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NewEdge Advisors, LLC

Q2 2026 13F filing

Updated 30 days ago

4,200 disclosed positions worth $33.6B

Portfolio value
$33.6B
Total holdings
4,200
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

A

APPLE INC

Value
$1B
Shares
3.48M
% Port
3.00%
E

ISHARES TR

Value
$886.6M
Shares
1.18M
% Port
2.64%
S
3.SPY

STATE STR SPDR S&P 500 ETF T

Value
$749.8M
Shares
1.00M
% Port
2.23%
N

NVIDIA CORPORATION

Value
$696.9M
Shares
3.48M
% Port
2.08%
M

MICROSOFT CORP

Value
$619.7M
Shares
1.66M
% Port
1.85%
A

AMAZON COM INC

Value
$516.9M
Shares
2.17M
% Port
1.54%
J

JPMORGAN CHASE & CO

Value
$476.4M
Shares
1.46M
% Port
1.42%
V

VANGUARD INDEX FDS

Value
$470.4M
Shares
685.0K
% Port
1.40%
G

ALPHABET INC

Value
$466.6M
Shares
1.31M
% Port
1.39%
S

SPDR SERIES TRUST

Value
$387.2M
Shares
4.41M
% Port
1.15%
A
11.AVGO

BROADCOM INC

Value
$355.1M
Shares
940.0K
% Port
1.06%
B

BERKSHIRE HATHAWAY INC DEL

Value
$334.4M
Shares
668.2K
% Port
1.00%
W
13.WMT

WALMART INC

Value
$324M
Shares
2.86M
% Port
0.97%
E
14.ETHA

BLACKROCK ETF TRUST

Value
$296.9M
Shares
4.37M
% Port
0.88%
C
15.CSCO

CISCO SYS INC

Value
$294.3M
Shares
2.51M
% Port
0.88%
A
16.AMD

ADVANCED MICRO DEVICES INC

Value
$294.1M
Shares
506.3K
% Port
0.88%
G

ALPHABET INC

Value
$271.8M
Shares
769.3K
% Port
0.81%
V
18.V

VISA INC

Value
$261M
Shares
760.7K
% Port
0.78%
E
19.ETHA

ISHARES TR

Value
$253.3M
Shares
1.84M
% Port
0.75%
M
20.MU

MICRON TECHNOLOGY INC

Value
$247.9M
Shares
214.7K
% Port
0.74%
A
21.AGX

ARGAN INC

Value
$246.7M
Shares
1.50M
% Port
0.73%
M
22.META

META PLATFORMS INC

Value
$237.8M
Shares
422.1K
% Port
0.71%
L
23.LLY

ELI LILLY & CO

Value
$233.6M
Shares
194.7K
% Port
0.70%
J
24.JNJ

JOHNSON & JOHNSON

Value
$233.1M
Shares
917.9K
% Port
0.69%
V
25.VGES

VANGUARD INDEX FDS

Value
$228M
Shares
1.05M
% Port
0.68%
C
26.CAT

CATERPILLAR INC

Value
$226M
Shares
212.2K
% Port
0.67%
X
27.XOM

EXXON MOBIL CORP

Value
$221.7M
Shares
1.62M
% Port
0.66%
V
28.VGES

VANGUARD INDEX FDS

Value
$210.3M
Shares
2.44M
% Port
0.63%
D
29.DELL

DELL TECHNOLOGIES INC

Value
$207.4M
Shares
480.6K
% Port
0.62%
C
30.CVX

CHEVRON CORPORATION

Value
$207.2M
Shares
1.25M
% Port
0.62%
E
31.ETHA

ISHARES TR

Value
$189.7M
Shares
4.11M
% Port
0.57%
E
32.ETHA

ISHARES TR

Value
$183.6M
Shares
808.6K
% Port
0.55%
T
33.TSLA

TESLA INC

Value
$172.4M
Shares
409.9K
% Port
0.51%
P
34.PDI

PIMCO ETF TR

Value
$171M
Shares
6.45M
% Port
0.51%
V
35.VGES

VANGUARD TAX-MANAGED FDS

Value
$168.4M
Shares
2.36M
% Port
0.50%
H
36.HD

HOME DEPOT INC

Value
$166.6M
Shares
472.3K
% Port
0.50%
P
37.PANW

PALO ALTO NETWORKS INC

Value
$159.4M
Shares
467.4K
% Port
0.47%
T
38.TJX

TJX COS INC NEW

Value
$158.6M
Shares
1.05M
% Port
0.47%
V
39.VGES

VANGUARD INDEX FDS

Value
$155.7M
Shares
420.8K
% Port
0.46%
F
40.FIS

FIDELITY COVINGTON TRUST

Value
$155.6M
Shares
3.71M
% Port
0.46%
E
41.ETHA

BLACKROCK ETF TRUST

Value
$154.7M
Shares
2.93M
% Port
0.46%
E
42.ETHA

ISHARES INC

Value
$146M
Shares
1.76M
% Port
0.43%
C
43.COST

COSTCO WHOLESALE CORPORATION

Value
$145.8M
Shares
155.8K
% Port
0.43%
P
44.PSX

PHILLIPS 66

Value
$139.2M
Shares
823.3K
% Port
0.41%
P
45.PDI

PIMCO ETF TR

Value
$135.9M
Shares
1.47M
% Port
0.40%
E
46.ETHA

ISHARES TR

Value
$134.7M
Shares
1.39M
% Port
0.40%
E
47.ETHA

ISHARES TR

Value
$134.5M
Shares
1.08M
% Port
0.40%
F
48.FPF

FIRST TR EXCHANGE TRADED FD

Value
$120.1M
Shares
1.48M
% Port
0.36%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$116.3M
Shares
243.5K
% Port
0.35%
E
50.ETHA

BLACKROCK ETF TRUST

Value
$113.4M
Shares
2.63M
% Port
0.34%