Waverly Advisors, LLC
Q4 2025 13F Holdings
- Locationbirmingham, AL
- Num holdings
1,477
- Value ($000)
$12,350,766
- Date Filed02/17/2026
- 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 Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $816.16M | 7 % | 1,191,579 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $359.39M | 3 % | 736,666 | ||
APPLE INC | COM | 037833100 | $323.11M | 3 % | 1,188,506 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $267.39M | 2 % | 1,216,612 | ||
MICROSOFT CORP | COM | 594918104 | $229.68M | 2 % | 474,910 | ||
NVIDIA CORPORATION | COM | 67066G104 | $224.87M | 2 % | 1,205,761 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | $173.76M | 1 % | 3,703,220 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A375 | $171.77M | 1 % | 5,080,421 | ||
ISHARES TR | 0-3 MNTH TREASRY | 46436E718 | $147.66M | 1 % | 1,471,057 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $133.85M | 1 % | 1,312,548 |
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