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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 47 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
921 HLN HALEON PLC Healthcare 61,352.0 $620K 0.01% NEW $10.11 -9.3%
922 GSEP FIRST TR EXCHNG TRADED FD VI 15,930.0 $617K 0.01% NEW $38.74 +4.2%
923 LVS LAS VEGAS SANDS CORP Consumer Cyclical 9,480.0 $617K 0.01% NEW $65.09 -22.9%
924 UTF COHEN & STEERS INFRASTRUCTUR Financial Services 25,509.0 $615K 0.01% NEW $24.11 +10.5%
925 SNY SANOFI SA Healthcare 12,665.0 $614K 0.01% NEW $48.46 -10.2%
926 TECHNIPFMC PLC 13,769.0 $614K 0.01% NEW $44.56
927 IFRA ISHARES TR 11,631.0 $612K 0.01% NEW $52.62 +13.8%
928 PRA PROASSURANCE CORP Financial Services 25,300.0 $611K 0.01% NEW $24.16 +1.9%
929 INNOVATOR ETFS TRUST 21,007.0 $611K 0.01% NEW $29.06
930 NN NEXTNAV INC Communication Services 36,557.0 $608K 0.01% NEW $16.64 +29.7%
931 FTSM FIRST TR EXCHANGE-TRADED FD 10,132.0 $607K 0.01% NEW $59.93 -0.1%
932 FDL FIRST TR EXCHANGE-TRADED FD 13,639.0 $605K 0.01% NEW $44.34 +13.9%
933 GPIQ GOLDMAN SACHS ETF TR 11,433.0 $604K 0.01% NEW $52.87 +7.9%
934 EME EMCOR GROUP INC Industrials 987.0 $604K 0.01% NEW $611.96 +43.3%
935 AVES AMERICAN CENTY ETF TR 10,344.0 $603K 0.01% NEW $58.31 +10.1%
936 CSGP COSTAR GROUP INC Real Estate 8,948.0 $602K 0.01% NEW $67.24 -50.6%
937 ROKU ROKU INC Communication Services 5,530.0 $600K 0.01% NEW $108.50 +14.4%
938 FIS FIDELITY NATL INFORMATION SV Technology 9,017.0 $599K 0.01% NEW $66.46 -34.7%
939 FLRN SPDR SERIES TRUST 19,463.0 $598K 0.01% NEW $30.73 +0.2%
940 VANGUARD MUN BD FDS 5,906.0 $595K 0.01% NEW $100.83
Page 47 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%