Waverly Advisors, LLC
Q3 2025 13F Holdings
- Locationbirmingham, AL
- Num holdings
1,280
- Value ($000)
$10,029,480
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001568787
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $763.73M | 8 % | 1,141,094 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $351.67M | 4 % | 733,236 | ||
APPLE INC | COM | 037833100 | $247.24M | 3 % | 970,962 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $201.21M | 2 % | 932,415 | ||
MICROSOFT CORP | COM | 594918104 | $176.1M | 2 % | 340,000 | ||
NVIDIA CORPORATION | COM | 67066G104 | $175.72M | 2 % | 941,779 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $169.92M | 2 % | 3,758,372 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $156.17M | 2 % | 1,550,823 | ||
SPDR SERIES TRUST | PORTFOLIO INTRMD | 78464A375 | $155.77M | 2 % | 4,596,388 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $123.81M | 1 % | 1,243,904 |
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