Arkolith/Funds/NewEdge Wealth, LLC

NewEdge Wealth, LLC

CIK 1861796Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

NewEdge Wealth, LLC holds a diversified book of 1215 stocks worth $9.9B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Everpure Inc-A and trimmed Broadcom Inc. Their largest long position is Wisdomtree Floating Rate Tre at 6% of the equity book. They also disclosed $84.9M in put options (a bearish bet) and $5.3M in call options (bullish), shown separately below and excluded from the equity book.

Opened
269
bought for the first time
  • Everpure Inc-A
  • Honeywell Intl Inc
  • Honeywell Aerospace Inc
  • +266 more · largest first
Added to
574
already held, bought more
Trimmed
426
sold some, still holds it
Sold out
39
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
28%
Top 20 holdings
40%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

69% mapped to company sectors

ETF / fund or unclassified
31%
Information Technology
28%
Financials
11%
Consumer Discretionary
7%
Health Care
7%
Industrials
7%
Energy
2%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as NewEdge Wealth, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$626.5B
BANK OF AMERICA CORP /DE/80 / 80$466.5B
ROYAL BANK OF CANADA80 / 80$187.3B
WELLS FARGO & COMPANY/MN80 / 80$186.5B
UBS Group AG80 / 80$173.9B
RAYMOND JAMES FINANCIAL INC80 / 80$119.0B
JONES FINANCIAL COMPANIES LLLP80 / 80$87.9B
LPL Financial LLC80 / 80$87.2B

Ranked by how many of NewEdge Wealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,215 positions
#SecurityValueShares% PortLast moveHistory
1Wisdomtree TR
FLOATNG RAT TREA
$558.9M11.10M
5.6%
+45%
Added · +3.5M sh
2Apple Inc
COM
$403.4M1.39M
4.1%
+2.5%
Added · +34K sh
3Nvidia Corporation
COM
$319.3M1.60M
3.2%
+16%
Added · +224K sh
4Alphabet Inc
CAP STK CL A
$303.8M850.2K
3.1%
+4.5%
Added · +37K sh
5Microsoft Corp
COM
$301.4M808.1K
3.0%
+5.1%
Added · +39K sh
6Broadcom Inc
COM
$189.7M502.2K
1.9%
−2.0%
Reduced · −10K sh
7Kla Corp
COM NEW
$175.9M583.1K
1.8%
10×
Added · +527K sh
8State STR SPDR S&P 500 ETF T
TR UNIT
$168.1M225.1K
1.7%
−3.8%
Reduced · −9K sh
9Amazon Com Inc
COM
$164.1M688.3K
1.7%
+2.4%
Added · +16K sh
10JPMorgan Chase & Co
COM
$163.6M499.8K
1.6%
+1.5%
Added · +7K sh
11Lam Research Corp
COM NEW
$156.2M360.6K
1.6%
+1.2%
Added · +4K sh
12Vanguard Index FDS
S&P 500 ETF SHS
$143.6M209.0K
1.4%
+5.3%
Added · +11K sh
13Vanguard Scottsdale FDS
SHORT TERM TREAS
$134.6M2.31M
1.4%
+3.2%
Added · +72K sh
14Meta Platforms Inc
CL A
$130.6M231.9K
1.3%
+5.7%
Added · +13K sh
15Ishares TR
RUS 1000 GRW ETF
$126.6M1.02M
1.3%
+319%
Added · +776K sh
16Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$114.6M1.61M
1.2%
+18%
Added · +248K sh
17Abbvie Inc
COM
$106.2M422.1K
1.1%
+4.0%
Added · +16K sh
18Gilead Sciences Inc
COM
$95.3M754.0K
1.0%
+6.7%
Added · +47K sh
19Novartis AG
SPONSORED ADR
$90.8M579.5K
0.9%
+6.0%
Added · +33K sh
20Applied Matls Inc
COM
$89.5M123.9K
0.9%
+6.5%
Added · +8K sh
21Visa Inc
COM CL A
$82.8M241.5K
0.8%
+2.7%
Added · +6K sh
22Ebay Inc.
COM
$82.4M737.6K
0.8%
+1.5%
Added · +11K sh
23Home Depot Inc
COM
$80.4M227.8K
0.8%
+2.7%
Added · +6K sh
24Vaneck ETF Trust
SEMICONDUCTR ETF
$80.2M122.3K
0.8%
+1.1%
Added · +1K sh
25Eli Lilly & Co
COM
$77.9M65.0K
0.8%
+1.9%
Added · +1K sh
26Autozone Inc
COM
$77.7M24.3K
0.8%
+3.1%
Added · +723 sh
27Fifth Third Bancorp
COM
$77.1M1.37M
0.8%
+3.0%
Added · +40K sh
28Mastercard Incorporated
CL A
$74.5M145.1K
0.8%
+38%
Added · +40K sh
29Ryder Sys Inc
COM
$74.5M282.6K
0.8%
+1.7%
Added · +5K sh
30Everpure Inc
CL A
$72.6M922.0K
0.7%
New
New position
31Mgic Invt Corp Wis
COM
$71.4M2.53M
0.7%
+3.2%
Added · +79K sh
32Vistra Corp
COM
$70.8M446.4K
0.7%
+4.8%
Added · +21K sh
33Allison Transmission Hldgs I
COM
$69.8M618.8K
0.7%
+2.9%
Added · +17K sh
34Fortinet Inc
COM
$64.8M422.0K
0.7%
+4.8%
Added · +19K sh
35Johnson & Johnson
COM
$64.8M255.2K
0.7%
+0.5%
Added · +1K sh
36International Business Machs
COM
$64.7M230.2K
0.7%
+3.0%
Added · +7K sh
37Blackstone Inc
COM
$64.3M546.4K
0.6%
+1.7%
Added · +9K sh
38Wells Fargo & Co
COM
$63.9M773.1K
0.6%
−30%
Reduced · −328K sh
39Suncor Energy Inc New
COM
$61.6M1.15M
0.6%
+6.1%
Added · +66K sh
40Invesco Exchange Traded FD T
S&P500 EQL WGT
$60.8M285.9K
0.6%
+4.2%
Added · +12K sh
41Vanguard Index FDS
TOTAL STK MKT
$59.3M160.3K
0.6%
+3.2%
Added · +5K sh
42Qualcomm Inc
COM
$56.0M303.0K
0.6%
+1.4%
Added · +4K sh
43Ishares TR
MSCI EAFE ETF
$55.4M533.0K
0.6%
+3.4%
Added · +18K sh
44NRG Energy Inc
COM NEW
$55.2M377.8K
0.6%
+6.5%
Added · +23K sh
45Ishares TR
3YRTB ETF
$53.6M722.4K
0.5%
−24%
Reduced · −229K sh
46Vanguard Index FDS
VALUE ETF
$52.7M241.9K
0.5%
−2.6%
Reduced · −6K sh
47Host Hotels & Resorts Inc
COM
$52.3M2.21M
0.5%
+2.0%
Added · +44K sh
48Jefferies Financial Group In
COM
$49.9M998.4K
0.5%
−1.9%
Reduced · −19K sh
49Vanguard Index FDS
MID CAP ETF
$48.8M605.5K
0.5%
+297%
Added · +453K sh
50Canadian Nat Res Ltd Med Ter
COM
$48.2M1.22M
0.5%
+7.6%
Added · +86K sh
Showing 50 of 1,215 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$84.9M
Call notional (bullish)$5.3M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishEVERPURE INC-AP$72.6M922K
PUT · bearishSPDR GOLD SHARESGLD$7.0M19K
PUT · bearishMICROSOFT CORPMSFT$3.8M10K
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$2.2M3K
CALL · bullishINVESCO QQQ TRUST SERIES 1QQQ$1.9M3K
PUT · bearishISHARES SILVER TRUSTSLV$1.5M28K
CALL · bullishZOOM COMMUNICATIONS INCZM$432K5K
CALL · bullishSNOWFLAKE INCSNOW$204K800
CALL · bullishSERVICENOW INCNOW$159K2K
CALL · bullishSALESFORCE INCCRM$125K800
CALL · bullishNVIDIA CORPNVDA$120K600
CALL · bullishMETA PLATFORMS INC-CLASS AMETA$56K100
CALL · bullishSTRATEGY INCMSTR$26K300
CALL · bullishDOCUSIGN INCDOCU$9K200
CALL · bullishSOFI TECHNOLOGIES INCSOFI$7K400
CALL · bullishISHARES BITCOIN TRUST ETFIBIT$3K100
CALL · bullishUWM HOLDINGS CORPUWMC$1K600

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 20261,241$10.0B13F-HR
Q1 2026Mar 31, 2026May 13, 20261,128$8.4B13F-HR
Q4 2025Dec 31, 2025Feb 3, 20261,193$8.9B13F-HR
Q3 2025Sep 30, 2025Nov 7, 20251,020$7.0B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025964$6.4B13F-HR
Q1 2025Mar 31, 2025May 9, 2025933$5.5B13F-HR
Q4 2024Dec 31, 2024Feb 5, 2025918$5.8B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024872$5.5B13F-HR
Q2 2024Jun 30, 2024Aug 2, 2024759$4.6B13F-HR
Q1 2024Mar 31, 2024May 6, 2024808$4.5B13F-HR
Q4 2023Dec 31, 2023Jan 29, 2024737$3.9B13F-HR
Q3 2023Sep 30, 2023Nov 8, 2023648$3.2B13F-HR
Q2 2023Jun 30, 2023Aug 9, 2023634$3.0B13F-HR
Q1 2023Mar 31, 2023May 8, 2023609$2.6B13F-HR
Q4 2022Dec 31, 2022Feb 14, 2023544$2.3B13F-HR
Q3 2022Sep 30, 2022Nov 14, 2022517$2.1B13F-HR
Q2 2022Jun 30, 2022Aug 9, 2022551$2.2B13F-HR
Q1 2022Mar 31, 2022May 10, 2022415$2.3B13F-HR
Q4 2021Dec 31, 2021Jan 31, 2022395$2.4B13F-HR
Q3 2021Sep 30, 2021Nov 12, 2021283$1.7B13F-HR
Q2 2021Jun 30, 2021Aug 11, 2021275$1.3B13F-HR
Q1 2021Mar 31, 2021May 13, 2021291$1.0B13F-HR
Q4 2020Dec 31, 2020May 13, 2021142$325.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.