Institutional Fund
Waverly Advisors, LLC
Birmingham, ALCIK 15687875 filings on record
Portfolio Value
$13.33B
Q1 2026
Holdings
1,614
Reported positions
New Buys
203
Opened this quarter
QoQ Change
+8.0%
from $12.34B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.1%
- Vanguard Index Fds2.5%
- Apple Inc2.4%
- Vanguard Specialized Funds2.0%
- Nvidia Corporation1.7%
- Microsoft Corp1.6%
- Other83.6%
Portfolio Holdings
1,614 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 1.25M | $815.91M | 6.1% | +57.5K | Added |
| 2 | Vanguard Index Fds | 773.1K | $337.68M | 2.5% | +36.4K | Added |
| 3 | Apple Inc | 1.27M | $321.74M | 2.4% | +79.2K | Added |
| 4 | Vanguard Specialized Funds | 1.25M | $269.73M | 2.0% | +37.6K | Added |
| 5 | Nvidia Corporation | 1.33M | $231.68M | 1.7% | +122.7K | Added |
| 6 | Microsoft Corp | 560.5K | $207.48M | 1.6% | +85.6K | Added |
| 7 | Spdr Series Trust | 5.40M | $180.97M | 1.4% | +315.3K | Added |
| 8 | Invesco Exchange Traded Fd T | 3.66M | $173.94M | 1.3% | −43.6K | Reduced |
| 9 | American Centy ETF Tr | 1.41M | $155.80M | 1.2% | +97.8K | Added |
| 10 | Ishares Tr | 1.51M | $152.05M | 1.1% | +39.4K | Added |
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