Waverly Advisors, LLC

Q2 2026 13F Holdings

Location
Birmingham, AL
Holdings as of
6/30/2026
Value
$17.2B
Value excl. options
$17.2B
Num holdings
1,751
Date filed
8/14/2026
Form type
13F-HR
Prev filing
5/15/2026
Next filing
Note
Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type