13F Insight
DOSSIER · 13F-HR · Q1 2026

NewEdge Advisors, LLC

NewEdge's asset manager based in London, UK — $27.7B in tracked AUM across 4,127 positions as of Q1 2026.

N
NewEdge·London, UK·Asset Manager
CIK 0001633516 · last filed Mar 31, 2026
Total AUM
$27.7B
▲ 7.8%
vs prior
Holdings
4,127
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · 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
01
AAPL
APPLE INC
$854M3.4M3.1%
02
NVDA
NVIDIA CORPORATION
$592M3.4M2.1%
03
MSFT
MICROSOFT CORP
$582M1.6M2.1%
04
IVV
ISHARES TR
$575M880K2.1%
05
AMZN
AMAZON COM INC
$438M2.1M1.6%
06
JPM
JPMORGAN CHASE & CO
$422M1.4M1.5%
07
GOOGL
ALPHABET INC
$371M1.3M1.3%
08
VOO
VANGUARD INDEX FDS
$362M606K1.3%
09
WMT
WALMART INC
$358M2.9M1.3%
10
SPY
STATE STR SPDR S&P 500 ETF T
$344M608K1.2%

Filing history

Filing history loading…