Waterford Advisors, LLC - Q12026 Holdings

Waterford Advisors, LLC holds 57 stocks with a total portfolio value of $ 315.28M as of Q12026. In Q12026, Waterford Advisors, LLC added 10 new positions, increased stakes in 12 stocks, reduced 14 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 18.42% of the total portfolio.