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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 3 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO Consumer Defensive 454,852.0 $65.7M 0.49% -4K -0.8% $144.44 -1.2%
42 VYM VANGUARD WHITEHALL FDS 437,000.0 $64.7M 0.48% +94K +27.5% $148.10 +5.2%
43 QQQ INVESCO QQQ TR Financial Services 111,706.0 $64.5M 0.48% +3K +2.7% $577.18 +22.8%
44 SCHF SCHWAB STRATEGIC TR 2,560,398.0 $63.4M 0.47% +1.2M +82.0% $24.75 +7.9%
45 VTV VANGUARD INDEX FDS 322,584.0 $63.3M 0.47% +21K +7.1% $196.20 +5.3%
46 VOT VANGUARD INDEX FDS 240,640.0 $61.9M 0.46% -8K -3.4% $257.35 +10.9%
47 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 180,669.0 $61.1M 0.46% +14K +8.7% $337.95 +23.6%
48 XOM EXXON MOBIL CORP Energy 355,189.0 $60.3M 0.45% +29K +9.0% $169.66 -9.9%
49 IJH ISHARES TR 870,011.0 $58.8M 0.44% -12K -1.4% $67.53 +6.9%
50 IWD ISHARES TR 272,542.0 $58.2M 0.43% -8K -2.9% $213.67 +8.7%
51 LLY ELI LILLY & CO Healthcare 61,378.0 $56.5M 0.42% +3K +5.6% $919.77 +9.5%
52 IWV ISHARES TR 149,844.0 $55.5M 0.41% -2K -1.5% $370.68 +12.8%
53 META META PLATFORMS INC Communication Services 94,910.0 $54.3M 0.41% +35K +59.1% $572.13 +8.1%
54 IEI ISHARES TR 455,053.0 $54.0M 0.40% -11K -2.4% $118.60 -1.4%
55 SCHD SCHWAB STRATEGIC TR 1,746,418.0 $53.6M 0.40% +72K +4.3% $30.68 +3.4%
56 SCHM SCHWAB STRATEGIC TR 1,702,781.0 $52.7M 0.39% -39K -2.2% $30.96 +9.7%
57 HD HOME DEPOT INC Consumer Cyclical 156,077.0 $51.3M 0.38% +18K +13.0% $328.89 -7.5%
58 PRFZ INVESCO EXCHANGE TRADED FD T 1,109,623.0 $50.9M 0.38% -18K -1.6% $45.87 +8.4%
59 ACWX ISHARES TR 731,003.0 $50.1M 0.37% +8K +1.2% $68.47 +7.6%
60 WMT WALMART INC Consumer Defensive 400,457.0 $49.8M 0.37% $124.28 +6.6%
Page 3 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%