WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q1 2025
Top Holdings1,109 positions
ISHARES TR | 1M | $576.4M | 7.0% | $460.74 | +19.79% | 25 qtrssince 2019-Q1 | Increased 68 |
VANGUARD INDEX FDS | 676,811 | $251M | 3.1% | $35.91 | +71.00% | 25 qtrssince 2019-Q1 | Increased 60 |
APPLE INC | 894,862 | $198.8M | 2.4% | $187.30 | +17.87% | 25 qtrssince 2019-Q1 | Increased 67 |
VANGUARD SPECIALIZED FUNDS | 891,032 | $172.9M | 2.1% | $153.02 | +23.72% | 11 qtrssince 2022-Q3 | Increased 55 |
INVESCO EXCHANGE TRADED FD T | 3.9M | $156.9M | 1.9% | $20.27 | +94.78% | 25 qtrssince 2019-Q1 | Decreased 0 |
SPDR | 3.9M | $129.6M | 1.6% | $31.04 | +0.57% | 5 qtrssince 2024-Q1 | Increased 77 |
MICROSOFT CORP | 320,844 | $120.4M | 1.5% | $372.58 | -0.41% | 25 qtrssince 2019-Q1 | Increased 67 |
ISHARES TR | 331,951 | $101.8M | 1.2% | $193.56 | +56.11% | 25 qtrssince 2019-Q1 | Decreased 0 |
INVESCO EXCHANGE TRADED FD T | 584,437 | $101.2M | 1.2% | $133.03 | +27.09% | 25 qtrssince 2019-Q1 | Increased 48 |
BERKSHIRE HATHAWAY INC DEL | 189,493 | $100.9M | 1.2% | $380.24 | +40.06% | 25 qtrssince 2019-Q1 | Increased 54 |
VANGUARD INDEX FDS | 612,076 | $98.3M | 1.2% | $97.20 | +60.17% | 25 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 903,602 | $97.9M | 1.2% | $109.20 | -1.00% | 25 qtrssince 2019-Q1 | Increased 58 |
AMERICAN CENTY ETF TR | 1.1M | $96.7M | 1.2% | $79.25 | +7.54% | 12 qtrssince 2022-Q2 | Increased 54 |
STATE STR SPDR S&P 500 ETF T | 153,361 | $85.8M | 1.0% | $492.21 | +11.79% | 25 qtrssince 2019-Q1 | Increased 57 |
AMERICAN CENTY ETF TR | 1.2M | $77.1M | 0.9% | $58.18 | +10.00% | 9 qtrssince 2023-Q1 | Increased 51 |
VANGUARD SCOTTSDALE FDS | 297,773 | $75.6M | 0.9% | $139.46 | +79.50% | 25 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 267,536 | $73.5M | 0.9% | $230.93 | +16.99% | 25 qtrssince 2019-Q1 | Increased 45 |
ISHARES TR | 2M | $70.8M | 0.9% | $34.09 | +0.20% | 4 qtrssince 2024-Q2 | Increased 67 |
VANGUARD TAX-MANAGED FDS | 1.3M | $66.6M | 0.8% | $41.39 | +18.12% | 25 qtrssince 2019-Q1 | Increased 55 |
VANGUARD INDEX FDS | 266,358 | $65.2M | 0.8% | $149.41 | +62.22% | 25 qtrssince 2019-Q1 | Decreased 0 |
Waverly Advisors, LLC manages $8.2B across 1109 positions as of Q1 2025. Top holdings: IVV (7.0%), VUG (3.1%), AAPL (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 153 new positions, 25 exits, 646 increased. Top move: SPIB (INCREASED, conviction 77). Portfolio: $8.2B across 1109 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