Arkolith/Funds/Waterford Advisors, LLC

Waterford Advisors, LLC

CIK 1960657
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Waterford Advisors, LLC holds a focused book of 64 reported positions worth $366.5M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Banco Santander Sa-Spon ADR and trimmed Vanguard Mid-Cap Growth ETF. Their largest long position is Ishares Core S&P 500 ETF at 19% of the reported non-option book.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
77%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

7% mapped to company sectors

ETFs / funds
92%
Financials
2%
Information Technology
2%
No sector on file yet
2%
Industrials
2%

+5 sectors below the cut, 1% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Waterford Advisors, LLC

Manager / fundShared namesTheir $ in those
Innovator Capital Management, LLC7 / 64$2.9B
Donor Advised Charitable Giving, Inc.7 / 64$4.4B
Dumac, Inc.8 / 64$1.1B
Swiss Re Ltd27 / 64$1.0B
AdviceOne Advisory Services, LLC19 / 64$163.6M
Prospect Hill Management, LLC6 / 64$225.1M
Hoffman, Alan N Investment Management6 / 64$147.9M
Trans-Canada Capital Inc.7 / 64$1.6B

Ranked by the share of each fund's own book sitting in the names it shares with Waterford Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

64 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$69.7M93.1K
19.0%
+1.8%
Added · +2K sh
2Vanguard Index FDS
VALUE ETF
$35.3M161.9K
9.6%
+3.5%
Added · +6K sh
3Vanguard Index FDS
GROWTH ETF
$33.2M385.7K
9.1%
+517%
Added · +323K sh
4Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$28.8M404.8K
7.9%
+1.9%
Added · +7K sh
5Dimensional ETF Trust
NATL MUN BD ETF
$28.8M545.3K
7.9%
+1.7%
Added · +9K sh
6Schwab Strategic TR
US SML CAP ETF
$25.4M702.4K
6.9%
+2.6%
Added · +18K sh
7Vanguard BD Index FDS
SHORT TRM BOND
$20.4M421.6K
5.6%
+6.4%
Added · +26K sh
8Vanguard BD Index FDS
LONG TERM BOND
$16.3M209.8K
4.5%
+8.9%
Added · +17K sh
9Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$12.6M211.9K
3.5%
+2.4%
Added · +5K sh
10Vanguard BD Index FDS
TOTAL BND MRKT
$11.8M170.8K
3.2%
+6.7%
Added · +11K sh
11Dimensional ETF Trust
US SMALL CAP ETF
$11.4M288.5K
3.1%
+1.3%
Added · +4K sh
12Schwab Strategic TR
US REIT ETF
$9.9M429.2K
2.7%
+6.6%
Added · +27K sh
13Ishares TR
GLOBAL REIT ETF
$9.8M356.5K
2.7%
+4.1%
Added · +14K sh
14Schwab Strategic TR
INTL EQTY ETF
$5.9M211.2K
1.6%
Held
15Vanguard Index FDS
MCAP GR IDXVIP
$5.7M20.9K
1.6%
−8.6%
Reduced · −2K sh
16Schwab Strategic TR
US LCAP GR ETF
$5.1M147.6K
1.4%
Held
17Commerce Bancshares Inc
COM
$3.0M44.9K
0.8%
Held
18RTX Corporation
COM
$2.9M15.3K
0.8%
+1.0%
Added · +150 sh
19Invesco Exchange Traded FD T
S&P500 EQL WGT
$2.8M13.0K
0.8%
−3.7%
Reduced · −502 sh
20Apple Inc
COM
$2.5M8.7K
0.7%
+3.5%
Added · +294 sh
21Vanguard Index FDS
REAL ESTATE ETF
$1.6M16.7K
0.4%
~0%
Added · +1 sh
22Keycorp
COM
$1.6M69.8K
0.4%
Held
23Progressive Corp
COM
$1.5M6.8K
0.4%
−3.9%
Reduced · −276 sh
24Nvidia Corporation
COM
$1.2M6.2K
0.3%
−0.8%
Reduced · −47 sh
25Schwab Strategic TR
US LCAP VA ETF
$1.2M32.7K
0.3%
−6.0%
Reduced · −2K sh
26State STR SPDR S&P 500 ETF T
TR UNIT
$1.1M1.5K
0.3%
−11%
Reduced · −191 sh
27Vanguard Index FDS
SMALL CP ETF
$1.1M3.6K
0.3%
−0.5%
Reduced · −20 sh
28Amphenol Corp
CL A
$1.1M6.0K
0.3%
Held
29Microsoft Corp
COM
$1.0M2.8K
0.3%
+0.4%
Added · +10 sh
30Carrier Global Corporation
COM
$981K13.4K
0.3%
Held
31Caterpillar Inc
COM
$942K885
0.3%
Held
32JPMorgan Chase & Co
COM
$775K2.4K
0.2%
+7.0%
Added · +154 sh
33Ishares TR
MSCI EAFE ETF
$727K7.0K
0.2%
−20%
Reduced · −2K sh
34Ishares Inc
MSCI BRAZIL ETF
$687K3.4K
0.2%
Held
35Schwab Strategic TR
US BRD MKT ETF
$630K21.7K
0.2%
Held
36Banco Santander Sa
ADR
$499K36.1K
0.1%
New
New position
37Otis Worldwide Corp
COM
$479K6.7K
0.1%
Held
38Home Depot Inc
COM
$463K1.3K
0.1%
Held
39Visa Inc
COM CL A
$448K1.3K
0.1%
+1.1%
Added · +14 sh
40M & T BK Corp
COM
$423K1.8K
0.1%
New
New position
41Schwab Strategic TR
EMRG MKTEQ ETF
$399K11.8K
0.1%
Held
42Amgen Inc
COM
$362K1.0K
0.1%
Held
43Merck & Co Inc
COM
$357K2.8K
0.1%
Held
44Advanced Micro Devices Inc
COM
$342K588
0.1%
New
New position
45Ishares TR
MSCI EMG MKT ETF
$340K5.0K
0.1%
Held
46Meta Platforms Inc
CL A
$337K598
0.1%
+0.2%
Added · +1 sh
47Exxon Mobil Corp
COM
$328K2.4K
0.1%
Held
48Schwab Strategic TR
US LRG CAP ETF
$317K10.0K
0.1%
Held
49Amazon Com Inc
COM
$308K1.3K
0.1%
+4.1%
Added · +51 sh
50Sherwin Williams Co
COM
$301K873
0.1%
Held
Showing 50 of 64 positions
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Filing history

As-of date vs the date the SEC received each filing

$366.5M · Q2 2026Q2 2025 · $270.8MQ2 2026 · $366.5M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202645d64$366.5M13F-HR
Q1 2026Mar 31, 2026May 15, 202645d57$315.3M13F-HR
Q4 2025Dec 31, 2025Feb 20, 202651d48$256.0M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d54$289.2M13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d53$270.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.