Institutional Manager · CIK 0001861796
NewEdge Wealth, LLC
Pittsburgh, PA · File #028-21205
Latest AUM
$8.85B
Positions
1,193
Top-10 Concentration
48.2%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 20251,193 pos · $8.85B
- 13F HOLDINGS REPORTQ/E Sep 20251,020 pos · $6.98B
- 13F HOLDINGS REPORTQ/E Jun 2025964 pos · $6.38B
- 13F HOLDINGS REPORTQ/E Mar 2025933 pos · $5.52B
- 13F HOLDINGS REPORTQ/E Dec 2024918 pos · $5.77B
- 13F HOLDINGS REPORTQ/E Sep 2024872 pos · $5.54B
- 13F HOLDINGS REPORTQ/E Jun 2024759 pos · $4.62B
- 13F HOLDINGS REPORTQ/E Mar 2024808 pos · $4.46B
- 13F HOLDINGS REPORTQ/E Dec 2023648 pos · $3.16B
- 13F HOLDINGS REPORTQ/E Sep 2023634 pos · $2.99B
- 13F HOLDINGS REPORTQ/E Jun 2023609 pos · $2.63B
- 13F HOLDINGS REPORTQ/E Mar 2023544 pos · $2.32B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 8,330,402 | $419.2M | 8.07% |
| 2 | MICROSOFT CORP | MSFT | 788,473 | $381.3M | 7.34% |
| 3 | APPLE INC | AAPL | 1,343,979 | $365.4M | 7.03% |
| 4 | NVIDIA CORPORATION | NVDA | 1,490,872 | $278.0M | 5.35% |
| 5 | ALPHABET INC | GOOG | 887,209 | $277.7M | 5.35% |
| 6 | BROADCOM INC | AVGO | 469,277 | $162.4M | 3.13% |
| 7 | SPDR S&P 500 ETF TR | SPY | 231,168 | $157.6M | 3.03% |
| 8 | AMAZON COM INC | AMZN | 673,125 | $155.4M | 2.99% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 480,501 | $154.8M | 2.98% |
| 10 | META PLATFORMS INC | META | 231,939 | $153.1M | 2.95% |
| 11 | VANGUARD INDEX FDS | 922908363 | 217,086 | $136.1M | 2.62% |
| 12 | ISHARES TR | 464287614 | 271,051 | $128.3M | 2.47% |
| 13 | VANGUARD SCOTTSDALE FDS | 92206C102 | 1,974,566 | $116.0M | 2.23% |
| 14 | BLACKSTONE INC | BX | 714,702 | $110.2M | 2.12% |
| 15 | WELLS FARGO CO NEW | 949746101 | 1,020,887 | $95.1M | 1.83% |
| 16 | ABBVIE INC | ABBV | 397,677 | $90.9M | 1.75% |
| 17 | GILEAD SCIENCES INC | GILD | 646,470 | $79.3M | 1.53% |
| 18 | LAM RESEARCH CORP | LRCX | 452,879 | $77.5M | 1.49% |
| 19 | VISA INC | V | 217,796 | $76.4M | 1.47% |
| 20 | ISHARES TR | 464288125 | 1,011,253 | $76.1M | 1.46% |