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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 1 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 60,000.0 $39.0M 0.29% NEW $650.34 +13.7%
2 AZN ASTRAZENECA PLC Healthcare 119,336.0 $23.4M 0.17% NEW $196.48 -7.6%
3 IWM PUT ISHARES TR 50,000.0 $12.4M 0.09% NEW $248.00 +11.9%
4 EEM PUT ISHARES TR 200,000.0 $11.4M 0.09% NEW $56.79 +14.6%
5 FAF FIRST AMERN FINL CORP Financial Services 128,000.0 $7.7M 0.06% NEW $60.29 +11.1%
6 BLACKROCK ETF TRUST 206,254.0 $6.6M 0.05% NEW $32.15
7 DFAE DIMENSIONAL ETF TRUST 192,267.0 $6.5M 0.05% NEW $33.86 +13.7%
8 CATY CATHAY GEN BANCORP Financial Services 127,850.0 $6.4M 0.05% NEW $49.86 +11.5%
9 EMLC VANECK ETF TRUST 231,686.0 $5.8M 0.04% NEW $25.11 +0.4%
10 SCHJ SCHWAB STRATEGIC TR 188,438.0 $4.7M 0.04% NEW $24.72 -0.6%
11 ANGLOGOLD ASHANTI PLC 43,867.0 $4.3M 0.03% NEW $97.36
12 MORN MORNINGSTAR INC Financial Services 21,153.0 $3.6M 0.03% NEW $169.05 -1.8%
13 BLCR BLACKROCK ETF TRUST 86,306.0 $3.5M 0.03% NEW $41.06 +20.8%
14 NRP NATURAL RESOURCE PARTNERS LP Energy 26,000.0 $3.1M 0.02% NEW $121.00 -11.4%
15 SIVR ABRDN SILVER ETF TRUST Financial Services 41,790.0 $3.0M 0.02% NEW $71.61 +1.3%
16 PINNACLE FINL PARTNERS INC 34,334.0 $3.0M 0.02% NEW $86.14
17 EWJV ISHARES TR 67,026.0 $2.9M 0.02% NEW $42.67 +5.7%
18 FDD FIRST TR EXCHANGE-TRADED FD 152,477.0 $2.7M 0.02% NEW $17.81 +7.9%
19 EQPT EQUIPMENTSHARE COM INC Industrials 125,291.0 $2.6M 0.02% NEW $20.37 +20.3%
20 XME SPDR SERIES TRUST 23,335.0 $2.5M 0.02% NEW $108.01 +7.0%
Page 1 of 11  ·  207 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%