Waterford Advisors, LLC — 13F holdings

Waterford Advisors, LLC reported 64 holdings worth $366M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. IVV ISHARES TR — $69.7M (19.0%)
  2. VTV VANGUARD INDEX FDS — $35.3M (9.6%)
  3. VUG VANGUARD INDEX FDS — $33.2M (9.1%)
  4. VEA VANGUARD TAX-MANAGED FDS — $28.8M (7.9%)
  5. DFNM DIMENSIONAL ETF TRUST — $28.8M (7.9%)
  6. SCHA SCHWAB STRATEGIC TR — $25.4M (6.9%)
  7. BSV VANGUARD BD INDEX FDS — $20.4M (5.6%)
  8. BLV VANGUARD BD INDEX FDS — $16.3M (4.5%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $12.6M (3.5%)
  10. BND VANGUARD BD INDEX FDS — $11.8M (3.2%)