Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

WADDELL & ASSOCIATES, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1FDXFEDEX CORP$499.4M28.17%1.4MAdded
2PAVEGLOBAL X FDS$100.0M5.64%2.0MAdded
3GCOWPACER FDS TR$95.7M5.40%2.1MNew
4MDYSTATE STR SPDR S&P MIDCAP 40$94.7M5.34%153,603Added
5FNDASCHWAB STRATEGIC TR$93.6M5.28%2.9MAdded
6DGRWWISDOMTREE TR$90.2M5.09%1.0MAdded
7AUSFGLOBAL X FDS$81.5M4.60%1.7MAdded
8SCHKSCHWAB STRATEGIC TR$67.1M3.78%2.1MAdded
9IEFAISHARES TR$58.6M3.31%647,416Added
10QQQMINVESCO EXCH TRADED FD TR II$47.9M2.70%201,639Added
11AVEMAMERICAN CENTY ETF TR$46.0M2.59%570,400Added
12QQQEDIREXION SHARES ETF TRUST$42.2M2.38%428,472Added
13AGEMABRDN FDS$37.9M2.14%933,510New
14AAPLAPPLE INC$16.6M0.94%65,508Added
15NVDANVIDIA CORPORATION$11.8M0.66%67,417Added
16MSFTMICROSOFT CORP$10.4M0.59%28,014Added
17CAPEDOUBLELINE ETF TRUST$10.3M0.58%333,950Trimmed
18SPYSTATE STR SPDR S&P 500 ETF T$9.2M0.52%14,122Added
19DBNDDOUBLELINE ETF TRUST$7.4M0.42%162,154Trimmed
20PSLVSPROTT ASSET MANAGEMENT LP$7.1M0.40%289,832Trimmed
21BRK/BBERKSHIRE HATHAWAY INC DEL$7.0M0.40%14,621Added
22WMTWALMART INC$6.8M0.38%54,723Added
23GOOGALPHABET INC$6.6M0.37%23,055Added
24CGVTWO RDS SHARED TR$6.2M0.35%399,534Trimmed
25VLUEISHARES TR$6.0M0.34%42,511Added

Source: SEC Form 13F filings · as of 2026-03-31