1y return+14.9%S&P 500 +20.9%
3y return+55.6%S&P 500 +68.5%
5y return+42.0%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $158 against $200 in the S&P 500.2
NewEdge Wealth, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| USFRWisdomtree Tr | $558.9M | 5.6% | +45.4% |
| AAPLApple Inc | $403.4M | 4.1% | +2.5% |
| NVDANvidia Corporation | $319.3M | 3.2% | +16.3% |
| GOOGLAlphabet Inc | $303.8M | 3.1% | +4.6% |
| MSFTMicrosoft Corp | $301.4M | 3.0% | +5.1% |
| AVGOBroadcom Inc | $189.7M | 1.9% | −2.0% |
| KLACKla Corp | $175.9M | 1.8% | +936.4% |
| SPYState Str Spdr S&p 500 Etf T | $168.1M | 1.7% | −3.8% |
| AMZNAmazon Com Inc | $164.1M | 1.7% | +2.4% |
| JPMJpmorgan Chase & Co | $163.6M | 1.6% | +1.5% |
| LRCXLam Research Corp | $156.2M | 1.6% | +1.2% |
| VOOVanguard Index Fds | $143.6M | 1.4% | +5.4% |
| VGSHVanguard Scottsdale Fds | $134.6M | 1.4% | +3.2% |
| METAMeta Platforms Inc | $130.6M | 1.3% | +5.7% |
| IWFIshares Tr | $126.6M | 1.3% | +4.7% |
| VEAVanguard Tax-managed Fds | $114.6M | 1.2% | +18.2% |
| ABBVAbbvie Inc | $106.2M | 1.1% | +4.0% |
| GILDGilead Sciences Inc | $95.3M | 1.0% | +6.7% |
| NVSNovartis Ag | $90.8M | 0.9% | +6.0% |
| AMATApplied Matls Inc | $89.5M | 0.9% | +6.5% |
| VVisa Inc | $82.8M | 0.8% | +2.7% |
| EBAYEbay Inc. | $82.4M | 0.8% | +1.5% |
| HDHome Depot Inc | $80.4M | 0.8% | +2.7% |
| SMHVaneck Etf Trust | $80.2M | 0.8% | +1.1% |
| LLYEli Lilly & Co | $77.9M | 0.8% | +1.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | March 31, 2021 | +1399.0% | $319.3M |
| AVGOBroadcom Inc | March 31, 2021 | +714.7% | $189.7M |
| SMHVaneck Etf Trust | September 30, 2022 | +608.6% | $80.2M |
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $156.2M |
| AMATApplied Matls Inc | March 31, 2021 | +441.2% | $89.5M |
| VSTVistra Corp | September 30, 2023 | +378.1% | $70.8M |
| LLYEli Lilly & Co | March 31, 2022 | +318.8% | $77.9M |
| GOOGLAlphabet Inc | December 31, 2020 | +307.8% | $303.8M |
| RRyder Sys Inc | June 30, 2021 | +254.9% | $74.5M |
| ALSNAllison Transmission Hldgs I | June 30, 2022 | +193.2% | $69.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $9.4M
- CDXSimplify Exchange Traded Fun was $7.9M
- EPIWisdomtree Tr was $6.1M
- HMCHonda Motor Co Ltd was $3.4M
- PDDPdd Holdings Inc was $1.9M
- BIPCBrookfield Infrastructure Co was $1.7M
- KCCAKraneshares Trust was $1.4M
- CTRACoterra Energy Inc was $1.3M
- FEZSpdr Index Shs Fds was $1.2M
- Carnival CorpCUSIP 143658300 was $1.2M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +0.8% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +9.5% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.1% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | +1.5% | +4.0% |
| March 31, 2024 | +8.1% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −1.9% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +6.8% | +7.0% |
| December 31, 2022 | +7.5% | +7.1% |
| September 30, 2022 | −6.9% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | −10.2% | −4.9% |
| December 31, 2021 | +10.0% | +10.7% |
| September 30, 2021 | −0.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: NewEdge Wealth, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1861796&type=13F-HR&dateb=&owner=include&count=40CIK 1861796
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1861796/000158064226005094/Filed August 10, 2026 · accession 0001580642-26-005094