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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 20 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 SPYD SPDR SERIES TRUST 110,619.0 $4.8M 0.04% NEW $43.25 +8.3%
382 MMM 3M CO Industrials 29,825.0 $4.8M 0.04% NEW $160.10 -8.7%
383 XLRE SELECT SECTOR SPDR TR 117,323.0 $4.7M 0.04% NEW $40.35 +8.4%
384 SRLN SSGA ACTIVE ETF TR 113,581.0 $4.7M 0.04% NEW $41.27 -1.8%
385 SUNC SUNOCOCORP LLC Energy 94,095.0 $4.6M 0.04% NEW $49.28 +44.9%
386 RKT ROCKET COS INC Financial Services 239,251.0 $4.6M 0.04% NEW $19.36 -31.0%
387 PAGP PLAINS GP HLDGS L P Energy 241,203.0 $4.6M 0.04% NEW $19.14 +28.3%
388 FV FIRST TR EXCHANGE TRADED FD 72,367.0 $4.6M 0.04% NEW $62.92 +10.7%
389 VBR VANGUARD INDEX FDS 21,491.0 $4.6M 0.04% NEW $211.79 +7.8%
390 CDNS CADENCE DESIGN SYSTEM INC Technology 14,518.0 $4.5M 0.04% NEW $312.58 +10.7%
391 MO ALTRIA GROUP INC Consumer Defensive 78,260.0 $4.5M 0.04% NEW $57.66 +26.8%
392 EWZ ISHARES INC 141,929.0 $4.5M 0.04% NEW $31.77 +15.6%
393 EES WISDOMTREE TR 79,105.0 $4.5M 0.04% NEW $56.93 +9.6%
394 PSX PHILLIPS 66 Energy 34,807.0 $4.5M 0.04% NEW $129.04 +36.5%
395 NXPI NXP SEMICONDUCTORS N V Technology 20,667.0 $4.5M 0.04% NEW $217.06 +34.3%
396 SPMB SPDR SERIES TRUST 199,195.0 $4.5M 0.04% NEW $22.42 -1.7%
397 FHN FIRST HORIZON CORPORATION Financial Services 186,524.0 $4.5M 0.04% NEW $23.90 -1.4%
398 AME AMETEK INC Industrials 21,705.0 $4.5M 0.04% NEW $205.31 +9.9%
399 DJP BARCLAYS BANK PLC Financial Services 117,144.0 $4.4M 0.04% NEW $37.61 +35.5%
400 PXF INVESCO EXCH TRADED FD TR II 67,203.0 $4.4M 0.04% NEW $65.54 +15.5%
Page 20 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%