Waverly Advisors, LLC - Portfolio Stock Holdings
Waverly Advisors, LLC disclosed 1668 stock positions in a recent SEC 13F filing. $12,787,332,020 of stock holdings were filed, with the largest holdings including IVV, AAPL, and VIG. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.We estimate the fund has a total AUM of $29,781,065,619 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:
March 31, 2026No. of Stocks:
1668Est. Stock Holding Value:
$12,787,332,020Top 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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