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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 37 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
721 JMST J P MORGAN EXCHANGE TRADED F 22,249.0 $1.1M 0.01% NEW $50.94 -0.2%
722 PAYX PAYCHEX INC Industrials 10,019.0 $1.1M 0.01% NEW $112.18 -15.8%
723 WEC WEC ENERGY GROUP INC Utilities 10,638.0 $1.1M 0.01% NEW $105.45 +3.9%
724 ENTERGY CORP NEW 12,132.0 $1.1M 0.01% NEW $92.43
725 FERG FERGUSON ENTERPRISES INC Industrials 5,028.0 $1.1M 0.01% NEW $222.64 -1.2%
726 USIG ISHARES TR 21,528.0 $1.1M 0.01% NEW $51.77 -2.3%
727 QQQE DIREXION SHS ETF TR 10,889.0 $1.1M 0.01% NEW $102.31 +10.1%
728 PALC PACER FDS TR 21,264.0 $1.1M 0.01% NEW $52.24 +4.9%
729 SGOL ETFS GOLD TR Financial Services 26,975.0 $1.1M 0.01% NEW $41.08 +3.9%
730 PWB INVESCO EXCHANGE TRADED FD T 8,688.0 $1.1M 0.01% NEW $127.11 +18.1%
731 PPL PPL CORP Utilities 31,510.0 $1.1M 0.01% NEW $35.02 -0.3%
732 FDVV FIDELITY COVINGTON TRUST 19,434.0 $1.1M 0.01% NEW $56.69 +4.8%
733 PWV INVESCO EXCHANGE TRADED FD T 16,492.0 $1.1M 0.01% NEW $66.52 +10.3%
734 DFUV DIMENSIONAL ETF TRUST 23,337.0 $1.1M 0.01% NEW $46.59 +11.8%
735 TJUL INNOVATOR ETFS TRUST 36,479.0 $1.1M 0.01% NEW $29.59 +1.6%
736 MEAR ISHARES U S ETF TR 21,425.0 $1.1M 0.01% NEW $50.32 -0.3%
737 MLM MARTIN MARIETTA MATLS INC Basic Materials 1,728.0 $1.1M 0.01% NEW $622.83 -10.8%
738 VOD VODAFONE GROUP PLC NEW Communication Services 81,299.0 $1.1M 0.01% NEW $13.21 +13.6%
739 SOXX ISHARES TR 3,565.0 $1.1M 0.01% NEW $301.14 +65.0%
740 DON WISDOMTREE TR 20,675.0 $1.1M 0.01% NEW $51.60 +4.8%
Page 37 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%