NewEdge Wealth
NewEdge Wealth reported 1,215 stocks worth $9.9B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are USFR (5.6%), AAPL (4.1%) and NVDA (3.2%). Compared with Q1 2026, the fund opened new positions in P, added to USFR, AAPL and NVDA, trimmed AVGO, SPY and WFC and sold out of CDX, EPI and HMC.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  USFR Wisdomtree TR | $559M | 5.6% | 11.1M | +3.5M (+45%) | 3 of 8 | |
| 2 |  AAPL Apple Inc | $403M | 4.1% | 1.4M | +34K (+3%) | 8 of 8 | |
| 3 |  NVDA Nvidia Corporation | $319M | 3.2% | 1.6M | +224K (+16%) | 8 of 8 | |
| 4 |  GOOGL Alphabet Inc | $304M | 3.1% | 850K | +37K (+5%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $301M | 3.0% | 808K | +39K (+5%) | 8 of 8 | |
| 6 |  AVGO Broadcom Inc | $190M | 1.9% | 502K | −10K (−2%) | 8 of 8 | |
| 7 |  KLAC Kla Corp | $176M | 1.8% | 583K | +527K (+936%) | 8 of 8 | |
| 8 |  SPY Spdr S&P 500 ETF TR | $168M | 1.7% | 225K | −8,817 (−4%) | 8 of 8 | |
| 9 |  AMZN Amazon Com Inc | $164M | 1.6% | 688K | +16K (+2%) | 8 of 8 | |
| 10 |  JPM Jpmorgan Chase & Co. | $164M | 1.6% | 500K | +7,232 (+1%) | 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 | $9.4M | 41K |
 CDX Simplify Exchange Traded Fun | $7.9M | 368K |
 EPI Wisdomtree TR | $6.1M | 149K |
 HMC Honda Motor Ltd | $3.4M | 142K |
 PDD Pdd Holdings Inc | $1.9M | 19K |
🔒 Free account: see all 30.
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 P Pure Storage | Put | $72.6M | 922K | +921,700 |
 GLD Spdr Gold TR | Put | $7M | 19K | +18,900 |
MSFT Microsoft Corp | Put | $3.8M | 10K | +10,200 |
SPY Spdr S&P 500 ETF TR | Call | $2.2M | 3,000 | 0 |
 QQQ Invesco Qqq TR | Call | $1.9M | 2,600 | −200 |
🔒 Free account: see all 17.
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 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →NewEdge Wealth 13F FAQ
What does NewEdge Wealth own?
NewEdge Wealth reported 1,215 stocks worth $9.9B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are USFR (5.6%), AAPL (4.1%) and NVDA (3.2%). The table above lists every position in the filing (the top 10 without an account).
What did NewEdge Wealth buy and sell in Q2 2026?
Compared with Q1 2026: 145 new positions, 559 added to, 417 trimmed and 39 sold out. New positions include P. It sold all of CDX, EPI and HMC.
When will NewEdge Wealth 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 Wealth's portfolio worth?
The Q2 2026 filing reports $9.9B 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.