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WADDELL & ASSOCIATES, LLC

Q2 2026 13F filing

Updated 58 days ago

545 disclosed positions worth $2B

Portfolio value
$2B
Total holdings
545
New positions
139
Closed positions
45
Increased
197
Decreased
167
Turnover
33.8%
Filed
2026-07-15

Full holdings

Every line item disclosed in Q2 2026

F
1.FDX

FEDEX CORP

-2.3%
Value
$429.1M
Shares
1.37M
% Port
21.23%
?
2.N/A

GLOBAL X FDS

-0.2%
Value
$115.7M
Shares
1.96M
% Port
5.73%
S

SCHWAB STRATEGIC TR

+0.3%
Value
$110.2M
Shares
2.90M
% Port
5.45%
M
4.MDY

STATE STR SPDR S&P MIDCAP 40

+0.7%
Value
$108.8M
Shares
154.7K
% Port
5.38%
F

FEDEX FGHT HLDG CO INC

Value
$103.5M
Shares
685.2K
% Port
5.12%
B

WISDOMTREE TR

+1.1%
Value
$99.2M
Shares
1.04M
% Port
4.91%
?
7.N/A

PACER FDS TR

-0.4%
Value
$89.2M
Shares
2.06M
% Port
4.41%
?
8.N/A

GLOBAL X FDS

+2.0%
Value
$84M
Shares
1.72M
% Port
4.15%
?
9.N/A

SCHWAB STRATEGIC TR

+0.2%
Value
$77.3M
Shares
2.14M
% Port
3.83%
E
10.ETHA

ISHARES TR

+1.1%
Value
$63.2M
Shares
654.5K
% Port
3.13%
E
11.ETHA

INVESCO EXCH TRADED FD TR II

-0.4%
Value
$60.8M
Shares
200.8K
% Port
3.01%
?
12.N/A

AMERICAN CENTY ETF TR

-0.5%
Value
$54.8M
Shares
567.8K
% Port
2.71%
?
13.N/A

DIREXION SHARES ETF TRUST

+0.1%
Value
$52.3M
Shares
429.0K
% Port
2.59%
?
14.N/A

ABRDN FDS

+1.1%
Value
$46.6M
Shares
943.7K
% Port
2.31%
A
15.AAPL

APPLE INC

+9.0%
Value
$20.7M
Shares
71.4K
% Port
1.02%
N
16.NVDA

NVIDIA CORPORATION

+16.4%
Value
$15.7M
Shares
78.5K
% Port
0.78%
?
17.N/A

DOUBLELINE ETF TRUST

-1.6%
Value
$10.7M
Shares
328.7K
% Port
0.53%
M
18.MSFT

MICROSOFT CORP

+2.0%
Value
$10.7M
Shares
28.6K
% Port
0.53%
S
19.SPY

STATE STR SPDR S&P 500 ETF T

+6740.0%
Value
$10.2M
Shares
13.7K
% Port
0.51%
G

ALPHABET INC

+8.5%
Value
$8.8M
Shares
25.0K
% Port
0.44%
E
21.ETHA

ISHARES TR

-2.6%
Value
$8.3M
Shares
41.4K
% Port
0.41%
M
22.MU

MICRON TECHNOLOGY INC

-6.2%
Value
$8.2M
Shares
7.1K
% Port
0.41%
B

BERKSHIRE HATHAWAY INC DEL

+9.8%
Value
$8M
Shares
16.1K
% Port
0.40%
?
24.N/A

DOUBLELINE ETF TRUST

+4.0%
Value
$7.7M
Shares
168.6K
% Port
0.38%
L
25.LLY

ELI LILLY & CO

-0.3%
Value
$6.5M
Shares
5.4K
% Port
0.32%
?
26.N/A

TWO RDS SHARED TR

+0.6%
Value
$6.2M
Shares
401.7K
% Port
0.31%
W
27.WMT

WALMART INC

-4.3%
Value
$5.9M
Shares
52.4K
% Port
0.29%
G

ALPHABET INC

+15.8%
Value
$5.8M
Shares
16.2K
% Port
0.29%
P
29.PSLV

SPROTT ASSET MANAGEMENT LP

-0.6%
Value
$5.4M
Shares
288.1K
% Port
0.27%
J

JPMORGAN CHASE & CO

+12.3%
Value
$5.1M
Shares
15.6K
% Port
0.25%
A
31.AMZN

AMAZON COM INC

+30.8%
Value
$5.1M
Shares
21.3K
% Port
0.25%
V
32.VGES

VANGUARD INDEX FDS

-0.3%
Value
$4.9M
Shares
22.4K
% Port
0.24%
E
33.ETHA

ISHARES TR

-1.5%
Value
$4.5M
Shares
43.8K
% Port
0.23%
I
34.INTC

INTEL CORP

-18.0%
Value
$4.3M
Shares
30.6K
% Port
0.21%
A
35.AVGO

BROADCOM INC

+14.5%
Value
$4.2M
Shares
11.1K
% Port
0.21%
?
36.N/A

SPDR INDEX SHS FDS

-3.0%
Value
$3.9M
Shares
52.0K
% Port
0.19%
V
37.VGES

VANGUARD INDEX FDS

-1.3%
Value
$3.8M
Shares
5.6K
% Port
0.19%
V
38.VGES

VANGUARD STAR FDS

-1.1%
Value
$3.7M
Shares
43.1K
% Port
0.18%
?
39.N/A

ISHARES TR

-8.7%
Value
$3.6M
Shares
23.0K
% Port
0.18%
?
40.N/A

RED CAT HLDGS INC

+86.7%
Value
$3.6M
Shares
339.0K
% Port
0.18%
W
41.WDC

WESTERN DIGITAL CORP

+3.5%
Value
$3.5M
Shares
5.5K
% Port
0.17%
G
42.GEV

GE VERNOVA INC

+12.8%
Value
$3.5M
Shares
3.0K
% Port
0.17%
M
43.META

META PLATFORMS INC

+37.7%
Value
$3.4M
Shares
6.0K
% Port
0.17%
X
44.XOM

EXXON MOBIL CORP

+10.8%
Value
$3.4M
Shares
24.6K
% Port
0.17%
E
45.ETHA

ISHARES TR

Unchanged
Value
$3.4M
Shares
13.3K
% Port
0.17%
F
46.FIX

COMFORT SYS USA INC

+1.9%
Value
$3.3M
Shares
1.7K
% Port
0.16%
A
47.AMAT

APPLIED MATLS INC

+13.6%
Value
$2.9M
Shares
4.0K
% Port
0.14%
J
48.JNJ

JOHNSON & JOHNSON

-0.3%
Value
$2.8M
Shares
11.0K
% Port
0.14%
C
49.COHR

COHERENT CORP

-1.8%
Value
$2.8M
Shares
7.0K
% Port
0.14%
M
50.MRK

MERCK & CO INC

+2.0%
Value
$2.7M
Shares
21.4K
% Port
0.14%