13F Insight
DOSSIER · 13F-HR · Q2 2026

Waverly Advisors, LLC

$17.2B in tracked AUM across 1,864 positions as of Q2 2026.

WA
CIK 0001568787 · last filed Jun 30, 2026
Total AUM
$17.2B
as of Q2 2026
Holdings
1,864
+123 QoQ
positions
Whale Score
56
56
tracked
Activity
1730
+222 new, −99 sold
changes this Q
AI Analysis · Q2 2026

Waverly Advisors, LLC filed its latest 13F-HR for Q2 2026. 1730 position changes this quarter — 222 new, 99 exited, 803 added, 606 trimmed.

Quarter at a glance — Q2 2026

1730 material changes this filing.

ADD
IVVISHARES TR
+49K sh
+$156M
5.6%
ADD
FBNDFIDELITY MERRIMACK STR TR
+3.2M sh
+$146M
1.0%
ADD
PYLDPIMCO ETF TR
+4.4M sh
+$117M
0.7%
ADD
VTIVANGUARD INDEX FDS
+265K sh
+$115M
1.3%
ADD
JAAAJANUS DETROIT STR TR
+2.3M sh
+$114M
0.7%
ADD
AAPLAPPLE INC
+200K sh
+$103M
2.5%
ADD
BSCSINVESCO EXCH TRD SLF IDX FD
+4.6M sh
+$94M
0.5%

Top 10 holdings

By portfolio weight as of Q2 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$972M1.3M5.6%02
AAPL
APPLE INC
$428M1.5M2.5%03
VUG
VANGUARD INDEX FDS
$411M4.8M2.4%04
VIG
VANGUARD SPECIALIZED FUNDS
$324M1.4M1.9%05
NVDA
NVIDIA CORPORATION
$289M1.4M1.7%06
MSFT
MICROSOFT CORP
$257M690K1.5%07
AVUV
AMERICAN CENTY ETF TR
$225M1.8M1.3%08
VTI
VANGUARD INDEX FDS
$222M600K1.3%09
PRF
INVESCO EXCHANGE TRADED FD T
$193M3.6M1.1%10
SPIB
SPDR SERIES TRUST
$192M5.7M1.1%

Filing history

2026Q2Jun 30
$17.2B▲ 28.7%
1,864 positionsView →2026Q1Mar 31
$13.4B▲ 8.5%
1,711 positionsView →2025Q4Dec 31
$12.4B▲ 23.1%
1,567 positionsView →2025Q3Sep 30
$10.0B▲ 10.1%
1,365 positionsLocked2025Q2Jun 30
$9.1B▲ 11.1%
1,256 positionsLocked2025Q1Mar 31
$8.2B▲ 26.8%
1,171 positionsLocked2024Q4Dec 31
$6.5B▲ 19.4%
1,045 positionsLocked2024Q3Sep 30
$5.4B▲ 6.2%
848 positionsLocked2024Q2Jun 30
$5.1B▲ 20.1%
1,105 positionsLocked2024Q1Mar 31
$4.2B▲ 59.1%
989 positionsLocked2023Q4Dec 31
$2.7B▲ 16.5%
647 positionsLocked2023Q3Sep 30
$2.3B▲ 0.6%
584 positionsLocked
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