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 |
|---|---|
IAU*ISHARES GOLD TR | $7K |
MDLZMONDELEZ INTL INC | $7K |
CBCHUBB LIMITED | $7K |
AMANTERO MIDSTREAM CORP | $7K |
AMTAMERICAN TOWER CORP NEW | $7K |
GDGENERAL DYNAMICS CORP | $7K |
JSCPJ P MORGAN EXCHANGE TRADED F | $6K |
DIHPDIMENSIONAL ETF TRUST | $6K |
CMCSACOMCAST CORP NEW | $6K |
WELLWELLTOWER INC | $6K |
HASIHA SUSTAINABLE INFRA CAP INC | $6K |
DFLVDIMENSIONAL ETF TRUST | $6K |
XLFISELECT SECTOR SPDR TR | $6K |
PKWINVESCO EXCHANGE TRADED FD T | $6K |
VRTVERTIV HOLDINGS CO | $6K |
TXNTEXAS INSTRS INC | $6K |
SCZISHARES TR | $6K |
DFEVDIMENSIONAL ETF TRUST | $6K |
DFAIDIMENSIONAL ETF TRUST | $6K |
PHMPULTE GROUP INC | $6K |
CVSCVS HEALTH CORP | $6K |
EXASEXACT SCIENCES CORP | $6K |
NSCNORFOLK SOUTHN CORP | $6K |
FASTFASTENAL CO | $6K |
XLYSELECT SECTOR SPDR TR | $6K |
USMVISHARES TR | $6K |
DGRWWISDOMTREE TR | $6K |
SUNSUNOCO LP/SUNOCO FIN CORP | $6K |
SONYSONY GROUP CORP | $6K |
VNQVANGUARD INDEX FDS | $6K |
ATDATI INC | $6K |
SNPSSYNOPSYS INC | $6K |
SPTSSPDR SERIES TRUST | $6K |
QTECFIRST TR EXCHANGE-TRADED FD | $6K |
DFAUDIMENSIONAL ETF TRUST | $6K |
ONEYSPDR SERIES TRUST | $6K |
FXLFIRST TR EXCHANGE TRADED FD | $5K |
IGIBISHARES TR | $5K |
SHELSHELL PLC | $5K |
ALSALLSTATE CORP | $5K |
TOTLSSGA ACTIVE ETF TR | $5K |
XELXCEL ENERGY INC | $5K |
SHYISHARES TR | $5K |
EWJISHARES INC | $5K |
EIDOISHARES TR | $5K |
XARSPDR SERIES TRUST | $5K |
IJJISHARES TR | $5K |
ROPROPER TECHNOLOGIES INC | $5K |
PCARPACCAR INC | $5K |
LHXL3HARRIS TECHNOLOGIES INC | $5K |
KLMNINVESCO EXCH TRADED FD TR II | $5K |
SUBISHARES TR | $5K |
COPCONOCOPHILLIPS | $5K |
INFYINFOSYS LTD | $5K |
VCRMVANGUARD MUN BD FDS | $5K |
BJBJS WHSL CLUB HLDGS INC | $5K |
SLQDISHARES TR | $5K |
NRIMNORTHRIM BANCORP INC | $5K |
DFUSDIMENSIONAL ETF TRUST | $5K |
TYLTYLER TECHNOLOGIES INC | $5K |
SPSMSPDR SERIES TRUST | $5K |
HYDBISHARES TR | $5K |
NOCNORTHROP GRUMMAN CORP | $5K |
CYBRCYBERARK SOFTWARE LTD | $5K |
HQYHEALTHEQUITY INC | $5K |
AQLTISHARES TR | $5K |
EVSDMORGAN STANLEY ETF TRUST | $5K |
COWZPACER FDS TR | $5K |
VMCVULCAN MATLS CO | $5K |
SCHPSCHWAB STRATEGIC TR | $5K |
SCHZSCHWAB STRATEGIC TR | $5K |
DNOVFIRST TR EXCHNG TRADED FD VI | $5K |
RGENREPLIGEN CORP | $5K |
STTSTATE STR CORP | $5K |
DDOMINION ENERGY INC | $5K |
PXFINVESCO EXCH TRADED FD TR II | $4K |
FBKFB FINL CORP | $4K |
DJPBARCLAYS BANK PLC | $4K |
EWZISHARES INC | $4K |
FT2FIRST HORIZON CORPORATION | $4K |
SPMBSPDR SERIES TRUST | $4K |
NOWSERVICENOW INC | $4K |
NXPINXP SEMICONDUCTORS N V | $4K |
BLVVANGUARD BD INDEX FDS | $4K |
PFFISHARES TR | $4K |
ADPAUTOMATIC DATA PROCESSING IN | $4K |
USFRWISDOMTREE TR | $4K |
FAIFIRST TR EXCHANGE TRADED FD | $4K |
SPYDSPDR SERIES TRUST | $4K |
USBUS BANCORP DEL | $4K |
STAGSTAG INDL INC | $4K |
BKNGBOOKING HOLDINGS INC | $4K |
SLYVSPDR SERIES TRUST | $4K |
TIPISHARES TR | $4K |
DFISDIMENSIONAL ETF TRUST | $4K |
CDNSCADENCE DESIGN SYSTEM INC | $4K |
PSXPHILLIPS 66 | $4K |
XLRESELECT SECTOR SPDR TR | $4K |
BKHBLACK HILLS CORP | $4K |
BIPBROOKFIELD INFRAST PARTNERS | $4K |