AiSiWhale

AI & tech investing

NewEdge Advisors, LLC

CIK 1633516

13F filing for Q2 2026・No. 270

Holdings
US$33.57B
Quarter change
+US$5.89B
Entries
4,200
Net bought (estimate)
+US$2.48B

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 323
  • Sold out 269
  • Cut 1,200
  • Added 1,983
  • Corporate actions 22
  • Unchanged 674

Largest holdings

4,180 stocks worth US$33.57B, options and bonds left out.

StockThis quarterValueWeight
AAPLAppleCOMAddedUS$1.01B3.00%
IVVISHARES TRCORE S&P500 ETFAddedUS$886.63M2.64%
SPYSTATE STR SPDR S&P 500 ETF TTR UNITAddedUS$749.84M2.23%
NVDANvidiaCOMAddedUS$696.95M2.08%
MSFTMicrosoftCOMAddedUS$619.73M1.85%
AMZNAmazonCOMAddedUS$516.86M1.54%
JPMJPMORGAN CHASE & COCOMAddedUS$476.37M1.42%
VOOVanguard S&P 500 ETFS&P 500 ETF SHSAddedUS$470.44M1.40%
GOOGLAlphabetCAP STK CL AAddedUS$466.57M1.39%
SPDR SERIES TRUSTST STR P500ETFAddedUS$387.25M1.15%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.