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Institutional

Waterford Advisors, LLC

CIK 0001960657
$0
Reported AUM
0
Positions
Q1 2026
Period
2026-05-15
Filed

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.

Portfolio · Q1 2026

Top holdings

QoQ vs Q4 2025

No holdings ingested yet.

Source: SEC EDGAR · accession 0001960657-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.