account_balance
Investment manager · 13F filer · SEC CIK 1776757
Waddell & Associates, LLC
Reported value$2.02Bas of Jun 30, 2026
Positions543 136 new, 42 sold out
Top 10 weight63.3%FDX alone is 21%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FDXFedEx Corp
21.2%Trimmed −2%
PAVEGlobal X FDS
5.7%
FNDASchwab Strategic Tr
5.5%
MDYSPDR S&P Midcap 400 ETF Trust
5.4%
FDXFFedEx Freight Holding Company, Inc.
5.1%New
DGRWWisdomtree Tr
4.9%
GCOWPacer FDS Tr
4.4%
AUSFGlobal X FDS
4.2%Added +2%
SCHKSchwab Strategic Tr
3.8%
IEFAiShares Tr
3.1%
QQQMInvesco Exch Traded Fd Tr II
3.0%
AVEMAmerican Centy ETF Tr
2.7%
FDXFedEx Corp
21.2%Trimmed −2%
PAVEGlobal X FDS
5.7%
FNDASchwab Strategic Tr
5.5%
MDYSPDR S&P Midcap 400 ETF Trust
5.4%
FDXFFedEx Freight Holding Company, Inc.
5.1%
DGRWWisdomtree Tr
4.9%
GCOWPacer FDS Tr
4.4%
AUSFGlobal X FDS
4.2%
SCHK3.8%
IEFA
QQQM
AVEM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FDX FedEx Corp 21.2% Trimmed −2%
PAVE Global X FDS 5.7% Held
FNDA Schwab Strategic Tr 5.5% Held
MDY SPDR S&P Midcap 400 ETF Trust 5.4% HeldFDXF FedEx Freight Holding Company, Inc. 5.1% NewDGRW Wisdomtree Tr 4.9% Held
GCOW Pacer FDS Tr 4.4% Held
AUSF Global X FDS 4.2% Added +2%
SCHK Schwab Strategic Tr 3.8% Held
IEFA iShares Tr 3.1% Held
QQQM Invesco Exch Traded Fd Tr II 3.0% Held
AVEM American Centy ETF Tr 2.7% Held
What changed
Biggest moves since Mar 31, 2026
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