfolio.

What is Waverly Advisors, LLC's largest holding?

IVV at 6.1% of portfolio, worth $815.9M.

What is Waverly Advisors, LLC's total portfolio value?

$13.4B as of Q1 2026, tracked across 1,620 holdings.

Is Waverly Advisors, LLC a hedge fund?

Waverly Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does Waverly Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has Waverly Advisors, LLC's portfolio changed in Q1 2026?

View Waverly Advisors, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is Waverly Advisors, LLC's investment strategy?

Waverly Advisors, LLC is classified as a Steady Compounder fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

WAWaverly Advisors, LLC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings1,620 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
IVV ETF iShares Trust CORE S&P500 ETF	1.2M	$815.9M	6.1%	—	$499.06	+48.79%	29 qtrssince 2019-Q1	Increased 65
VUG ETF Vanguard Index Funds GROWTH ETF	773,094	$337.7M	2.5%	—	$245.73	-66.07%	29 qtrssince 2019-Q1	Increased 56
AAPL APPLE INC	1.3M	$321.7M	2.4%	—	$212.99	+58.18%	29 qtrssince 2019-Q1	Increased 57
VIG ETF VANGUARD SPECIALIZED FUNDS	1.3M	$269.7M	2.0%	—	$173.94	+37.91%	15 qtrssince 2022-Q3	Increased 54
NVDA NVIDIA CORPORATION	1.3M	$231.7M	1.7%	—	$144.70	+35.80%	29 qtrssince 2019-Q1	Increased 53
MSFT MICROSOFT CORP	560,491	$207.5M	1.5%	—	$412.04	-5.57%	29 qtrssince 2019-Q1	Increased 56
SPIB ETF SPDR SERIES TRUST	5.4M	$181M	1.4%	—	$32.22	+2.79%	9 qtrssince 2024-Q1	Increased 51
PRF ETF INVESCO EXCHANGE TRADED FD T	3.7M	$173.9M	1.3%	—	$28.51	+91.46%	29 qtrssince 2019-Q1	Decreased 0
AVUV ETF AMERICAN CENTY ETF TR	1.4M	$155.8M	1.2%	—	$84.57	+48.31%	16 qtrssince 2022-Q2	Increased 51
SGOV ETF ISHARES TR	1.5M	$152M	1.1%	—	$96.60	+4.20%	13 qtrssince 2023-Q1	Increased 49
GOOGL ALPHABET INC	469,397	$135M	1.0%	—	$209.17	+56.12%	29 qtrssince 2019-Q1	Increased 57
AVLV ETF AMERICAN CENTY ETF TR	1.7M	$134.3M	1.0%	—	$63.00	+46.26%	13 qtrssince 2023-Q1	Increased 52
AMZN AMAZON COM INC	614,982	$128.1M	1.0%	—	$200.80	+15.23%	29 qtrssince 2019-Q1	Increased 53
SPY Unit State Street Spdr S&p 500 Etf Trust TR UNIT	183,012	$119M	0.9%	—	$533.10	+38.64%	29 qtrssince 2019-Q1	Increased 49
VOO ETF VANGUARD INDEX FDS	197,683	$118.1M	0.9%	—	$548.82	+23.78%	29 qtrssince 2019-Q1	Increased 43
JPIE ETF J P MORGAN EXCHANGE TRADED F	2.5M	$114.8M	0.9%	—	$43.86	+4.46%	10 qtrssince 2023-Q4	Increased 46
IWB ETF ISHARES TR	319,023	$113.8M	0.8%	—	$197.36	+104.94%	29 qtrssince 2019-Q1	Decreased 0
BRK/B BERKSHIRE HATHAWAY INC DEL	226,293	$108.4M	0.8%	—	$399.66	+24.40%	29 qtrssince 2019-Q1	Increased 47
VTI ETF VANGUARD INDEX FDS	334,843	$107.4M	0.8%	—	$257.03	+42.08%	29 qtrssince 2019-Q1	Increased 45
IWR ETF ISHARES TR	1.1M	$106.9M	0.8%	—	$95.48	+15.19%	29 qtrssince 2019-Q1	Increased 49
Showing 20 of 1,620 results.1,600 more with Pro.