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Markus Sleuwen

Waverly Advisors, Llc

Assets Managed
$13.395B
Holdings
1614
Last Quarter
2026 - Q1
Filed Date
14d ago
Growth Rate
8.46%(2Q avg: 15.81%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Waverly Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1614 positions.

Assets under management

The assets under management (AUM) of Waverly Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 13.395B in assets, with a quarterly growth rate of 8.46% and a 2-quarter average growth rate of 15.81%. The portfolio is managed by Markus Sleuwen, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 4.83%
6.1%
$815.909M
1.249M shares@ $653.22 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 4.95%
2.53%
$337.68M
773,094 shares@ $436.8 avg price
AAPL
Apple Inc
Recent Activity
Increased 6.56%
2.43%
$324.784M
1.28M shares@ $253.79 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 3.1%
2.02%
$269.733M
1.254M shares@ $215.06 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 10.18%
1.73%
$231.676M
1.328M shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 18.03%
1.55%
$207.477M
560,491 shares@ $370.17 avg price
SPIB
Spdr Port Int Corp Bond Etf
Recent Activity
Increased 6.21%
1.36%
$180.972M
5.396M shares@ $33.55 avg price
PRF
Invesco Ftse Rafi Us 1000 Et
Recent Activity
Decreased -1.17%
1.3%
$173.94M
3.66M shares@ $47.53 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 55.09%
1.18%
$158.041M
243,012 shares@ $650.35 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 7.45%
1.17%
$155.799M
1.41M shares@ $110.47 avg price

1-10 of 1614