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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 2 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SCHG SCHWAB STRATEGIC TR 3,515,835.0 $102.4M 0.77% +992K +39.3% $29.13 +17.6%
22 JPM JPMORGAN CHASE & CO Financial Services 347,996.0 $102.4M 0.76% +29K +9.1% $294.16 +2.0%
23 VO VANGUARD INDEX FDS 355,422.0 $102.1M 0.76% +12K +3.5% $287.18 -73.4%
24 VOE VANGUARD INDEX FDS 529,934.0 $97.7M 0.73% -13K -2.3% $184.28 +3.5%
25 SPYG SPDR SERIES TRUST 989,915.0 $96.9M 0.72% +60K +6.5% $97.91 +20.9%
26 BOND PIMCO ETF TR 1,022,276.0 $94.3M 0.70% +381K +59.5% $92.28 -1.3%
27 GOOG ALPHABET INC Communication Services 318,454.0 $91.4M 0.68% +28K +9.7% $286.86 +38.5%
28 VEA VANGUARD TAX-MANAGED FDS 1,416,937.0 $90.8M 0.68% $64.08 +7.8%
29 RSP INVESCO EXCHANGE TRADED FD T 472,602.0 $90.7M 0.68% +26K +5.8% $191.92 +5.0%
30 J P MORGAN EXCHANGE TRADED F 1,757,191.0 $88.9M 0.66% +620K +54.5% $50.61
31 VONE VANGUARD SCOTTSDALE FDS 297,130.0 $87.7M 0.66% -2K -0.6% $295.12 +12.8%
32 IWF ISHARES TR 203,381.0 $86.7M 0.65% +3K +1.4% $426.40 -70.8%
33 AVGO BROADCOM INC Technology 270,142.0 $83.6M 0.62% +10K +3.8% $309.51 +37.4%
34 HEFA ISHARES TR 1,927,453.0 $81.9M 0.61% -563K -22.6% $42.49 +4.3%
35 IWM ISHARES TR 320,086.0 $79.4M 0.59% +40K +14.4% $248.00 +11.9%
36 SCHB SCHWAB STRATEGIC TR 3,061,232.0 $76.8M 0.57% +41K +1.4% $25.10 +13.2%
37 CAT CATERPILLAR INC Industrials 104,253.0 $73.9M 0.55% +56K +116.5% $708.46 +25.4%
38 AVDE AMERICAN CENTY ETF TR 864,479.0 $73.3M 0.55% +219K +33.9% $84.84 +5.4%
39 JNJ JOHNSON & JOHNSON Healthcare 272,321.0 $66.6M 0.50% +5K +1.7% $244.44 -5.6%
40 VEU VANGUARD INTL EQUITY INDEX F 876,458.0 $65.8M 0.49% +36K +4.2% $75.10 +7.9%
Page 2 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%