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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $12.4B AUM Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1477 New
Page 15 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BDVL BLACKROCK ETF TRUST 323,822.0 $8.0M 0.07% NEW $24.81 +4.5%
282 UNILEVER PLC 122,469.0 $8.0M 0.07% NEW $65.40
283 VGT VANGUARD WORLD FD 10,616.0 $8.0M 0.07% NEW $753.74 -85.1%
284 FDN FIRST TR EXCHANGE-TRADED FD 29,170.0 $7.9M 0.06% NEW $269.18 +0.5%
285 PLTR PALANTIR TECHNOLOGIES INC Technology 44,098.0 $7.8M 0.06% NEW $177.75 -24.6%
286 AM ANTERO MIDSTREAM CORP Energy 440,279.0 $7.8M 0.06% NEW $17.79 +25.2%
287 NEM NEWMONT CORP Basic Materials 78,441.0 $7.8M 0.06% NEW $99.85 +9.2%
288 NVT NVENT ELECTRIC PLC Industrials 75,983.0 $7.7M 0.06% NEW $101.97 +65.7%
289 ASML ASML HOLDING N V Technology 7,239.0 $7.7M 0.06% NEW $1069.93 +37.6%
290 APD AIR PRODS & CHEMS INC Basic Materials 31,026.0 $7.7M 0.06% NEW $247.02 +18.7%
291 CCI CROWN CASTLE INC Real Estate 85,787.0 $7.6M 0.06% NEW $88.87 +1.2%
292 VHT VANGUARD WORLD FD 26,429.0 $7.6M 0.06% NEW $287.85 -5.7%
293 MDLZ MONDELEZ INTL INC Consumer Defensive 140,829.0 $7.6M 0.06% NEW $53.83 +12.3%
294 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 12,547.0 $7.6M 0.06% NEW $603.30 +9.1%
295 CIBR FIRST TR EXCHANGE TRADED FD 105,590.0 $7.5M 0.06% NEW $71.45 +13.3%
296 IAU ISHARES GOLD TR Financial Services 92,695.0 $7.5M 0.06% NEW $81.17 +5.7%
297 LIN LINDE PLC Basic Materials 17,517.0 $7.5M 0.06% NEW $426.37 +18.7%
298 PCY INVESCO EXCH TRADED FD TR II 341,267.0 $7.4M 0.06% NEW $21.66 -2.7%
299 GD GENERAL DYNAMICS CORP Industrials 21,833.0 $7.4M 0.06% NEW $336.65 -0.6%
300 SLB SLB LIMITED Energy 190,851.0 $7.3M 0.06% NEW $38.38 +44.3%
Page 15 of 74  ·  1,477 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 29.8%
Financial Services 18.1%
Healthcare 9.1%
Industrials 8.3%
Consumer Cyclical 8.0%
Communication Services 7.5%
Consumer Defensive 6.9%
Energy 5.5%
Utilities 2.8%
Basic Materials 2.3%