Waterford Advisors, LLC
All 13F Filings
- Location
- Orchard Park, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 366,466
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 64 | 366,466 | 13F-HR | Waterford Advisors, LLC |
| Q1 2026 | 5/15/2026 | 57 | 315,276 | 13F-HR | Waterford Advisors, LLC |
| Q4 2025 | 2/20/2026 | 48 | 255,980 | 13F-HR | Waterford Advisors, LLC |
| Q3 2025 | 11/14/2025 | 54 | 289,211 | 13F-HR | Waterford Advisors, LLC |
| Q2 2025 | 8/14/2025 | 53 | 270,820 | 13F-HR | Waterford Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.59 K | 6.7% | 2.949 K | 0 | 2.949 K |
| ETFs | 304.9 K | 83.2% | 45.26 K | 0 | 45.26 K |
| Debt | 36.99 K | 10.1% | 2.986 K | 0 | 2.986 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
366,466
Holdings
64
QoQ value change ($000)
51,190
(16.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.