Waterford Advisors, LLC
Waterford Advisors, LLC reported 64 positions worth $366.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: IVV (19.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $69.7M | 19.02% | 93,087 | — | — | |
| ▸ 2 | VTV | SH | $35.3M | 9.63% | 161,913 | — | — | |
| ▸ 3 | VUG | SH | $33.2M | 9.07% | 385,700 | — | — | |
| ▸ 4 | VEA | SH | $28.8M | 7.87% | 404,761 | — | — | |
| ▸ 5 | DFNM | SH | $28.8M | 7.85% | 545,339 | — | — | |
| ▸ 6 | SCHA | SH | $25.4M | 6.93% | 702,414 | — | — | |
| ▸ 7 | BSV | SH | $20.4M | 5.57% | 421,601 | — | — | |
| ▸ 8 | BLV | SH | $16.3M | 4.46% | 209,762 | — | — | |
| ▸ 9 | VWO | SH | $12.6M | 3.45% | 211,867 | — | — | |
| ▸ 10 | BND | SH | $11.8M | 3.21% | 170,811 | — | — |
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Frequently Asked Questions
What stocks does Waterford Advisors, LLC hold as of Q2 2026?
Waterford Advisors, LLC reported 64 positions worth $366.5M in its Q2 2026 13F filing. Largest positions: IVV (19.0%), VTV (9.6%), VUG (9.1%), VEA (7.9%) and DFNM (7.9%).
What did Waterford Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Waterford Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.