StockDriftsStockDriftsTop 50 NewEdge Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 5.64% | 11.10M | $558.9M | +45.43%(+3.47M) | $50.31(+0.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.07% | 1.39M | $403.4M | +2.52%(+34.28K) | $187.70(+62.70%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.22% | 1.60M | $319.3M | +16.29%(+223.60K) | $134.62(+67.93%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.06% | 850.2K | $303.8M | +4.56%(+37.05K) | $162.93(+111.57%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.04% | 808.1K | $301.4M | +5.11%(+39.27K) | $335.33(+44.95%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 1.91% | 502.2K | $189.7M | -2.04%(-10.47K) | $164.76(+138.98%) | 2026-06-30 | |
| KLAC | KLA CORP | 1.77% | 583.1K | $175.9M | +3.64%(+20.46K) | $50.47(+293.51%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.7% | 225.1K | $168.1M | -3.77%(-8.82K) | $479.27(+61.78%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.65% | 688.3K | $164.1M | +2.36%(+15.90K) | $189.48(+38.55%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.65% | 499.8K | $163.6M | +1.47%(+7.23K) | $187.94(+94.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.23% | +78.15% | +7.65% | +44.59% |
| Top 20 Holdings Unweighted | +22.13% | +82.16% | +8.35% | +49.35% |
NewEdge Wealth, LLC reports $10.01B in US-listed equity holdings across 1,215 positions in its most recent 13F filing. Its largest disclosed positions are USFR (5.6%), AAPL (4.1%) and NVDA (3.2%). The top 20 holdings account for 39.71% of reported assets. Its disclosed equity book has returned +78.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from NewEdge Wealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1861796). View NewEdge Wealth, LLC’s 13F filings on SEC