Waverly, IACIK 18382264 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
281 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 230.1K | $15.98M | 4.4% | +7.3K | Added |
| 2 | Janus Detroit Str Tr | 294.5K | $14.47M | 4.0% | +50.6K | Added |
| 3 | Schwab Strategic Tr | 407.5K | $13.29M | 3.6% | +18.0K | Added |
| 4 | Vanguard Index Fds |
| 27.5K |
| $9.23M |
| 2.5% |
| +1.5K |
| Added |
| 5 | Vanguard Index Fds | 44.9K | $8.58M | 2.3% | +3.0K | Added |
| 6 | Apple Inc | 29.0K | $7.87M | 2.2% | −132 | Reduced |
| 7 | Invesco Qqq Tr | 12.3K | $7.56M | 2.1% | +850 | Added |
| 8 | Amazon Com Inc | 31.5K | $7.27M | 2.0% | +318 | Added |
| 9 | First Tr Exchange Traded Fd | 98.3K | $6.83M | 1.9% | +10.0K | Added |
| 10 | Pimco Corporate & Income Opp | 502.6K | $6.48M | 1.8% | +32.2K | Added |
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