NewEdge Advisors, LLC 13F Holdings · Q2 2026
NewEdge Advisors, LLC reported 4,172 securities worth $33.57B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AAPL (3.00%), IVV (2.64%), SPY (2.23%). Among its top 25 positions this quarter: 20 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $1.01B | 3.00% | 3.5M | Added |
| 2 | IVV | ISHARES TR | $886.6M | 2.64% | 1.2M | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $749.8M | 2.23% | 1.0M | Added |
| 4 | NVDA | NVIDIA CORPORATION | $696.9M | 2.08% | 3.5M | Added |
| 5 | MSFT | MICROSOFT CORP | $619.7M | 1.85% | 1.7M | Added |
| 6 | AMZN | AMAZON COM INC | $516.9M | 1.54% | 2.2M | Added |
| 7 | JPM | JPMORGAN CHASE & CO | $476.4M | 1.42% | 1.5M | Added |
| 8 | VOO | VANGUARD INDEX FDS | $470.4M | 1.40% | 684,968 | Added |
| 9 | GOOGL | ALPHABET INC | $466.6M | 1.39% | 1.3M | Added |
| 10 | SPYM | SPDR SERIES TRUST | $387.2M | 1.15% | 4.4M | Added |
| 11 | AVGO | BROADCOM INC | $355.1M | 1.06% | 939,989 | Trimmed |
| 12 | BRKB | BERKSHIRE HATHAWAY INC DEL | $334.4M | 1.00% | 668,204 | Added |
| 13 | WMT | WALMART INC | $324.0M | 0.97% | 2.9M | Trimmed |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $294.1M | 0.88% | 506,265 | Trimmed |
| 15 | CSCO | CISCO SYS INC | $294.3M | 0.88% | 2.5M | Added |
| 16 | DYNF | BLACKROCK ETF TRUST | $296.9M | 0.88% | 4.4M | Trimmed |
| 17 | GOOG | ALPHABET INC | $271.8M | 0.81% | 769,336 | Added |
| 18 | V | VISA INC | $261.0M | 0.78% | 760,691 | Added |
| 19 | IVW | ISHARES TR | $253.3M | 0.75% | 1.8M | Added |
| 20 | MU | MICRON TECHNOLOGY INC | $247.9M | 0.74% | 214,739 | Added |
| 21 | ARGAN INC | $246.7M | 0.73% | 1.5M | Added | |
| 22 | META | META PLATFORMS INC | $237.8M | 0.71% | 422,101 | Added |
| 23 | LLY | ELI LILLY & CO | $233.6M | 0.70% | 194,721 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $233.1M | 0.69% | 917,872 | Added |
| 25 | VTV | VANGUARD INDEX FDS | $228.0M | 0.68% | 1.0M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR