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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,277 | $10,024,641,040 | +$531,077,754 | -$191,212,690 | +$339,865,064 | IVV, VUG, AAPL, VIG, MSFT | 13F-HR | 14 Nov 2025, 13:02 |
| Q2 2025 | 1,184 | $9,110,276,357 | +$531,845,066 | -$195,578,673 | +$336,266,393 | IVV, VUG, VIG, AAPL, MSFT | 13F-HR | 14 Aug 2025, 09:27 |
| Q1 2025 | 1,109 | $8,198,262,406 | +$1,977,683,355 | -$80,091,370 | +$1,897,591,985 | IVV, VUG, AAPL, VIG, PRF | 13F-HR | 15 May 2025, 10:36 |
| Q4 2024 | 981 | $6,461,792,789 | +$1,249,234,157 | -$96,307,352 | +$1,152,926,805 | IVV, VUG, AAPL, VIG, PRF | 13F-HR | 14 Feb 2025, 09:00 |
| Q3 2024 | 805 | $5,415,037,810 | +$205,877,554 | -$205,365,738 | +$511,816 | IVV, VUG, PRF, VIG, AAPL | 13F-HR | 14 Nov 2024, 09:00 |
| Q2 2024 | 802 | $5,098,746,132 | +$919,448,801 | -$96,902,142 | +$822,546,659 | IVV, VUG, PRF, VIG, AAPL | 13F-HR | 14 Aug 2024, 09:30 |
| Q1 2024 | 692 | $4,247,688,536 | +$1,457,841,279 | -$76,313,784 | +$1,381,527,495 | IVV, VUG, PRF, VIG, VOE | 13F-HR | 15 May 2024, 16:54 |
| Q4 2023 | 446 | $2,670,252,606 | +$353,096,806 | -$205,323,266 | +$147,773,540 | IVV, VUG, PRF, VOE, VIG | 13F-HR | 14 Feb 2024, 16:39 |
| Q3 2023 | 415 | $2,291,669,163 | +$323,052,107 | -$70,661,455 | +$252,390,652 | VUG, PRF, IVV, VOE, IWB | 13F-HR | 14 Nov 2023, 17:00 |
| Q2 2023 | 374 | $2,279,156,569 | +$345,660,858 | -$76,083,429 | +$269,577,429 | PRF, VUG, IVV, VOE, VEA | 13F-HR | 14 Aug 2023, 18:58 |
| Q1 2023 | 296 | $1,915,641,687 | +$145,704,138 | -$93,640,904 | +$52,063,234 | PRF, VUG, VOE, IVV, VEA | 13F-HR | 15 May 2023, 18:02 |
| Q4 2022 | 276 | $1,801,362,898 | +$298,911,954 | -$30,619,528 | +$268,292,426 | PRF, VOE, VUG, IVV, VEA | 13F-HR | 14 Feb 2023, 17:34 |
| Q3 2022 | 245 | $1,422,009,000 | +$416,746,647 | -$20,084,629 | +$396,662,018 | PRF, VOE, VUG, IWB, VEA | 13F-HR | 14 Nov 2022, 20:36 |
| Q2 2022 | 204 | $1,090,929,000 | +$122,057,034 | -$24,445,939 | +$97,611,095 | PRF, VOE, VUG, VEA, VOT | 13F-HR | 15 Aug 2022, 17:19 |
| Q1 2022 | 199 | $1,130,439,000 | +$27,847,923 | -$7,096,754 | +$20,751,169 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 16 May 2022, 17:51 |
| Q4 2021 | 184 | $1,147,724,000 | +$62,665,751 | -$5,428,609 | +$57,237,142 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 14 Feb 2022, 17:27 |
| Q3 2021 | 203 | $1,166,269,000 | +$53,568,464 | -$5,151,784 | +$48,416,680 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 12 Nov 2021, 18:12 |
| Q2 2021 | 192 | $1,081,747,000 | +$36,590,710 | -$8,714,090 | +$27,876,620 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 16 Aug 2021, 19:29 |
| Q1 2021 | 171 | $998,445,000 | +$37,800,010 | -$20,653,309 | +$17,146,701 | PRF, VUG, VOE, VEA, VOT | 13F-HR | 21 May 2021, 17:43 |
| Q4 2020 | 145 | $947,737,000 | +$29,089,255 | -$7,149,607 | +$21,939,648 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 12 Feb 2021, 17:06 |
| Q3 2020 | 139 | $748,892,000 | +$17,451,469 | -$7,206,738 | +$10,244,731 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 02 Nov 2020, 12:15 |
| Q2 2020 | 148 | $760,057,000 | +$29,825,853 | -$18,866,460 | +$10,959,393 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 14 Aug 2020, 17:59 |
| Q1 2020 | 145 | $592,120,000 | +$60,812,318 | -$43,891,138 | +$16,921,180 | PRF, VUG, VOE, VOT, VEA | 13F-HR | 14 May 2020, 11:56 |
| Q4 2019 | 139 | $761,071,000 | +$16,447,715 | -$17,951,738 | -$1,504,023 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 07 Feb 2020, 14:51 |
| Q3 2019 | 133 | $696,988,000 | +$30,791,129 | -$3,035,699 | +$27,755,430 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 12 Nov 2019, 12:43 |
| Q2 2019 | 129 | $671,445,000 | +$13,416,300 | -$5,630,253 | +$7,786,047 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 12 Aug 2019, 16:14 |
| Q1 2019 | 127 | $646,091,000 | +$17,479,754 | -$12,755,486 | +$4,724,268 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 03 May 2019, 18:33 |
| Q4 2018 | 116 | $572,738,000 | +$112,452,181 | -$77,315,607 | +$35,136,574 | PRF, VUG, VOE, VONE, VOT | 13F-HR | 12 Feb 2019, 16:33 |
| Q3 2018 | 193 | $677,613,000 | +$17,964,466 | -$1,842,450 | +$16,122,016 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 02 Nov 2018, 18:39 |
| Q2 2018 | 188 | $642,751,000 | +$172,708,704 | -$2,960,652 | +$169,748,052 | PRF, VUG, VOE, VOT, VONE | 13F-HR | 02 Aug 2018, 14:07 |
| Q1 2018 | 175 | $618,654,000 | +$25,370,581 | -$64,365,401 | -$38,994,820 | PRFXXXX, VOE, VUG, VONE, VOT | 13F-HR | 04 May 2018, 13:25 |
| Q4 2017 | 395 | $701,046,000 | +$239,207,842 | -$11,227,281 | +$227,980,561 | PRFXXXX, VOE, VUG, VONE, VOT | 13F-HR | 09 Feb 2018, 17:02 |
| Q3 2017 | 234 | $460,955,192 | +$93,736,292 | -$38,134,209 | +$55,602,083 | VOE, VUG, VOT, PRFXXXX, AGG | 13F-HR | 30 Oct 2017, 14:09 |
| Q2 2017 | 219 | $398,171,000 | +$15,018,565 | -$3,336,526 | +$11,682,039 | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 27 Jul 2017, 13:14 |
| Q1 2017 | 213 | $379,598,000 | +$109,003,977 | -$8,439,651 | +$100,564,326 | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 05 May 2017, 17:45 |
| Q4 2016 | 120 | $269,178,000 | +$33,606,026 | -$1,343,938 | +$32,262,088 | AGG, VOE, VOT, VUG, SFBS | 13F-HR | 24 Jan 2017, 15:45 |
| Q3 2016 | 102 | $239,514,000 | +$17,703,949 | -$3,091,090 | +$14,612,859 | AGG, VOE, VOT, VUG, VEA | 13F-HR | 27 Oct 2016, 12:18 |
| Q2 2016 | 89 | $220,511,000 | +$58,808,618 | -$3,035,661 | +$55,772,957 | AGG, VOE, VOT, VUG, VEA | 13F-HR | 13 Jul 2016, 16:37 |
| Q1 2016 | 93 | $163,440,000 | +$11,727,225 | -$63,790,238 | -$52,063,013 | VOE, VOT, VUG, VEA, SFBS | 13F-HR | 20 Apr 2016, 14:41 |
| Q4 2015 | 128 | $229,731,000 | +$93,375,342 | -$3,764,316 | +$89,611,026 | VOE, VOT, VUG, IWM, AGG | 13F-HR | 08 Feb 2016, 14:30 |
| Q3 2015 | 415 | $145,000,000 | +$8,950,800 | -$14,320,718 | -$5,369,918 | VOE, VOT, VUG, VEA, VO | 13F-HR | 02 Nov 2015, 14:22 |
| Q2 2015 | 347 | $162,570,000 | +$6,510,028 | -$38,764,287 | -$32,254,259 | VOT, VOE, VUG, VOO, VO | 13F-HR | 10 Aug 2015, 11:11 |
| Q1 2015 | 333 | $197,719,000 | +$5,489,292 | -$6,770,962 | -$1,281,670 | VOT, VOE, VUG, LQD, VOO | 13F-HR | 07 May 2015, 12:12 |
| Q4 2014 | 398 | $199,098,000 | +$38,277,453 | -$11,338,405 | +$26,939,048 | VOT, VOE, VUG, LQD, VOO | 13F-HR | 15 Jan 2015, 11:02 |
| Q3 2014 | 748 | $184,918,000 | +$8,868,774 | -$54,465,265 | -$45,596,491 | VOT, VOE, VUG, VOO, VO | 13F-HR | 28 Oct 2014, 11:41 |
| Q2 2014 | 709 | $240,446,000 | +$20,889,652 | -$5,603,432 | +$15,286,220 | VOE, VOT, VUG, VOO, EFA | 13F-HR | 29 Jul 2014, 12:03 |
| Q1 2014 | 676 | $221,227,000 | +$9,869,992 | -$66,955,102 | -$57,085,110 | VOE, VOT, VUG, VOO, EFA | 13F-HR | 28 Apr 2014, 12:37 |
| Q4 2013 | 803 | $284,164,089 | $0 | VOE, VOT, VUG, VOO, AGG | 13F-HR | 27 Jan 2014, 10:05 |