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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 66 of 74  ·  1,477 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 VMI VALMONT INDS INC Industrials 607.0 $244K 0.00% NEW $402.32 +26.0%
1302 FIRST TR EXCHANGE TRADED FD 10,333.0 $244K 0.00% NEW $23.62
1303 SOLV SOLVENTUM CORP Healthcare 3,079.0 $244K 0.00% NEW $79.24 -6.0%
1304 TW TRADEWEB MKTS INC Financial Services 2,268.0 $244K 0.00% NEW $107.54 +3.1%
1305 SJT SAN JUAN BASIN RTY TR Energy 43,316.0 $243K 0.00% NEW $5.62 -25.1%
1306 CPSR CALAMOS ETF TR 9,660.0 $243K 0.00% NEW $25.20 +2.2%
1307 RFMZ RIVERNORTH FLEXIBLE MUNI INC Financial Services 19,184.0 $243K 0.00% NEW $12.66 +4.2%
1308 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 1,178.0 $242K 0.00% NEW $205.60 +5.9%
1309 MGC VANGUARD WORLD FD 963.0 $242K 0.00% NEW $251.19 +8.4%
1310 SMDV PROSHARES TR 3,652.0 $241K 0.00% NEW $66.08 +7.5%
1311 FMDE FIDELITY COVINGTON TRUST 6,633.0 $241K 0.00% NEW $36.38 +5.6%
1312 FXR FIRST TR EXCHANGE TRADED FD 3,020.0 $241K 0.00% NEW $79.87 +5.4%
1313 AMERICA MOVIL SAB DE CV 11,656.0 $241K 0.00% NEW $20.67
1314 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 18,697.0 $241K 0.00% NEW $12.88 -14.3%
1315 AA ALCOA CORP Basic Materials 4,527.0 $241K 0.00% NEW $53.14 +18.0%
1316 FSEP FIRST TR EXCHNG TRADED FD VI 4,665.0 $241K 0.00% NEW $51.56 +5.3%
1317 IXG ISHARES TR 1,990.0 $240K 0.00% NEW $120.79 -0.6%
1318 FIXD FIRST TR EXCHNG TRADED FD VI 5,421.0 $240K 0.00% NEW $44.32 -2.4%
1319 PAX PATRIA INVESTMENTS LIMITED Financial Services 15,087.0 $240K 0.00% NEW $15.89 -29.6%
1320 DUOL DUOLINGO INC Technology 1,364.0 $239K 0.00% NEW $175.50 -35.5%
Page 66 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%