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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 7 of 81  ·  1,620 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVW ISHARES TR 203,024.0 $23.0M 0.17% -285K -58.4% $113.11 +20.7%
122 USTB VICTORY PORTFOLIOS II 451,585.0 $22.8M 0.17% +27K +6.4% $50.58 -0.2%
123 SLYV SPDR SERIES TRUST 235,509.0 $22.3M 0.17% +190K +418.4% $94.58 +6.3%
124 IWP ISHARES TR 173,669.0 $22.3M 0.17% -2K -1.4% $128.12 +6.2%
125 SBUX STARBUCKS CORP Consumer Cyclical 248,209.0 $22.2M 0.17% -12K -4.7% $89.59 +19.5%
126 SPSB SPDR SERIES TRUST 736,885.0 $22.2M 0.17% $30.07 -0.3%
127 ACN ACCENTURE PLC IRELAND Technology 110,841.0 $22.0M 0.16% +4K +3.3% $198.29 -15.4%
128 SCHV SCHWAB STRATEGIC TR 718,686.0 $21.9M 0.16% +133K +22.8% $30.50 +6.8%
129 HDV ISHARES TR 161,458.0 $21.9M 0.16% -2K -1.1% $135.72 -79.9%
130 SPTM SPDR SERIES TRUST 274,523.0 $21.7M 0.16% -45K -14.0% $79.06 +13.1%
131 BERKSHIRE HATHAWAY INC DEL 30.0 $21.5M 0.16% $718140.00
132 AKRE PROFESIONALLY MANAGED PORTFO 402,853.0 $21.3M 0.16% -29K -6.6% $52.85 +1.1%
133 GLW CORNING INC Technology 155,528.0 $21.1M 0.16% -13K -7.9% $135.97 +40.4%
134 UPS UNITED PARCEL SVCS INC Industrials 214,839.0 $21.1M 0.16% +4K +2.0% $98.38 -2.8%
135 SPDW SPDR INDEX SHS FDS 459,812.0 $21.0M 0.16% -16K -3.4% $45.65 +8.5%
136 BLK BLACKROCK INC Financial Services 21,609.0 $20.8M 0.15% +1K +6.0% $961.71 +12.5%
137 LNG CHENIERE ENERGY INC Energy 72,796.0 $20.7M 0.15% -4K -5.3% $283.76 -14.8%
138 PANW PALO ALTO NETWORKS INC Technology 126,130.0 $20.2M 0.15% +25K +25.1% $160.32 +48.9%
139 BINC BLACKROCK ETF TRUST II 388,399.0 $20.2M 0.15% +68K +21.1% $51.93 +0.2%
140 SCHR SCHWAB STRATEGIC TR 794,905.0 $19.8M 0.15% +737K +1269.1% $24.91 -1.5%
Page 7 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%