DOSSIER · 13F-HR · Q1 2026

Waverly Advisors, LLC

Waverly's pension fund based in Greenwich, CT — $13.4B in tracked AUM across 1,711 positions as of Q1 2026.

W

Waverly·Greenwich, CT·Pension Fund

CIK 0001568787 · last filed Mar 31, 2026

Total AUM

$13.4B

▲ 7.3%

vs prior

Holdings

1,711

—

positions

Whale Score

63

63

tracked

Activity

—

no data

changes this Q

Top sector

Financials

12% weight

concentration

AI Analysis · Q1 2026 · 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.

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

01

ISHARES TR

$816M1.2M6.1%

02

VANGUARD INDEX FDS

$338M773K2.5%

03

APPLE INC

$325M1.3M2.4%

04

VANGUARD SPECIALIZED FUNDS

$270M1.3M2.0%

05

NVIDIA CORPORATION

$232M1.3M1.7%

06

MICROSOFT CORP

$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

$156M1.4M1.2%

Filing history

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