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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 12 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MUB ISHARES TR 114,968.0 $12.2M 0.09% -3K -2.1% $106.15 -0.1%
222 SCHW SCHWAB CHARLES CORP Financial Services 127,577.0 $12.0M 0.09% +38K +41.9% $93.98 -3.3%
223 JAAA JANUS DETROIT STR TR 237,490.0 $12.0M 0.09% +17K +7.7% $50.37 +0.6%
224 SCHA SCHWAB STRATEGIC TR 408,316.0 $11.9M 0.09% -28K -6.5% $29.08 +11.2%
225 ACWI ISHARES TR 85,006.0 $11.8M 0.09% $138.37 +11.5%
226 STIP ISHARES TR 111,764.0 $11.6M 0.09% +105K +1488.5% $103.43 +0.1%
227 NOW SERVICENOW INC Technology 109,932.0 $11.5M 0.09% +82K +290.7% $104.55 -9.1%
228 ITW ILLINOIS TOOL WKS INC Industrials 44,090.0 $11.5M 0.09% -3K -7.1% $260.29 -4.8%
229 EEM PUT ISHARES TR 200,000.0 $11.4M 0.09% NEW $56.79 +14.4%
230 TJX TJX COS INC NEW Consumer Cyclical 70,652.0 $11.3M 0.08% +14K +24.8% $159.70 -7.7%
231 CWI SPDR INDEX SHS FDS 307,922.0 $11.3M 0.08% +10K +3.2% $36.59 +8.2%
232 CAIE CALAMOS ETF TR 446,995.0 $11.2M 0.08% +86K +24.0% $25.14 +8.6%
233 BDYN BLACKROCK ETF TRUST 458,089.0 $11.1M 0.08% +96K +26.4% $24.31 +11.4%
234 MKC MCCORMICK & CO INC Consumer Defensive 219,820.0 $11.1M 0.08% +4K +1.7% $50.44 -8.1%
235 SPEM SPDR INDEX SHS FDS 235,203.0 $11.0M 0.08% +18K +8.2% $46.91 +8.6%
236 EQIX EQUINIX INC Real Estate 11,199.0 $11.0M 0.08% $980.26 +8.1%
237 RTX RTX CORPORATION Industrials 56,875.0 $11.0M 0.08% +6K +12.1% $192.90 -11.3%
238 QVAL EA SERIES TRUST 208,749.0 $10.9M 0.08% +2K +0.9% $52.14 +2.0%
239 BIV VANGUARD BD INDEX FDS 138,685.0 $10.7M 0.08% +21K +17.6% $77.18 -1.5%
240 VT VANGUARD INTL EQUITY INDEX F 77,293.0 $10.7M 0.08% +7K +9.5% $138.32 +11.1%
Page 12 of 81  ·  1,620 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%