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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 6 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AXP AMERICAN EXPRESS CO Financial Services 91,809.0 $27.8M 0.21% +5K +5.4% $302.48 +3.0%
102 SPMD SPDR SERIES TRUST 467,052.0 $27.7M 0.21% +52K +12.4% $59.22 +7.0%
103 VCSH VANGUARD SCOTTSDALE FDS 348,479.0 $27.6M 0.21% +10K +2.8% $79.27 -0.5%
104 VZ VERIZON COMMUNICATIONS INC Communication Services 546,515.0 $27.4M 0.20% +20K +3.8% $50.20 -7.7%
105 VXUS VANGUARD STAR FDS 344,213.0 $26.5M 0.20% +26K +8.3% $77.11 +8.5%
106 CRM SALESFORCE INC Technology 140,659.0 $26.3M 0.20% +11K +8.5% $186.67 -6.9%
107 HON HONEYWELL INTL INC Industrials 116,144.0 $26.3M 0.20% +9K +8.7% $226.03 -5.3%
108 UNP UNION PAC CORP Industrials 108,059.0 $26.2M 0.20% +13K +13.8% $242.62 +11.4%
109 MINT PIMCO ETF TR 260,176.0 $26.2M 0.20% -10K -3.8% $100.57 +0.0%
110 EEM ISHARES TR 459,636.0 $26.1M 0.20% +247K +116.5% $56.79 +15.5%
111 VUSB VANGUARD BD INDEX FDS 521,180.0 $25.9M 0.19% +112K +27.4% $49.78 -0.1%
112 QUAL ISHARES TR 134,311.0 $25.8M 0.19% +49K +56.7% $191.81 +9.7%
113 BND VANGUARD BD INDEX FDS 342,399.0 $25.2M 0.19% +2K +0.6% $73.64 -1.2%
114 NFLX NETFLIX INC. Communication Services 257,549.0 $24.8M 0.18% +150K +140.3% $96.15 -9.1%
115 TSLA TESLA INC Consumer Cyclical 66,147.0 $24.6M 0.18% +9K +15.8% $371.75 +12.7%
116 XLK SELECT SECTOR SPDR TR 184,720.0 $24.5M 0.18% +13K +7.7% $132.90 +33.1%
117 BNDW VANGUARD SCOTTSDALE FDS 353,548.0 $24.2M 0.18% +50K +16.6% $68.35 -1.0%
118 JEPQ J P MORGAN EXCHANGE TRADED F 423,145.0 $23.5M 0.17% +134K +46.3% $55.52 +7.7%
119 AZN ASTRAZENECA PLC Healthcare 119,336.0 $23.4M 0.17% NEW $196.48 -6.8%
120 IEMG ISHARES INC 335,900.0 $23.4M 0.17% +24K +7.7% $69.75 +14.8%
Page 6 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%