NewEdge Advisors, LLC

CIK 0001633516 · NEW ORLEANS, LA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

NewEdge Advisors, LLC reported 4,198 positions worth $33.57B as of June 30, 2026 (13F filed August 12, 2026). Largest holding: AAPL (3.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$33.57B
2026 Q2
Positions
4,198
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
18.7%
Est. Net Flow (Q)
2026 Q2
10 / 4198 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$1.01B3.00%3,482,619
2IVVISHARES TRSH$886.6M2.64%1,183,931
3SPYSTATE STR SPDR S&P 500 ETF TSH$749.8M2.23%1,004,114
4NVDANVIDIA CORPORATIONSH$696.9M2.08%3,483,179
5MSFTMICROSOFT CORPSH$619.7M1.85%1,661,376
6AMZNAMAZON COM INCSH$516.9M1.54%2,168,590
7JPMJPMORGAN CHASE & COSH$476.4M1.42%1,455,328
8VOOVANGUARD INDEX FDSSH$470.4M1.40%684,968
9GOOGLALPHABET INCSH$466.6M1.39%1,305,569
10SPYMSPDR SERIES TRUSTSH$387.2M1.15%4,406,554

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does NewEdge Advisors, LLC hold as of Q2 2026?

NewEdge Advisors, LLC reported 4198 positions worth $33.57B in its Q2 2026 13F filing. Largest positions: AAPL (3.0%), IVV (2.6%), SPY (2.2%), NVDA (2.1%) and MSFT (1.8%).

What did NewEdge Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did NewEdge Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.