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 $8.39B across 1,091 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: USFR ($384.2M, 4.58%), AAPL ($345.7M, 4.12%), MSFT ($284.6M, 3.39%), NVDA ($239.4M, 2.85%), GOOGL ($233.8M, 2.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE TR | $384.2M | 4.58% | 7.6M | Trimmed |
| 2 | AAPL | APPLE INC | $345.7M | 4.12% | 1.4M | Added |
| 3 | MSFT | MICROSOFT CORP | $284.6M | 3.39% | 768,837 | Trimmed |
| 4 | NVDA | NVIDIA CORPORATION | $239.4M | 2.85% | 1.4M | Trimmed |
| 5 | GOOGL | ALPHABET INC | $233.8M | 2.79% | 813,160 | Trimmed |
| 6 | AVGO | BROADCOM INC | $159.1M | 1.90% | 514,188 | Added |
| 7 | SPY | STATE STR SPDR S&P 500 ETF T | $154.1M | 1.84% | 236,940 | Added |
| 8 | JPM | JPMORGAN CHASE & CO | $144.9M | 1.73% | 492,565 | Added |
| 9 | AMZN | AMAZON COM INC | $140.0M | 1.67% | 672,432 | Trimmed |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $131.2M | 1.56% | 2.2M | Added |
| 11 | META | META PLATFORMS INC | $125.5M | 1.50% | 219,387 | Trimmed |
| 12 | VOO | VANGUARD INDEX FDS | $118.6M | 1.41% | 198,432 | Trimmed |
| 13 | IWF | ISHARES TR | $103.9M | 1.24% | 243,611 | Trimmed |
| 14 | GILD | GILEAD SCIENCES INC | $98.5M | 1.17% | 706,725 | Added |
| 15 | ABBV | ABBVIE INC | $88.3M | 1.05% | 406,062 | Added |
| 16 | WFC | WELLS FARGO & CO | $87.6M | 1.04% | 1.1M | Added |
| 17 | VEA | VANGUARD TAX-MANAGED FDS | $87.2M | 1.04% | 1.4M | Added |
| 18 | NVS | NOVARTIS AG | $83.5M | 0.99% | 546,505 | Added |
| 19 | KLAC | KLA CORP | $82.8M | 0.99% | 56,265 | Added |
| 20 | AZO | AUTOZONE INC | $79.7M | 0.95% | 23,599 | Added |
| 21 | LRCX | LAM RESEARCH CORP | $76.1M | 0.91% | 356,302 | Trimmed |
| 22 | HD | HOME DEPOT INC | $73.0M | 0.87% | 221,813 | Added |
| 23 | V | VISA INC | $71.1M | 0.85% | 235,093 | Added |
| 24 | SU | SUNCOR ENERGY INC NEW | $71.5M | 0.85% | 1.1M | Added |
| 25 | ALSN | ALLISON TRANSMISSION HLDGS I | $70.4M | 0.84% | 601,636 | Added |
Source: SEC Form 13F filings · as of 2026-03-31