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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 64 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 AES AES CORP Utilities 18,792.0 $269K 0.00% NEW $14.34 +1.2%
1262 EZPZ FRANKLIN CRYPTO INDEX ETF Financial Services 11,888.0 $269K 0.00% NEW $22.64 -16.5%
1263 BOH BANK HAWAII CORP Financial Services 3,934.0 $269K 0.00% NEW $68.37 +12.2%
1264 VAW VANGUARD WORLD FD 1,282.0 $266K 0.00% NEW $207.61 +9.4%
1265 LGI LAZARD GLOBAL TOTAL RETURN & Financial Services 15,241.0 $266K 0.00% NEW $17.44 +0.8%
1266 TWLO TWILIO INC Communication Services 1,866.0 $265K 0.00% NEW $142.24 +39.3%
1267 VFC V F CORP Consumer Cyclical 14,679.0 $265K 0.00% NEW $18.08 -6.0%
1268 FNB F N B CORP Financial Services 15,434.0 $264K 0.00% NEW $17.10 +1.3%
1269 APTIV PLC 3,459.0 $263K 0.00% NEW $76.09
1270 CW CURTISS WRIGHT CORP Industrials 477.0 $263K 0.00% NEW $551.27 +28.4%
1271 SPYX SPDR SERIES TRUST 4,674.0 $263K 0.00% NEW $56.19 +7.3%
1272 VST VISTRA CORP Utilities 1,615.0 $261K 0.00% NEW $161.31 -16.5%
1273 FGM FIRST TR EXCH TRD ALPHDX FD 4,161.0 $259K 0.00% NEW $62.36 +4.2%
1274 PPLT ABRDN PLATINUM ETF TRUST Financial Services 1,380.0 $257K 0.00% NEW $186.43 -90.4%
1275 EFAV ISHARES TR 2,974.0 $257K 0.00% NEW $86.26 +5.9%
1276 HLI HOULIHAN LOKEY INC Financial Services 1,467.0 $256K 0.00% NEW $174.19 -12.3%
1277 DBEF DBX ETF TR 5,305.0 $255K 0.00% NEW $48.11 +7.7%
1278 FRME FIRST MERCHANTS CORP Financial Services 6,784.0 $254K 0.00% NEW $37.48 +5.9%
1279 KBWB INVESCO EXCH TRADED FD TR II 3,014.0 $254K 0.00% NEW $84.29 -0.0%
1280 TTD THE TRADE DESK INC Technology 6,677.0 $253K 0.00% NEW $37.96 -41.2%
Page 64 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%