Waverly Advisors, LLC: 13F holdings
CIK 15687872026Q2
| Positions | 1,737 |
|---|
| Reported value | $17.2bn |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 1,737 (+123 vs prior quarter) |
|---|
| Reported value | $17.2bn (+28.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 1,297,944 | $972.0m | 5.6% |
| AAPL APPLE INC | 1,467,543 | $424.6m | 2.5% |
| VUG VANGUARD INDEX FDS | 4,770,796 | $411.0m | 2.4% |
| VIG VANGUARD SPECIALIZED FUNDS | 1,371,321 | $324.5m | 1.9% |
| NVDA NVIDIA CORPORATION | 1,443,734 | $288.9m | 1.7% |
| MSFT MICROSOFT CORP | 689,804 | $257.3m | 1.5% |
| AVUV AMERICAN CENTY ETF TR | 1,801,650 | $224.8m | 1.3% |
| VTI VANGUARD INDEX FDS | 599,991 | $222.0m | 1.3% |
| PRF INVESCO EXCHANGE TRADED FD T | 3,577,537 | $193.3m | 1.1% |
| SPIB SPDR SERIES TRUST | 5,749,007 | $192.4m | 1.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1568787")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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