Wedbush Fund Advisers, LLC — 13F Holdings & Portfolio

CIK 2070852 · latest 13F-HR filed 2026-07-23

Wedbush Fund Advisers, LLC manages $966.7M in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are NVDA (5.20%), MSFT (4.91%), TSM (4.88%).

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
225 S. LAKE AVE.
PASADENA, CA 91101
Phone
(213) 688-8000
Filing Manager
Wedbush Fund Advisers, LLC
Pasadena, CA
Signatory
Matthew Bromberg
Chief Operating Officer
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AUM

$966.7M

Long-equity book

Holdings

30

Distinct positions

Period

2025-12-31

Filed 2026-07-23

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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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 NVIDIA CORPORATION NVDA 67066G104 $50.3M 5.20% 269,504 SH
2 MICROSOFT CORP MSFT 594918104 $47.5M 4.91% 98,124 SH
3 TAIWAN SEMICONDUCTOR MFG LTD TSM 874039100 $47.2M 4.88% 155,349 SH
4 AMAZON COM INC AMZN 023135106 $46.9M 4.85% 203,322 SH
5 META PLATFORMS INC META 30303M102 $46.3M 4.79% 70,216 SH
6 ALPHABET INC GOOGL 02079K305 $46.3M 4.79% 147,785 SH
7 APPLE INC AAPL 037833100 $46.1M 4.77% 169,676 SH
8 TESLA INC TSLA 88160R101 $44.0M 4.55% 97,834 SH
9 BROADCOM INC AVGO 11135F101 $43.8M 4.53% 126,494 SH
10 MICRON TECHNOLOGY INC MU 595112103 $42.5M 4.40% 148,903 SH
11 ADVANCED MICRO DEVICES INC AMD 007903107 $38.6M 3.99% 180,110 SH
12 ORACLE CORP ORCL 68389X105 $38.5M 3.98% 197,607 SH
13 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $38.3M 3.96% 215,442 SH
14 ALIBABA GROUP HLDG LTD BABA 01609W102 $36.6M 3.79% 249,927 SH
15 INTERNATIONAL BUSINESS MACHS IBM 459200101 $34.9M 3.61% 117,809 SH
16 SHOPIFY INC SHOP 82509L107 $32.6M 3.38% 202,693 SH
17 GE VERNOVA INC GEV 36828A101 $31.7M 3.27% 48,430 SH
18 PALO ALTO NETWORKS INC PANW 697435105 $28.9M 2.99% 156,794 SH
19 CROWDSTRIKE HLDGS INC CRWD 22788C105 $27.4M 2.83% 58,363 SH
20 SNOWFLAKE INC SNOW 833445109 $26.0M 2.69% 118,331 SH
21 BAIDU INC BIDU 056752108 $22.4M 2.32% 171,652 SH
22 ROBLOX CORP RBLX 771049103 $22.0M 2.27% 271,306 SH
23 MONGODB INC MDB 60937P106 $21.2M 2.19% 50,530 SH
24 ZSCALER INC ZS 98980G102 $18.7M 1.93% 83,152 SH
25 COREWEAVE INC CRWV 21873S108 $18.1M 1.87% 252,475 SH
26 NEBIUS GROUP N.V. NBIS N97284108 $17.3M 1.79% 207,193 SH
27 IREN LIMITED IREN Q4982L109 $15.4M 1.59% 406,649 SH
28 PEGASYSTEMS INC PEGA 705573103 $13.6M 1.41% 227,503 SH
29 OKLO INC OKLO 02156V109 $13.1M 1.36% 182,943 SH
30 INNODATA INC INOD 457642205 $10.6M 1.10% 208,117 SH