Benjamin Edwards Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,425 positions
 Apple Inc. | 926,035 | $268M | 2.4% | $227.36 | +53.29% | 30 qtrssince 2019-Q1 | Decreased 0 |
 Microsoft Corporation | 474,527 | $177.1M | 1.6% | $416.73 | +27.94% | 30 qtrssince 2019-Q1 | Increased 56 |
 NVIDIA Corporation | 849,108 | $169.9M | 1.5% | $143.07 | +18.04% | 20 qtrssince 2021-Q3 | Increased 61 |
 SPDR PORTFOLIO | 3.4M | $169.2M | 1.5% | $39.94 | +23.48% | 5 qtrssince 2025-Q2 | Decreased 0 |
 SPDR SER TR | 1.3M | $157.2M | 1.4% | $93.84 | +21.74% | 25 qtrssince 2020-Q2 | Decreased 0 |
 ISHARES RUSL3000 GRW | 825,427 | $155.3M | 1.4% | $138.16 | +30.59% | 29 qtrssince 2019-Q2 | Increased 50 |
 ISHARES RUSL3000 VAL | 1.4M | $153.4M | 1.4% | $94.55 | +23.07% | 29 qtrssince 2019-Q2 | Increased 51 |
 SPDR SERIES TRUST | 2.4M | $144.4M | 1.3% | $52.95 | +21.67% | 25 qtrssince 2020-Q2 | Increased 57 |
 CAPITAL GROUP INTL FOCUS EQT | 4.1M | $143.2M | 1.3% | $29.16 | +6.96% | 8 qtrssince 2024-Q3 | Increased 48 |
 CAPITAL GROUP GROWTH ETF | 2.7M | $129M | 1.2% | $40.27 | +13.86% | 8 qtrssince 2024-Q3 | Increased 49 |
 CAPITAL GROUP CORE EQUITY ET | 2.8M | $126.2M | 1.2% | $37.90 | +16.30% | 8 qtrssince 2024-Q3 | Increased 49 |
 Broadcom Inc. | 331,195 | $125.1M | 1.1% | $212.23 | +56.42% | 20 qtrssince 2021-Q3 | Increased 59 |
 Amphenol Corporation | 623,412 | $109.9M | 1.0% | $34.05 | +134.77% | 17 qtrssince 2022-Q2 | Decreased 0 |
 SPDR SERIES TRUST | 4.8M | $107.4M | 1.0% | $20.63 | +4.55% | 15 qtrssince 2022-Q4 | Decreased 0 |
 SCHWB INT EQTY-SCHF | 3.8M | $104.7M | 1.0% | $20.18 | +33.54% | 29 qtrssince 2019-Q2 | Increased 45 |
 SPDR GOLD MINISHARES | 1.1M | $89.4M | 0.8% | $61.33 | +30.04% | 14 qtrssince 2023-Q1 | Increased 56 |
 Alphabet Inc. | 235,873 | $84.3M | 0.8% | $205.42 | +39.90% | 20 qtrssince 2021-Q3 | Increased 45 |
 ISHARES 10-20 YEAR | 836,231 | $83.9M | 0.8% | $97.16 | -2.13% | 8 qtrssince 2024-Q3 | Increased 61 |
 AbbVie Inc. | 327,322 | $82.4M | 0.8% | $179.27 | +63.94% | 30 qtrssince 2019-Q1 | Decreased 0 |
 VANGUARD CORP VCIT | 980,080 | $81M | 0.7% | $76.80 | +3.24% | 29 qtrssince 2019-Q2 | Increased 43 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2025-Q1 | $7,160,944,017 | 2.39131423371% |
| 2025-Q2 | $7,854,199,457 | 9.68106213865% |
| 2025-Q3 | $8,848,130,388 | 12.6547706923% |
| 2025-Q4 | $9,037,491,084 | 2.14012099389% |
| 2026-Q1 | $10,060,138,229 | 11.3156088952% |
| 2026-Q2 | $10,967,881,354 | 9.02316751855% |
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 - 133 new positions, 67 exits, 695 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $11.0B across 1425 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
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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