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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 61 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 INNOVATOR ETFS TRUST 14,008.0 $386K 0.00% $27.59
1202 FYT FIRST TR EXCHANGE-TRADED ALP 6,239.0 $386K 0.00% +35.0 +0.6% $61.79 +2.9%
1203 BSCV INVESCO EXCH TRD SLF IDX FD 23,356.0 $384K 0.00% +346.0 +1.5% $16.46 -1.2%
1204 MRCC MONROE CAP CORP Financial Services 83,465.0 $384K 0.00% +55K +197.4% $4.60 +10.4%
1205 EWZ CALL ISHARES INC 10,000.0 $384K 0.00% NEW $38.39 -6.5%
1206 RPM RPM INTL INC Basic Materials 3,843.0 $382K 0.00% -75.0 -1.9% $99.40 -2.3%
1207 XHE SPDR SERIES TRUST 4,855.0 $380K 0.00% $78.24 +1.4%
1208 RBLX ROBLOX CORP Technology 6,707.0 $379K 0.00% -1K -17.9% $56.56 -16.9%
1209 QINT AMERICAN CENTY ETF TR 5,772.0 $378K 0.00% NEW $65.44 +5.0%
1210 DLTR DOLLAR TREE INC Consumer Defensive 3,448.0 $378K 0.00% +183.0 +5.6% $109.50 -16.7%
1211 SMLV SPDR SERIES TRUST 2,754.0 $378K 0.00% +214.0 +8.4% $137.08 +5.9%
1212 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 6,676.0 $377K 0.00% +2K +32.0% $56.49 -12.1%
1213 FICO FAIR ISAAC CORP Technology 352.0 $376K 0.00% +7.0 +2.0% $1068.03 +10.7%
1214 ADTRAN HOLDINGS INC 29,879.0 $376K 0.00% -2K -5.6% $12.58
1215 RBC RBC BEARINGS INC Industrials 690.0 $375K 0.00% +219.0 +46.5% $543.12 +1.5%
1216 BALL BALL CORP Consumer Cyclical 6,320.0 $374K 0.00% NEW $59.11 -6.8%
1217 FIRST TR EXCHNG TRADED FD VI 10,973.0 $372K 0.00% $33.87
1218 GSST GOLDMAN SACHS ETF TR 7,335.0 $371K 0.00% +2K +47.9% $50.55 -0.1%
1219 EXPD EXPEDITORS INTL WASH INC Industrials 2,589.0 $371K 0.00% +625.0 +31.8% $143.21 +9.5%
1220 BSCW INVESCO EXCH TRD SLF IDX FD 17,913.0 $369K 0.00% +1K +9.1% $20.59 -1.4%
Page 61 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%