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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 14 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 BIV VANGUARD BD INDEX FDS 117,971.0 $9.2M 0.07% NEW $77.88 -2.4%
262 IXUS ISHARES TR 108,439.0 $9.2M 0.07% NEW $84.64 +10.9%
263 BA BOEING CO Industrials 42,255.0 $9.2M 0.07% NEW $217.12 +1.6%
264 MA MASTERCARD INCORPORATED Financial Services 16,019.0 $9.1M 0.07% NEW $570.88 -13.4%
265 VNLA JANUS DETROIT STR TR 183,560.0 $9.0M 0.07% NEW $49.14 -0.3%
266 SCHW SCHWAB CHARLES CORP Financial Services 89,919.0 $9.0M 0.07% NEW $99.91 -9.0%
267 PSA PUBLIC STORAGE OPER CO Real Estate 34,204.0 $8.9M 0.07% NEW $259.49 +12.7%
268 FNDA SCHWAB STRATEGIC TR 281,555.0 $8.9M 0.07% NEW $31.51 +10.9%
269 VBK VANGUARD INDEX FDS 29,167.0 $8.8M 0.07% NEW $302.11 +10.7%
270 BURL BURLINGTON STORES INC Consumer Cyclical 30,199.0 $8.7M 0.07% NEW $288.85 +0.5%
271 TJX TJX COS INC NEW Consumer Cyclical 56,609.0 $8.7M 0.07% NEW $153.61 -4.0%
272 XLI SELECT SECTOR SPDR TR 55,969.0 $8.7M 0.07% NEW $155.12 +10.1%
273 QQQM INVESCO EXCH TRADED FD TR II 34,320.0 $8.7M 0.07% NEW $252.92 +14.9%
274 EQIX EQUINIX INC Real Estate 11,182.0 $8.6M 0.07% NEW $766.18 +38.3%
275 SMH VANECK ETF TRUST 23,720.0 $8.5M 0.07% NEW $360.13 +51.7%
276 DPZ DOMINOS PIZZA INC Consumer Cyclical 20,358.0 $8.5M 0.07% NEW $416.83 -27.5%
277 RJF RAYMOND JAMES FINL INC Financial Services 52,288.0 $8.4M 0.07% NEW $160.59 -4.0%
278 XLC SELECT SECTOR SPDR TR 69,284.0 $8.2M 0.07% NEW $117.72 -0.6%
279 INTC INTEL CORP Technology 219,470.0 $8.1M 0.07% NEW $36.90 +194.8%
280 KR KROGER CO Consumer Defensive 129,417.0 $8.1M 0.07% NEW $62.48 +5.7%
Page 14 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%