BENJAMIN EDWARDS INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,425 positions
APPLE INC | 926,035 | $268M | 2.4% | $227.36 | +49.73% | 30 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 474,527 | $177.1M | 1.6% | $416.73 | +25.41% | 30 qtrssince 2019-Q1 | Increased 56 |
NVIDIA CORPORATION | 849,108 | $169.9M | 1.5% | $143.07 | +61.09% | 20 qtrssince 2021-Q3 | Increased 61 |
SPDR INDEX SHS FDS | 3.4M | $169.2M | 1.5% | $40.41 | +25.10% | 5 qtrssince 2025-Q2 | Decreased 0 |
SPDR SERIES TRUST | 1.3M | $157.2M | 1.4% | $93.84 | +32.91% | 25 qtrssince 2020-Q2 | Decreased 0 |
ISHARES TR | 825,427 | $155.3M | 1.4% | $138.16 | +42.06% | 29 qtrssince 2019-Q2 | Increased 50 |
ISHARES TR | 1.4M | $153.4M | 1.4% | $94.55 | +18.69% | 29 qtrssince 2019-Q2 | Increased 51 |
SPDR SERIES TRUST | 2.4M | $144.4M | 1.3% | $52.95 | +17.44% | 25 qtrssince 2020-Q2 | Increased 57 |
CAPITAL GROUP INTL FOCUS EQT | 4.1M | $143.2M | 1.3% | $29.16 | +15.50% | 8 qtrssince 2024-Q3 | Increased 48 |
CAPITAL GROUP GROWTH ETF | 2.7M | $129M | 1.2% | $40.27 | +18.85% | 8 qtrssince 2024-Q3 | Increased 49 |
CAPITAL GROUP CORE EQUITY ET | 2.8M | $126.2M | 1.2% | $37.90 | +18.99% | 8 qtrssince 2024-Q3 | Increased 49 |
BROADCOM INC | 331,195 | $125.1M | 1.1% | $212.23 | +69.69% | 20 qtrssince 2021-Q3 | Increased 59 |
AMPHENOL CORP | 623,412 | $109.9M | 1.0% | $34.05 | +150.54% | 17 qtrssince 2022-Q2 | Decreased 0 |
SPDR SERIES TRUST | 4.8M | $107.4M | 1.0% | $20.70 | +2.20% | 15 qtrssince 2022-Q4 | Decreased 0 |
SCHWAB STRATEGIC TR | 3.8M | $104.7M | 1.0% | $20.37 | +35.51% | 29 qtrssince 2019-Q2 | Increased 45 |
WORLD GOLD TR | 1.1M | $89.4M | 0.8% | $61.33 | +33.25% | 14 qtrssince 2023-Q1 | Increased 56 |
ALPHABET INC | 235,873 | $84.3M | 0.8% | $205.42 | +69.55% | 20 qtrssince 2021-Q3 | Increased 45 |
ISHARES TR | 836,231 | $83.9M | 0.8% | $97.92 | -5.93% | 8 qtrssince 2024-Q3 | Increased 61 |
ABBVIE INC | 327,322 | $82.4M | 0.8% | $180.37 | +51.04% | 30 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 980,080 | $81M | 0.7% | $77.13 | +1.74% | 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 Score: 2/5.0.
Active quarter - 134 new positions, 68 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
Verify source filings on SEC EDGAR