Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WADDELL & ASSOCIATES, LLC (CIK 1776757) reported $1.77B across 446 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FDX ($499.4M, 28.17%), PAVE ($100.0M, 5.64%), GCOW ($95.7M, 5.40%), MDY ($94.7M, 5.34%), FNDA ($93.6M, 5.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FDX | FEDEX CORP | $499.4M | 28.17% | 1.4M | Added |
| 2 | PAVE | GLOBAL X FDS | $100.0M | 5.64% | 2.0M | Added |
| 3 | GCOW | PACER FDS TR | $95.7M | 5.40% | 2.1M | New |
| 4 | MDY | STATE STR SPDR S&P MIDCAP 40 | $94.7M | 5.34% | 153,603 | Added |
| 5 | FNDA | SCHWAB STRATEGIC TR | $93.6M | 5.28% | 2.9M | Added |
| 6 | DGRW | WISDOMTREE TR | $90.2M | 5.09% | 1.0M | Added |
| 7 | AUSF | GLOBAL X FDS | $81.5M | 4.60% | 1.7M | Added |
| 8 | SCHK | SCHWAB STRATEGIC TR | $67.1M | 3.78% | 2.1M | Added |
| 9 | IEFA | ISHARES TR | $58.6M | 3.31% | 647,416 | Added |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $47.9M | 2.70% | 201,639 | Added |
| 11 | AVEM | AMERICAN CENTY ETF TR | $46.0M | 2.59% | 570,400 | Added |
| 12 | QQQE | DIREXION SHARES ETF TRUST | $42.2M | 2.38% | 428,472 | Added |
| 13 | AGEM | ABRDN FDS | $37.9M | 2.14% | 933,510 | New |
| 14 | AAPL | APPLE INC | $16.6M | 0.94% | 65,508 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $11.8M | 0.66% | 67,417 | Added |
| 16 | MSFT | MICROSOFT CORP | $10.4M | 0.59% | 28,014 | Added |
| 17 | CAPE | DOUBLELINE ETF TRUST | $10.3M | 0.58% | 333,950 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 0.52% | 14,122 | Added |
| 19 | DBND | DOUBLELINE ETF TRUST | $7.4M | 0.42% | 162,154 | Trimmed |
| 20 | PSLV | SPROTT ASSET MANAGEMENT LP | $7.1M | 0.40% | 289,832 | Trimmed |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.0M | 0.40% | 14,621 | Added |
| 22 | WMT | WALMART INC | $6.8M | 0.38% | 54,723 | Added |
| 23 | GOOG | ALPHABET INC | $6.6M | 0.37% | 23,055 | Added |
| 24 | CGV | TWO RDS SHARED TR | $6.2M | 0.35% | 399,534 | Trimmed |
| 25 | VLUE | ISHARES TR | $6.0M | 0.34% | 42,511 | Added |
Source: SEC Form 13F filings · as of 2026-03-31