Waverly Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$10.0B
Holdings
1,277
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,141,094 | $763.7B | 7614.90% | |
| 2 | VUGVANGUARD INDEX FDS | 733,236 | $351.7B | 3506.33% | |
| 3 | AAPLAPPLE INC | 980,962 | $249.8B | 2490.48% | Put |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 932,415 | $201.2B | 2006.14% | |
| 5 | MSFTMICROSOFT CORP | 340,000 | $176.1B | 1755.85% | |
| 6 | NVDANVIDIA CORPORATION | 941,779 | $175.7B | 1752.01% | |
| 7 | PRFINVESCO EXCHANGE TRADED FD T | 3,758,372 | $169.9B | 1694.17% | |
| 8 | SGOVISHARES TR | 1,550,823 | $156.2B | 1557.09% | |
| 9 | SPIBSPDR SERIES TRUST | 4,596,388 | $155.8B | 1553.14% | |
| 10 | AVUVAMERICAN CENTY ETF TR | 1,243,904 | $123.8B | 1234.42% | |
| 11 | IWBISHARES TR | 328,073 | $119.9B | 1195.52% | |
| 12 | AVLVAMERICAN CENTY ETF TR | 1,444,905 | $104.4B | 1041.02% | |
| 13 | VOEVANGUARD INDEX FDS | 570,947 | $99.7B | 993.83% | |
| 14 | JPIEJ P MORGAN EXCHANGE TRADED F | 2,106,078 | $97.7B | 974.56% | |
| 15 | SPYSPDR S&P 500 ETF TR | 146,654 | $97.7B | 974.11% | |
| 16 | HEFAISHARES TR | 2,395,461 | $94.9B | 946.05% | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 495,033 | $93.9B | 936.32% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 184,843 | $92.9B | 926.55% | |
| 19 | VONEVANGUARD SCOTTSDALE FDS | 299,696 | $90.6B | 903.47% | |
| 20 | VTIVANGUARD INDEX FDS | 261,198 | $85.7B | 854.65% | |
| 21 | SPYGSPDR SERIES TRUST | 814,248 | $85.1B | 848.47% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 1,279,526 | $76.7B | 764.44% | |
| 23 | SCHGSCHWAB STRATEGIC TR | 2,399,120 | $76.6B | 763.31% | |
| 24 | GOOGLALPHABET INC | 313,674 | $76.3B | 760.30% | Call |
| 25 | VOTVANGUARD INDEX FDS | 253,586 | $74.5B | 742.82% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 2,892,781 | $74.4B | 741.55% | |
| 27 | IWFISHARES TR | 153,832 | $72.1B | 718.45% | |
| 28 | JPMJPMORGAN CHASE & CO. | 227,851 | $71.9B | 716.60% | |
| 29 | AMZNAMAZON COM INC | 320,612 | $70.4B | 701.90% | |
| 30 | AVGOBROADCOM INC | 211,214 | $69.7B | 694.77% | |
| 31 | ORCLORACLE CORP | 238,748 | $67.1B | 669.48% | |
| 32 | NDQINVESCO QQQ TR | 99,969 | $60.0B | 598.42% | |
| 33 | IJHISHARES TR | 901,358 | $58.8B | 586.50% | |
| 34 | IWVISHARES TR | 153,402 | $58.1B | 579.59% | |
| 35 | GOOGALPHABET INC | 236,151 | $57.5B | 573.45% | |
| 36 | PGPROCTER AND GAMBLE CO | 371,513 | $57.1B | 569.15% | |
| 37 | IVWISHARES TR | 462,200 | $55.8B | 556.33% | |
| 38 | VEUVANGUARD INTL EQUITY INDEX F | 779,155 | $55.6B | 554.45% | |
| 39 | IEIISHARES TR | 459,418 | $54.9B | 547.44% | |
| 40 | PRFZINVESCO EXCHANGE TRADED FD T | 1,154,991 | $52.5B | 523.06% | |
| 41 | SCHMSCHWAB STRATEGIC TR | 1,749,682 | $51.9B | 517.08% | |
| 42 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 176,342 | $49.3B | 491.06% | |
| 43 | VYMVANGUARD WHITEHALL FDS | 346,584 | $48.9B | 487.07% | |
| 44 | VTVVANGUARD INDEX FDS | 248,979 | $46.4B | 462.96% | |
| 45 | SCHDSCHWAB STRATEGIC TR | 1,667,785 | $45.5B | 453.97% | |
| 46 | SPYMSPDR SERIES TRUST | 577,162 | $45.2B | 450.82% | |
| 47 | IWMISHARES TR | 186,095 | $45.0B | 448.95% | |
| 48 | HDHOME DEPOT INC | 110,543 | $44.8B | 446.59% | |
| 49 | VOOVANGUARD INDEX FDS | 72,878 | $44.6B | 444.98% | |
| 50 | AVUSAMERICAN CENTY ETF TR | 405,189 | $44.0B | 439.15% | |
| 51 | SPABSPDR SERIES TRUST | 1,664,333 | $43.0B | 428.97% | |
| 52 | IGVISHARES TR | 358,793 | $41.3B | 411.44% | |
| 53 | IWDISHARES TR | 197,928 | $40.3B | 401.78% | |
| 54 | VCITVANGUARD SCOTTSDALE FDS | 471,211 | $39.6B | 395.17% | |
| 55 | LLYELI LILLY & CO | 51,086 | $39.0B | 388.64% | |
| 56 | VVISA INC | 113,235 | $38.7B | 385.43% | |
| 57 | ABBVABBVIE INC | 158,950 | $36.8B | 366.95% | |
| 58 | DGROISHARES TR | 525,677 | $35.8B | 356.83% | |
| 59 | EFVISHARES TR | 518,892 | $35.2B | 350.93% | |
| 60 | VWOVANGUARD INTL EQUITY INDEX F | 615,292 | $33.3B | 332.39% | |
| 61 | KOCOCA COLA CO | 493,145 | $32.7B | 326.09% | |
| 62 | WMTWALMART INC | 316,598 | $32.6B | 325.33% | |
| 63 | MCDMCDONALDS CORP | 106,975 | $32.5B | 324.13% | |
| 64 | JNJJOHNSON & JOHNSON | 172,280 | $31.9B | 318.50% | |
| 65 | SCHFSCHWAB STRATEGIC TR | 1,369,693 | $31.9B | 317.93% | |
| 66 | ECLECOLAB INC | 114,957 | $31.5B | 313.90% | |
| 67 | SPYVSPDR SERIES TRUST | 567,943 | $31.4B | 313.32% | |
| 68 | JPSTJ P MORGAN EXCHANGE TRADED F | 612,321 | $31.1B | 309.72% | |
| 69 | XOMEXXON MOBIL CORP | 274,108 | $30.9B | 308.15% | |
| 70 | IWYISHARES TR | 112,532 | $30.8B | 307.04% | |
| 71 | VTEBVANGUARD MUN BD FDS | 594,777 | $29.8B | 296.93% | |
| 72 | AVDEAMERICAN CENTY ETF TR | 372,508 | $29.4B | 293.04% | |
| 73 | IVEISHARES TR | 139,232 | $28.8B | 286.68% | |
| 74 | MINTPIMCO ETF TR | 283,744 | $28.6B | 284.86% | |
| 75 | AXPAMERICAN EXPRESS CO | 85,620 | $28.4B | 283.56% | |
| 76 | VCSHVANGUARD SCOTTSDALE FDS | 341,017 | $27.3B | 271.77% | |
| 77 | VTWOVANGUARD SCOTTSDALE FDS | 268,838 | $26.3B | 262.20% | |
| 78 | SPTMSPDR SERIES TRUST | 318,704 | $25.7B | 256.28% | |
| 79 | ACNACCENTURE PLC IRELAND | 99,522 | $24.5B | 244.70% | |
| 80 | BLKBLACKROCK INC | 20,429 | $23.8B | 237.47% | |
| 81 | XLKSELECT SECTOR SPDR TR | 83,764 | $23.6B | 235.40% | |
| 82 | IWPISHARES TR | 165,109 | $23.5B | 234.44% | |
| 83 | BNDVANGUARD BD INDEX FDS | 310,381 | $23.1B | 230.15% | |
| 84 | AQLTISHARES TR | 263,774 | $23.0B | 229.62% | |
| 85 | GQ9SPDR GOLD TR | 64,354 | $22.9B | 228.09% | |
| 86 | SOSOUTHERN CO | 240,397 | $22.8B | 227.15% | |
| 87 | EFAISHARES TR | 238,734 | $22.3B | 222.25% | |
| 88 | ETENERGY TRANSFER L P | 1,288,808 | $22.1B | 220.51% | |
| 89 | TSLATESLA INC | 49,124 | $21.8B | 217.82% | |
| 90 | VXUSVANGUARD STAR FDS | 293,851 | $21.6B | 215.23% | |
| 91 | WMWASTE MGMT INC DEL | 96,825 | $21.4B | 213.19% | |
| 92 | SPSBSPDR SERIES TRUST | 705,304 | $21.4B | 213.01% | |
| 93 | BONDPIMCO ETF TR | 228,089 | $21.3B | 212.30% | |
| 94 | BRK-BBERKSHIRE HATHAWAY INC DEL | 28 | $21.1B | 210.56% | |
| 95 | VUSBVANGUARD BD INDEX FDS | 418,926 | $20.9B | 208.83% | |
| 96 | HDVISHARES TR | 169,619 | $20.8B | 207.09% | |
| 97 | METAMETA PLATFORMS INC | 27,928 | $20.5B | 204.50% | |
| 98 | QUALISHARES TR | 105,013 | $20.4B | 203.65% | |
| 99 | SPMDSPDR SERIES TRUST | 356,640 | $20.4B | 203.36% | |
| 100 | AGGISHARES TR | 200,769 | $20.1B | 200.68% |
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