Notify me when Waverly Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 1,474 | $12,344,964,689 | +$2,376,390,626 | -$202,161,493 | +$2,174,229,133 | IVV, VUG, AAPL, VIG, MSFT | 13F-HR | 17 Feb 2026, 09:03 |
| Q3 2025 | 1,277 | $10,024,641,040 | +$531,077,734 | -$191,212,690 | +$339,865,044 | IVV, VUG, AAPL, VIG, MSFT | 13F-HR | 14 Nov 2025, 13:02 |
| Q2 2025 | 1,184 | $9,110,276,357 | +$531,845,084 | -$195,578,679 | +$336,266,405 | IVV, VUG, VIG, AAPL, MSFT | 13F-HR | 14 Aug 2025, 09:27 |
| Q1 2025 | 1,109 | $8,198,262,406 | +$1,977,683,320 | -$80,091,355 | +$1,897,591,965 | IVV, VUG, AAPL, VIG, PRF | 13F-HR | 15 May 2025, 10:36 |
| Q4 2024 | 981 | $6,461,792,789 | +$1,249,234,197 | -$96,307,349 | +$1,152,926,848 | IVV, VUG, AAPL, VIG, PRF | 13F-HR | 14 Feb 2025, 09:00 |
| Q3 2024 | 805 | $5,415,037,810 | +$205,877,563 | -$205,365,751 | +$511,812 | IVV, VUG, PRF, VIG, AAPL | 13F-HR | 14 Nov 2024, 09:00 |
| Q2 2024 | 802 | $5,098,746,132 | +$919,460,054 | -$96,906,160 | +$822,553,894 | IVV, VUG, PRF, VIG, AAPL | 13F-HR | 14 Aug 2024, 09:30 |
| Q1 2024 | 696 | $4,248,338,111 | +$1,457,845,321 | -$76,313,794 | +$1,381,531,527 | IVV, VUG, PRF, VIG, VOE | 13F-HR | 15 May 2024, 16:54 |
| Q4 2023 | 446 | $2,670,252,606 | +$353,070,314 | -$205,323,248 | +$147,747,066 | IVV, VUG, PRF, VOE, VIG | 13F-HR | 14 Feb 2024, 16:39 |
| Q3 2023 | 406 | $2,291,699,999 | +$323,052,118 | -$70,661,459 | +$252,390,659 | VUG, PRF, IVV, VOE, IWB | 13F-HR | 14 Nov 2023, 17:00 |
| Q2 2023 | 361 | $2,279,156,569 | +$345,660,877 | -$76,083,431 | +$269,577,446 | PRF, VUG, IVV, VOE, VEA | 13F-HR | 14 Aug 2023, 17:58 |
| Q1 2023 | 296 | $1,915,641,687 | +$145,704,158 | -$105,962,531 | +$39,741,627 | PRF, VUG, VOE, IVV, VEA | 13F-HR | 15 May 2023, 18:02 |
| Q4 2022 | 276 | $1,801,362,898 | +$298,911,939 | -$31,549,526 | +$267,362,413 | PRF, VOE, VUG, IVV, VEA | 13F-HR | 14 Feb 2023, 18:34 |
| Q3 2022 | 245 | $1,422,009,000 | +$416,746,682 | -$21,483,385 | +$395,263,297 | PRF, VOE, VUG, IWB, VEA | 13F-HR | 14 Nov 2022, 21:36 |
| Q2 2022 | 208 | $1,092,792,000 | +$122,137,898 | -$29,740,396 | +$92,397,502 | PRF, VOE, VUG, VEA, VOT | 13F-HR | 15 Aug 2022, 17:19 |
| Q1 2022 | 210 | $1,182,532,000 | +$29,966,736 | -$9,348,631 | +$20,618,105 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 16 May 2022, 17:51 |
| Q4 2021 | 209 | $1,151,848,000 | +$63,880,816 | -$12,226,003 | +$51,654,813 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 14 Feb 2022, 18:27 |
| Q3 2021 | 213 | $1,165,970,000 | +$53,397,834 | -$5,151,785 | +$48,246,049 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 12 Nov 2021, 18:12 |
| Q2 2021 | 198 | $1,081,738,000 | +$36,509,777 | -$8,687,450 | +$27,822,327 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 16 Aug 2021, 19:29 |
| Q1 2021 | 174 | $998,197,000 | +$37,552,010 | -$20,653,310 | +$16,898,700 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 21 May 2021, 17:43 |
| Q4 2020 | 153 | $947,737,000 | +$29,087,604 | -$8,136,955 | +$20,950,649 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 12 Feb 2021, 18:06 |
| Q3 2020 | 143 | $748,892,000 | +$10,690,932 | -$10,707,941 | -$17,009 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 02 Nov 2020, 13:15 |
| Q2 2020 | 154 | $760,057,000 | +$29,825,853 | -$22,118,460 | +$7,707,393 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 14 Aug 2020, 17:59 |
| Q1 2020 | 145 | $592,120,000 | +$60,812,327 | -$45,920,147 | +$14,892,180 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 14 May 2020, 11:56 |
| Q4 2019 | 140 | $761,071,000 | +$16,447,711 | -$18,164,737 | -$1,717,026 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 07 Feb 2020, 15:51 |
| Q3 2019 | 133 | $696,988,000 | +$30,791,127 | -$6,184,699 | +$24,606,428 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 12 Nov 2019, 13:43 |
| Q2 2019 | 129 | $671,445,000 | +$13,416,297 | -$6,307,252 | +$7,109,045 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 12 Aug 2019, 16:14 |
| Q1 2019 | 127 | $646,091,000 | +$17,479,752 | -$12,755,486 | +$4,724,266 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 03 May 2019, 18:33 |
| Q4 2018 | 116 | $572,738,000 | +$112,452,193 | -$132,020,600 | -$19,568,407 | PRF, VUG, VOE, VONE, VOT | 13F-HR | 12 Feb 2019, 17:33 |
| Q3 2018 | 193 | $677,613,000 | +$17,964,464 | -$10,386,450 | +$7,578,014 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 02 Nov 2018, 18:39 |
| Q2 2018 | 188 | $642,717,000 | +$172,708,695 | -$156,544,651 | +$16,164,044 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 02 Aug 2018, 14:07 |
| Q1 2018 | 175 | $618,654,000 | +$25,370,575 | -$100,364,397 | -$74,993,822 | PRF, VOE, VUG, VONE, VOT | 13F-HR | 04 May 2018, 13:25 |
| Q4 2017 | 400 | $701,046,000 | +$239,207,837 | -$16,959,281 | +$222,248,556 | PRF, VOE, VUG, VONE, VOT | 13F-HR | 09 Feb 2018, 18:02 |
| Q3 2017 | 234 | $461,147,000 | +$93,928,120 | -$41,365,214 | +$52,562,906 | VOE, VUG, VOT, PRF, AGG | 13F-HR | 30 Oct 2017, 14:09 |
| Q2 2017 | 219 | $398,171,000 | +$15,018,563 | -$5,810,526 | +$9,208,037 | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 27 Jul 2017, 13:14 |
| Q1 2017 | 213 | $379,598,000 | +$109,003,987 | -$9,969,654 | +$99,034,333 | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 05 May 2017, 17:45 |
| Q4 2016 | 120 | $269,178,000 | +$33,606,032 | -$2,889,938 | +$30,716,094 | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 24 Jan 2017, 16:45 |
| Q3 2016 | 102 | $239,514,000 | +$17,703,955 | -$4,889,091 | +$12,814,864 | AGG, VOE, VOT, VUG, VEA | 13F-HR | 27 Oct 2016, 12:18 |
| Q2 2016 | 89 | $220,511,000 | +$58,808,600 | -$5,030,660 | +$53,777,940 | AGG, VOE, VOT, VUG, VEA | 13F-HR | 13 Jul 2016, 16:37 |
| Q1 2016 | 93 | $163,440,000 | +$11,727,225 | -$80,735,232 | -$69,008,007 | VOE, VOT, VUG, VEA, SFBS | 13F-HR | 20 Apr 2016, 14:41 |
| Q4 2015 | 128 | $229,731,000 | +$93,375,344 | -$13,780,317 | +$79,595,027 | VOE, VOT, VUG, IWM, AGG | 13F-HR | 08 Feb 2016, 15:30 |
| Q3 2015 | 423 | $145,000,000 | +$8,950,800 | -$14,871,718 | -$5,920,918 | VOE, VOT, VUG, VEA, VO | 13F-HR | 02 Nov 2015, 15:22 |
| Q2 2015 | 356 | $162,572,000 | +$6,459,488 | -$39,697,274 | -$33,237,786 | VOT, VOE, VUG, VOO, VO | 13F-HR | 10 Aug 2015, 11:11 |
| Q1 2015 | 341 | $197,719,000 | +$5,489,291 | -$11,860,962 | -$6,371,671 | VOT, VOE, VUG, LQD, VOO | 13F-HR | 07 May 2015, 12:12 |
| Q4 2014 | 407 | $199,104,000 | +$38,278,444 | -$30,872,403 | +$7,406,041 | VOT, VOE, VUG, LQD, VOO | 13F-HR | 15 Jan 2015, 12:02 |
| Q3 2014 | 759 | $184,918,000 | +$8,868,773 | -$57,986,260 | -$49,117,487 | VOT, VOE, VUG, VOO, VO | 13F-HR | 28 Oct 2014, 11:41 |
| Q2 2014 | 719 | $240,446,000 | +$20,882,354 | -$10,557,433 | +$10,324,921 | VOE, VOT, VUG, VOO, EFA | 13F-HR | 29 Jul 2014, 12:03 |
| Q1 2014 | 688 | $221,227,000 | +$9,867,884 | -$77,858,103 | -$67,990,219 | VOE, VOT, VUG, VOO, EFA | 13F-HR | 28 Apr 2014, 12:37 |
| Q4 2013 | 815 | $284,254,000 | $0 | $0 | $0 | VOE, VOT, VUG, VOO, AGG | 13F-HR | 27 Jan 2014, 11:05 |