13F Insight
DOSSIER · 13F-HR · Q3 2026

BENJAMIN EDWARDS INC

$11.1B in tracked AUM across 2,023 positions as of Q3 2026.

BE
CIK 0001451623 · last filed Sep 30, 2026
Total AUM
$11.1B
as of Q3 2026
Holdings
2,023
+27 QoQ
positions
Whale Score
60
60
tracked
Activity
1456
+96 new, −69 sold
changes this Q
AI Analysis · Q3 2026

BENJAMIN EDWARDS INC filed its latest 13F-HR for Q3 2026. 1456 position changes this quarter — 96 new, 69 exited, 764 added, 527 trimmed.

Quarter at a glance — Q3 2026

1456 material changes this filing.

NEW
XOMEXXONMOBIL HOLDINGS CORP
+560K sh
+$91M
0.8%
ADD
MSFTMICROSOFT CORP
+21K sh
+$77M
2.3%
EXIT
XOMEXXON MOBIL CORP
-534K sh
$-73M
—
ADD
NVDANVIDIA CORPORATION
+118K sh
+$51M
2.0%
TRIM
TLHISHARES TR
-445K sh
$-48M
0.3%
NEW
SPTISPDR SERIES TRUST
+1.4M sh
+$38M
0.3%
TRIM
SHLDGLOBAL X FDS
-536K sh
$-32M
0.0%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$295M887K2.7%02
MSFT
MICROSOFT CORP
$254M496K2.3%03
NVDA
NVIDIA CORPORATION
$221M967K2.0%04
IUSG
ISHARES TR
$171M885K1.5%05
SPDW
SPDR INDEX SHS FDS
$165M3.3M1.5%06
IUSV
ISHARES TR
$161M1.5M1.5%07
SPYG
SPDR SERIES TRUST
$147M1.2M1.3%08
SPYV
SPDR SERIES TRUST
$147M2.4M1.3%09
CGXU
CAPITAL GROUP INTL FOCUS EQT
$146M4.2M1.3%10
CGGR
CAPITAL GROUP GROWTH ETF
$140M3.0M1.3%

Filing history

2026Q3Sep 30
$11.1B▲ 1.3%
2,023 positionsView →2026Q2Jun 30
$11.0B▲ 9.0%
1,998 positionsView →2026Q1Mar 31
$10.1B▲ 11.3%
1,955 positionsView →2025Q4Dec 31
$9.0B▲ 2.1%
1,919 positionsView →2025Q3Sep 30
$8.8B▲ 12.7%
1,926 positionsLocked2025Q2Jun 30
$7.9B▲ 9.7%
1,697 positionsLocked2025Q1Mar 31
$7.2B▲ 2.4%
1,601 positionsLocked2024Q4Dec 31
$7.0B▲ 1.8%
1,708 positionsLocked2024Q3Sep 30
$6.9B▲ 1222.2%
1,684 positionsLocked2024Q2Jun 30
$520M▲ 3.3%
722 positionsLocked2024Q1Mar 31
$503M▲ 9.7%
716 positionsLocked2023Q4Dec 31
$459M▲ 8.6%
646 positionsLocked
Showing 12 of 31