NewEdge Wealth, LLC — 13F holdings

NewEdge Wealth, LLC reported 1,241 holdings worth $10.0B in its 13F filing for Q2 2026, filed August 10, 2026.

Largest positions

  1. USFR WISDOMTREE TR — $559M (5.6%)
  2. AAPL APPLE INC — $403M (4.0%)
  3. NVDA NVIDIA CORPORATION — $319M (3.2%)
  4. MSFT MICROSOFT CORP — $305M (3.1%)
  5. GOOGL ALPHABET INC — $304M (3.0%)
  6. AVGO BROADCOM INC — $190M (1.9%)
  7. KLAC KLA CORP — $176M (1.8%)
  8. SPY SPDR S&P 500 ETF TR — $170M (1.7%)
  9. AMZN AMAZON COM INC — $164M (1.6%)
  10. JPM JPMorgan Chase & Co. — $164M (1.6%)