Q2 2026 13F · SEC CIK 1633516

NewEdge Advisors, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $33.6B
Reported positions: 4,179
Top holdings a year, 3 yrs: +21.4%
Assets under management: $43.2B

NewEdge Advisors, LLC is a wealth manager that reported 4,179 positions worth $33.6B in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Apple Inc (AAPL, 3.0%), Ishares Tr (IVV, 2.6%), State Str Spdr S&p 500 ETF T (SPY, 2.2%). A portfolio copying its top holdings returned 21.4% a year over the last 3 years, against 20.4% for the S&P 500.

NewEdge Advisors, LLC holdings largest 50 of 4,179 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

NewEdge Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	3.0%	3.1%	3,482,619	+3.5%	$1.0B
IVVIshares Tr	2.6%	2.1%	1,183,931	+34.6%	$886.6M
SPYState Str Spdr S&p 500 ETF T	2.2%	1.2%	1,004,114	+65.2%	$749.8M
NVDANvidia Corporation	2.1%	2.1%	3,483,179	+1.6%	$696.9M
MSFTMicrosoft Corp	1.8%	2.1%	1,661,376	+5.6%	$619.7M
AMZNAmazon Com Inc	1.5%	1.6%	2,168,590	+3.2%	$516.9M
JPMJpmorgan Chase & Co	1.4%	1.5%	1,455,328	+1.4%	$476.4M
VOOVanguard Index Fds	1.4%	1.3%	684,968	+13.1%	$470.4M
GOOGLAlphabet Inc	1.4%	1.3%	1,305,569	+1.3%	$466.6M
SPLGSpdr Series Trust	1.2%	0.8%	4,406,554	+59.9%	$387.2M
AVGOBroadcom Inc	1.1%	1.1%	939,989	-0.8%	$355.1M
BRK-BBerkshire Hathaway Inc Del	1.0%	1.1%	668,204	+0.7%	$334.4M
WMTWalmart Inc	1.0%	1.3%	2,860,565	-0.6%	$324.0M
DYNFBlackrock ETF Trust	0.9%	0.9%	4,366,134	-0.1%	$296.9M
CSCOCisco Sys Inc	0.9%	0.7%	2,505,809	+1.5%	$294.3M
AMDAdvanced Micro Devices Inc	0.9%	0.5%	506,265	-26.9%	$294.1M
GOOGAlphabet Inc	0.8%	0.7%	769,336	+7.6%	$271.8M
VVisa Inc	0.8%	0.8%	760,691	+0.4%	$261.0M
IVWIshares Tr	0.8%	0.7%	1,841,602	+1.1%	$253.3M
MUMicron Technology Inc	0.7%	—	214,739	—	$247.9M
000000004Argan Inc	0.7%	0.5%	1,497,643	+39.2%	$246.7M
METAMeta Platforms Inc	0.7%	0.8%	422,101	+3.7%	$237.8M
LLYEli Lilly & Co	0.7%	0.6%	194,721	+5.8%	$233.6M
JNJJohnson & Johnson	0.7%	0.8%	917,872	+3.4%	$233.1M
VTVVanguard Index Fds	0.7%	0.8%	1,046,231	-8.4%	$228.0M
CATCaterpillar Inc	0.7%	0.6%	212,215	-1.3%	$226.0M
XOMExxon Mobil Corp	0.7%	1.0%	1,621,680	+3.0%	$221.7M
VUGVanguard Index Fds	0.6%	0.6%	2,441,322	+503.4%	$210.3M
DELLDell Technologies Inc	0.6%	—	480,589	—	$207.4M
CVXChevron Corporation	0.6%	0.9%	1,249,960	+3.1%	$207.2M
IUSBIshares Tr	0.6%	0.5%	4,110,503	+33.1%	$189.7M
IVEIshares Tr	0.5%	0.7%	808,622	-5.9%	$183.6M
TSLATesla Inc	0.5%	0.5%	409,932	+4.6%	$172.4M
PYLDPimco ETF Tr	0.5%	0.5%	6,448,357	+15.0%	$171.0M
VEAVanguard Ftse Developed Markets Index Fu	0.5%	0.5%	2,363,407	+2.9%	$168.4M
HDHome Depot Inc	0.5%	0.6%	472,273	+1.9%	$166.6M
PANWPalo Alto Networks Inc	0.5%	—	467,364	—	$159.4M
TJXTjx Cos Inc New	0.5%	0.6%	1,047,163	+2.1%	$158.6M
VTIVanguard Index Fds	0.5%	0.4%	420,754	+10.2%	$155.7M
FELCFidelity Covington Trust	0.5%	—	3,712,785	—	$155.6M
BAIBlackrock ETF Trust	0.5%	0.4%	2,934,791	-10.8%	$154.7M
IEMGIshares Inc	0.4%	0.6%	1,762,151	-21.2%	$146.0M
COSTCostco Wholesale Corporation	0.4%	0.6%	155,824	+1.9%	$145.8M
PSXPhillips 66	0.4%	0.5%	823,275	-0.1%	$139.2M
BONDPimco ETF Tr	0.4%	0.4%	1,474,136	+10.3%	$135.9M
IEFAIshares Tr	0.4%	0.4%	1,394,259	+2.6%	$134.7M
EFGIshares Tr	0.4%	—	1,081,097	—	$134.5M
RDVYFirst Tr Exchange Traded Fd	0.4%	0.4%	1,481,721	+3.0%	$120.1M
TSMTaiwan Semiconductor Manufac	0.3%	—	243,543	—	$116.3M
BTHMBlackrock ETF Trust	0.3%	0.5%	2,630,587	-32.1%	$113.4M

What NewEdge Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: +21.4% /yr; S&P 500 +20.4%
5 years: +11.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$33.6B	4,179
Q1 2026	$27.7B	4,125
Q4 2025	$27.6B	4,214
Q3 2025	$22.0B	4,098
Q2 2025	$19.4B	3,989
Q1 2025	$16.8B	3,956
Q4 2024	$16.6B	3,897
Q3 2024	$15.4B	3,801
Q2 2024	$13.7B	3,781
Q1 2024	$11.5B	3,822
Q4 2023	$10.5B	3,744
Q3 2023	$9.1B	3,452

Questions about NewEdge Advisors, LLC's portfolio

What stocks does NewEdge Advisors, LLC own?

NewEdge Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 4,179 positions worth $33.6B. The largest are Apple Inc (AAPL) at 3.0%, Ishares Tr (IVV) at 2.6%, State Str Spdr S&p 500 ETF T (SPY) at 2.2%, Nvidia Corporation (NVDA) at 2.1% and Microsoft Corp (MSFT) at 1.8%.

What did NewEdge Advisors, LLC buy last quarter?

In Q2 2026, NewEdge Advisors, LLC added Vanguard Index Fds (VUG) (+503.4% shares), State Str Spdr S&p 500 ETF T (SPY) (+65.2% shares) and Spdr Series Trust (SPLG) (+59.9% shares), compared with its Q1 2026 filing.

What did NewEdge Advisors, LLC sell last quarter?

In Q2 2026, NewEdge Advisors, LLC cut from its top 50 Ishares Tr (EFV), cut from its top 50 Ishares Tr (QUAL), cut from its top 50 Abbvie Inc (ABBV), cut from its top 50 Spdr Gold Tr (GLD), cut from its top 50 Southern Co (SO), Blackrock ETF Trust (BTHM) (-32.1% shares), Advanced Micro Devices Inc (AMD) (-26.9% shares) and Ishares Inc (IEMG) (-21.2% shares), compared with its Q1 2026 filing.

How has NewEdge Advisors, LLC's portfolio performed?

A portfolio copying NewEdge Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +21.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.6% against +20.1%. Over 5 years: +11.7% a year against +11.6%.

When is NewEdge Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. NewEdge Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does NewEdge Advisors, LLC manage?

NewEdge Advisors, LLC reported $43.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $33.6B.