SEC Form 13F

Waverly Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$17,236,765,998
Positions1,751

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$972,017,6021,297,944
APPLE INCAAPLCOM$424,648,1171,467,543
VANGUARD INDEX FDSVUGGROWTH ETF$410,956,3774,770,796
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$324,481,9231,371,321
NVIDIA CORPORATIONNVDACOM$288,876,7451,443,734
MICROSOFT CORPMSFTCOM$257,310,786689,804
AMERICAN CENTY ETF TRAVUVUS SML CP VALU$224,773,8031,801,650
VANGUARD INDEX FDSVTITOTAL STK MKT$222,020,552599,991
INVESCO EXCHANGE TRADED FD TPRFRAFI US 1000 ETF$193,294,3493,577,537
SPDR SERIES TRUSTSPIBST INTER BD ETF$192,361,7905,749,007

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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