Waverly Advisors, LLC

Q3 2025 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    1,280

  • Value ($000)

    $10,029,480

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001568787
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$763.73M
8 %

1,141,094

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$351.67M
4 %

733,236

A
AAPL

APPLE INC

COM
037833100
$247.24M
3 %

970,962

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$201.21M
2 %

932,415

M
MSFT

MICROSOFT CORP

COM
594918104
$176.10M
2 %

340,000

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$175.72M
2 %

941,779

P
PRF

INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF
46137V613
$169.92M
2 %

3,758,372

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$156.17M
2 %

1,550,823

K
KRE

SPDR SERIES TRUST

PORTFOLIO INTRMD
78464A375
$155.77M
2 %

4,596,388

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$123.81M
1 %

1,243,904

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