DOSSIER · 13F-HR · Q1 2026

NewEdge Advisors, LLC

$27.7B in tracked AUM across 4,127 positions as of Q1 2026.

NA

CIK 0001633516 · last filed Mar 31, 2026

Total AUM

$27.7B

as of Q1 2026

Holdings

4,127

—

positions

Whale Score

55

55

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 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).

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

$854M3.4M3.1%02

NVIDIA CORPORATION

$592M3.4M2.1%03

$582M1.6M2.1%04

$575M880K2.1%05

$438M2.1M1.6%06

JPMORGAN CHASE & CO

$422M1.4M1.5%07

$371M1.3M1.3%08

VANGUARD INDEX FDS

$362M606K1.3%09

$358M2.9M1.3%10

STATE STR SPDR S&P 500 ETF T

Filing history

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 positionsLocked 2025Q1Mar 31

3,959 positionsLocked 2024Q4Dec 31

3,902 positionsLocked 2024Q3Sep 30

$15.4B▲ 12.2%

3,805 positionsLocked 2024Q2Jun 30

$13.7B▲ 19.8%

3,787 positionsLocked 2024Q1Mar 31

3,830 positionsLocked 2023Q4Dec 31

$10.5B▲ 15.7%

3,757 positionsLocked 2023Q3Sep 30

3,463 positionsLocked 2023Q2Jun 30

3,483 positionsLocked

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