WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,620 positions
iShares Trust CORE S&P500 ETF | 1.2M | $815.9M | 6.1% | $493.64 | +31.59% | 29 qtrssince 2019-Q1 | Increased 65 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 773,094 | $337.7M | 2.5% | $40.67 | +78.61% | 29 qtrssince 2019-Q1 | Increased 56 |
Apple Inc. | 1.3M | $321.7M | 2.4% | $209.58 | +20.88% | 29 qtrssince 2019-Q1 | Increased 57 |
VANGUARD DIVIDEND APPRECIATION ETF | 1.3M | $269.7M | 2.0% | $171.07 | +24.69% | 15 qtrssince 2022-Q3 | Increased 54 |
NVIDIA Corp. | 1.3M | $231.7M | 1.7% | $132.71 | +31.12% | 29 qtrssince 2019-Q1 | Increased 53 |
Microsoft Corp. | 560,491 | $207.5M | 1.5% | $402.59 | -8.42% | 29 qtrssince 2019-Q1 | Increased 56 |
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 5.4M | $181M | 1.4% | $31.50 | +4.51% | 9 qtrssince 2024-Q1 | Increased 51 |
INVESCO RAFI US 1000 ETF | 3.7M | $173.9M | 1.3% | $20.27 | +132.91% | 29 qtrssince 2019-Q1 | Decreased 0 |
AVANTIS U.S. SMALL CAP VALUE ETF | 1.4M | $155.8M | 1.2% | $83.78 | +30.95% | 16 qtrssince 2022-Q2 | Increased 51 |
ISHARES 0-3 MONTH TREASURY BOND ETF | 1.5M | $152M | 1.1% | $94.93 | +4.47% | 13 qtrssince 2023-Q1 | Increased 49 |
Alphabet Inc. | 469,397 | $135M | 1.0% | $205.63 | +39.67% | 29 qtrssince 2019-Q1 | Increased 57 |
AVANTIS U.S. LARGE CAP VALUE ETF | 1.7M | $134.3M | 1.0% | $62.49 | +28.29% | 13 qtrssince 2023-Q1 | Increased 52 |
Amazon.com, Inc. | 614,982 | $128.1M | 1.0% | $199.59 | +4.35% | 29 qtrssince 2019-Q1 | Increased 53 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 183,012 | $119M | 0.9% | $524.60 | +23.34% | 29 qtrssince 2019-Q1 | Increased 49 |
Vanguard Index Funds S&P 500 ETF SHS | 197,683 | $118.1M | 0.9% | $540.90 | +9.87% | 29 qtrssince 2019-Q1 | Increased 43 |
JPMORGAN INCOME ETF | 2.5M | $114.8M | 0.9% | $42.68 | +5.47% | 10 qtrssince 2023-Q4 | Increased 46 |
ISHARES RUSSELL 1000 ETF | 319,023 | $113.8M | 0.8% | $193.56 | +83.39% | 29 qtrssince 2019-Q1 | Decreased 0 |
Berkshire Hathaway Inc. | 226,293 | $108.4M | 0.8% | $400.09 | +19.77% | 29 qtrssince 2019-Q1 | Increased 47 |
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 334,843 | $107.4M | 0.8% | $253.66 | +25.79% | 29 qtrssince 2019-Q1 | Increased 45 |
ISHARES RUSSELL MIDCAP ETF | 1.1M | $106.9M | 0.8% | $93.37 | +3.55% | 29 qtrssince 2019-Q1 | Increased 49 |
Waverly Advisors, LLC manages $13.4B across 1620 positions as of Q1 2026. Top holdings: IVV (6.1%), VUG (2.5%), AAPL (2.4%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 203 new positions, 63 exits, 869 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $13.4B across 1620 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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