account_balance
Investment manager · 13F filer · SEC CIK 1451623
Benjamin Edwards Inc
Reported value$11.1Bas of Sep 30, 2026
Positions1,443 93 new, 66 sold out
Top 10 weight16.6%AAPL alone is 3%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
2.7%Trimmed −5%
MSFTMicrosoft Corp
2.3%Added +4%
NVDANVIDIA Corp
2.0%Added +14%
IUSGiShares Tr
1.5%Added +7%
SPDWSPDR Index SHS FDS
1.5%Trimmed −2%
IUSViShares Tr
1.5%Added +5%
SPYGSPDR Series Trust
1.3%Trimmed −9%
SPYVSPDR Series Trust
1.3%
CGXUCapital Group Intl Focus Eqt
1.3%Added +3%
CGGRCapital Group Growth ETF
1.3%Added +8%
CGUSCapital Group Core Equity Et
1.2%+5%
AVGOBroadcom Inc.
1.1%+3%
AAPLApple Inc.
2.7%Trimmed −5%
MSFTMicrosoft Corp
2.3%Added +4%
NVDANVIDIA Corp
2.0%+14%
IUSGiShares Tr
1.5%+7%
SPDWSPDR Index SHS FDS
1.5%−2%
IUSViShares Tr
1.5%
SPYGSPDR Series Trust
1.3%
SPYVSPDR Series Trust
1.3%
CGXUCapital Group Intl Focus Eqt
1.3%
CGGR1.3%
CGUS1.2%
AVGOBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 2.7% Trimmed −5%MSFT Microsoft Corp 2.3% Added +4%NVDA NVIDIA Corp 2.0% Added +14%
IUSG iShares Tr 1.5% Added +7%
SPDW SPDR Index SHS FDS 1.5% Trimmed −2%
IUSV iShares Tr 1.5% Added +5%
SPYG SPDR Series Trust 1.3% Trimmed −9%
SPYV SPDR Series Trust 1.3% Held
CGXU Capital Group Intl Focus Eqt 1.3% Added +3%
CGGR Capital Group Growth ETF 1.3% Added +8%
CGUS Capital Group Core Equity Et 1.2% Added +5%
AVGO Broadcom Inc. 1.1% Added +3%What changed
Biggest moves since Jun 30, 2026
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