13F filer

NewEdge Advisors

As of Jun 30, 2026 Filed Aug 12, 2026 CIK 1633516 SEC filings ↗

13F Value

$33.57B

Positions

4,198

Top Position

AAPL3.0%

Top 5

11.8%

Latest filing changes

vs Mar 31, 2026

1 SPY State Str SPDR S&P 500 ETF T — Tr Unit +65.2%+$296.0M

2 IVV iShares Core S&P 500 ETF +34.6%+$227.7M

3 SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF +59.9%+$145.1M

4 BRTR Blackrock ETF Trust II — Isha Tota Re ETF >999%+$79.8M

5 FELC Fidelity Enhanced Large Cap Core ETF +96.1%+$76.3M

Holdings4,198

#
1	AAPL Apple	3.0%	$1.01B	+3.5%	3.48M	3.1%	Common Stock
2	IVV iShares Core S&P 500 ETF	2.6%	$886.6M	+34.6%	1.18M	2.1%	ETF
3	SPY State Str SPDR S&P 500 ETF T — Tr Unit	2.2%	$749.8M	+65.2%	1.00M	1.2%	ETF
4	NVDA NVIDIA	2.1%	$696.9M	+1.6%	3.48M	2.1%	Common Stock
5	MSFT Microsoft	1.8%	$619.7M	+5.6%	1.66M	2.1%	Common Stock
6	AMZN Amazon	1.5%	$516.9M	+3.2%	2.17M	1.6%	Common Stock
7	JPM JPMorgan Chase	1.4%	$476.4M	+1.4%	1.46M	1.5%	Common Stock
8	VOO Vanguard 500 Index Fund — ETF Shares	1.4%	$470.4M	+13.1%	685.0K	1.3%	ETF
9	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 1,305,569 reported quantity $466,571,054 reported value	1.4%	$466.6M	+1.3%	1.31M	1.3%	Common Stock
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.2%	$387.2M	+59.9%	4.41M	0.8%	ETF
11	AVGO Broadcom	1.1%	$355.1M	-0.8%	940.0K	1.1%	Common Stock
12	BRK.B Berkshire Hathaway Class B Filing details 084670702 Jun 30, 2026 668,204 reported quantity $334,362,840 reported value	1.0%	$334.4M	+0.7%	668.2K	1.1%	Common Stock
13	WMT Walmart	1.0%	$324.0M	-0.6%	2.86M	1.3%	Common Stock
14	DYNF iShares U.S. Equity Factor Rotation Active ETF	0.9%	$296.9M	-0.1%	4.37M	0.9%	ETF
15	CSCO Cisco Systems	0.9%	$294.3M	+1.5%	2.51M	0.7%	Common Stock
16	AMD Advanced Micro Devices	0.9%	$294.1M	-26.9%	506.3K	0.5%	Common Stock
17	GOOG Alphabet Class C	0.8%	$271.8M	+7.6%	769.3K	0.7%	Common Stock
18	V Visa	0.8%	$261.0M	+0.4%	760.7K	0.8%	Common Stock
19	IVW iShares S&P 500 Growth ETF	0.8%	$253.3M	+1.1%	1.84M	0.7%	ETF
20	MU Micron Technology	0.7%	$247.9M	+14.4%	214.7K	0.2%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing251

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.