NewEdge Wealth, LLC
13F filer · CIK 1861796 · Stamford, CT
Summary
NewEdge Wealth, LLC reported $10.01B across 1,232 positions in its 13F for 2026 Q2, filed Aug 10, 2026. The largest holdings are USFR (5.6%), AAPL (4.0%), NVDA (3.2%). Versus 2026 Q1, leaving options aside, it opened 145 new positions, added to 574, trimmed 426 and sold out of 39.
Reported value$10.01B
Positions1,232incl. options
Report period2026 Q2
FiledAug 10, 2026
New positions145
Added574
Trimmed426
Sold out39
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 5.6%Value $558.86MPrice $50.39Shares 11.10M +45.43%Since Jun 30 +0.08%
Weight 4.0%Value $403.40MPrice $329.40Shares 1.39M +2.52%Since Jun 30 +13.84%
Weight 3.2%Value $319.31MPrice $227.21Shares 1.60M +16.29%Since Jun 30 +13.55%
Weight 3.0%Value $303.84MPrice $340.92Shares 850K +4.56%Since Jun 30 -4.60%
Weight 3.0%Value $301.44MPrice $508.96Shares 808K +5.11%Since Jun 30 +36.44%
Weight 1.9%Value $189.71MPrice $355.10Shares 502K -2.04%Since Jun 30 -6.00%
Weight 1.8%Value $175.93MPrice $196.53Shares 583K +936.37%Since Jun 30 -34.86%
Weight 1.7%Value $168.12MPrice $764.20Shares 225K -3.77%Since Jun 30 +2.33%
Weight 1.6%Value $164.06MPrice $246.67Shares 688K +2.36%Since Jun 30 +3.49%
Weight 1.6%Value $163.60MPrice $334.98Shares 500K +1.47%Since Jun 30 +2.34%
Weight 1.6%Value $156.24MPrice $323.86Shares 361K +1.19%Since Jun 30 -25.26%
Weight 1.4%Value $143.58MPrice $702.46Shares 209K +5.35%Since Jun 30 +2.28%
Weight 1.3%Value $134.61MPrice $57.56Shares 2.31M +3.23%Since Jun 30 -1.10%
Weight 1.3%Value $130.64MPrice $738.79Shares 232K +5.72%Since Jun 30 +31.16%
Weight 1.3%Value $126.63MPrice $125.30Shares 1.02M +318.64%Since Jun 30 +0.91%
Weight 1.1%Value $114.62MPrice $71.18Shares 1.61M +18.25%Since Jun 30 -0.10%
Weight 1.1%Value $106.22MPrice $263.29Shares 422K +3.95%Since Jun 30 +4.63%
Weight 1.0%Value $95.26MPrice $151.28Shares 754K +6.69%Since Jun 30 +19.74%
Weight 0.9%Value $90.82MPrice $145.71Shares 579K +6.03%Since Jun 30 -7.03%
Weight 0.9%Value $89.55MPrice $512.01Shares 124K +6.55%Since Jun 30 -29.18%
Weight 0.8%Value $82.85MPrice $365.88Shares 241K +2.72%Since Jun 30 +6.64%
Weight 0.8%Value $82.43MPrice $105.21Shares 738K +1.54%Since Jun 30 -5.85%
Weight 0.8%Value $80.35MPrice $288.04Shares 228K +2.72%Since Jun 30 -18.33%
Weight 0.8%Value $80.19MPrice $606.90Shares 122K +1.13%Since Jun 30 -7.47%
Weight 0.8%Value $77.95MPrice $1185Shares 65K +1.85%Since Jun 30 -1.23%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 5.6% | $558.86M | +0.08% | +45.43% | Add | |
| 4.0% | $403.40M | +13.84% | +2.52% | Add | |
| 3.2% | $319.31M | +13.55% | +16.29% | Add | |
| 3.0% | $303.84M | -4.60% | +4.56% | Add | |
| 3.0% | $301.44M | +36.44% | +5.11% | Add | |
| 1.9% | $189.71M | -6.00% | -2.04% | Trim | |
| 1.8% | $175.93M | -34.86% | +936.37% | Add | |
| 1.7% | $168.12M | +2.33% | -3.77% | Trim | |
| 1.6% | $164.06M | +3.49% | +2.36% | Add | |
| 1.6% | $163.60M | +2.34% | +1.47% | Add | |
| 1.6% | $156.24M | -25.26% | +1.19% | Add | |
| 1.4% | $143.58M | +2.28% | +5.35% | Add | |
| 1.3% | $134.61M | -1.10% | +3.23% | Add | |
| 1.3% | $130.64M | +31.16% | +5.72% | Add | |
| 1.3% | $126.63M | +0.91% | +318.64% | Add | |
| 1.1% | $114.62M | -0.10% | +18.25% | Add | |
| 1.1% | $106.22M | +4.63% | +3.95% | Add | |
| 1.0% | $95.26M | +19.74% | +6.69% | Add | |
| 0.9% | $90.82M | -7.03% | +6.03% | Add | |
| 0.9% | $89.55M | -29.18% | +6.55% | Add | |
| 0.8% | $82.85M | +6.64% | +2.72% | Add | |
| 0.8% | $82.43M | -5.85% | +1.54% | Add | |
| 0.8% | $80.35M | -18.33% | +2.72% | Add | |
| 0.8% | $80.19M | -7.47% | +1.13% | Add | |
| 0.8% | $77.95M | -1.23% | +1.85% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks · top 10 of 17
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.