§ 13F · FUND PROFILE
NewEdge Wealth, LLC.
AUM · $10.0B (13F)Positions · 1241Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$144M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 11.10M | $559M | 5.6% | +45% |
| 2 | AAPL | APPLE INC | 1.39M | $403M | 4.0% | +2% |
| 3 | NVDA | NVIDIA CORPORATION | 1.60M | $319M | 3.2% | +16% |
| 4 | GOOGL | ALPHABET INC | 850K | $304M | 3.0% | +5% |
| 5 | MSFT | MICROSOFT CORP | 808K | $301M | 3.0% | +6% |
| 6 | AVGO | BROADCOM INC | 502K | $190M | 1.9% | −2% |
| 7 | KLAC | KLA CORP | 583K | $176M | 1.8% | +936% |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 225K | $168M | 1.7% | −4% |
| 9 | AMZN | AMAZON COM INC | 688K | $164M | 1.6% | +2% |
| 10 | JPM | JPMORGAN CHASE & CO | 500K | $164M | 1.6% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWEDGE SIGNAL
AC read
NewEdge Wealth, LLC is a Other fund managing $10.0 billion in assets. The fund runs a massive portfolio of 1,241 positions.
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