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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 51 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 EZU ISHARES INC 7,957.0 $510K 0.00% NEW $64.10 +3.3%
1002 PSTG PURE STORAGE INC Technology 7,607.0 $510K 0.00% NEW $67.01 +25.1%
1003 SU SUNCOR ENERGY INC NEW Energy 11,477.0 $509K 0.00% NEW $44.36 +57.2%
1004 HPQ HP INC Technology 22,839.0 $509K 0.00% NEW $22.28 -6.1%
1005 S SENTINELONE INC Technology 33,921.0 $509K 0.00% NEW $15.00 +16.9%
1006 TSN TYSON FOODS INC Consumer Defensive 8,669.0 $508K 0.00% NEW $58.62 +13.7%
1007 LII LENNOX INTL INC Industrials 1,046.0 $508K 0.00% NEW $485.58 +3.3%
1008 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 31,912.0 $506K 0.00% NEW $15.86 +21.0%
1009 NLR VANECK ETF TRUST 4,073.0 $506K 0.00% NEW $124.21 +0.7%
1010 VONV VANGUARD SCOTTSDALE FDS 5,458.0 $504K 0.00% NEW $92.30 +10.1%
1011 GMAY FIRST TR EXCHNG TRADED FD VI 12,174.0 $503K 0.00% NEW $41.29 +2.8%
1012 FPWR FIRST TR EXCHANGE-TRADED FD 15,180.0 $502K 0.00% NEW $33.04 +13.1%
1013 BCX BLACKROCK RES & COMMODITIES Financial Services 45,631.0 $501K 0.00% NEW $10.98 +9.7%
1014 GOOGL CALL ALPHABET INC Communication Services 1,600.0 $501K 0.00% NEW $313.00 +26.8%
1015 DFAS DIMENSIONAL ETF TRUST 7,182.0 $500K 0.00% NEW $69.67 +7.9%
1016 SLYG SPDR SERIES TRUST 5,303.0 $499K 0.00% NEW $94.19 +11.5%
1017 VOOV VANGUARD ADMIRAL FDS INC 2,423.0 $496K 0.00% NEW $204.85 +5.8%
1018 IT GARTNER INC Technology 1,967.0 $496K 0.00% NEW $252.28 -38.4%
1019 SBI WESTERN ASSET INTER MUNI FD Financial Services 64,525.0 $496K 0.00% NEW $7.68 +0.4%
1020 CBRE CBRE GROUP INC Real Estate 3,077.0 $495K 0.00% NEW $160.79 -20.3%
Page 51 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%