Back to NewEdge Wealth, LLC

NewEdge Wealth, LLC

Q2 2026 13F filing

Updated 32 days ago

1,241 disclosed positions worth $10B

Portfolio value
$10B
Total holdings
1,241
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-10

Full holdings

Every line item disclosed in Q2 2026

B

WISDOMTREE TR

Value
$558.9M
Shares
11.10M
% Port
5.59%
A

APPLE INC

Value
$403.4M
Shares
1.39M
% Port
4.03%
N

NVIDIA CORPORATION

Value
$319.3M
Shares
1.60M
% Port
3.19%
G

ALPHABET INC

Value
$303.8M
Shares
850.2K
% Port
3.04%
M

MICROSOFT CORP

Value
$301.4M
Shares
808.1K
% Port
3.01%
A

BROADCOM INC

Value
$189.7M
Shares
502.2K
% Port
1.90%
K

KLA CORP

Value
$175.9M
Shares
583.1K
% Port
1.76%
S
8.SPY

STATE STR SPDR S&P 500 ETF T

Value
$168.1M
Shares
225.1K
% Port
1.68%
A

AMAZON COM INC

Value
$164.1M
Shares
688.3K
% Port
1.64%
J

JPMORGAN CHASE & CO

Value
$163.6M
Shares
499.8K
% Port
1.64%
L
11.LRCX

LAM RESEARCH CORP

Value
$156.2M
Shares
360.6K
% Port
1.56%
V
12.VGES

VANGUARD INDEX FDS

Value
$143.6M
Shares
209.0K
% Port
1.43%
V
13.VGES

VANGUARD SCOTTSDALE FDS

Value
$134.6M
Shares
2.31M
% Port
1.35%
M
14.META

META PLATFORMS INC

Value
$130.6M
Shares
231.9K
% Port
1.31%
E
15.ETHA

ISHARES TR

Value
$126.6M
Shares
1.02M
% Port
1.27%
V
16.VGES

VANGUARD TAX-MANAGED FDS

Value
$114.6M
Shares
1.61M
% Port
1.15%
A
17.ABBV

ABBVIE INC

Value
$106.2M
Shares
422.1K
% Port
1.06%
G
18.GILD

GILEAD SCIENCES INC

Value
$95.3M
Shares
754.0K
% Port
0.95%
N

NOVARTIS AG

Value
$90.8M
Shares
579.5K
% Port
0.91%
A
20.AMAT

APPLIED MATLS INC

Value
$89.5M
Shares
123.9K
% Port
0.89%
V
21.V

VISA INC

Value
$82.8M
Shares
241.5K
% Port
0.83%
E
22.EBAY

EBAY INC.

Value
$82.4M
Shares
737.6K
% Port
0.82%
H
23.HD

HOME DEPOT INC

Value
$80.4M
Shares
227.8K
% Port
0.80%
H
24.HODL

VANECK ETF TRUST

Value
$80.2M
Shares
122.3K
% Port
0.80%
L
25.LLY

ELI LILLY & CO

Value
$77.9M
Shares
65.0K
% Port
0.78%
A
26.AZO

AUTOZONE INC

Value
$77.7M
Shares
24.3K
% Port
0.78%
F

FIFTH THIRD BANCORP

Value
$77.1M
Shares
1.37M
% Port
0.77%
M
28.MA

MASTERCARD INCORPORATED

Value
$74.5M
Shares
145.1K
% Port
0.74%
R
29.R

RYDER SYS INC

Value
$74.5M
Shares
282.6K
% Port
0.74%
E

EVERPURE INC

Value
$72.6M
Shares
922.0K
% Port
0.73%
M
31.MTG

MGIC INVT CORP WIS

Value
$71.4M
Shares
2.53M
% Port
0.71%
V
32.VST

VISTRA CORP

Value
$70.8M
Shares
446.4K
% Port
0.71%
A
33.ALSN

ALLISON TRANSMISSION HLDGS I

Value
$69.8M
Shares
618.8K
% Port
0.70%
F
34.FTNT

FORTINET INC

Value
$64.8M
Shares
422.0K
% Port
0.65%
J
35.JNJ

JOHNSON & JOHNSON

Value
$64.8M
Shares
255.2K
% Port
0.65%
I
36.IBM

INTERNATIONAL BUSINESS MACHS

Value
$64.7M
Shares
230.2K
% Port
0.65%
B
37.BX

BLACKSTONE INC

Value
$64.3M
Shares
546.4K
% Port
0.64%
W

WELLS FARGO & CO

Value
$63.9M
Shares
773.1K
% Port
0.64%
S
39.SU

SUNCOR ENERGY INC NEW

Value
$61.6M
Shares
1.15M
% Port
0.62%
I
40.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$60.8M
Shares
285.9K
% Port
0.61%
V
41.VGES

VANGUARD INDEX FDS

Value
$59.3M
Shares
160.3K
% Port
0.59%
Q
42.QCOM

QUALCOMM INC

Value
$56M
Shares
303.0K
% Port
0.56%
E
43.ETHA

ISHARES TR

Value
$55.4M
Shares
533.0K
% Port
0.55%
N
44.NRG

NRG ENERGY INC

Value
$55.2M
Shares
377.8K
% Port
0.55%
?
45.N/A

ISHARES TR

Value
$53.6M
Shares
722.4K
% Port
0.54%
V
46.VGES

VANGUARD INDEX FDS

Value
$52.7M
Shares
241.9K
% Port
0.53%
H
47.HST

HOST HOTELS & RESORTS INC

Value
$52.3M
Shares
2.21M
% Port
0.52%
J
48.JEF

JEFFERIES FINANCIAL GROUP IN

Value
$49.9M
Shares
998.4K
% Port
0.50%
V
49.VGES

VANGUARD INDEX FDS

Value
$48.8M
Shares
605.5K
% Port
0.49%
C
50.CNQ

CANADIAN NAT RES LTD MED TER

Value
$48.2M
Shares
1.22M
% Port
0.48%