Newedge Wealth
$9.9B 13F equity value
1,253 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Newedge Wealth covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| USFR | WISDOMTREE TR | 11,099,477 | $559M | 5.6% |
| AAPL | APPLE INC | 1,394,101 | $403M | 4.1% |
| NVDA | NVIDIA CORPORATION | 1,595,829 | $319M | 3.2% |
| GOOGL | ALPHABET INC | 850,206 | $304M | 3.1% |
| MSFT | MICROSOFT CORP | 808,107 | $301M | 3.0% |
| AVGO | BROADCOM INC | 502,221 | $190M | 1.9% |
| KLAC | KLA CORP | 583,113 | $176M | 1.8% |
| SPY | STATE STR SPDR S&P 500 ETF T | 225,123 | $168M | 1.7% |
| AMZN | AMAZON COM INC | 688,333 | $164M | 1.7% |
| JPM | JPMORGAN CHASE & CO | 499,797 | $164M | 1.6% |
Track Newedge Wealth's 13F portfolio: $9.9B in reported holdings, 1,253 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}