13F Insight
Viewing historical filing for 2025Q4. View latest →
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
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
Loading holdings…

Filing history

Filing history loading…