NewEdge Wealth, LLC
Institutional investor · Portfolio as of Q2 2026
Top Holdings1,232 positions
WISDOMTREE FLOATING RATE TREASURY FUND | 11.1M | $558.9M | 5.6% | $49.55 | +1.77% | 3 qtrssince 2025-Q4 | Increased 83 |
Apple Inc. | 1.4M | $403.4M | 4.0% | $192.75 | +76.61% | 23 qtrssince 2020-Q4 | Increased 59 |
NVIDIA Corp. | 1.6M | $319.3M | 3.2% | $134.20 | +71.75% | 22 qtrssince 2021-Q1 | Increased 66 |
Alphabet Inc. | 850,206 | $303.8M | 3.0% | $162.69 | +114.08% | 23 qtrssince 2020-Q4 | Increased 59 |
Microsoft Corp. | 808,107 | $301.4M | 3.0% | $333.48 | +56.71% | 23 qtrssince 2020-Q4 | Increased 60 |
Broadcom Inc | 502,221 | $189.7M | 1.9% | $172.48 | +108.80% | 22 qtrssince 2021-Q1 | Decreased 0 |
KLA Corp. | 583,113 | $175.9M | 1.8% | $52.87 | +272.06% | 17 qtrssince 2022-Q2 | Increased 77 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 225,123 | $168.1M | 1.7% | $473.95 | +63.29% | 23 qtrssince 2020-Q4 | Decreased 0 |
Amazon.com, Inc. | 688,333 | $164.1M | 1.6% | $187.80 | +35.28% | 23 qtrssince 2020-Q4 | Increased 49 |
JPMorgan Chase & Co. | 499,797 | $163.6M | 1.6% | $183.17 | +80.94% | 23 qtrssince 2020-Q4 | Increased 48 |
Lam Research Corporation | 360,550 | $156.2M | 1.6% | $79.06 | +305.52% | 7 qtrssince 2024-Q4 | Increased 48 |
Vanguard Index Funds S&P 500 ETF SHS | 209,049 | $143.6M | 1.4% | $591.36 | +20.28% | 20 qtrssince 2021-Q3 | Increased 50 |
VANGUARD SHORT-TERM TREASURY ETF | 2.3M | $134.6M | 1.3% | $57.21 | +0.63% | 23 qtrssince 2020-Q4 | Increased 49 |
Meta Platforms Inc | 231,927 | $130.6M | 1.3% | $404.56 | +78.19% | 23 qtrssince 2020-Q4 | Increased 50 |
iShares Trust RUS 1000 GRW ETF | 1M | $126.6M | 1.3% | $97.27 | +30.68% | 23 qtrssince 2020-Q4 | Increased 77 |
VANGUARD FTSE DEVELOPED MARKETS ETF | 1.6M | $114.6M | 1.1% | $60.94 | +14.64% | 23 qtrssince 2020-Q4 | Increased 56 |
AbbVie Inc. | 422,116 | $106.2M | 1.1% | $193.11 | +41.07% | 21 qtrssince 2021-Q2 | Increased 49 |
GILEAD SCIENCES INC | 754,019 | $95.3M | 1.0% | $91.18 | +61.33% | 20 qtrssince 2021-Q3 | Increased 45 |
NOVARTIS AG | 579,486 | $90.8M | 0.9% | $100.67 | +42.16% | 23 qtrssince 2020-Q4 | Increased 45 |
APPLIED MATLS INC | 123,853 | $89.5M | 0.9% | $177.55 | +187.00% | 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 Score: 3/5.0.
Active quarter - 145 new positions, 39 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
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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