StockDriftsStockDriftsTop 50 Waverly Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.64% | 1.30M | $972.0M | +3.91%(+48.87K) | $503.21(+54.79%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.46% | 1.47M | $424.6M | +15.76%(+199.81K) | $214.60(+42.30%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 2.39% | 4.77M | $411.0M | +2.85%(+132.23K) | $37.67(+136.74%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 1.88% | 1.37M | $324.5M | +9.34%(+117.10K) | $180.43(+35.82%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.68% | 1.44M | $288.9M | +8.68%(+115.32K) | $134.75(+67.77%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.49% | 689.8K | $257.3M | +23.07%(+129.31K) | $410.89(+18.30%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 1.3% | 1.80M | $224.8M | +27.75%(+391.32K) | $92.97(+37.85%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.29% | 600.0K | $222.0M | +79.19%(+265.15K) | $293.02(+30.83%) | 2026-06-30 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 1.12% | 3.58M | $193.3M | -2.24%(-82.04K) | $23.10(+144.54%) | 2026-06-30 | |
| SPIB | SPDR SERIES TRUST | 1.12% | 5.75M | $192.4M | +6.55%(+353.30K) | $33.20(-0.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.94% | +55.85% | +8.28% | +48.84% |
| Top 20 Holdings Unweighted | +15.23% | +52.99% | +7.67% | +44.68% |
Waverly Advisors LLC reports $17.24B in US-listed equity holdings across 1,737 positions in its most recent 13F filing. Its largest disclosed positions are IVV (5.6%), AAPL (2.5%) and VUG (2.4%). The top 20 holdings account for 29.71% of reported assets. Its disclosed equity book has returned +55.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Waverly Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1568787). View Waverly Advisors LLC’s 13F filings on SEC