Waverly Advisors, LLC
Annual return '25
+16.9%
SPY '25
+17.7%
Alpha
-0.8ptsvs SPY
Invested
$13.4B
Holdings
1,613
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 1.14M shares)
6.1%
02
$VUG
VANGUARD INDEX FDS
Q4 2025: Exited (was 733.2k shares)
2.5%
03
$AAPL
APPLE INC
Q1 2026: Sold 99.2% (143.0k → 1.1k shares)
2.4%
04
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Exited (was 932.4k shares)
2.0%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Sold 93.6% (807.9k → 51.8k shares)
1.7%
06
$MSFT
MICROSOFT CORP
Q1 2026: Increased +562.9% (60.3k → 400.0k shares)
1.5%
07
$SPIB
SPDR SERIES TRUST
Q4 2025: Exited (was 4.60M shares)
1.4%
08
$PRF
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 3.76M shares)
1.3%
09
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Sold 48.8% (61.9k → 31.7k shares)
1.2%
10
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 1.24M shares)
1.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:10 UTC.