Waverly Advisors, LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$10.0T
Holdings
1,277
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (1,277 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 1,141,094 | $763.7B | 7.61% | |
| 2 | VUGVANGUARD INDEX FDS | 733,236 | $351.7B | 3.51% | |
| 3 | AAPLAPPLE INC | 980,962 | $249.8B | 2.49% | Put |
| 4 | VIGVANGUARD SPECIALIZED FUNDS | 932,415 | $201.2B | 2.01% | |
| 5 | MSFTMICROSOFT CORP | 340,000 | $176.1B | 1.76% | |
| 6 | NVDANVIDIA CORPORATION | 941,779 | $175.7B | 1.75% | |
| 7 | PRFINVESCO EXCHANGE TRADED FD T | 3,758,372 | $169.9B | 1.69% | |
| 8 | SGOVISHARES TR | 1,550,823 | $156.2B | 1.56% | |
| 9 | SPIBSPDR SERIES TRUST | 4,596,388 | $155.8B | 1.55% | |
| 10 | AVUVAMERICAN CENTY ETF TR | 1,243,904 | $123.8B | 1.23% | |
| 11 | IWBISHARES TR | 328,073 | $119.9B | 1.20% | |
| 12 | AVLVAMERICAN CENTY ETF TR | 1,444,905 | $104.4B | 1.04% | |
| 13 | VOEVANGUARD INDEX FDS | 570,947 | $99.7B | 0.99% | |
| 14 | JPIEJ P MORGAN EXCHANGE TRADED F | 2,106,078 | $97.7B | 0.97% | |
| 15 | SPYSPDR S&P 500 ETF TR | 146,654 | $97.7B | 0.97% | |
| 16 | HEFAISHARES TR | 2,395,461 | $94.9B | 0.95% | |
| 17 | RSPINVESCO EXCHANGE TRADED FD T | 495,033 | $93.9B | 0.94% | |
| 18 | BRK/BBERKSHIRE HATHAWAY INC DEL | 184,843 | $92.9B | 0.93% | |
| 19 | VONEVANGUARD SCOTTSDALE FDS | 299,696 | $90.6B | 0.90% | |
| 20 | VTIVANGUARD INDEX FDS | 261,198 | $85.7B | 0.85% | |
| 21 | SPYGSPDR SERIES TRUST | 814,248 | $85.1B | 0.85% | |
| 22 | VEAVANGUARD TAX-MANAGED FDS | 1,279,526 | $76.7B | 0.76% | |
| 23 | SCHGSCHWAB STRATEGIC TR | 2,399,120 | $76.6B | 0.76% | |
| 24 | GOOGLALPHABET INC | 313,674 | $76.3B | 0.76% | Call |
| 25 | VOTVANGUARD INDEX FDS | 253,586 | $74.5B | 0.74% | |
| 26 | SCHBSCHWAB STRATEGIC TR | 2,892,781 | $74.4B | 0.74% | |
| 27 | IWFISHARES TR | 153,832 | $72.1B | 0.72% | |
| 28 | JPMJPMORGAN CHASE & CO. | 227,851 | $71.9B | 0.72% | |
| 29 | AMZNAMAZON COM INC | 320,612 | $70.4B | 0.70% | |
| 30 | AVGOBROADCOM INC | 211,214 | $69.7B | 0.69% | |
| 31 | ORCLORACLE CORP | 238,748 | $67.1B | 0.67% | |
| 32 | NDQINVESCO QQQ TR | 99,969 | $60.0B | 0.60% | |
| 33 | IJHISHARES TR | 901,358 | $58.8B | 0.59% | |
| 34 | IWVISHARES TR | 153,402 | $58.1B | 0.58% | |
| 35 | GOOGALPHABET INC | 236,151 | $57.5B | 0.57% | |
| 36 | PGPROCTER AND GAMBLE CO | 371,513 | $57.1B | 0.57% | |
| 37 | IVWISHARES TR | 462,200 | $55.8B | 0.56% | |
| 38 | VEUVANGUARD INTL EQUITY INDEX F | 779,155 | $55.6B | 0.55% | |
| 39 | IEIISHARES TR | 459,418 | $54.9B | 0.55% | |
| 40 | PRFZINVESCO EXCHANGE TRADED FD T | 1,154,991 | $52.5B | 0.52% | |
| 41 | SCHMSCHWAB STRATEGIC TR | 1,749,682 | $51.9B | 0.52% | |
| 42 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 176,342 | $49.3B | 0.49% | |
| 43 | VYMVANGUARD WHITEHALL FDS | 346,584 | $48.9B | 0.49% | |
| 44 | VTVVANGUARD INDEX FDS | 248,979 | $46.4B | 0.46% | |
| 45 | SCHDSCHWAB STRATEGIC TR | 1,667,785 | $45.5B | 0.45% | |
| 46 | SPYMSPDR SERIES TRUST | 577,162 | $45.2B | 0.45% | |
| 47 | IWMISHARES TR | 186,095 | $45.0B | 0.45% | |
| 48 | HDHOME DEPOT INC | 110,543 | $44.8B | 0.45% | |
| 49 | VOOVANGUARD INDEX FDS | 72,878 | $44.6B | 0.44% | |
| 50 | AVUSAMERICAN CENTY ETF TR | 405,189 | $44.0B | 0.44% | |
| 51 | SPABSPDR SERIES TRUST | 1,664,333 | $43.0B | 0.43% | |
| 52 | IGVISHARES TR | 358,793 | $41.3B | 0.41% | |
| 53 | IWDISHARES TR | 197,928 | $40.3B | 0.40% | |
| 54 | VCITVANGUARD SCOTTSDALE FDS | 471,211 | $39.6B | 0.40% | |
| 55 | LLYELI LILLY & CO | 51,086 | $39.0B | 0.39% | |
| 56 | VVISA INC | 113,235 | $38.7B | 0.39% | |
| 57 | ABBVABBVIE INC | 158,950 | $36.8B | 0.37% | |
| 58 | DGROISHARES TR | 525,677 | $35.8B | 0.36% | |
| 59 | EFVISHARES TR | 518,892 | $35.2B | 0.35% | |
| 60 | VWOVANGUARD INTL EQUITY INDEX F | 615,292 | $33.3B | 0.33% | |
| 61 | KOCOCA COLA CO | 493,145 | $32.7B | 0.33% | |
| 62 | WMTWALMART INC | 316,598 | $32.6B | 0.33% | |
| 63 | MCDMCDONALDS CORP | 106,975 | $32.5B | 0.32% | |
| 64 | JNJJOHNSON & JOHNSON | 172,280 | $31.9B | 0.32% | |
| 65 | SCHFSCHWAB STRATEGIC TR | 1,369,693 | $31.9B | 0.32% | |
| 66 | ECLECOLAB INC | 114,957 | $31.5B | 0.31% | |
| 67 | SPYVSPDR SERIES TRUST | 567,943 | $31.4B | 0.31% | |
| 68 | JPSTJ P MORGAN EXCHANGE TRADED F | 612,321 | $31.1B | 0.31% | |
| 69 | XOMEXXON MOBIL CORP | 274,108 | $30.9B | 0.31% | |
| 70 | IWYISHARES TR | 112,532 | $30.8B | 0.31% | |
| 71 | VTEBVANGUARD MUN BD FDS | 594,777 | $29.8B | 0.30% | |
| 72 | AVDEAMERICAN CENTY ETF TR | 372,508 | $29.4B | 0.29% | |
| 73 | IVEISHARES TR | 139,232 | $28.8B | 0.29% | |
| 74 | MINTPIMCO ETF TR | 283,744 | $28.6B | 0.28% | |
| 75 | AXPAMERICAN EXPRESS CO | 85,620 | $28.4B | 0.28% | |
| 76 | VCSHVANGUARD SCOTTSDALE FDS | 341,017 | $27.3B | 0.27% | |
| 77 | VTWOVANGUARD SCOTTSDALE FDS | 268,838 | $26.3B | 0.26% | |
| 78 | SPTMSPDR SERIES TRUST | 318,704 | $25.7B | 0.26% | |
| 79 | ACNACCENTURE PLC IRELAND | 99,522 | $24.5B | 0.24% | |
| 80 | BLKBLACKROCK INC | 20,429 | $23.8B | 0.24% | |
| 81 | XLKSELECT SECTOR SPDR TR | 83,764 | $23.6B | 0.24% | |
| 82 | IWPISHARES TR | 165,109 | $23.5B | 0.23% | |
| 83 | BNDVANGUARD BD INDEX FDS | 310,381 | $23.1B | 0.23% | |
| 84 | AQLTISHARES TR | 263,774 | $23.0B | 0.23% | |
| 85 | GQ9SPDR GOLD TR | 64,354 | $22.9B | 0.23% | |
| 86 | SOSOUTHERN CO | 240,397 | $22.8B | 0.23% | |
| 87 | EFAISHARES TR | 238,734 | $22.3B | 0.22% | |
| 88 | ETENERGY TRANSFER L P | 1,288,808 | $22.1B | 0.22% | |
| 89 | TSLATESLA INC | 49,124 | $21.8B | 0.22% | |
| 90 | VXUSVANGUARD STAR FDS | 293,851 | $21.6B | 0.22% | |
| 91 | WMWASTE MGMT INC DEL | 96,825 | $21.4B | 0.21% | |
| 92 | SPSBSPDR SERIES TRUST | 705,304 | $21.4B | 0.21% | |
| 93 | BONDPIMCO ETF TR | 228,089 | $21.3B | 0.21% | |
| 94 | BRK-BBERKSHIRE HATHAWAY INC DEL | 28 | $21.1B | 0.21% | |
| 95 | VUSBVANGUARD BD INDEX FDS | 418,926 | $20.9B | 0.21% | |
| 96 | HDVISHARES TR | 169,619 | $20.8B | 0.21% | |
| 97 | METAMETA PLATFORMS INC | 27,928 | $20.5B | 0.20% | |
| 98 | QUALISHARES TR | 105,013 | $20.4B | 0.20% | |
| 99 | SPMDSPDR SERIES TRUST | 356,640 | $20.4B | 0.20% | |
| 100 | AGGISHARES TR | 200,769 | $20.1B | 0.20% |
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