How many stocks does NewEdge Wealth, LLC own?

As of Q1 2026, NewEdge Wealth, LLC holds 1,109 positions in their 13F portfolio.

What is NewEdge Wealth, LLC's largest holding?

USFR at 4.6% of portfolio, worth $384.2M.

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

$8.4B as of Q1 2026, tracked across 1,109 holdings.

Is NewEdge Wealth, LLC a hedge fund?

NewEdge Wealth, 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 Wealth, LLC report?

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

How has NewEdge Wealth, LLC's portfolio changed in Q1 2026?

View NewEdge Wealth, LLC's latest portfolio changes, new positions, and exits for Q1 2026 on HoldingsIntel.

What is NewEdge Wealth, LLC's investment strategy?

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

NewEdge Wealth, LLC Holdings Q1 2026 - Portfolio & Conviction Scores | HoldingsIntel

NewEdge Wealth, LLC

Institutional investor · Portfolio as of Q1 2026

Solid(3.0 / 5.0)

$8.4B

AUM

1,109

Positions

102

New

Q1 2026

Filing Period

Quarterly Portfolio Change

SEC EDGAR SourceSEC Filings

NewEdge Wealth, LLC manages $8.4B across 1109 positions as of Q1 2026. Top holdings: USFR (4.6%), AAPL (4.1%), MSFT (3.4%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.

Q1 2026 Summary

Active quarter - 102 new positions, 172 exits, 394 increased. Top move: AAPL (INCREASED, conviction 57). Portfolio: $8.4B across 1109 positions.

Portfolio Allocation

Top holdings by portfolio weight

USFR4.58%

AAPL4.11%

MSFT3.39%

NVDA2.85%

GOOGL2.79%

AVGO1.89%

SPY1.81%

JPM1.73%

AMZN1.67%

VGSH1.56%

Other1.50%

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Position Outcomes

Best and worst performing positions by estimated return

Top Winners

SNDK5Q held

SANDISK CORP

Avg $57.31 · $18.2M est. P&L

Est. P&L

+2356.34%

APLD5Q held

APPLIED DIGITAL CORP

Avg $5.97 · $530,518 est. P&L

Est. P&L

+612.59%

EME22Q held

EMCOR GROUP INC

Avg $147.26 · $2.7M est. P&L

Est. P&L

+516.91%

Top Losers

Upgrade to Pro to see the worst-performing positions.

View plans

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Top Holdings1,124 positions

Export CSV(Pro)

Activity:

Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
USFR ETF WISDOMTREE TR	7.6M	$384.2M	4.6%	—	$50.16	+0.54%	2 qtrssince 2025-Q4	Decreased 0
AAPL APPLE INC	1.4M	$345.1M	4.1%	—	$190.44	+57.65%	22 qtrssince 2020-Q4	Increased 57
MSFT MICROSOFT CORP	768,837	$284.6M	3.4%	—	$333.37	+28.17%	22 qtrssince 2020-Q4	Decreased 0
NVDA NVIDIA CORPORATION	1.4M	$239.3M	2.9%	—	$133.48	+72.43%	21 qtrssince 2021-Q1	Decreased 0
GOOGL ALPHABET INC	813,160	$233.8M	2.8%	—	$152.05	+161.13%	22 qtrssince 2020-Q4	Decreased 0
AVGO BROADCOM INC	512,688	$158.7M	1.9%	—	$216.43	+97.59%	21 qtrssince 2021-Q1	Increased 52
SPY Unit STATE STR SPDR S&P 500 ETF T	233,940	$152.1M	1.8%	—	$477.26	+55.56%	22 qtrssince 2020-Q4	Increased 48
JPM JPMORGAN CHASE & CO	492,565	$144.9M	1.7%	—	$182.89	+62.84%	22 qtrssince 2020-Q4	Increased 49
AMZN AMAZON COM INC	672,432	$140M	1.7%	—	$182.45	+44.78%	22 qtrssince 2020-Q4	Decreased 0
VGSH ETF VANGUARD SCOTTSDALE FDS	2.2M	$131.2M	1.6%	—	$58.29	-0.18%	22 qtrssince 2020-Q4	Increased 54
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