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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 21 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 VLTO VERALTO CORP Industrials 43,999.0 $4.4M 0.04% NEW $99.78 -15.0%
402 PFF ISHARES TR 140,280.0 $4.3M 0.04% NEW $30.96 +0.6%
403 SONO SONOS INC Technology 245,532.0 $4.3M 0.04% NEW $17.56 -15.5%
404 NOW SERVICENOW INC Technology 28,135.0 $4.3M 0.04% NEW $153.19 -37.9%
405 INDA ISHARES TR 78,649.0 $4.3M 0.03% NEW $54.05 -11.5%
406 NI NISOURCE INC Utilities 101,627.0 $4.2M 0.03% NEW $41.76 +10.9%
407 FBK FB FINL CORP Financial Services 75,973.0 $4.2M 0.03% NEW $55.80 -8.1%
408 BLV VANGUARD BD INDEX FDS 60,887.0 $4.2M 0.03% NEW $69.52 -3.5%
409 KMI KINDER MORGAN INC DEL Energy 150,921.0 $4.1M 0.03% NEW $27.49 +22.3%
410 MCK MCKESSON CORP Healthcare 5,051.0 $4.1M 0.03% NEW $820.31 -7.3%
411 DFIS DIMENSIONAL ETF TRUST 125,689.0 $4.1M 0.03% NEW $32.94 +9.6%
412 SLYV SPDR SERIES TRUST 45,429.0 $4.1M 0.03% NEW $90.97 +10.8%
413 BKNG BOOKING HOLDINGS INC Consumer Cyclical 768.0 $4.1M 0.03% NEW $5359.67 -97.1%
414 BIP BROOKFIELD INFRAST PARTNERS Utilities 118,409.0 $4.1M 0.03% NEW $34.74 +11.1%
415 DEO DIAGEO PLC Consumer Defensive 47,364.0 $4.1M 0.03% NEW $86.27 -5.3%
416 BKH BLACK HILLS CORP Utilities 58,752.0 $4.1M 0.03% NEW $69.42 +6.6%
417 USFR WISDOMTREE TR 80,945.0 $4.1M 0.03% NEW $50.32 +0.2%
418 USB US BANCORP DEL Financial Services 75,003.0 $4.0M 0.03% NEW $53.36 -0.5%
419 AOM ISHARES TR 83,485.0 $4.0M 0.03% NEW $47.73 +2.7%
420 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 27,139.0 $4.0M 0.03% NEW $146.58 -9.1%
Page 21 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%