Waverly Advisors, LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$9.1T
Holdings
1,184
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (1,184 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,105,028 | $686.1B | 7.53% | |
| 2 | VUGVANGUARD INDEX FDS | 716,569 | $314.1B | 3.45% | |
| 3 | VIGVANGUARD SPECIALIZED FUNDS | 917,465 | $187.8B | 2.06% | |
| 4 | AAPLAPPLE INC | 900,513 | $184.8B | 2.03% | |
| 5 | MSFTMICROSOFT CORP | 326,326 | $162.3B | 1.78% | |
| 6 | PRFINVESCO EXCHANGE TRADED FD T | 3,782,356 | $159.9B | 1.75% | |
| 7 | SGOVISHARES TR | 1,543,714 | $155.4B | 1.71% | |
| 8 | NVDANVIDIA CORPORATION | 902,972 | $142.7B | 1.57% | |
| 9 | SPIBSPDR SERIES TRUST | 4,015,141 | $134.8B | 1.48% | |
| 10 | IWBISHARES TR | 331,452 | $112.6B | 1.24% | |
| 11 | AVUVAMERICAN CENTY ETF TR | 1,183,354 | $107.8B | 1.18% | |
| 12 | RSPINVESCO EXCHANGE TRADED FD T | 532,828 | $96.8B | 1.06% | |
| 13 | VOEVANGUARD INDEX FDS | 588,184 | $96.7B | 1.06% | |
| 14 | SPYSPDR S&P 500 ETF TR | 149,627 | $92.4B | 1.01% | |
| 15 | AVLVAMERICAN CENTY ETF TR | 1,351,013 | $92.2B | 1.01% | |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 189,087 | $91.9B | 1.01% | |
| 17 | VONEVANGUARD SCOTTSDALE FDS | 297,817 | $83.6B | 0.92% | |
| 18 | VTIVANGUARD INDEX FDS | 273,493 | $83.1B | 0.91% | |
| 19 | HEFAISHARES TR | 2,182,429 | $82.8B | 0.91% | |
| 20 | JPIEJ P MORGAN EXCHANGE TRADED F | 1,757,302 | $81.4B | 0.89% | |
| 21 | SPYGSPDR SERIES TRUST | 786,880 | $75.0B | 0.82% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 1,287,178 | $73.4B | 0.81% | |
| 23 | VOTVANGUARD INDEX FDS | 257,449 | $73.2B | 0.80% | |
| 24 | SCHGSCHWAB STRATEGIC TR | 2,384,385 | $69.6B | 0.76% | |
| 25 | AMZNAMAZON COM INC | 308,480 | $67.7B | 0.74% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 2,773,692 | $66.1B | 0.73% | |
| 27 | IWFISHARES TR | 155,524 | $66.0B | 0.72% | |
| 28 | JPMJPMORGAN CHASE & CO. | 221,884 | $64.3B | 0.71% | |
| 29 | AVGOBROADCOM INC | 214,937 | $59.2B | 0.65% | |
| 30 | PGPROCTER AND GAMBLE CO | 354,971 | $56.6B | 0.62% | |
| 31 | NDQINVESCO QQQ TR | 102,093 | $56.3B | 0.62% | |
| 32 | IJHISHARES TR | 894,894 | $55.5B | 0.61% | |
| 33 | IEIISHARES TR | 461,771 | $55.0B | 0.60% | |
| 34 | IWVISHARES TR | 155,754 | $54.7B | 0.60% | |
| 35 | GOOGLALPHABET INC | 307,746 | $54.2B | 0.60% | |
| 36 | ORCLORACLE CORP | 244,203 | $53.4B | 0.59% | |
| 37 | VEUVANGUARD INTL EQUITY INDEX F | 762,109 | $51.2B | 0.56% | |
| 38 | SCHMSCHWAB STRATEGIC TR | 1,780,735 | $49.9B | 0.55% | |
| 39 | IVWISHARES TR | 451,445 | $49.7B | 0.55% | |
| 40 | PRFZINVESCO EXCHANGE TRADED FD T | 1,188,631 | $48.3B | 0.53% | |
| 41 | VYMVANGUARD WHITEHALL FDS | 339,085 | $45.2B | 0.50% | |
| 42 | VTVVANGUARD INDEX FDS | 253,530 | $44.8B | 0.49% | |
| 43 | SCHDSCHWAB STRATEGIC TR | 1,582,325 | $41.9B | 0.46% | |
| 44 | SPABSPDR SERIES TRUST | 1,616,132 | $41.4B | 0.45% | |
| 45 | GOOGALPHABET INC | 233,122 | $41.4B | 0.45% | |
| 46 | SPYMSPDR SERIES TRUST | 568,746 | $41.3B | 0.45% | |
| 47 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 182,194 | $41.3B | 0.45% | |
| 48 | AVUSAMERICAN CENTY ETF TR | 406,416 | $41.0B | 0.45% | |
| 49 | VOOVANGUARD INDEX FDS | 72,041 | $40.9B | 0.45% | |
| 50 | VVISA INC | 113,147 | $40.2B | 0.44% | |
| 51 | IWMISHARES TR | 181,488 | $39.2B | 0.43% | |
| 52 | IWDISHARES TR | 196,965 | $38.3B | 0.42% | |
| 53 | VCITVANGUARD SCOTTSDALE FDS | 456,178 | $37.8B | 0.42% | |
| 54 | LLYELI LILLY & CO | 43,977 | $34.3B | 0.38% | |
| 55 | KOCOCA COLA CO | 474,025 | $33.5B | 0.37% | |
| 56 | DGROISHARES TR | 512,290 | $32.8B | 0.36% | |
| 57 | EFVISHARES TR | 501,425 | $31.8B | 0.35% | |
| 58 | ECLECOLAB INC | 114,877 | $31.0B | 0.34% | |
| 59 | VTEBVANGUARD MUN BD FDS | 624,180 | $30.6B | 0.34% | |
| 60 | VWOVANGUARD INTL EQUITY INDEX F | 617,331 | $30.5B | 0.34% | |
| 61 | WMTWALMART INC | 304,463 | $29.8B | 0.33% | |
| 62 | ABBVABBVIE INC | 159,887 | $29.7B | 0.33% | |
| 63 | SCHFSCHWAB STRATEGIC TR | 1,327,572 | $29.3B | 0.32% | |
| 64 | IGVISHARES TR | 266,721 | $29.2B | 0.32% | |
| 65 | SPSBSPDR SERIES TRUST | 967,366 | $29.2B | 0.32% | |
| 66 | ACNACCENTURE PLC IRELAND | 97,416 | $29.1B | 0.32% | |
| 67 | MCDMCDONALDS CORP | 99,608 | $29.1B | 0.32% | |
| 68 | AGGISHARES TR | 288,079 | $28.6B | 0.31% | |
| 69 | HDHOME DEPOT INC | 77,277 | $28.3B | 0.31% | |
| 70 | SPYVSPDR SERIES TRUST | 529,774 | $27.7B | 0.30% | |
| 71 | IWYISHARES TR | 111,713 | $27.5B | 0.30% | |
| 72 | MINTPIMCO ETF TR | 271,320 | $27.3B | 0.30% | |
| 73 | AXPAMERICAN EXPRESS CO | 84,258 | $26.9B | 0.29% | |
| 74 | VCSHVANGUARD SCOTTSDALE FDS | 331,015 | $26.3B | 0.29% | |
| 75 | SPTMSPDR SERIES TRUST | 349,454 | $26.2B | 0.29% | |
| 76 | XOMEXXON MOBIL CORP | 240,147 | $25.9B | 0.28% | |
| 77 | IVEISHARES TR | 128,592 | $25.1B | 0.28% | |
| 78 | JPSTJ P MORGAN EXCHANGE TRADED F | 494,260 | $25.0B | 0.27% | |
| 79 | JNJJOHNSON & JOHNSON | 158,972 | $24.3B | 0.27% | |
| 80 | ETENERGY TRANSFER L P | 1,313,697 | $23.8B | 0.26% | |
| 81 | VTWOVANGUARD SCOTTSDALE FDS | 263,818 | $23.0B | 0.25% | |
| 82 | BNDVANGUARD BD INDEX FDS | 300,636 | $22.1B | 0.24% | |
| 83 | WMWASTE MGMT INC DEL | 95,362 | $21.8B | 0.24% | |
| 84 | IWPISHARES TR | 155,749 | $21.6B | 0.24% | |
| 85 | BONDPIMCO ETF TR | 233,951 | $21.6B | 0.24% | |
| 86 | JEPIJ P MORGAN EXCHANGE TRADED F | 378,855 | $21.5B | 0.24% | |
| 87 | BLKBLACKROCK INC | 20,374 | $21.4B | 0.23% | |
| 88 | VUSBVANGUARD BD INDEX FDS | 426,555 | $21.3B | 0.23% | |
| 89 | EFAISHARES TR | 235,399 | $21.0B | 0.23% | |
| 90 | AQLTISHARES TR | 250,124 | $20.9B | 0.23% | |
| 91 | SOSOUTHERN CO | 226,234 | $20.8B | 0.23% | |
| 92 | HDVISHARES TR | 175,512 | $20.6B | 0.23% | |
| 93 | BRK-BBERKSHIRE HATHAWAY INC DEL | 28 | $20.4B | 0.22% | |
| 94 | HONHONEYWELL INTL INC | 84,809 | $19.8B | 0.22% | |
| 95 | QUALISHARES TR | 107,069 | $19.6B | 0.21% | |
| 96 | METAMETA PLATFORMS INC | 26,315 | $19.4B | 0.21% | |
| 97 | GQ9SPDR GOLD TR | 63,342 | $19.3B | 0.21% | |
| 98 | SPMDSPDR SERIES TRUST | 354,542 | $19.3B | 0.21% | |
| 99 | VXUSVANGUARD STAR FDS | 278,521 | $19.2B | 0.21% | |
| 100 | USTBVICTORY PORTFOLIOS II | 356,854 | $18.1B | 0.20% |
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