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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 11 of 11  ·  207 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 KBE SPDR SERIES TRUST 155.0 $9K NEW $59.55 +3.6%
202 KIE SPDR SERIES TRUST 167.0 $9K NEW $55.00 +2.8%
203 KCE SPDR SERIES TRUST 65.0 $9K NEW $137.60 +10.2%
204 CAN CANAAN INC Technology 15,000.0 $6K NEW $0.43 +15.9%
205 GPZ VANECK ETF TRUST 117.0 $3K NEW $21.48 +7.4%
206 JPLD J P MORGAN EXCHANGE TRADED F 29.0 $2K NEW $52.21 -0.3%
207 ARKW ARK ETF TR 6.0 $724.0 NEW $120.67 +18.6%
Page 11 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%