account_balance
Investment manager · 13F filer · SEC CIK 1861796
NewEdge Wealth, LLC
Reported value$9.92Bas of Jun 30, 2026
Positions1,215 145 new, 39 sold out
Top 10 weight27.7%USFR alone is 6%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
USFRWisdomtree Tr
5.6%Added +45%
AAPLApple Inc
4.1%Added +3%
NVDANvidia Corporation
3.2%Added +16%
GOOGLAlphabet Inc
3.1%Added +5%
MSFTMicrosoft Corp
3.0%Added +5%
AVGOBroadcom Inc
1.9%Trimmed −2%
KLACKla Corp
1.8%Added +936%
SPYState STR SPDR S&P 500 ETF T
1.7%Trimmed −4%
AMZNAmazon Com Inc
1.7%Added +2%
JPMJPMorgan Chase & Co
1.6%
LRCXLam Research Corp
1.6%
VOOVanguard Index FDS
1.4%Added +5%
USFRWisdomtree Tr
5.6%Added +45%
AAPLApple Inc
4.1%Added +3%
NVDANvidia Corporation
3.2%Added +16%
GOOGLAlphabet Inc
3.1%Added +5%
MSFTMicrosoft Corp
3.0%Added +5%
AVGO1.9%KLAC1.8%SPY1.7%AMZN1.7%JPM1.6%LRCX1.6%VOO1.4%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
USFR Wisdomtree Tr 5.6% Added +45%AAPL Apple Inc 4.1% Added +3%NVDA Nvidia Corporation 3.2% Added +16%GOOGL Alphabet Inc 3.1% Added +5%MSFT Microsoft Corp 3.0% Added +5%AVGO Broadcom Inc 1.9% Trimmed −2%KLAC Kla Corp 1.8% Added +936%SPY State STR SPDR S&P 500 ETF T 1.7% Trimmed −4%AMZN Amazon Com Inc 1.7% Added +2%JPM JPMorgan Chase & Co 1.6% HeldLRCX Lam Research Corp 1.6% HeldVOO Vanguard Index FDS 1.4% Added +5%
What changed