Notify me when Waterford Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 48 | $255,294,632 | +$52,271,432 | -$91,205,250 | -$38,933,818 | IVV, VUG, VTV, VEA, DFNM | 13F-HR | 19 Feb 2026, 20:41 |
| Q3 2025 | 54 | $289,210,771 | +$4,778,649 | -$3,127,225 | +$1,651,424 | IVV, VUG, VTV, VEA, SCHA | 13F-HR | 14 Nov 2025, 16:06 |
| Q2 2025 | 53 | $17,759,834 | $0 | $0 | $0 | FNDE, SCHF, CBU, HD, SCHG | 13F-HR | 14 Aug 2025, 16:18 |
| Q1 2025 | 51 | $240,986,939 | +$54,493,174 | -$5,587,649 | +$48,905,525 | IVV, VTV, VUG, VEA, BNDX | 13F-HR | 14 May 2025, 17:42 |
| Q4 2024 | 46 | $194,397,679 | +$35,179,469 | -$28,945,942 | +$6,233,527 | IVV, VUG, VTV, VEA, SCHA | 13F-HR | 14 Feb 2025, 17:26 |
| Q3 2024 | 50 | $196,036,634 | +$12,750,936 | -$66,290,214 | -$53,539,278 | IVV, VTV, VUG, VEA, BSV | 13F-HR | 14 Nov 2024, 16:46 |
| Q2 2024 | 54 | $238,512,672 | +$4,172,460 | -$3,835,349 | +$337,111 | IVV, VUG, VTV, VEA, FNDF | 13F-HR | 14 Aug 2024, 17:09 |
| Q1 2024 | 55 | $235,666,099 | +$12,001,721 | -$1,441,258 | +$10,560,463 | IVV, VTV, VUG, VEA, FNDF | 13F-HR | 15 May 2024, 16:50 |
| Q4 2023 | 51 | $213,431,278 | +$35,420,146 | -$17,395,008 | +$18,025,138 | IVV, VUG, VTV, VEA, FNDF | 13F-HR | 13 Feb 2024, 20:25 |
| Q3 2023 | 47 | $178,765,062 | +$3,583,507 | -$24,952,690 | -$21,369,183 | IVV, VUG, SCHZ, VTV, VEA | 13F-HR | 07 Nov 2023, 16:51 |
| Q2 2023 | 52 | $207,735,000 | +$16,468,120 | -$1,360,021 | +$15,108,099 | IVV, VUG, SCHZ, VTV, VEA | 13F-HR | 31 Jul 2023, 07:42 |
| Q1 2023 | 51 | $184,776,000 | +$9,526,160 | -$5,063,360 | +$4,462,800 | IVV, SCHZ, VTV, VUG, VEA | 13F-HR | 02 May 2023, 14:33 |
| Q4 2022 | 50 | $171,701,000 | $0 | $0 | $0 | IVV, SCHZ, VTV, VEA, VUG | 13F-HR | 14 Feb 2023, 08:35 |