Holders — by stockHoldings — by fund
NewEdge Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1633516
$33.57B
disclosed book value
4,198
positions
3%
largest position share
Positions, as of 2026-06-30
top 100 of 4,198 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 3.5M | $1.01B | 3% |
| 2 | IVVISHARES TR | 1.2M | $886.6M | 2.6% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 1.0M | $749.8M | 2.2% |
| 4 | NVDANVIDIA CORPORATION | 3.5M | $696.9M | 2.1% |
| 5 | MSFTMICROSOFT CORP | 1.7M | $619.7M | 1.8% |
| 6 | AMZNAMAZON COM INC | 2.2M | $516.9M | 1.5% |
| 7 | JPMJPMORGAN CHASE & CO | 1.5M | $476.4M | 1.4% |
| 8 | VOOVANGUARD INDEX FDS | 684,968 | $470.4M | 1.4% |
| 9 | GOOGLALPHABET INC | 1.3M | $466.6M | 1.4% |
| 10 | SPYMSPDR SERIES TRUST | 4.4M | $387.2M | 1.2% |
| 11 | AVGOBROADCOM INC | 939,989 | $355.1M | 1.1% |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 668,204 | $334.4M | 1% |
| 13 | WMTWALMART INC | 2.9M | $324.0M | 1% |
| 14 | DYNFBLACKROCK ETF TRUST | 4.4M | $296.9M | 0.9% |
| 15 | CSCOCISCO SYS INC | 2.5M | $294.3M | 0.9% |
| 16 | AMDADVANCED MICRO DEVICES INC | 506,265 | $294.1M | 0.9% |
| 17 | GOOGALPHABET INC | 769,336 | $271.8M | 0.8% |
| 18 | VVISA INC | 760,691 | $261.0M | 0.8% |
| 19 | IVWISHARES TR | 1.8M | $253.3M | 0.8% |
| 20 | MUMICRON TECHNOLOGY INC | 214,739 | $247.9M | 0.7% |
| 21 | ARGAN INC | 1.5M | $246.7M | 0.7% |
| 22 | METAMETA PLATFORMS INC | 422,101 | $237.8M | 0.7% |
| 23 | LLYELI LILLY & CO | 194,721 | $233.6M | 0.7% |
| 24 | JNJJOHNSON & JOHNSON | 917,872 | $233.1M | 0.7% |
| 25 | VTVVANGUARD INDEX FDS | 1.0M | $228.0M | 0.7% |
| 26 | CATCATERPILLAR INC | 212,215 | $226.0M | 0.7% |
| 27 | EXMOCEXXON MOBIL CORP | 1.6M | $221.7M | 0.7% |
| 28 | VUGVANGUARD INDEX FDS | 2.4M | $210.3M | 0.6% |
| 29 | DELLDELL TECHNOLOGIES INC | 480,589 | $207.4M | 0.6% |
| 30 | CVXCHEVRON CORPORATION | 1.2M | $207.2M | 0.6% |
| 31 | IUSBISHARES TR | 4.1M | $189.7M | 0.6% |
| 32 | IVEISHARES TR | 808,622 | $183.6M | 0.5% |
| 33 | TSLATESLA INC | 409,932 | $172.4M | 0.5% |
| 34 | PYLDPIMCO ETF TR | 6.4M | $171.0M | 0.5% |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 2.4M | $168.4M | 0.5% |
| 36 | HDHOME DEPOT INC | 472,273 | $166.6M | 0.5% |
| 37 | PANWPALO ALTO NETWORKS INC | 467,364 | $159.4M | 0.5% |
| 38 | TJXTJX COS INC NEW | 1.0M | $158.6M | 0.5% |
| 39 | VTIVANGUARD INDEX FDS | 420,754 | $155.7M | 0.5% |
| 40 | FELCFIDELITY COVINGTON TRUST | 3.7M | $155.6M | 0.5% |
| 41 | BAIBLACKROCK ETF TRUST | 2.9M | $154.7M | 0.5% |
| 42 | IEMGISHARES INC | 1.8M | $146.0M | 0.4% |
| 43 | COSTCOSTCO WHOLESALE CORPORATION | 155,824 | $145.8M | 0.4% |
| 44 | PSXPHILLIPS 66 | 823,275 | $139.2M | 0.4% |
| 45 | BONDPIMCO ETF TR | 1.5M | $135.9M | 0.4% |
| 46 | IEFAISHARES TR | 1.4M | $134.7M | 0.4% |
| 47 | EFGISHARES TR | 1.1M | $134.5M | 0.4% |
| 48 | RDVYFIRST TR EXCHANGE TRADED FD | 1.5M | $120.1M | 0.4% |
| 49 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 243,543 | $116.3M | 0.3% |
| 50 | THROBLACKROCK ETF TRUST | 2.6M | $113.4M | 0.3% |
| 51 | RSPINVESCO EXCHANGE TRADED FD T | 528,103 | $112.4M | 0.3% |
| 52 | AMATAPPLIED MATLS INC | 154,918 | $112.0M | 0.3% |
| 53 | ABBVABBVIE INC | 439,164 | $110.5M | 0.3% |
| 54 | VOVANGUARD INDEX FDS | 1.4M | $109.6M | 0.3% |
| 55 | MTUMISHARES TR | 317,902 | $109.0M | 0.3% |
| 56 | BUFRFIRST TR EXCHNG TRADED FD VI | 3.0M | $109.0M | 0.3% |
| 57 | IWFISHARES TR | 845,080 | $104.9M | 0.3% |
| 58 | GLDSPDR GOLD TR | 279,250 | $102.9M | 0.3% |
| 59 | SOSOUTHERN CO | 1.1M | $102.1M | 0.3% |
| 60 | DFACDIMENSIONAL ETF TRUST | 2.3M | $101.6M | 0.3% |
| 61 | PULSPGIM ETF TR | 2.0M | $101.6M | 0.3% |
| 62 | BACBANK OF AMER CORP | 1.8M | $100.6M | 0.3% |
| 63 | ADIANALOG DEVICES INC | 250,858 | $99.6M | 0.3% |
| 64 | QQQMINVESCO EXCH TRADED FD TR II | 327,421 | $99.2M | 0.3% |
| 65 | PLDPROLOGIS INC. | 706,097 | $95.7M | 0.3% |
| 66 | EFVISHARES TR | 1.2M | $94.6M | 0.3% |
| 67 | TLHISHARES TR | 931,209 | $93.4M | 0.3% |
| 68 | MBBISHARES TR | 984,369 | $93.0M | 0.3% |
| 69 | PMPHILIP MORRIS INTL INC | 504,103 | $91.2M | 0.3% |
| 70 | IJRISHARES TR | 603,283 | $89.5M | 0.3% |
| 71 | AGGISHARES TR | 901,815 | $89.3M | 0.3% |
| 72 | SNXTD SYNNEX CORPORATION | 331,768 | $88.7M | 0.3% |
| 73 | BLACKROCK ETF TRUST II | 1.7M | $85.1M | 0.3% |
| 74 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1.3M | $84.4M | 0.3% |
| 75 | GOVTISHARES TR | 3.7M | $84.1M | 0.3% |
| 76 | AVEMAMERICAN CENTY ETF TR | 871,190 | $84.1M | 0.3% |
| 77 | LRCXLAM RESEARCH CORP | 192,888 | $83.6M | 0.2% |
| 78 | VTVANGUARD INTL EQUITY INDEX F | 530,329 | $83.2M | 0.2% |
| 79 | GEVGE VERNOVA INC | 69,996 | $82.2M | 0.2% |
| 80 | VIGVANGUARD SPECIALIZED FUNDS | 330,832 | $78.3M | 0.2% |
| 81 | MINTPIMCO ETF TR | 775,541 | $78.2M | 0.2% |
| 82 | CGGRCAPITAL GROUP GROWTH ETF | 1.6M | $75.8M | 0.2% |
| 83 | BNDVANGUARD BD INDEX FDS | 1.0M | $75.1M | 0.2% |
| 84 | BABOEING CO | 340,198 | $73.6M | 0.2% |
| 85 | BNYBANK OF NY MELLON CORP | 502,866 | $72.7M | 0.2% |
| 86 | CGGOCAPITAL GROUP GBL GROWTH EQT | 1.7M | $72.5M | 0.2% |
| 87 | VWOVANGUARD INTL EQUITY INDEX F | 1.2M | $72.4M | 0.2% |
| 88 | CMICUMMINS INC | 101,415 | $72.3M | 0.2% |
| 89 | DGROISHARES TR | 953,486 | $72.3M | 0.2% |
| 90 | BLKBLACKROCK INC | 73,695 | $70.9M | 0.2% |
| 91 | SNDKSANDISK CORP | 30,221 | $68.7M | 0.2% |
| 92 | USMVISHARES TR | 706,484 | $68.1M | 0.2% |
| 93 | WDCWESTERN DIGITAL CORP | 106,193 | $67.8M | 0.2% |
| 94 | EATON CORP PLC | 158,898 | $67.7M | 0.2% |
| 95 | VBVANGUARD INDEX FDS | 219,247 | $66.5M | 0.2% |
| 96 | KMBKIMBERLY-CLARK CORP | 595,464 | $65.4M | 0.2% |
| 97 | GPCGENUINE PARTS CO | 546,151 | $64.4M | 0.2% |
| 98 | PLTRPALANTIR TECHNOLOGIES INC | 548,759 | $64.0M | 0.2% |
| 99 | JPSTJ P MORGAN EXCHANGE TRADED F | 1.3M | $63.7M | 0.2% |
| 100 | SJMSMUCKER J M CO | 564,096 | $63.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.