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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 4 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DGRO ISHARES TR 706,261.0 $49.6M 0.37% -9K -1.2% $70.18 +4.5%
62 ABBV ABBVIE INC Healthcare 224,676.0 $48.9M 0.36% +6K +2.6% $217.49 -3.3%
63 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 48,900.0 $48.7M 0.36% +13K +35.9% $996.43 +4.5%
64 SPYV SPDR SERIES TRUST 845,713.0 $47.9M 0.36% +42K +5.2% $56.58 +5.8%
65 VWO VANGUARD INTL EQUITY INDEX F 866,151.0 $46.8M 0.35% -7K -0.8% $54.05 +8.1%
66 KO COCA COLA CO Consumer Defensive 615,075.0 $46.8M 0.35% +12K +1.9% $76.05 +5.8%
67 IVE ISHARES TR 217,708.0 $46.0M 0.34% +10K +5.1% $211.15 +5.8%
68 AVUS AMERICAN CENTY ETF TR 412,735.0 $45.9M 0.34% +13K +3.1% $111.18 +11.9%
69 SPYM SPDR SERIES TRUST 587,224.0 $44.9M 0.34% +10K +1.8% $76.54 +13.7%
70 V VISA INC Financial Services 145,327.0 $43.9M 0.33% +14K +10.9% $302.24 +6.7%
71 SGOL ETFS GOLD TR Financial Services 953,728.0 $42.6M 0.32% +927K +3435.6% $44.62 -3.0%
72 MU MICRON TECHNOLOGY INC Technology 120,415.0 $40.7M 0.30% -11K -8.2% $337.84 +129.7%
73 SPY PUT STATE STR SPDR S&P 500 ETF T Financial Services 60,000.0 $39.0M 0.29% NEW $650.34 +13.7%
74 SCHX SCHWAB STRATEGIC TR 1,501,411.0 $38.5M 0.29% +986K +191.6% $25.64 +13.3%
75 MCD MCDONALDS CORP Consumer Cyclical 121,733.0 $37.8M 0.28% +8K +6.7% $310.79 -11.5%
76 EFV ISHARES TR 505,340.0 $37.6M 0.28% +5K +1.0% $74.35 +3.9%
77 ORCL ORACLE CORP Technology 252,466.0 $37.1M 0.28% +18K +7.8% $147.11 +33.0%
78 SCHO SCHWAB STRATEGIC TR 1,521,242.0 $36.9M 0.28% +644K +73.4% $24.27 -0.6%
79 SCHE SCHWAB STRATEGIC TR 1,042,983.0 $34.4M 0.26% +536K +105.8% $32.95 +7.6%
80 GLD SPDR GOLD TR Financial Services 78,002.0 $33.6M 0.25% +6K +8.9% $430.29 -0.7%
Page 4 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%