Waterford Advisors, LLC: 13F holdings
CIK 19606572026Q2
| Positions | 64 |
|---|
| Reported value | $366.5m |
|---|
| Filed | 2026-08-14 |
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Change since last quarter
| Positions | 64 (+7 vs prior quarter) |
|---|
| Reported value | $366.5m (+16.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 93,087 | $69.7m | 19.0% |
| VTV VANGUARD INDEX FDS | 161,913 | $35.3m | 9.6% |
| VUG VANGUARD INDEX FDS | 385,700 | $33.2m | 9.1% |
| VEA VANGUARD TAX-MANAGED FDS | 404,761 | $28.8m | 7.9% |
| DFNM DIMENSIONAL ETF TRUST | 545,339 | $28.8m | 7.9% |
| SCHA SCHWAB STRATEGIC TR | 702,414 | $25.4m | 6.9% |
| BSV VANGUARD BD INDEX FDS | 421,601 | $20.4m | 5.6% |
| BLV VANGUARD BD INDEX FDS | 209,762 | $16.3m | 4.5% |
| VWO VANGUARD INTL EQUITY INDEX F | 211,867 | $12.6m | 3.5% |
| BND VANGUARD BD INDEX FDS | 170,811 | $11.8m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1960657")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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