Waverly Advisors, LLC - Portfolio Stock Holdings
Waverly Advisors, LLC disclosed 1827 stock positions in a recent SEC 13F filing. $17,174,144,600 of stock holdings were filed, with the largest holdings including IVV, AAPL, and VUG. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.We estimate the fund has a total AUM of $29,872,072,116 and has 414 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
1827Est. Stock Holding Value:
$17,174,144,600Top Stock Holdings By Sector
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Portfolio Stock Holdings - Waverly Advisors, LLC
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Portfolio Options Holdings - Waverly Advisors, LLC
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