How many stocks does NewEdge Advisors, LLC own?

As of Q2 2026, NewEdge Advisors, LLC holds 4,198 positions in their 13F portfolio.

What is NewEdge Advisors, LLC's largest holding?

AAPL at 3.0% of portfolio, worth $1B.

What is NewEdge Advisors, LLC's total portfolio value?

$33.6B as of Q2 2026, tracked across 4,198 holdings.

Is NewEdge Advisors, LLC a hedge fund?

NewEdge Advisors, LLC is an institutional investment manager required to file SEC 13F reports. This includes hedge funds, mutual funds, pension funds, and other institutions managing over $100M.

How often does NewEdge Advisors, LLC report?

13F filings are due quarterly, approximately 45 days after each quarter end.

How has NewEdge Advisors, LLC's portfolio changed in Q2 2026?

View NewEdge Advisors, LLC's latest portfolio changes, new positions, and exits for Q2 2026 on HoldingsIntel.

What is NewEdge Advisors, LLC's investment strategy?

NewEdge Advisors, LLC is classified as a Balanced Allocator fund based on HoldingsIntel's Fund DNA analysis of 6 behavioral dimensions.

NewEdge Advisors, LLC

Institutional investor · Portfolio as of Q2 2026

Q2 2026

SEC 13F snapshot

Top Holdings4,198 positions

Checking export access…

Activity:

				Price Trend
AAPL Apple Inc.	3.5M	$1B	3.0%	—	$195.11	+81.88%	16 qtrssince 2022-Q3	Increased 61
IVV ETF ISHARES TR	1.2M	$886.6M	2.6%	—	$542.11	+40.34%	31 qtrssince 2018-Q4	Increased 70
SPY ETF STATE STR SPDR S&P 500 ETF T	1M	$749.8M	2.2%	—	$580.50	+29.19%	31 qtrssince 2018-Q4	Increased 79
NVDA NVIDIA Corporation	3.5M	$696.9M	2.1%	—	$60.24	+180.35%	17 qtrssince 2022-Q2	Increased 55
MSFT Microsoft Corporation	1.7M	$619.7M	1.8%	—	$366.96	+45.29%	17 qtrssince 2022-Q2	Increased 53
AMZN Amazon.com, Inc.	2.2M	$516.9M	1.5%	—	$181.21	+47.59%	31 qtrssince 2018-Q4	Increased 51
JPM JPMorgan Chase & Co.	1.5M	$476.4M	1.4%	—	$234.46	+45.89%	31 qtrssince 2018-Q4	Increased 50
VOO ETF VANGUARD INDEX FDS	684,968	$470.4M	1.4%	—	$432.12	+61.07%	31 qtrssince 2018-Q4	Increased 56
GOOGL Alphabet Inc.	1.3M	$466.6M	1.4%	—	$246.61	+21.12%	31 qtrssince 2018-Q4	Increased 50
SP SPYM ETF State Street SPDR Portfolio S&P 500 ETF	4.4M	$387.2M	1.2%	—	$71.40	+24.83%	27 qtrssince 2019-Q4	Increased 70
AVGO Broadcom Inc.	939,989	$355.1M	1.1%	—	$126.47	+188.10%	31 qtrssince 2018-Q4	Decreased 0
BRK/B Berkshire Hathaway Inc.	668,204	$334.4M	1.0%	—	$445.51	+32.39%	31 qtrssince 2018-Q4	Increased 44
WMT Walmart Inc.	2.9M	$324M	1.0%	—	$91.98	+36.50%	31 qtrssince 2018-Q4	Decreased 0
DYNF ETF BLACKROCK ETF TRUST	4.4M	$296.9M	0.9%	—	$50.28	+33.68%	13 qtrssince 2023-Q2	Decreased 0
CSCO Cisco Systems, Inc.	2.5M	$294.3M	0.9%	—	$71.31	+43.06%	31 qtrssince 2018-Q4	Increased 44
AMD Advanced Micro Devices, Inc.	506,265	$294.1M	0.9%	—	$184.86	+216.63%	31 qtrssince 2018-Q4	Decreased 0
GOOG Alphabet Inc.	769,336	$271.8M	0.8%	—	$165.65	+78.29%	31 qtrssince 2018-Q4	Increased 47
V Visa Inc.	760,691	$261M	0.8%	—	$289.92	+45.90%	31 qtrssince 2018-Q4	Increased 43
IVW ETF ISHARES TR	1.8M	$253.3M	0.8%	—	$90.06	+48.59%	31 qtrssince 2018-Q4	Increased 44
MU Micron Technology, Inc.	214,739	$247.9M	0.7%	—	$318.25	+127.84%	31 qtrssince 2018-Q4	Increased 49

$33.6B

AUM

4,198

Positions

Q2 2026

Filing

HI rating · 3.0/5

Quarterly 13F Value Change

Reported 13F value ($B)

Reported 13F values and quarter-over-quarter reported value changes; not investment returns.
Quarter	Reported value in US dollars	Reported value change
2025-Q1	$16,833,614,193	1.15589493052%
2025-Q2	$19,394,688,980	15.214051823%
2025-Q3	$21,996,951,981	13.4174000093%
2025-Q4	$27,559,359,517	25.287174063%
2026-Q1	$27,680,868,262	0.440898290561%
2026-Q2	$33,571,266,895	21.2796743847%