NewEdge Advisors
NewEdge Advisors reported 4,198 stocks worth $33.6B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (3.0%), IVV (2.6%) and SPY (2.2%). Compared with Q1 2026, the fund added to AAPL, IVV and SPY, trimmed AVGO, WMT and DYNF and sold out of ZNOV, DD and FTHY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $1B | 3.0% | 3.5M | +117K (+3%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $887M | 2.6% | 1.2M | +304K (+35%) | 8 of 8 | |
| 3 |  SPY Spdr S&P 500 ETF TR | $750M | 2.2% | 1M | +396K (+65%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $697M | 2.1% | 3.5M | +56K (+2%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $620M | 1.9% | 1.7M | +89K (+6%) | 8 of 8 | |
| 6 |  AMZN Amazon Com Inc | $517M | 1.5% | 2.2M | +67K (+3%) | 8 of 8 | |
| 7 |  JPM Jpmorgan Chase & Co. | $476M | 1.4% | 1.5M | +21K (+1%) | 8 of 8 | |
| 8 |  VOO Vanguard S&P 500 ETF | $470M | 1.4% | 685K | +79K (+13%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $467M | 1.4% | 1.3M | +16K (+1%) | 8 of 8 | |
| 10 |  SPYM Spdr Series Trust | $387M | 1.1% | 4.4M | +1.7M (+60%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $85.5M | 378K |
 ZNOV Innovator Etfs Trust | $12.8M | 481K |
 DD Dupont DE Nemours Inc | $4.6M | 101K |
 FTHY First TR High Yield Opprt 2027 Com | $3.9M | 292K |
 FEMS First TR Exch Trd Alphdx FD | $3.7M | 82K |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →NewEdge Advisors 13F FAQ
What does NewEdge Advisors own?
NewEdge Advisors reported 4,198 stocks worth $33.6B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are AAPL (3.0%), IVV (2.6%) and SPY (2.2%). The table above lists every position in the filing (the top 10 without an account).
What did NewEdge Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 323 new positions, 1,946 added to, 1,191 trimmed and 269 sold out. It sold all of ZNOV, DD and FTHY.
When will NewEdge Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is NewEdge Advisors's portfolio worth?
The Q2 2026 filing reports $33.6B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.