Waterford Advisors, LLC - Portfolio overview

Waterford Advisors, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Real Estate and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 15.96%
2. VTV - VANGUARD INDEX FDS, 8.29%
3. VUG - VANGUARD INDEX FDS, 7.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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