Fund Holdings — Waverly Advisors, LLC

Total Portfolio Value
$13.33B
Total Bought
$1.78B
Total Sold
$405.17M
Net Transaction
+$1.37B
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES TR11,2651,510,486+1,499,221253152,0461.14%+151,792
CATERPILLAR INC(CAT)48,166104,253+56,08727,59373,8600.55%+46,266
ETFS GOLD TR(SGOL)26,975953,728+926,7531,10842,5550.32%+41,447
PIMCO ETF TR
ACTIVE BD ETF
640,8901,022,276+381,38659,65494,3360.71%+34,682
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
1,137,4551,757,191+619,73657,54488,9310.67%+31,388
SCHWAB STRATEGIC TR1,406,4582,560,398+1,153,94033,81163,3700.48%+29,559
SCHWAB STRATEGIC TR514,9161,501,411+986,49513,85638,4960.29%+24,640
ASTRAZENECA PLC(AZN)0119,336+119,336023,4470.18%+23,447
ISHARES TR
CORE MSCI TOTAL
108,439368,630+260,1919,17831,9380.24%+22,760
AMERICAN CENTY ETF TR1,312,5481,410,331+97,783133,854155,7991.17%+21,946
EXXON MOBIL CORP325,799355,189+29,39039,20760,2610.45%+21,055
AMERICAN CENTY ETF TR645,440864,479+219,03953,13373,3420.55%+20,210
SCHWAB STRATEGIC TR2,523,3613,515,835+992,47482,312102,4160.77%+20,104
SCHWAB STRATEGIC TR58,061794,905+736,8441,45619,8010.15%+18,345
SPDR SERIES TRUST
ST STR SP600SM C
45,429235,509+190,0804,13322,2740.17%+18,142
AMERICAN CENTY ETF TR1,535,3091,666,055+130,746116,330134,3011.01%+17,970
SCHWAB STRATEGIC TR506,8671,042,983+536,11616,60034,3660.26%+17,766
COSTCO WHOLESALE CORPORATION(COST)35,98248,900+12,91831,02848,7250.37%+17,697
ISHARES TR933,4291,098,953+165,52489,861106,8510.80%+16,990
AMAZON COM INC(AMZN)481,844614,982+133,138111,219128,0820.96%+16,863
SCHWAB STRATEGIC TR877,5291,521,242+643,71321,38536,9210.28%+15,535
VANGUARD WHITEHALL FDS342,801437,000+94,19949,19964,7200.49%+15,521
SCHWAB STRATEGIC TR27,641746,140+718,49957716,0350.12%+15,457
META PLATFORMS INC(META)59,63894,910+35,27239,36754,3010.41%+14,934
NETFLIX INC.(NFLX)107,154257,549+150,39510,04724,7630.19%+14,717
ISHARES TR212,323459,636+247,31311,61626,1030.20%+14,487
ALPHABET INC(GOOG)385,200469,397+84,197120,568134,9801.01%+14,412
STATE STR SPDR S&P 500 ETF T(SPY)156,699183,012+26,313106,856119,0200.89%+12,164
JOHNSON & JOHNSON(JNJ)267,760272,321+4,56155,41366,5660.50%+11,153
ISHARES TR
0-5 YR TIPS ETF
7,036111,764+104,72872011,5600.09%+10,839
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
178,600450,308+271,7086,80617,5440.13%+10,738
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
352,499544,854+192,35520,17730,8820.23%+10,705
TAIWAN SEMICONDUCTOR MANUFAC(TSM)166,287180,669+14,38250,53361,0570.46%+10,524
ISHARES TR279,760320,086+40,32668,86679,3810.60%+10,516
ENERGY TRANSFER L P(ET)1,410,8781,725,843+314,96523,26533,3090.25%+10,043
UBER TECHNOLOGIES INC(UBER)35,219173,360+138,1412,87812,4700.09%+9,592
J P MORGAN EXCHANGE TRADED F
INCOME ETF
2,276,1892,491,534+215,345105,365114,7850.86%+9,420
SPDR SERIES TRUST
ST INTER BD ETF
5,080,4215,395,712+315,291171,769180,9721.36%+9,203
CHEVRON CORPORATION(CVX)141,458146,852+5,39421,56030,3840.23%+8,824
ISHARES TR
MSCI USA QLT FCT
85,726134,311+48,58517,02725,7620.19%+8,735
SELECT SECTOR SPDR TR
ST STR ENERG ETF
211,416286,069+74,6539,45217,5250.13%+8,072
DIMENSIONAL ETF TRUST
WORLD EX US CORE
12,048247,517+235,4693948,4080.06%+8,014
INTUITIVE SURGICAL INC11,26517,827+6,5622538,2180.06%+7,965
PLEXUS CORP(PLXS)6,45143,407+36,9569488,7920.07%+7,843
FIRST AMERN FINL CORP(FAF)0128,000+128,00007,7170.06%+7,717
SCHWAB STRATEGIC TR1,674,8831,746,418+71,53545,94253,5800.40%+7,638
SPDR SERIES TRUST
ST NUVE TERM ETF
27,289178,906+151,6171,3108,5570.06%+7,247
BERKSHIRE HATHAWAY INC DEL201,436226,293+24,857101,252108,4400.81%+7,188
SERVICENOW INC(NOW)28,135109,932+81,7974,31011,4930.09%+7,183
NVIDIA CORPORATION(NVDA)1,205,7611,328,418+122,657224,874231,6761.74%+6,802
INVESCO EXCH TRADED FD TR II11,265336,376+325,1112537,0300.05%+6,777
DIAMONDBACK ENERGY INC(FANG)3,53936,804+33,2655327,2790.05%+6,747
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
289,236423,145+133,90916,81023,4930.18%+6,683
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0206,254+206,25406,6320.05%+6,632
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
0192,267+192,26706,5100.05%+6,510
CATHAY GEN BANCORP(CATY)0127,850+127,85006,3750.05%+6,375
CORNING INC(GLW)168,923155,528-13,39514,79121,1470.16%+6,356
AON PLC(AON)2,26922,073+19,8048017,1250.05%+6,324
LOCKHEED MARTIN CORP(LMT)21,97128,038+6,06710,62716,9460.13%+6,319
VERIZON COMMUNICATIONS INC(VZ)526,680546,515+19,83521,45227,4350.21%+5,983
INVESCO EXCH TRADED FD TR II11,26555,500+44,2352536,2220.05%+5,969
VANECK ETF TRUST
JP MRGAN EM LOC
0231,686+231,68605,8180.04%+5,818
VANGUARD INDEX FDS301,211322,584+21,37357,52863,2910.47%+5,763
SELECT SECTOR SPDR TR
ST STR UTIL ETF
245,852354,267+108,41510,49516,2570.12%+5,762
CHENIERE ENERGY INC(LNG)76,85572,796-4,05914,94020,6560.15%+5,717
ONEOK INC NEW(OKE)17,85677,687+59,8311,3127,0220.05%+5,710
VANGUARD BD INDEX FDS
VANGUARD ULTRA
409,130521,180+112,05020,39125,9470.19%+5,556
WASTE MGMT INC DEL(WM)104,605123,706+19,10122,98328,4260.21%+5,443
ARCH CAP GROUP LTD
ORD
5,39761,819+56,4225185,9340.04%+5,416
HONEYWELL INTL INC(HON)106,863116,144+9,28120,84826,2520.20%+5,404
PROGRESSIVE CORP(PGR)32,03763,934+31,8977,29512,6740.10%+5,379
BP PLC(BP)300,617333,788+33,17110,44015,6880.12%+5,248
SPDR GOLD TR(GLD)71,60578,002+6,39728,37833,5630.25%+5,185
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
446,606472,602+25,99685,55290,7020.68%+5,150
SPDR SERIES TRUST
ST STR SP REGBNK
8,71985,725+77,0065655,5850.04%+5,020
WALMART INC(WMT)401,946400,457-1,48944,78149,7690.37%+4,988
TOLL BROTHERS INC(TOL)3,17839,111+35,9334305,3370.04%+4,908
PIMCO ETF TR
INV GRD CRP BD
10,90160,883+49,9821,0675,8930.04%+4,827
GE VERNOVA INC(GEV)16,46617,787+1,32110,76215,5260.12%+4,764
HOWMET AEROSPACE INC(HWM)4,17924,293+20,1148575,5990.04%+4,742
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
271,716317,000+45,28427,04131,7540.24%+4,713
SCHWAB STRATEGIC TR0188,438+188,43804,6590.03%+4,659
SCHWAB STRATEGIC TR585,383718,686+133,30317,33321,9200.16%+4,587
COCA COLA CO(KO)603,543615,075+11,53242,19446,7760.35%+4,583
VANGUARD WHITEHALL FDS141,316183,568+42,25212,71817,2990.13%+4,581
COPART INC(CPRT)50,843194,768+143,9251,9916,4660.05%+4,476
SPDR SERIES TRUST
ST STR NUVEE ETF
32,126130,947+98,8211,4685,9370.04%+4,469
INVESCO EXCH TRADED FD TR II11,26567,287+56,0222534,7030.04%+4,450
ANGLOGOLD ASHANTI PLC(AU)043,867+43,86704,2710.03%+4,271
UNION PAC CORP(UNP)94,966108,059+13,09321,96826,2170.20%+4,250
MERCK & CO INC(MRK)256,604258,634+2,03027,01031,1110.23%+4,101
SHELL PLC(SHEL)71,930100,176+28,2465,2859,3160.07%+4,031
VALE S A14,477262,682+248,2051894,1790.03%+3,991
VANGUARD INTL EQUITY INDEX F840,955876,458+35,50361,86165,8220.49%+3,961
AMERICAN CENTY ETF TR157,139198,930+41,79112,10316,0300.12%+3,927
BERKLEY W R CORP5,15862,715+57,5573624,1570.03%+3,795
HOME DEPOT INC(HD)138,152156,077+17,92547,53851,3320.39%+3,794
T-MOBILE US INC(TMUS)54,94571,153+16,20811,15614,9440.11%+3,788
DOW HLDGS INC(DOW)154,876177,379+22,5033,6217,3880.06%+3,767
VERTIV HOLDINGS CO(VRT)40,60441,234+6306,57810,3320.08%+3,754
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Waverly Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail