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.
BENJAMIN EDWARDS INC (CIK 1451623) reported $10.97B across 1,416 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: AAPL ($268.0M, 2.44%), MSFT ($177.1M, 1.61%), NVDA ($169.9M, 1.55%), SPDW ($169.2M, 1.54%), SPYG ($157.2M, 1.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $268.0M | 2.44% | 926,035 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $177.1M | 1.61% | 474,527 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $169.9M | 1.55% | 849,108 | Added |
| 4 | SPDW | SPDR INDEX SHS FDS | $169.2M | 1.54% | 3.4M | Trimmed |
| 5 | SPYG | SPDR SERIES TRUST | $157.2M | 1.43% | 1.3M | Trimmed |
| 6 | IUSG | ISHARES TR | $155.3M | 1.42% | 825,427 | Added |
| 7 | IUSV | ISHARES TR | $153.4M | 1.40% | 1.4M | Added |
| 8 | SPYV | SPDR SERIES TRUST | $144.4M | 1.32% | 2.4M | Added |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $143.2M | 1.31% | 4.1M | Added |
| 10 | CGGR | CAPITAL GROUP GROWTH ETF | $129.0M | 1.18% | 2.7M | Added |
| 11 | CGUS | CAPITAL GROUP CORE EQUITY ET | $126.2M | 1.15% | 2.8M | Added |
| 12 | AVGO | BROADCOM INC | $125.1M | 1.14% | 331,195 | Added |
| 13 | APH | AMPHENOL CORP | $109.9M | 1.00% | 623,412 | Trimmed |
| 14 | SPMB | SPDR SERIES TRUST | $107.4M | 0.98% | 4.8M | Trimmed |
| 15 | SCHF | SCHWAB STRATEGIC TR | $104.7M | 0.95% | 3.8M | Added |
| 16 | GLDM | WORLD GOLD TR | $89.4M | 0.82% | 1.1M | Added |
| 17 | TLH | ISHARES TR | $83.9M | 0.77% | 836,231 | Added |
| 18 | GOOGL | ALPHABET INC | $84.3M | 0.77% | 235,873 | Added |
| 19 | ABBV | ABBVIE INC | $82.4M | 0.75% | 327,322 | Trimmed |
| 20 | VCIT | VANGUARD SCOTTSDALE FDS | $81.0M | 0.74% | 980,080 | Added |
| 21 | CGCB | CAPITAL GRP FIXED INCM ETF T | $79.6M | 0.73% | 3.0M | Added |
| 22 | CGCP | CAPITAL GRP FIXED INCM ETF T | $76.6M | 0.70% | 3.4M | Added |
| 23 | TXN | TEXAS INSTRS INC | $75.8M | 0.69% | 254,168 | Trimmed |
| 24 | AMZN | AMAZON COM INC | $75.9M | 0.69% | 318,490 | Added |
| 25 | XOM | EXXON MOBIL CORP | $73.0M | 0.67% | 534,042 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30