NewEdge Wealth, LLC: 13F holdings
CIK 18617962026Q2
| Positions | 1,215 |
|---|
| Reported value | $10.0bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 1,215 (+106 vs prior quarter) |
|---|
| Reported value | $10.0bn (+19.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| USFR WISDOMTREE TR | 11,099,477 | $558.9m | 5.6% |
| AAPL APPLE INC | 1,394,101 | $403.4m | 4.0% |
| NVDA NVIDIA CORPORATION | 1,595,829 | $319.3m | 3.2% |
| GOOGL ALPHABET INC | 850,206 | $303.8m | 3.0% |
| MSFT MICROSOFT CORP | 808,107 | $301.4m | 3.0% |
| AVGO BROADCOM INC | 502,221 | $189.7m | 1.9% |
| KLAC KLA CORP | 583,113 | $175.9m | 1.8% |
| SPY STATE STR SPDR S&P 500 ETF T | 225,123 | $168.1m | 1.7% |
| AMZN AMAZON COM INC | 688,333 | $164.1m | 1.6% |
| JPM JPMORGAN CHASE & CO | 499,797 | $163.6m | 1.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1861796")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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