NewEdge Wealth, LLC
CIK 1861796
13F filing for Q2 2026・No. 568
- Holdings
- US$10.01B
- Quarter change
- +US$1.61B
- Entries
- 1,241
- Net bought (estimate)
- +US$554.5M
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 145
- Sold out 39
- Cut 429
- Added 571
- Corporate actions 2
- Unchanged 70
Largest holdings
1,215 stocks worth US$9.92B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WISDOMTREE TRFLOATNG RAT TREA | Added | 11,099,477 | US$558.86M | 5.64% |
| AAPLAppleCOM | Added | 1,394,101 | US$403.4M | 4.07% |
| NVDANvidiaCOM | Added | 1,595,829 | US$319.31M | 3.22% |
| GOOGLAlphabetCAP STK CL A | Added | 850,206 | US$303.84M | 3.06% |
| MSFTMicrosoftCOM | Added | 808,107 | US$301.44M | 3.04% |
| AVGOBroadcomCOM | Cut | 502,221 | US$189.71M | 1.91% |
| KLACKLA CORPCOM NEW | AddedSplit 10:1 | 583,113 | US$175.93M | 1.77% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Cut | 225,123 | US$168.12M | 1.70% |
| AMZNAmazonCOM | Added | 688,333 | US$164.06M | 1.65% |
| JPMJPMORGAN CHASE & COCOM | Added | 499,797 | US$163.6M | 1.65% |
Sign in (free) to see its 50 largest holdings and its trades. Sign in
Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.