NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,232 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
WISDOMTREE TR | 11.1M | $558.9M | 5.6% | $49.55 | +1.83% | 3 qtrssince 2025-Q4 | Increased 83 |
APPLE INC | 1.4M | $403.4M | 4.0% | $192.75 | +58.54% | 23 qtrssince 2020-Q4 | Increased 59 |
NVIDIA CORP | 1.6M | $319.3M | 3.2% | $142.82 | +53.86% | 22 qtrssince 2021-Q1 | Increased 66 |
ALPHABET INC-CL A | 850,206 | $303.8M | 3.0% | $160.99 | +113.80% | 23 qtrssince 2020-Q4 | Increased 59 |
MICROSOFT CORP | 808,107 | $301.4M | 3.0% | $335.30 | +43.64% | 23 qtrssince 2020-Q4 | Increased 60 |
BROADCOM INC | 502,221 | $189.7M | 1.9% | $215.17 | +76.60% | 22 qtrssince 2021-Q1 | Decreased 0 |
KLA CORP | 583,113 | $175.9M | 1.8% | $276.83 | -25.67% | 17 qtrssince 2022-Q2 | Increased 77 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 225,123 | $168.1M | 1.7% | $477.26 | +60.80% | 23 qtrssince 2020-Q4 | Decreased 0 |
AMAZON.COM INC | 688,333 | $164.1M | 1.6% | $183.74 | +41.21% | 23 qtrssince 2020-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 499,797 | $163.6M | 1.6% | $184.95 | +96.40% | 23 qtrssince 2020-Q4 | Increased 48 |
LAM RESEARCH CORP COM NEW | 360,550 | $156.2M | 1.6% | $78.19 | +319.40% | 15 qtrssince 2022-Q4 | Increased 48 |
VANGUARD S&P 500 ETF | 209,049 | $143.6M | 1.4% | $599.27 | +17.71% | 20 qtrssince 2021-Q3 | Increased 50 |
VANGUARD SHORT-TERM TREASURY | 2.3M | $134.6M | 1.3% | $57.21 | +1.64% | 23 qtrssince 2020-Q4 | Increased 49 |
META PLATFORMS INC-CLASS A | 231,927 | $130.6M | 1.3% | $405.46 | +34.09% | 23 qtrssince 2020-Q4 | Increased 50 |
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1M | $126.6M | 1.3% | $117.47 | +4.77% | 23 qtrssince 2020-Q4 | Increased 77 |
VANGUARD FTSE DEVELOPED ETF | 1.6M | $114.6M | 1.1% | $62.00 | +16.76% | 23 qtrssince 2020-Q4 | Increased 56 |
ABBVIE INC | 422,116 | $106.2M | 1.1% | $193.11 | +34.08% | 21 qtrssince 2021-Q2 | Increased 49 |
GILEAD SCIENCES INC | 754,019 | $95.3M | 1.0% | $93.12 | +54.03% | 20 qtrssince 2021-Q3 | Increased 45 |
NOVARTIS AG-SPONSORED ADR | 579,486 | $90.8M | 0.9% | $103.64 | +49.12% | 23 qtrssince 2020-Q4 | Increased 45 |
APPLIED MATERIALS INC | 123,853 | $89.5M | 0.9% | $177.55 | +189.68% | 22 qtrssince 2021-Q1 | Increased 45 |
NewEdge Wealth, LLC manages $10B across 1232 positions as of Q2 2026. Top holdings: USFR (5.6%), AAPL (4.0%), NVDA (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.
Active quarter - 144 new positions, 38 exits, 574 increased. Top move: USFR (INCREASED, conviction 83). Portfolio: $10.0B across 1232 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