Waverly Advisors, LLC
•CIK: 1568787•Filing: Q4 2025
Waverly Advisors, LLC, managed by the seasoned team of John W. Henry and Tom George, maintains a concentrated portfolio with a focus on high-conviction, long-term holdings, currently managing $12.2 billion in assets. Recently, the fund has made notable moves by adding significant positions in AAPL and DWD, while exiting GTLS and FITBM, reflecting a strategy that emphasizes growth potential and market leadership.
Total AUM
$12.2B
+ $500.8K in options
QoQ Performance
+26.0%
Positions
935
+ 1 option
Top 10 Concentration
29.7%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV6.7%
VUG2.9%
AAPL2.6%
VIG2.2%
MSFT1.9%
NVDA1.8%
PRF1.4%
SPIB1.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.7%
Technology12.5%
ETF10.9%
Financial4.3%
Consumer3.3%
Healthcare2.5%
Industrial1.3%
Consumer Staples0.8%
🚪 Exited Positionssold since Q3 2025
+1076 more exited positions
Changes from Q3 2025
NEW4 new positions
↑145 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023