Waterford Advisors, LLC - Q42025 Holdings

Waterford Advisors, LLC holds 48 stocks with a total portfolio value of $ 255.98M as of Q42025. In Q42025, Waterford Advisors, LLC added 9 new positions, increased stakes in 10 stocks, reduced 15 holdings, and fully exited 15 positions. The largest holding is Ishares Tr (IVV), representing 23.84% of the total portfolio.