§ 13F · FUND PROFILE
NewEdge Wealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $6384.3T (13F)Positions · 964Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$744.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | 8.33M | $419.2T | 4.7% | NEW |
| 2 | MSFT | MICROSOFT CORP | 788K | $381.3T | 4.3% | +11% |
| 3 | AAPL | APPLE INC | 1.34M | $365.4T | 4.1% | +15% |
| 4 | NVDA | NVIDIA CORPORATION | 1.49M | $278.0T | 3.1% | +27% |
| 5 | GOOGL | ALPHABET INC | 887K | $277.7T | 3.1% | +12% |
| 6 | AVGO | BROADCOM INC | 469K | $162.4T | 1.8% | +19% |
| 7 | SPY | SPDR S&P 500 ETF TR | 231K | $157.6T | 1.8% | +16% |
| 8 | AMZN | AMAZON COM INC | 673K | $155.4T | 1.8% | — |
| 9 | JPM | JPMORGAN CHASE & CO. | 481K | $154.8T | 1.7% | +7% |
| 10 | META | META PLATFORMS INC | 232K | $153.1T | 1.7% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEWEDGE SIGNAL
AC read
NewEdge Wealth, LLC is a Other fund managing $6384348.2 trillion in assets. The fund runs a broad portfolio of 964 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed