Institutional Fund
Newedge Wealth, LLC
Stamford, CTCIK 18617965 filings on record
Portfolio Value
$8.38B
Q1 2026
Holdings
1,109
Reported positions
New Buys
102
Opened this quarter
QoQ Change
-5.3%
from $8.85B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Wisdomtree Tr4.6%
- Apple Inc4.1%
- Microsoft Corp3.4%
- Nvidia Corporation2.9%
- Alphabet Inc2.8%
- Broadcom Inc1.9%
- Other80.4%
Portfolio Holdings
1,109 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Wisdomtree Tr | 7.63M | $384.21M | 4.6% | −698.0K | Reduced |
| 2 | Apple Inc | 1.36M | $345.11M | 4.1% | +15.8K | Added |
| 3 | Microsoft Corp | 768.8K | $284.60M | 3.4% | −19.6K | Reduced |
| 4 | Nvidia Corporation | 1.37M | $239.32M | 2.9% | −118.6K | Reduced |
| 5 | Alphabet Inc | 813.2K | $233.83M | 2.8% | −74.0K | Reduced |
| 6 | Broadcom Inc | 512.7K | $158.68M | 1.9% | +43.4K | Added |
| 7 | Spdr S&P 500 ETF Tr | 233.9K | $152.14M | 1.8% | +2.8K | Added |
| 8 | Jpmorgan Chase & Co. | 492.6K | $144.89M | 1.7% | +12.1K | Added |
| 9 | Amazon Com Inc | 672.4K | $140.05M | 1.7% | −693 | Reduced |
| 10 | Vanguard Scottsdale Fds | 2.24M | $131.17M | 1.6% | +266.0K | Added |
1,099 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio