Waterford Advisors, LLC
Q3 2025 13F Holdings
- Locationorchard park, NY
- Num holdings
54
- Value ($000)
$289,211
- Date Filed11/14/2025
- Form type13F-HR
- CIK0001960657
- 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 |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $61.20 M | 21 % | 91,443 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $31.07 M | 11 % | 64,784 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $27.79 M | 10 % | 149,000 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $23.43 M | 8 % | 391,029 | ||
SCHA SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | $19.11 M | 7 % | 684,943 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $17.62 M | 6 % | 356,207 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $14.23 M | 5 % | 180,361 | ||
VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | $11.08 M | 4 % | 204,520 | ||
BLV VANGUARD BD INDEX FDS | LONG TERM BOND | 921937793 | $10.51 M | 4 % | 148,409 | ||
FNDE SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 | $10.28 M | 4 % | 284,343 |
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