Waverly Advisors, LLC

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Markus Sleuwen - Chief Compliance Officer, Partner
Location
Birmingham, AL
Holdings as of
September 30, 2025
Value $
$10B
Num holdings
1,277
Date filed
11/14/2025, 01:02 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, VUG, AAPL, VIG, and MSFT.
Previous filing
Q2 2025 - Aug 14, 2025
Options Holdings
Showing stock holdings, see here for options holdings
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Markus Sleuwen Chief Compliance Officer, Partner Birmingham, Alabama 11/14/2025

Other Included Managers (3):

Num Name Location File Number
3 Earnest Partners Llc Atlanta, GA 028-05269
6 J.P. Morgan Investment Management Inc. New York, NY 028-11937
11 SpiderRock Advisors, LLC Wilimington, DE 028-18017