DOSSIER · 13F-HR · Q1 2026
Waterford Advisors, LLC
Waterford's hedge fund based in Stamford, CT — $315M in tracked AUM across 57 positions as of Q1 2026.
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Waterford·Stamford, CT·Hedge Fund
CIK 0001960657 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Waterford Advisors reported a dramatically smaller 13F equity portfolio on 2025-09-30: total reported long equity/ETF value is $34.98 million, down 87.1% from $270.82 million on 2025-06-30. The current filing lists 16 long equity/ETF positions. The portfolio is now highly concentrated and heavily ETF-driven: 85.3% of the reported assets ($29.86M) are in ETFs. The top two positions (BNDX and REET) alone account for 73.3% of the portfolio value (50.37% and 22.92%, respectively...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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