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Filers›Asset Manager›Newbridge Financial Services Group, Inc.
DOSSIER · 13F-HR · Q1 2026

Newbridge Financial Services Group, Inc.

Newbridge Financial Services's asset manager based in Stamford, CT — $608M in tracked AUM across 1,182 positions as of Q1 2026.

NF
Newbridge Financial Services·Stamford, CT·Asset Manager
CIK 0001879757 · last filed Mar 31, 2026
Total AUM
$608M
▲ 0.7%
vs prior
Holdings
1,182
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
48% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Newbridge Financial Services Group, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$42M240K6.9%
02
AAPL
APPLE INC
$23M89K3.7%
03
AMZN
AMAZON COM INC
$22M106K3.6%
04
SMH
VANECK ETF TRUST
$18M48K3.0%
05
QQQ
INVESCO QQQ TR
$16M28K2.6%
06
MSFT
MICROSOFT CORP
$16M42K2.5%
07
GOOG
ALPHABET INC
$15M51K2.4%
08
META
META PLATFORMS INC
$14M25K2.3%
09
AVGO
BROADCOM INC
$14M45K2.3%
10
CRWD
CROWDSTRIKE HLDGS INC
$13M34K2.2%

Filing history

Filing history loading…
AI Agent · grounded in Newbridge
haiku-4-5 · 1,182 positions indexed
Sector mix
  • Tech48%
  • Financials6%
  • Health Care18%
  • Cons. Disc.11%
  • Communications6%
  • Industrials28%
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