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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 5 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BAC BANK AMERICA CORP Financial Services 565,932.0 $31.1M 0.25% NEW $55.00 -9.5%
82 COST COSTCO WHSL CORP NEW Consumer Defensive 35,982.0 $31.0M 0.25% NEW $862.33 +20.7%
83 IWY ISHARES TR 111,746.0 $30.9M 0.25% NEW $276.94 +5.6%
84 ECL ECOLAB INC Basic Materials 116,846.0 $30.7M 0.25% NEW $262.52 -5.2%
85 VTEB VANGUARD MUN BD FDS 602,056.0 $30.3M 0.24% NEW $50.29 -0.9%
86 PEP PEPSICO INC Consumer Defensive 209,109.0 $30.0M 0.24% NEW $143.52 +3.6%
87 SO SOUTHERN CO Utilities 334,357.0 $29.2M 0.24% NEW $87.20 +7.4%
88 ACN ACCENTURE PLC IRELAND Technology 107,257.0 $28.8M 0.23% NEW $268.30 -37.1%
89 GLD SPDR GOLD TR Financial Services 71,605.0 $28.4M 0.23% NEW $396.31 +7.8%
90 AKRE PROFESIONALLY MANAGED PORTFO 431,441.0 $28.3M 0.23% NEW $65.51 -18.9%
91 CAT CATERPILLAR INC Industrials 48,166.0 $27.6M 0.22% NEW $572.88 +55.1%
92 FBND FIDELITY MERRIMACK STR TR 591,509.0 $27.2M 0.22% NEW $46.04 -1.8%
93 MINT PIMCO ETF TR 270,310.0 $27.1M 0.22% NEW $100.34 +0.2%
94 EFA ISHARES TR 282,022.0 $27.1M 0.22% NEW $96.03 +5.9%
95 VTWO VANGUARD SCOTTSDALE FDS 271,716.0 $27.0M 0.22% NEW $99.52 +12.8%
96 VCSH VANGUARD SCOTTSDALE FDS 338,884.0 $27.0M 0.22% NEW $79.73 -1.2%
97 MRK MERCK & CO INC Healthcare 256,604.0 $27.0M 0.22% NEW $105.26 +7.7%
98 SPTM SPDR SERIES TRUST 319,193.0 $26.3M 0.21% NEW $82.50 +8.4%
99 IEFA ISHARES TR 292,447.0 $26.2M 0.21% NEW $89.46 +6.4%
100 TSLA TESLA INC Consumer Cyclical 57,117.0 $25.7M 0.21% NEW $449.72 -1.4%
Page 5 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%