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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 56 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1101 OWL BLUE OWL CAPITAL INC Financial Services 53,371.0 $487K 0.00% +19K +55.1% $9.13 +2.7%
1102 MAGS LISTED FDS TR 8,401.0 $487K 0.00% -24K -73.9% $57.94 +18.8%
1103 ROKU ROKU INC Communication Services 5,136.0 $486K 0.00% -394.0 -7.1% $94.63 +27.4%
1104 HPQ HP INC Technology 25,225.0 $485K 0.00% +2K +10.4% $19.21 +9.1%
1105 IBDR ISHARES TR 19,977.0 $484K 0.00% NEW $24.24 -0.1%
1106 BSCT INVESCO EXCH TRD SLF IDX FD 25,868.0 $483K 0.00% +611.0 +2.4% $18.66 -0.8%
1107 MSTR STRATEGY INC Technology 3,868.0 $483K 0.00% -1K -21.1% $124.79 +32.2%
1108 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 2,443.0 $482K 0.00% +1K +117.2% $197.50 +18.7%
1109 ITT ITT INC Industrials 2,528.0 $482K 0.00% NEW $190.53 +1.3%
1110 SCHK SCHWAB STRATEGIC TR 15,341.0 $481K 0.00% -1K -7.5% $31.33 +12.7%
1111 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 22,076.0 $478K 0.00% +5K +30.2% $21.66 +1.8%
1112 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 29,685.0 $477K 0.00% NEW $16.07 +10.7%
1113 VFMO VANGUARD WELLINGTON FD 2,413.0 $476K 0.00% $197.07 +13.8%
1114 ECF ELLSWORTH GROWTH & INCOME FD Financial Services 42,499.0 $474K 0.00% +1K +3.2% $11.15 +14.3%
1115 NTNX NUTANIX INC Technology 12,401.0 $471K 0.00% -13K -51.0% $38.01 +20.8%
1116 PEBO PEOPLES BANCORP INC Financial Services 14,249.0 $468K 0.00% +576.0 +4.2% $32.87 +3.2%
1117 LII LENNOX INTL INC Industrials 1,006.0 $467K 0.00% -40.0 -3.8% $464.13 +4.0%
1118 FLOT ISHARES TR 9,148.0 $466K 0.00% -44K -82.9% $50.95 +0.1%
1119 SBI WESTERN ASSET INTER MUNI Financial Services 59,963.0 $461K 0.00% -5K -7.1% $7.68 +1.0%
1120 VOOG VANGUARD ADMIRAL FDS INC 1,127.0 $459K 0.00% +182.0 +19.3% $407.56 -80.1%
Page 56 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%