NewEdge Wealth, LLC
NewEdge Wealth, LLC reported 1,232 positions worth $10.01B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: USFR (5.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | USFR | SH | $558.9M | 5.59% | 11,099,477 | — | — | |
| ▸ 2 | AAPL | SH | $403.4M | 4.03% | 1,394,101 | — | — | |
| ▸ 3 | NVDA | SH | $319.3M | 3.19% | 1,595,829 | — | — | |
| ▸ 4 | GOOGL | SH | $303.8M | 3.04% | 850,206 | — | — | |
| ▸ 5 | MSFT | SH | $301.4M | 3.01% | 808,107 | — | — | |
| ▸ 6 | AVGO | SH | $189.7M | 1.90% | 502,221 | — | — | |
| ▸ 7 | KLAC | SH | $175.9M | 1.76% | 583,113 | — | — | |
| ▸ 8 | SPY | SH | $168.1M | 1.68% | 225,123 | — | — | |
| ▸ 9 | AMZN | SH | $164.1M | 1.64% | 688,333 | — | — | |
| ▸ 10 | JPM | SH | $163.6M | 1.64% | 499,797 | — | — |
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Frequently Asked Questions
What stocks does NewEdge Wealth, LLC hold as of Q2 2026?
NewEdge Wealth, LLC reported 1232 positions worth $10.01B in its Q2 2026 13F filing. Largest positions: USFR (5.6%), AAPL (4.0%), NVDA (3.2%), GOOGL (3.0%) and MSFT (3.0%).
What did NewEdge Wealth, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did NewEdge Wealth, 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.