Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
NewEdge Wealth, LLC (CIK 1861796) reported $10.01B across 1,215 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: USFR ($558.9M, 5.59%), AAPL ($403.4M, 4.03%), NVDA ($319.4M, 3.19%), MSFT ($305.2M, 3.05%), GOOGL ($303.8M, 3.04%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $558.9M | 5.59% | 11.1M | Added |
| 2 | AAPL | APPLE INC | $403.4M | 4.03% | 1.4M | Added |
| 3 | NVDA | NVIDIA CORPORATION | $319.4M | 3.19% | 1.6M | Added |
| 4 | MSFT | MICROSOFT CORP | $305.2M | 3.05% | 818,307 | Added |
| 5 | GOOGL | ALPHABET INC | $303.8M | 3.04% | 850,206 | Added |
| 6 | AVGO | BROADCOM INC | $189.7M | 1.90% | 502,221 | Trimmed |
| 7 | KLAC | KLA CORP | $175.9M | 1.76% | 583,113 | Added |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | $170.4M | 1.70% | 228,123 | Trimmed |
| 9 | JPM | JPMORGAN CHASE & CO | $163.6M | 1.64% | 499,797 | Added |
| 10 | AMZN | AMAZON COM INC | $164.1M | 1.64% | 688,333 | Added |
| 11 | LRCX | LAM RESEARCH CORP | $156.2M | 1.56% | 360,550 | Added |
| 12 | P | EVERPURE INC | $145.3M | 1.45% | 1.8M | New |
| 13 | VOO | VANGUARD INDEX FDS | $143.6M | 1.43% | 209,049 | Added |
| 14 | VGSH | VANGUARD SCOTTSDALE FDS | $134.6M | 1.35% | 2.3M | Added |
| 15 | META | META PLATFORMS INC | $130.7M | 1.31% | 232,027 | Added |
| 16 | IWF | ISHARES TR | $126.6M | 1.27% | 1.0M | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $114.6M | 1.15% | 1.6M | Added |
| 18 | ABBV | ABBVIE INC | $106.2M | 1.06% | 422,116 | Added |
| 19 | GILD | GILEAD SCIENCES INC | $95.3M | 0.95% | 754,019 | Added |
| 20 | NVS | NOVARTIS AG | $90.8M | 0.91% | 579,486 | Added |
| 21 | AMAT | APPLIED MATLS INC | $89.5M | 0.89% | 123,853 | Added |
| 22 | V | VISA INC | $82.8M | 0.83% | 241,478 | Added |
| 23 | EBAY | EBAY INC. | $82.4M | 0.82% | 737,619 | Added |
| 24 | SMH | VANECK ETF TRUST | $80.2M | 0.80% | 122,260 | Trimmed |
| 25 | HD | HOME DEPOT INC | $80.4M | 0.80% | 227,836 | Added |
Source: SEC Form 13F filings · as of 2026-06-30