Waverly Advisors, LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$12.3M
Holdings
1,474
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (1,474 positions)
| Stock | Value |
|---|---|
PALCPACER FDS TR | $1.0M |
CAHCARDINAL HEALTH INC | $1.0M |
VDEVANGUARD WORLD FD | $1.0M |
XSMOINVESCO EXCHANGE TRADED FD T | $1.0M |
TTETOTALENERGIES SE | $1.0M |
RNSTRENASANT CORP | $1.0M |
VSSVANGUARD INTL EQUITY INDEX F | $1.0M |
DJANFIRST TR EXCHNG TRADED FD VI | $1.0M |
EOGEOG RES INC | $1.0M |
VMBSVANGUARD SCOTTSDALE FDS | $1.0M |
MINOPIMCO ETF TR | $1.0M |
MEDPMEDPACE HLDGS INC | $1.0M |
OKEONEOK INC NEW | $1.0M |
PECOPHILLIPS EDISON & CO INC | $1.0M |
ACWVISHARES INC | $1.0M |
VGSHVANGUARD SCOTTSDALE FDS | $1.0M |
UJANINNOVATOR ETFS TRUST | $1.0M |
TFISPDR SERIES TRUST | $1.0M |
ADARRAY DIGITAL INFRASTRUCTURE | $1.0M |
CPRTCOPART INC | $1.0M |
JMSTJ P MORGAN EXCHANGE TRADED F | $1.0M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.0M |
DOLWISDOMTREE TR | $1.0M |
WECWEC ENERGY GROUP INC | $1.0M |
VODVODAFONE GROUP PLC NEW | $1.0M |
SYYSYSCO CORP | $1.0M |
A4SAMERIPRISE FINL INC | $1.0M |
SCHQSCHWAB STRATEGIC TR | $1.0M |
EMXCISHARES INC | $1.0M |
VRPINVESCO EXCH TRADED FD TR II | $1.0M |
BSMQINVESCO EXCH TRD SLF IDX FD | $1.0M |
PHYS/USPROTT ASSET MANAGEMENT LP | $1.0M |
FTAFIRST TR EXCHANGE-TRADED ALP | $1.0M |
DFUVDIMENSIONAL ETF TRUST | $1.0M |
FFAFIRST TR ENHANCED EQUITY INC | $1.0M |
ETRENTERGY CORP NEW | $1.0M |
LADLITHIA MTRS INC | $1.0M |
RFREGIONS FINANCIAL CORP NEW | $1.0M |
SOXXISHARES TR | $1.0M |
SPHDINVESCO EXCH TRADED FD TR II | $1.0M |
MCOMOODYS CORP | $1.0M |
USIGISHARES TR | $1.0M |
MEARISHARES U S ETF TR | $1.0M |
STXSEAGATE TECHNOLOGY HLDNGS PL | $1.0M |
SLDESLIDE INS HLDGS INC | $1.0M |
SFNCSIMMONS 1ST NATL CORP | $1.0M |
TRVTRAVELERS COMPANIES INC | $1.0M |
PEYINVESCO EXCHANGE TRADED FD T | $1.0M |
FITBFIFTH THIRD BANCORP | $1.0M |
IYY*ISHARES TR | $1.0M |
IGMISHARES TR | $1.0M |
VIOOVANGUARD ADMIRAL FDS INC | $1.0M |
BDJBLACKROCK ENHANCED EQUITY DI | $1.0M |
ROKROCKWELL AUTOMATION INC | $1.0M |
PVALPUTNAM ETF TRUST | $1.0M |
HACKAMPLIFY ETF TR | $1.0M |
WYWEYERHAEUSER CO MTN BE | $1.0M |
VCRVANGUARD WORLD FD | $1.0M |
FNDXSCHWAB STRATEGIC TR | $1.0M |
EMLPFIRST TR EXCHANGE-TRADED FD | $1.0M |
VPLVANGUARD INTL EQUITY INDEX F | $1.0M |
CHRWC H ROBINSON WORLDWIDE INC | $1.0M |
QAINEW YORK LIFE INVESTMENTS ET | $1.0M |
BSVVANGUARD BD INDEX FDS | $1.0M |
PMBSPIMCO ETF TR | $1.0M |
FTMHPUTNAM ETF TRUST | $1.0M |
TEAMATLASSIAN CORPORATION | $1.0M |
HEIHEICO CORP NEW | $1.0M |
BLKBBLACKBAUD INC | $1.0M |
FERGFERGUSON ENTERPRISES INC | $1.0M |
YUMYUM BRANDS INC | $1.0M |
SHYDVANECK ETF TRUST | $1.0M |
IUSGISHARES TR | $1.0M |
ILCVISHARES TR | $1.0M |
ADXADAMS DIVERSIFIED EQUITY FD | $1.0M |
BKLNINVESCO EXCH TRADED FD TR II | $1.0M |
FBTCFIDELITY WISE ORIGIN BITCOIN | $1.0M |
IDUISHARES TR | $1.0M |
IXCISHARES TR | $1.0M |
PPLPPL CORP | $1.0M |
PGXINVESCO EXCH TRADED FD TR II | $1.0M |
TRGPTARGA RES CORP | $1.0M |
AJGGALLAGHER ARTHUR J & CO | $1.0M |
SHOPSHOPIFY INC | $1.0M |
HSYHERSHEY CO | $1.0M |
JCIJOHNSON CTLS INTL PLC | $1.0M |
VBILVANGUARD INSTL INDEX FD | $1.0M |
ROLROLLINS INC | $1.0M |
PYPLPAYPAL HLDGS INC | $1.0M |
EMBISHARES TR | $1.0M |
PCHPOTLATCHDELTIC CORPORATION | $1.0M |
SPGPINVESCO EXCHANGE TRADED FD T | $1.0M |
DLSWISDOMTREE TR | $1.0M |
SGOLETFS GOLD TR | $1.0M |
RINGISHARES INC | $1.0M |
PAYXPAYCHEX INC | $1.0M |
RCLROYAL CARIBBEAN GROUP | $1.0M |
TSCOTRACTOR SUPPLY CO | $1.0M |
XJUNFIRST TR EXCHNG TRADED FD VI | $1.0M |
CGDGCAPITAL GROUP DIVIDEND VALUE | $1.0M |