Waverly Advisors, LLC

Waverly Advisors, LLC reported 1,864 holdings worth US$17.2B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 14, 2026

Waverly Advisors, LLC reported 1,864 holdings worth US$17.2B as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).

Holdings
1,864
Value as reported
US$17.2B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc1.47MUS$425M2.5%
Alphabet Inc (google) Class C908KUS$324M1.9%
Nvidia Corporation1.44MUS$289M1.7%
Microsoft Corp.690KUS$257M1.5%
Amazon.com, Inc.781KUS$186M1.1%
Jp Morgan Chase & Co.462KUS$151M0.88%
Berkshire Hathaway Inc.265KUS$132M0.77%
Broadcom Inc.351KUS$132M0.77%
Micron Technology, Inc.103KUS$119M0.69%
Eli Lilly And Company97,676US$117M0.68%
Taiwan Semiconductor Manufacturing Co., Ltd.241KUS$115M0.67%
Caterpillar, Inc.94,324US$100M0.58%
Costco Wholesale Corporation87,623US$82M0.48%
Abbvie Inc.323KUS$81.2M0.47%
Johnson & Johnson315KUS$80M0.46%
Cisco Systems, Inc.677KUS$79.5M0.46%
Visa Inc.215KUS$73.8M0.43%
Procter & Gamble Company (the)455KUS$66.7M0.39%
Meta Platforms, Inc.96,092US$54.1M0.31%
Goldman Sachs Group, Inc. (the)50,896US$51.5M0.30%
Home Depot, Inc. (the)145KUS$51.1M0.30%
Coca-cola Company (the)606KUS$49.2M0.29%
Exxon Mobil Corporation357KUS$48.8M0.28%
Walmart Inc.424KUS$48M0.28%
Advanced Micro Devices Inc79,986US$46.5M0.27%
Mcdonald's Corporation170KUS$45.9M0.27%
Quanta Services, Inc.62,953US$45.3M0.26%
Lam Research Corporation93,909US$40.7M0.24%
International Business Machines Corporation144KUS$40.6M0.24%
Oracle Corporation254KUS$37.3M0.22%
Freeport-mcmoran, Inc.576KUS$36.2M0.21%
Corning Incorporated138KUS$35.2M0.20%
Bank Of America Corporation602KUS$34.3M0.20%
Merck & Company, Inc.260KUS$33.5M0.19%
Southern Company (the)348KUS$33.3M0.19%
American Express Company97,920US$33.1M0.19%
Palo Alto Networks, Inc.95,594US$32.6M0.19%
Ecolab Inc.116KUS$32.5M0.19%
Shell Plc408KUS$31.6M0.18%
Applied Materials, Inc.43,381US$31.4M0.18%
Waste Management, Inc.132KUS$29.4M0.17%
Chevron Corporation177KUS$29.3M0.17%
Diamondback Energy, Inc.165KUS$28.9M0.17%
Intel Corporation202KUS$28.2M0.16%
Pepsico, Inc.200KUS$27.1M0.16%
Energy Transfer Lp1.39MUS$26.6M0.15%
Union Pacific Corporation97,573US$26.5M0.15%
General Dynamics Corporation72,813US$25.8M0.15%
American Electric Power Company, Inc.185KUS$25.3M0.15%
Starbucks Corporation240KUS$24.5M0.14%
Tesla, Inc.58,174US$24.5M0.14%
W. P. Carey Inc. Reit332KUS$23.8M0.14%
Verizon Communications Inc.561KUS$23.7M0.14%
Qualcomm Incorporated128KUS$23.6M0.14%
United Parcel Service, Inc.219KUS$23.6M0.14%
Morgan Stanley110KUS$23M0.13%
At&t Inc.1.11MUS$22.9M0.13%
Deere & Company35,614US$22.6M0.13%
Ge Aerospace59,822US$22.4M0.13%
Ge Vernova Inc.18,651US$21.9M0.13%
Citigroup, Inc.151KUS$21.1M0.12%
Salesforce, Inc.135KUS$21.1M0.12%
Blackrock, Inc.21,835US$21M0.12%
Bristol-myers Squibb Company350KUS$20.1M0.12%
Analog Devices, Inc.47,826US$19M0.11%
Enterprise Products Partners L.p.515KUS$18.9M0.11%
Cheniere Energy, Inc.78,936US$18.9M0.11%
Philip Morris International Inc101KUS$18.3M0.11%
Walt Disney Company (the)188KUS$18.1M0.11%
Marvell Technology, Inc.58,652US$17.5M0.10%
Blackstone Inc.145KUS$17.1M0.10%
Nextera Energy, Inc.193KUS$17M0.10%
Colgate-palmolive Company181KUS$16.6M0.10%
Duke Energy Corporation (holding Company)127KUS$16M0.09%
Thermo Fisher Scientific Inc30,634US$15.4M0.09%
Lockheed Martin Corporation30,129US$15.3M0.09%
Gsk Plc291KUS$15.2M0.09%
Amgen Inc.41,925US$15.2M0.09%
Bhp Group Ltd181KUS$15.1M0.09%
Nucor Corporation67,411US$15M0.09%
Cincinnati Financial Corporation80,669US$14.9M0.09%
Asml Holding Nv7,335US$14.6M0.08%
Wells Fargo & Company168KUS$13.9M0.08%
Stryker Corporation43,388US$13.7M0.08%
Vertiv Holdings, Llc40,595US$13.6M0.08%
Enbridge Inc.251KUS$13.6M0.08%
American Water Works Company, Inc.103KUS$13.5M0.08%
Mplx Lp240KUS$13.5M0.08%
Expedia Group, Inc.52,707US$13.5M0.08%
Illinois Tool Works Inc.49,290US$13.3M0.08%
Plains All American Pipeline, L.p.592KUS$13.2M0.08%
Pnc Financial Services Group, Inc. (the)53,415US$13.2M0.08%
Unitedhealth Group Incorporated31,173US$13M0.08%
Pfizer, Inc.532KUS$12.8M0.07%
Lamar Advertising Company81,889US$12.8M0.07%
Abbott Laboratories137KUS$12.4M0.07%
Equinix, Inc.11,682US$12.2M0.07%
Netflix, Inc.170KUS$12.2M0.07%
T-mobile Us, Inc.72,335US$12.1M0.07%
Mccormick & Company, Incorporated240KUS$12.1M0.07%

Every holding of Waverly Advisors, LLC

Source

View original at SEC

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