13F Insight
DOSSIER · 13F-HR · Q2 2026

NewEdge Advisors, LLC

$33.6B in tracked AUM across 4,200 positions as of Q2 2026.

NA
CIK 0001633516 · last filed Jun 30, 2026
Total AUM
$33.6B
as of Q2 2026
Holdings
4,200
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

NewEdge Advisors, LLC filed Q1 2026 13F-HR with $27.7B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including AAPL (3.1%), NVDA (2.1%), MSFT (2.1%). Quarter-over-quarter activity shows 4 new entries and 4 exits, with a net additive posture across 54 changed positions. Notable reduction: AVGO (15.9% reduction) (BROADCOM INC).

NewEdge Advisors, LLC reports $27.7B in U.S. equity holdings for Q1 2026, anchored by a Technology-centric allocation. The top five positions by value span AAPL + NVDA + MSFT + IVV + AMZN, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • AAPL (APPLE INC) — $0.9B (3.1%)
  • NVDA (NVIDIA CORPORATION) — $0.6B (2.1%)
  • MSFT (MICROSOFT CORP) — $0.6B (2.1%)
  • IVV (ISHARES TR) — $0.6B (2.1%)
  • AMZN (AMAZON COM INC) — $0.4B (1.6%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$1.0B3.5M3.0%02
IVV
ISHARES TR
$887M1.2M2.6%03
SPY
STATE STR SPDR S&P 500 ETF T
$750M1.0M2.2%04
NVDA
NVIDIA CORPORATION
$697M3.5M2.1%05
MSFT
MICROSOFT CORP
$620M1.7M1.8%06
AMZN
AMAZON COM INC
$517M2.2M1.5%07
JPM
JPMORGAN CHASE & CO
$476M1.5M1.4%08
VOO
VANGUARD INDEX FDS
$470M685K1.4%09
GOOGL
ALPHABET INC
$467M1.3M1.4%10
SPYM
SPDR SERIES TRUST
$387M4.4M1.2%

Filing history

2026Q2Jun 30
$33.6B▲ 21.3%
4,200 positionsView →2026Q1Mar 31
$27.7B▲ 0.4%
4,127 positionsView →2025Q4Dec 31
$27.6B▲ 25.3%
4,214 positionsView →2025Q3Sep 30
$22.0B▲ 13.4%
4,099 positionsView →2025Q2Jun 30
$19.4B▲ 15.2%
3,995 positionsLocked2025Q1Mar 31
$16.8B▲ 1.2%
3,959 positionsLocked2024Q4Dec 31
$16.6B▲ 7.9%
3,902 positionsLocked2024Q3Sep 30
$15.4B▲ 12.2%
3,805 positionsLocked2024Q2Jun 30
$13.7B▲ 19.8%
3,787 positionsLocked2024Q1Mar 31
$11.5B▲ 8.8%
3,830 positionsLocked2023Q4Dec 31
$10.5B▲ 15.7%
3,757 positionsLocked2023Q3Sep 30
$9.1B▲ 2.8%
3,463 positionsLocked
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