Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Waverly Advisors, LLC (CIK 1568787) reported $13.40B across 1,589 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($815.9M, 6.09%), VUG ($337.7M, 2.52%), AAPL ($324.8M, 2.42%), VIG ($269.7M, 2.01%), NVDA ($231.7M, 1.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $815.9M | 6.09% | 1.2M | Added |
| 2 | VUG | VANGUARD INDEX FDS | $337.7M | 2.52% | 773,094 | Added |
| 3 | AAPL | APPLE INC | $324.8M | 2.42% | 1.3M | Added |
| 4 | VIG | VANGUARD SPECIALIZED FUNDS | $269.7M | 2.01% | 1.3M | Added |
| 5 | NVDA | NVIDIA CORPORATION | $231.7M | 1.73% | 1.3M | Added |
| 6 | MSFT | MICROSOFT CORP | $207.5M | 1.55% | 560,491 | Added |
| 7 | SPIB | SPDR SERIES TRUST | $181.0M | 1.35% | 5.4M | Added |
| 8 | PRF | INVESCO EXCHANGE TRADED FD T | $173.9M | 1.30% | 3.7M | Trimmed |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $158.0M | 1.18% | 243,012 | Added |
| 10 | AVUV | AMERICAN CENTY ETF TR | $155.8M | 1.16% | 1.4M | Added |
| 11 | SGOV | ISHARES TR | $152.0M | 1.14% | 1.5M | Added |
| 12 | GOOGL | ALPHABET INC | $135.4M | 1.01% | 470,797 | Added |
| 13 | AVLV | AMERICAN CENTY ETF TR | $134.3M | 1.00% | 1.7M | Added |
| 14 | AMZN | AMAZON COM INC | $128.1M | 0.96% | 614,982 | Added |
| 15 | VOO | VANGUARD INDEX FDS | $118.1M | 0.88% | 197,683 | Added |
| 16 | JPIE | J P MORGAN EXCHANGE TRADED F | $114.8M | 0.86% | 2.5M | Added |
| 17 | IWB | ISHARES TR | $113.8M | 0.85% | 319,023 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.4M | 0.81% | 226,293 | Added |
| 19 | VTI | VANGUARD INDEX FDS | $107.4M | 0.80% | 334,843 | Added |
| 20 | IWR | ISHARES TR | $106.9M | 0.80% | 1.1M | Added |
| 21 | VO | VANGUARD INDEX FDS | $102.1M | 0.76% | 355,422 | Added |
| 22 | SCHG | SCHWAB STRATEGIC TR | $102.4M | 0.76% | 3.5M | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $102.4M | 0.76% | 347,996 | Added |
| 24 | VOE | VANGUARD INDEX FDS | $97.7M | 0.73% | 529,934 | Trimmed |
| 25 | SPYG | SPDR SERIES TRUST | $96.9M | 0.72% | 989,915 | Added |
Source: SEC Form 13F filings · as of 2026-03-31