Q1 2026 · 13F-HR
Waterford Advisors, LLCholdings as filed
Filed 2026-05-15 · accession 0001960657-26-000002
$0
Reported value
0
Positions
2026-03-31
Period end
The Brief · Waterford Advisors, LLC · Q1 2026
AI · grounded in 13F
Waterford Advisors, LLC reported no changes to its portfolio for the period ending March 31, 2026. The fund added no new positions and reduced no existing holdings. There were no top buys or sells recorded during this quarter.
Holdings as filed
No holdings rows on file.
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.