NewEdge Wealth, LLC — 13F Holdings & Portfolio

CIK 1861796 · latest 13F-HR filed 2026-08-10

NewEdge Wealth, LLC manages $10.01B in 13F-reported U.S. long-equity assets across 1,241 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are USFR (5.59%), AAPL (4.03%), NVDA (3.19%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 145 new positions, exited 39, added to 611, and trimmed 270.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
2200 ATLANTIC STREET
STAMFORD, CT 06902
Phone
(412) 391-7077
Filing Manager
NewEdge Wealth, LLC
STAMFORD, CT
Signatory
Kyle P. Smith
Executive Vice President
Loading holdings…
AUM

$10.01B

Long-equity book

Holdings

1,241

Distinct positions

Period

2026-06-30

Filed 2026-08-10

Q/Q Activity

+145 / −39 / ↑611 / ↓270

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • WISDOMTREE TR$174.6M +45.5%
  • KLA CORP$93.1M +112.4%
  • LAM RESEARCH CORP$80.1M +105.2%
  • NVIDIA CORPORATION$80.0M +33.4%
  • ALPHABET INC$70.0M +29.9%
Show all 611 →

Top Trims

  • SALESFORCE INC-$38.6M -93.1%
  • WELLS FARGO & CO-$23.7M -27.1%
  • EOG RES INC-$18.8M -32.9%
  • ISHARES TR-$16.9M -24.0%
  • AMGEN INC-$11.8M -22.8%
Show all 270 →

New Positions

  • EVERPURE INC$72.6M
  • HONEYWELL INTL INC$4.7M
  • HONEYWELL AEROSPACE INC$4.7M
  • VANECK FDS$4.5M
  • GOLDMAN SACHS ETF TR$4.0M
Show all 145 →

Exited Positions

  • HONEYWELL INTL INC$9.4M
  • SIMPLIFY EXCHANGE TRADED FUN$7.9M
  • WISDOMTREE TR$6.1M
  • HONDA MOTOR CO LTD$3.4M
  • PDD HOLDINGS INC$1.9M
Show all 39 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WISDOMTREE TR USFR 97717Y527 $558.9M 5.59% 11,099,477 SH
2 APPLE INC AAPL 037833100 $403.4M 4.03% 1,394,101 SH
3 NVIDIA CORPORATION NVDA 67066G104 $319.3M 3.19% 1,595,829 SH
4 ALPHABET INC GOOGL 02079K305 $303.8M 3.04% 850,206 SH
5 MICROSOFT CORP MSFT 594918104 $301.4M 3.01% 808,107 SH
6 BROADCOM INC AVGO 11135F101 $189.7M 1.90% 502,221 SH
7 KLA CORP KLAC 482480100 $175.9M 1.76% 583,113 SH
8 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $168.1M 1.68% 225,123 SH
9 AMAZON COM INC AMZN 023135106 $164.1M 1.64% 688,333 SH
10 JPMORGAN CHASE & CO JPM 46625H100 $163.6M 1.64% 499,797 SH
11 LAM RESEARCH CORP LRCX 512807306 $156.2M 1.56% 360,550 SH
12 VANGUARD INDEX FDS VOO 922908363 $143.6M 1.43% 209,049 SH
13 VANGUARD SCOTTSDALE FDS VGSH 92206C102 $134.6M 1.35% 2,312,922 SH
14 META PLATFORMS INC META 30303M102 $130.6M 1.31% 231,927 SH
15 ISHARES TR IWF 464287614 $126.6M 1.27% 1,019,850 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $114.6M 1.15% 1,608,770 SH
17 ABBVIE INC ABBV 00287Y109 $106.2M 1.06% 422,116 SH
18 GILEAD SCIENCES INC GILD 375558103 $95.3M 0.95% 754,019 SH
19 NOVARTIS AG NVS 66987V109 $90.8M 0.91% 579,486 SH
20 APPLIED MATLS INC AMAT 038222105 $89.5M 0.89% 123,853 SH
21 VISA INC V 92826C839 $82.8M 0.83% 241,478 SH
22 EBAY INC. EBAY 278642103 $82.4M 0.82% 737,619 SH
23 HOME DEPOT INC HD 437076102 $80.4M 0.80% 227,836 SH
24 VANECK ETF TRUST SMH 92189F676 $80.2M 0.80% 122,260 SH
25 ELI LILLY & CO LLY 532457108 $77.9M 0.78% 64,986 SH
26 AUTOZONE INC AZO 053332102 $77.7M 0.78% 24,322 SH
27 FIFTH THIRD BANCORP FITB 316773100 $77.1M 0.77% 1,367,213 SH
28 MASTERCARD INCORPORATED MA 57636Q104 $74.5M 0.74% 145,120 SH
29 RYDER SYS INC R 783549108 $74.5M 0.74% 282,560 SH
30 EVERPURE INC P 74624M102 $72.6M 0.73% 921,976 SH
31 MGIC INVT CORP WIS MTG 552848103 $71.4M 0.71% 2,531,024 SH
32 VISTRA CORP VST 92840M102 $70.8M 0.71% 446,431 SH
33 ALLISON TRANSMISSION HLDGS I ALSN 01973R101 $69.8M 0.70% 618,833 SH
34 FORTINET INC FTNT 34959E109 $64.8M 0.65% 421,954 SH
35 JOHNSON & JOHNSON JNJ 478160104 $64.8M 0.65% 255,223 SH
36 INTERNATIONAL BUSINESS MACHS IBM 459200101 $64.7M 0.65% 230,156 SH
37 BLACKSTONE INC BX 09260D107 $64.3M 0.64% 546,382 SH
38 WELLS FARGO & CO WFC 949746101 $63.9M 0.64% 773,121 SH
39 SUNCOR ENERGY INC NEW SU 867224107 $61.6M 0.62% 1,148,025 SH
40 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $60.8M 0.61% 285,858 SH
41 VANGUARD INDEX FDS VTI 922908769 $59.3M 0.59% 160,346 SH
42 QUALCOMM INC QCOM 747525103 $56.0M 0.56% 303,026 SH
43 ISHARES TR EFA 464287465 $55.4M 0.55% 533,044 SH
44 NRG ENERGY INC NRG 629377508 $55.2M 0.55% 377,841 SH
45 ISHARES TR ISHG 464288125 $53.6M 0.54% 722,409 SH
46 VANGUARD INDEX FDS VTV 922908744 $52.7M 0.53% 241,853 SH
47 HOST HOTELS & RESORTS INC HST 44107P104 $52.3M 0.52% 2,207,728 SH
48 JEFFERIES FINANCIAL GROUP IN JEF 47233W109 $49.9M 0.50% 998,413 SH
49 VANGUARD INDEX FDS VO 922908629 $48.8M 0.49% 605,468 SH
50 CANADIAN NAT RES LTD MED TER CNQ 136385101 $48.2M 0.48% 1,220,556 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $10.01B 1,241 0001580642-26-005094
2026-03-31 2026-05-13 $8.39B 1,128 0001580642-26-003156
2025-12-31 2026-02-03 $8.85B 1,193 0001580642-26-000700
2025-09-30 2025-11-07 $6.98B 1,020 0001580642-25-007152