§ 13F · FUND PROFILE
NewEdge Advisors, LLC.
AUM · $22.0B (13F)Positions · 4099Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$318M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 3.48M | $1.0B | 3.0% | +3% |
| 2 | IVV | ISHARES TR | 1.18M | $887M | 2.6% | +35% |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 1.00M | $750M | 2.2% | +65% |
| 4 | NVDA | NVIDIA CORPORATION | 3.48M | $697M | 2.1% | +2% |
| 5 | MSFT | MICROSOFT CORP | 1.66M | $620M | 1.8% | +6% |
| 6 | AMZN | AMAZON COM INC | 2.17M | $517M | 1.5% | +3% |
| 7 | JPM | JPMORGAN CHASE & CO | 1.46M | $476M | 1.4% | +1% |
| 8 | VOO | VANGUARD INDEX FDS | 685K | $470M | 1.4% | +13% |
| 9 | GOOGL | ALPHABET INC | 1.31M | $467M | 1.4% | +1% |
| 10 | SPYM | SPDR SERIES TRUST | 4.41M | $387M | 1.2% | +60% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWEDGE SIGNAL
AC read
NewEdge Advisors, LLC is a Other fund managing $22.0 billion in assets. The fund runs a massive portfolio of 4,099 positions.
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