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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $13.4B AUM 1,711 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 207 New 804 Added 410 Reduced 64 Exited
Page 6 of 41  ·  804 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BLK BLACKROCK INC Financial Services 21,609.0 $20.8M 0.15% +1K +6.0% $961.71 +12.5%
102 PANW PALO ALTO NETWORKS INC Technology 126,130.0 $20.2M 0.15% +25K +25.1% $160.32 +48.9%
103 BINC BLACKROCK ETF TRUST II 388,399.0 $20.2M 0.15% +68K +21.1% $51.93 +0.2%
104 SCHR SCHWAB STRATEGIC TR 794,905.0 $19.8M 0.15% +737K +1269.1% $24.91 -1.5%
105 C CITIGROUP INC Financial Services 172,035.0 $19.5M 0.15% +1K +0.8% $113.41 +8.8%
106 IWX ISHARES TR 210,040.0 $19.5M 0.14% +4K +2.1% $92.67 +9.6%
107 GS GOLDMAN SACHS GROUP INC Financial Services 22,810.0 $19.3M 0.14% +1K +5.2% $846.01 +12.8%
108 MS MORGAN STANLEY Financial Services 112,548.0 $18.5M 0.14% +26K +29.3% $164.57 +17.3%
109 DE DEERE & CO Industrials 32,762.0 $18.5M 0.14% +497.0 +1.5% $563.31 +0.0%
110 TMO THERMO FISHER SCIENTIFIC INC Healthcare 35,833.0 $17.6M 0.13% +5K +16.4% $491.54 -10.8%
111 NOBL PROSHARES TR 165,696.0 $17.6M 0.13% +31K +22.8% $106.01 -0.3%
112 DFAI DIMENSIONAL ETF TRUST 450,308.0 $17.5M 0.13% +272K +152.1% $38.96 +5.4%
113 XLE SELECT SECTOR SPDR TR 286,069.0 $17.5M 0.13% +75K +35.3% $61.26 -4.0%
114 NEE NEXTERA ENERGY INC Utilities 186,803.0 $17.4M 0.13% +15K +9.0% $92.88 -3.7%
115 VYMI VANGUARD WHITEHALL FDS 183,568.0 $17.3M 0.13% +42K +29.9% $94.24 +4.9%
116 LMT LOCKHEED MARTIN CORP Industrials 28,038.0 $16.9M 0.13% +6K +27.6% $604.38 -14.9%
117 GGM NORTHERN LTS FD TR II 592,712.0 $16.7M 0.12% +53K +9.9% $28.13 +0.5%
118 DHR DANAHER CORP DEL Healthcare 87,505.0 $16.6M 0.12% +10K +12.9% $189.60 -14.4%
119 MGV VANGUARD WORLD FD 113,403.0 $16.4M 0.12% +2K +1.3% $144.95 +6.5%
120 AOR ISHARES TR 255,436.0 $16.4M 0.12% +7K +3.0% $64.35 +6.0%
Page 6 of 41  ·  804 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.9%
Financial Services 18.4%
Industrials 9.5%
Healthcare 8.9%
Consumer Cyclical 7.9%
Communication Services 7.7%
Energy 7.0%
Consumer Defensive 6.8%
Utilities 3.0%
Basic Materials 2.5%