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Waverly Advisors, LLC

Q1 2026 13F Holdings

  • Location
    birmingham, AL
  • Num holdings

    1,620

  • Value ($000)

    $13,395,223

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$815.91M
6 %

1,249,076

V
VUG

VANGUARD INDEX FDS

GROWTH ETF
922908736
$337.68M
3 %

773,094

A
AAPL

APPLE INC

COM
037833100
$321.74M
2 %

1,267,737

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$269.73M
2 %

1,254,222

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$231.68M
2 %

1,328,418

M
MSFT

MICROSOFT CORP

COM
594918104
$207.48M
2 %

560,491

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A375
$180.97M
1 %

5,395,712

P
PRF

INVESCO EXCHANGE TRADED FD T

RAFI US 1000 ETF
46137V613
$173.94M
1 %

3,659,575

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$155.8M
1 %

1,410,331

S
SGOV

ISHARES TR

0-3 MNTH TREASRY
46436E718
$152.05M
1 %

1,510,486

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