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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 36 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
701 ACWV ISHARES INC 10,556.0 $1.3M 0.01% NEW $118.75 +2.8%
702 PECO PHILLIPS EDISON & CO INC Real Estate 35,197.0 $1.3M 0.01% NEW $35.57 +13.9%
703 ABNB AIRBNB INC Consumer Cyclical 9,221.0 $1.3M 0.01% NEW $135.72 -1.1%
704 SFNC SIMMONS 1ST NATL CORP Financial Services 66,193.0 $1.2M 0.01% NEW $18.85 +12.8%
705 VDE VANGUARD WORLD FD 9,867.0 $1.2M 0.01% NEW $125.93 +32.8%
706 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 16,229.0 $1.2M 0.01% NEW $76.23 -11.4%
707 VPL VANGUARD INTL EQUITY INDEX F 13,623.0 $1.2M 0.01% NEW $90.40 +24.4%
708 FTA FIRST TR EXCHANGE-TRADED ALP 14,101.0 $1.2M 0.01% NEW $86.15 +9.3%
709 VCR VANGUARD WORLD FD 3,072.0 $1.2M 0.01% NEW $393.92 -0.3%
710 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 14,980.0 $1.2M 0.01% NEW $80.30 -2.3%
711 PGX INVESCO EXCH TRADED FD TR II 106,378.0 $1.2M 0.01% NEW $11.24 -2.6%
712 HSY HERSHEY CO Consumer Defensive 6,549.0 $1.2M 0.01% NEW $181.97 +4.6%
713 IGM ISHARES TR 9,118.0 $1.2M 0.01% NEW $129.16 +20.6%
714 PCG PG&E CORP Utilities 73,042.0 $1.2M 0.01% NEW $16.07 +2.3%
715 MEDP MEDPACE HLDGS INC Healthcare 2,078.0 $1.2M 0.01% NEW $561.65 -23.4%
716 CNC CENTENE CORP DEL Healthcare 28,297.0 $1.2M 0.01% NEW $41.15 +40.4%
717 TEAM ATLASSIAN CORPORATION Technology 7,136.0 $1.2M 0.01% NEW $162.14 -46.8%
718 FFBC FIRST FINL BANCORP OH Financial Services 46,053.0 $1.2M 0.01% NEW $25.02 +22.6%
719 FSK FS KKR CAP CORP Financial Services 76,863.0 $1.1M 0.01% NEW $14.81 -26.2%
720 GWW WW GRAINGER INC Industrials 1,124.0 $1.1M 0.01% NEW $1009.15 +22.8%
Page 36 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%