Waverly Advisors, LLC — 13F holdings

Waverly Advisors, LLC reported 1,864 holdings worth $17.2B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IVV ISHARES TR — $972M (5.6%)
  2. AAPL APPLE INC — $428M (2.5%)
  3. VUG VANGUARD INDEX FDS — $411M (2.4%)
  4. VIG VANGUARD SPECIALIZED FUNDS — $324M (1.9%)
  5. NVDA NVIDIA CORPORATION — $289M (1.7%)
  6. MSFT MICROSOFT CORP — $257M (1.5%)
  7. AVUV AMERICAN CENTY ETF TR — $225M (1.3%)
  8. VTI VANGUARD INDEX FDS — $222M (1.3%)
  9. PRF INVESCO EXCHANGE TRADED FD T — $193M (1.1%)
  10. SPIB SPDR SERIES TRUST — $192M (1.1%)