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Portfolio (Quarterly) Guide ↗

Waverly Advisors, LLC

· CIK 0001568787
13F Portfolio $13.4B AUM 1,711 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 207 New 804 Added 410 Reduced 64 Exited
Page 6 of 21  ·  410 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XEL XCEL ENERGY INC Utilities 68,493.0 $5.4M 0.04% -1K -1.8% $79.44 -1.9%
102 TOTL SSGA ACTIVE ETF TR 135,209.0 $5.4M 0.04% -6K -4.2% $39.73 -1.5%
103 SCHZ SCHWAB STRATEGIC TR 230,373.0 $5.3M 0.04% -2K -0.8% $23.22 -1.3%
104 SCHP SCHWAB STRATEGIC TR 193,135.0 $5.1M 0.04% -2K -1.1% $26.61 +0.1%
105 HQY HEALTHEQUITY INC Healthcare 61,055.0 $5.1M 0.04% -2K -2.7% $83.57 -1.7%
106 DNOV FIRST TR EXCHNG TRADED FD VI 104,332.0 $5.0M 0.04% -3K -2.5% $47.91 +5.8%
107 STT STATE STR CORP Financial Services 39,280.0 $5.0M 0.04% -921.0 -2.3% $126.56 +20.8%
108 DFAU DIMENSIONAL ETF TRUST 109,700.0 $4.9M 0.04% -22K -16.8% $45.12 +12.3%
109 SPYD SPDR SERIES TRUST 107,923.0 $4.9M 0.04% -3K -2.4% $45.52 +2.9%
110 SONY SONY GROUP CORP Technology 232,222.0 $4.8M 0.04% -4K -1.8% $20.70 +7.8%
111 FDN FIRST TR EXCHANGE-TRADED FD 19,626.0 $4.6M 0.03% -10K -32.7% $234.03 +15.5%
112 BBH TR 296,131.0 $4.4M 0.03% -6K -1.9% $15.02
113 ROP ROPER TECHNOLOGIES INC Industrials 12,252.0 $4.3M 0.03% -1K -8.5% $353.84 -9.3%
114 MCK MCKESSON CORP Healthcare 4,914.0 $4.3M 0.03% -137.0 -2.7% $865.33 -12.1%
115 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 117,635.0 $4.2M 0.03% -774.0 -0.7% $36.12 +6.9%
116 EIDO ISHARES TR 264,325.0 $4.2M 0.03% -7K -2.7% $15.79 -11.7%
117 MMM 3M CO Industrials 28,723.0 $4.2M 0.03% -1K -3.7% $145.23 +0.7%
118 DTE DTE ENERGY CO Utilities 28,206.0 $4.1M 0.03% -2K -5.3% $146.22 -4.4%
119 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 56,343.0 $4.1M 0.03% -4K -7.1% $72.69 +11.3%
120 COWZ PACER FDS TR 65,035.0 $4.1M 0.03% -28K -30.0% $62.56 +1.6%
Page 6 of 21  ·  410 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 26.9%
Financial Services 18.4%
Industrials 9.5%
Healthcare 8.9%
Consumer Cyclical 7.9%
Communication Services 7.7%
Energy 7.0%
Consumer Defensive 6.8%
Utilities 3.0%
Basic Materials 2.5%