Waterford Advisors, LLC Portfolio Holdings

Waterford Advisors, LLC

  • $387 Billion
  • Q2 2025

Waterford Advisors, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $387 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $386B, Raytheon Technologies Corp with a value of $97.7M, Meta Platforms, Inc. with a value of $66.1M, Vanguard Small Cap ETF with a value of $90.7M, and Sherwin Williams CO with a value of $51.3M.

Examining the 13F form we can see an increase of $386B in the current position value, from $241M to 387B.

Waterford Advisors, LLC is based out at Orchard Park, NY

Below you can find more details about Waterford Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $387 Billion
Financial Services: $386 Billion
ETFs: $144 Million
Industrials: $103 Million
Technology: $73.8 Million
Communication Services: $66.1 Million
Basic Materials: $51.3 Million
Utilities: $32.3 Million
Energy: $27.5 Million
Other: $5.33 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $387 Billion
  • Prior Value $241 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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