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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 55 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 PHO INVESCO EXCHANGE TRADED FD T 5,850.0 $412K 0.00% NEW $70.41 -7.9%
1082 VONG VANGUARD SCOTTSDALE FDS 3,381.0 $412K 0.00% NEW $121.76 +4.9%
1083 ULTA ULTA BEAUTY INC Consumer Cyclical 680.0 $412K 0.00% NEW $605.34 -18.3%
1084 TQQQ PROSHARES TR 7,806.0 $412K 0.00% NEW $52.72 +40.9%
1085 PEBO PEOPLES BANCORP INC Financial Services 13,673.0 $411K 0.00% NEW $30.03 +10.0%
1086 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 8,434.0 $410K 0.00% NEW $48.58 +75.2%
1087 HFWA HERITAGE FINL CORP WASH Financial Services 17,317.0 $410K 0.00% NEW $23.65 +10.1%
1088 SMA SMARTSTOP SELF STORAG REIT I Real Estate 13,212.0 $409K 0.00% NEW $30.94 -4.2%
1089 RPM RPM INTL INC Basic Materials 3,918.0 $407K 0.00% NEW $104.00 -8.4%
1090 DFEB FIRST TR EXCHNG TRADED FD VI 8,527.0 $407K 0.00% NEW $47.72 +4.7%
1091 PNFP PINNACLE FINL PARTNERS INC Financial Services 4,261.0 $407K 0.00% NEW $95.41 -1.5%
1092 PPA INVESCO EXCHANGE TRADED FD T 2,593.0 $406K 0.00% NEW $156.60 +6.3%
1093 EWC ISHARES INC 7,498.0 $404K 0.00% NEW $53.93 +6.7%
1094 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,105.0 $402K 0.00% NEW $191.10 -17.4%
1095 NGG NATIONAL GRID PLC Utilities 5,198.0 $402K 0.00% NEW $77.35 +4.3%
1096 DLTR DOLLAR TREE INC Consumer Defensive 3,265.0 $402K 0.00% NEW $123.00 -27.2%
1097 MTB M & T BK CORP Financial Services 1,990.0 $401K 0.00% NEW $201.45 +1.7%
1098 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 25,255.0 $400K 0.00% NEW $15.85 +5.1%
1099 FNDF SCHWAB STRATEGIC TR 8,848.0 $400K 0.00% NEW $45.21 +17.1%
1100 VANGUARD MUN BD FDS 5,225.0 $399K 0.00% NEW $76.45
Page 55 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%