WAWaverly Advisors, LLC
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,280 positions
ISHARES TR | 1.1M | $763.7M | 7.6% | $477.57 | +38.51% | 27 qtrssince 2019-Q1 | Increased 64 |
VANGUARD INDEX FDS | 733,236 | $351.7M | 3.5% | $38.90 | +104.64% | 27 qtrssince 2019-Q1 | Increased 58 |
APPLE INC | 970,962 | $247.2M | 2.5% | $192.21 | +31.98% | 27 qtrssince 2019-Q1 | Increased 57 |
VANGUARD SPECIALIZED FUNDS | 932,415 | $201.2M | 2.0% | $155.32 | +36.72% | 13 qtrssince 2022-Q3 | Increased 53 |
MICROSOFT CORP | 340,000 | $176.1M | 1.8% | $380.19 | +35.12% | 27 qtrssince 2019-Q1 | Increased 50 |
NVIDIA CORPORATION | 941,779 | $175.7M | 1.8% | $112.37 | +65.64% | 27 qtrssince 2019-Q1 | Increased 50 |
INVESCO EXCHANGE TRADED FD T | 3.8M | $169.9M | 1.7% | $20.27 | +119.79% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.6M | $156.2M | 1.6% | $94.82 | +2.66% | 11 qtrssince 2023-Q1 | Increased 48 |
SPDR | 4.6M | $155.8M | 1.6% | $31.25 | +4.15% | 7 qtrssince 2024-Q1 | Increased 55 |
AMERICAN CENTY ETF TR | 1.2M | $123.8M | 1.2% | $80.79 | +21.59% | 14 qtrssince 2022-Q2 | Increased 50 |
ISHARES TR | 328,073 | $119.9M | 1.2% | $193.56 | +86.98% | 27 qtrssince 2019-Q1 | Decreased 0 |
AMERICAN CENTY ETF TR | 1.4M | $104.4M | 1.0% | $60.09 | +18.79% | 11 qtrssince 2023-Q1 | Increased 51 |
VANGUARD INDEX FDS | 570,947 | $99.7M | 1.0% | $97.20 | +75.98% | 27 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 2.1M | $97.7M | 1.0% | $42.27 | +4.35% | 8 qtrssince 2023-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 146,654 | $97.7M | 1.0% | $492.21 | +33.90% | 27 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $94.9M | 0.9% | $34.59 | +9.64% | 6 qtrssince 2024-Q2 | Increased 46 |
INVESCO EXCHANGE TRADED FD T | 495,033 | $93.9M | 0.9% | $133.03 | +40.35% | 27 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 184,843 | $92.9M | 0.9% | $380.24 | +32.22% | 27 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 299,696 | $90.6M | 0.9% | $140.48 | +113.44% | 27 qtrssince 2019-Q1 | Increased 42 |
VANGUARD INDEX FDS | 261,198 | $85.7M | 0.9% | $232.43 | +39.60% | 27 qtrssince 2019-Q1 | Decreased 0 |
Waverly Advisors, LLC manages $10B across 1280 positions as of Q3 2025. Top holdings: IVV (7.6%), VUG (3.5%), AAPL (2.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2/5.0.
Active quarter - 140 new positions, 47 exits, 686 increased. Top move: IVV (INCREASED, conviction 64). Portfolio: $10.0B across 1280 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