DOSSIER · 13F-HR · Q1 2026

Waverly Advisors, LLC

$13.4B in tracked AUM across 1,711 positions as of Q1 2026.

WA

CIK 0001568787 · last filed Mar 31, 2026

Total AUM

$13.4B

as of Q1 2026

Holdings

1,711

—

positions

Whale Score

60

60

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Waverly Advisors, LLC reported $13.4B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in IVV, VUG, AAPL. Notable moves this quarter: SPY INCREASED (+$51.2M); BOND INCREASED (+$34.7M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

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.

#HoldingValueSharesWeight

$816M1.2M6.1%02

VANGUARD INDEX FDS

$338M773K2.5%03

$325M1.3M2.4%04

VANGUARD SPECIALIZED FUNDS

$270M1.3M2.0%05

NVIDIA CORPORATION

$232M1.3M1.7%06

$207M560K1.5%07

SPDR SERIES TRUST

$181M5.4M1.4%08

INVESCO EXCHANGE TRADED FD T

$174M3.7M1.3%09

STATE STR SPDR S&P 500 ETF T

$158M243K1.2%10

AMERICAN CENTY ETF TR

Filing history

1,711 positionsView →2025Q4Dec 31

$12.4B▲ 23.1%

1,567 positionsView →2025Q3Sep 30

$10.0B▲ 10.1%

1,365 positionsView →2025Q2Jun 30

1,256 positionsLocked 2025Q1Mar 31

1,171 positionsLocked 2024Q4Dec 31

1,045 positionsLocked 2024Q3Sep 30

848 positionsLocked 2024Q2Jun 30

1,105 positionsLocked 2024Q1Mar 31

989 positionsLocked 2023Q4Dec 31

647 positionsLocked 2023Q3Sep 30

584 positionsLocked 2023Q2Jun 30

516 positionsLocked

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