account_balance
Investment manager · 13F filer · SEC CIK 1633516
NewEdge Advisors, LLC
Reported value$33.6Bas of Jun 30, 2026
Positions4,198 3,083 new, 102 sold out
Top 10 weight18.7%AAPL alone is 3%
FiledAug 1243 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
3.0%New
IVViShares Tr
2.6%New
SPYState STR SPDR S&P 500 ETF T
2.2%Added +131%
NVDANvidia Corporation
2.1%New
MSFTMicrosoft Corp
1.8%New
AMZNAmazon Com Inc
1.5%New
JPMJPMorgan Chase & Co
1.4%New
VOOVanguard Index FDS
1.4%Added +59%
GOOGLAlphabet Inc
1.4%New
SPYMSPDR Series Trust
1.2%Added +112%
AVGOBroadcom Inc
1.1%New
BRKBBerkshire Hathaway Inc
1.0%New
AAPLApple Inc
3.0%New
IVViShares Tr
2.6%New
SPYState STR SPDR S&P 500 ETF T
2.2%Added +131%
NVDANvidia Corporation
2.1%New
MSFTMicrosoft Corp
1.8%New
AMZN1.5%JPM1.4%VOO1.4%GOOGL1.4%SPYM1.2%AVGO1.1%BRKB1.0%Boxes 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 3.0% NewIVV iShares Tr 2.6% NewSPY State STR SPDR S&P 500 ETF T 2.2% Added +131%NVDA Nvidia Corporation 2.1% NewMSFT Microsoft Corp 1.8% NewAMZN Amazon Com Inc 1.5% NewJPM JPMorgan Chase & Co 1.4% NewVOO Vanguard Index FDS 1.4% Added +59%GOOGL Alphabet Inc 1.4% NewSPYM SPDR Series Trust 1.2% Added +112%AVGO Broadcom Inc 1.1% NewBRKB Berkshire Hathaway Inc 1.0% New
What changed