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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 31 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 CPRT COPART INC Industrials 50,843.0 $2.0M 0.02% NEW $39.15 -17.1%
602 DOL WISDOMTREE TR 30,121.0 $2.0M 0.02% NEW $65.85 +10.1%
603 SCHQ SCHWAB STRATEGIC TR 62,213.0 $2.0M 0.02% NEW $31.70 -4.6%
604 WY WEYERHAEUSER CO MTN BE Real Estate 83,219.0 $2.0M 0.02% NEW $23.69 -2.7%
605 ROK ROCKWELL AUTOMATION INC Industrials 5,017.0 $2.0M 0.02% NEW $389.07 +8.7%
606 IDU ISHARES TR 17,800.0 $1.9M 0.02% NEW $108.36 +4.0%
607 SHOP SHOPIFY INC Technology 11,972.0 $1.9M 0.02% NEW $160.97 -38.2%
608 XJUN FIRST TR EXCHNG TRADED FD VI 44,720.0 $1.9M 0.02% NEW $42.95 +2.8%
609 PLTR PUT PALANTIR TECHNOLOGIES INC Technology 10,700.0 $1.9M 0.01% NEW $177.75 -25.2%
610 EMLP FIRST TR EXCHANGE-TRADED FD 50,160.0 $1.9M 0.01% NEW $37.87 +17.3%
611 VSS VANGUARD INTL EQUITY INDEX F 13,140.0 $1.9M 0.01% NEW $143.33 +8.8%
612 PZA INVESCO EXCH TRADED FD TR II 80,582.0 $1.9M 0.01% NEW $23.19 -1.5%
613 DXCM DEXCOM INC Healthcare 27,583.0 $1.8M 0.01% NEW $66.37 +0.9%
614 PVAL PUTNAM ETF TRUST 39,674.0 $1.8M 0.01% NEW $45.57 +8.6%
615 PFFD GLOBAL X FDS 95,540.0 $1.8M 0.01% NEW $18.91 -1.1%
616 VGLT VANGUARD SCOTTSDALE FDS 32,341.0 $1.8M 0.01% NEW $55.80 -4.6%
617 PYPL PAYPAL HLDGS INC Financial Services 30,782.0 $1.8M 0.01% NEW $58.38 -26.3%
618 VGSH VANGUARD SCOTTSDALE FDS 30,487.0 $1.8M 0.01% NEW $58.73 -1.0%
619 IXC ISHARES TR 42,468.0 $1.8M 0.01% NEW $41.93 +37.5%
620 BSV VANGUARD BD INDEX FDS 22,568.0 $1.8M 0.01% NEW $78.81 -1.4%
Page 31 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%