BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,425 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 926,035 | $268M | 2.4% | $228.19 | +33.92% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 474,527 | $177.1M | 1.6% | $419.02 | +14.94% | 30 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORP | 849,108 | $169.9M | 1.5% | $155.76 | +41.08% | 20 qtrssince 2021-Q3 | Increased 61 |
SPDR INDEX SHS FDS | 3.4M | $169.2M | 1.5% | $40.41 | +26.96% | 5 qtrssince 2025-Q2 | Decreased 0 |
SPDR PORTFOLIO S&P 500 GROWT | 1.3M | $157.2M | 1.4% | $94.46 | +27.99% | 25 qtrssince 2020-Q2 | Decreased 0 |
ISHARES RUSSELL 3000 GROWTH | 825,427 | $155.3M | 1.4% | $138.81 | +37.61% | 29 qtrssince 2019-Q2 | Increased 50 |
ISHARES CORE S&P U.S. VALUE | 1.4M | $153.4M | 1.4% | $95.87 | +19.60% | 29 qtrssince 2019-Q2 | Increased 51 |
SPDR SERIES TRUST | 2.4M | $144.4M | 1.3% | $53.77 | +17.87% | 25 qtrssince 2020-Q2 | Increased 57 |
CAPITAL GROUP INTL FOCUS EQT | 4.1M | $143.2M | 1.3% | $30.27 | +14.20% | 8 qtrssince 2024-Q3 | Increased 48 |
CAPITAL GROUP GROWTH ETF | 2.7M | $129M | 1.2% | $41.94 | +10.28% | 8 qtrssince 2024-Q3 | Increased 49 |
CAPITAL GROUP CORE EQUITY ET | 2.8M | $126.2M | 1.2% | $39.40 | +15.14% | 8 qtrssince 2024-Q3 | Increased 49 |
BROADCOM INC | 331,195 | $125.1M | 1.1% | $221.06 | +71.90% | 20 qtrssince 2021-Q3 | Increased 59 |
AMPHENOL CORP-CL A | 623,412 | $109.9M | 1.0% | $68.26 | +133.77% | 17 qtrssince 2022-Q2 | Decreased 0 |
STATE STREET SPDR PORTFOLIO MORTGAGE BACKED BOND ETF | 4.8M | $107.4M | 1.0% | $20.84 | +5.47% | 15 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB INTL EQUITY ETF | 3.8M | $104.7M | 1.0% | $19.76 | +41.94% | 29 qtrssince 2019-Q2 | Increased 45 |
SPDR GOLD MINISHARES TRUST | 1.1M | $89.4M | 0.8% | $61.52 | +39.75% | 14 qtrssince 2023-Q1 | Increased 56 |
ALPHABET INC-CL A | 235,873 | $84.3M | 0.8% | $203.81 | +68.88% | 20 qtrssince 2021-Q3 | Increased 45 |
ISHARES TR | 836,231 | $83.9M | 0.8% | $97.92 | -1.62% | 8 qtrssince 2024-Q3 | Increased 61 |
ABBVIE INC | 327,322 | $82.4M | 0.8% | $180.37 | +43.55% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INT-TERM CORPORATE | 980,080 | $81M | 0.7% | $77.79 | +4.22% | 29 qtrssince 2019-Q2 | Increased 43 |
BENJAMIN EDWARDS INC manages $11B across 1425 positions as of Q2 2026. Top holdings: AAPL (2.4%), MSFT (1.6%), NVDA (1.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 2/5.0.
Active quarter - 132 new positions, 66 exits, 701 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $11.0B across 1425 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer