§ 13F · FUND PROFILE
NewEdge Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $7.0B (13F)Positions · 1020Turnover · — · Q1Filed · May 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$142M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 7.63M | $384M | 4.6% | −8% |
| 2 | AAPL | APPLE INC | 1.36M | $345M | 4.1% | +1% |
| 3 | MSFT | MICROSOFT CORP | 769K | $285M | 3.4% | −2% |
| 4 | NVDA | NVIDIA CORPORATION | 1.37M | $239M | 2.9% | −8% |
| 5 | GOOGL | ALPHABET INC | 813K | $234M | 2.8% | −8% |
| 6 | AVGO | BROADCOM INC | 513K | $159M | 1.9% | +10% |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | 234K | $152M | 1.8% | +1% |
| 8 | JPM | JPMORGAN CHASE & CO | 493K | $145M | 1.7% | +3% |
| 9 | AMZN | AMAZON COM INC | 672K | $140M | 1.7% | −2% |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | 2.24M | $131M | 1.6% | +13% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWEDGE SIGNAL
AC read
NewEdge Wealth, LLC is a Other fund managing $7.0 billion in assets. The fund runs a massive portfolio of 1,020 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed