Waterford Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Nov 14, 2025
Value $
$289M
Signature - Title
Jordan Green - Counsel
Location
Orchard Park, NY
Summary
This page shows a list of all the recent 13F filings made by Waterford Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Waterford Advisors, LLC reported 54 stock holdings with total value $289M as of Q3 2025. Top holdings included IVV, VUG, VTV, VEA, and SCHA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 54 $289M +$4.78M -$3.13M +$1.65M IVV, VUG, VTV, VEA, SCHA 13F-HR 11/14/2025, 04:06 PM
Q2 2025 53 $17.8M $0 $0 FNDE, SCHF, CBU, HD, SCHG 13F-HR 8/14/2025, 04:18 PM
Q1 2025 51 $241M +$54.5M -$5.59M +$48.9M IVV, VTV, VUG, VEA, BNDX 13F-HR 5/14/2025, 05:42 PM
Q4 2024 46 $194M +$35.2M -$28.9M +$6.23M IVV, VUG, VTV, VEA, SCHA 13F-HR 2/14/2025, 05:26 PM
Q3 2024 50 $196M +$12.8M -$66.3M -$53.5M IVV, VTV, VUG, VEA, BSV 13F-HR 11/14/2024, 04:46 PM
Q2 2024 54 $239M +$4.17M -$3.84M +$337K IVV, VUG, VTV, VEA, FNDF 13F-HR 8/14/2024, 05:09 PM
Q1 2024 55 $236M +$12M -$1.44M +$10.6M IVV, VTV, VUG, VEA, FNDF 13F-HR 5/15/2024, 04:50 PM
Q4 2023 51 $213M +$35.4M -$17.4M +$18M IVV, VUG, VTV, VEA, FNDF 13F-HR 2/13/2024, 08:25 PM
Q3 2023 47 $179M +$3.58M -$25M -$21.4M IVV, VUG, SCHZ, VTV, VEA 13F-HR 11/7/2023, 04:51 PM
Q2 2023 52 $208M +$16.5M -$1.36M +$15.1M IVV, VUG, SCHZ, VTV, VEA 13F-HR 7/31/2023, 07:42 AM
Q1 2023 51 $185M +$9.53M -$5.06M +$4.46M IVV, SCHZ, VTV, VUG, VEA 13F-HR 5/2/2023, 02:33 PM
Q4 2022 50 $172M $0 $0 IVV, SCHZ, VTV, VEA, VUG 13F-HR 2/14/2023, 08:35 AM