13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001633516
Total reported value
$33.6B
$33.6B
1217 檔
1.2%
In Q1 2026, NewEdge Advisors, LLC's U.S. equity holdings reached a combined market value of $33.6B, distributed across 1217 disclosed stock positions.
In Q1 2026, NewEdge Advisors, LLC adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 150 holdings to manage risk exposure.
Showing top 200 holdings (of 1217 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.39% | -3.16% | -28.15% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.95% | -3.55% | -28.17% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.13% | -2.45% | -33.57% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 3.00% | -2.12% | -29.49% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.58% | -1.43% | -15.69% | |
| 6 | CSCO | Cisco Systems Inc | Stock-Tech | 1.83% | -0.95% | -4.00% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.66% | -1.47% | -60.96% | |
| 8 | EMR | Emerson Electric Co | Stock-Industrials | 1.64% | -1.45% | -60.70% | |
| 9 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 1.55% | -1.21% | -14.32% | |
| 10 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 1.44% | -1.31% | -71.43% | |
| 11 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.44% | -0.98% | -20.77% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 1.36% | -1.14% | -44.17% | |
| 13 | FPEI | First Trust Institutional Pr | ETF-Other | 1.30% | -1.17% | -68.54% | |
| 14 | WCMI | Ft Wcm International ETF | ETF-Other | 1.24% | -1.08% | -51.00% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.17% | -0.92% | +189.97% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.15% | -1.01% | -75.18% | |
| 17 | SYFI | AB Shrt Duration Hgh Yld ETF | ETF-Other | 1.15% | -1.05% | -64.38% | |
| 18 | DFAI | Dimensional International Co | ETF-Other | 1.13% | -0.96% | -35.18% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.13% | -1.02% | -78.40% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.09% | -0.99% | -79.15% | |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.08% | -0.93% | -48.75% | |
| 22 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-Other | 1.05% | -0.95% | — | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.05% | -0.94% | -64.51% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.58% | -25.13% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.01% | -0.68% | -16.60% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | -0.68% | -23.00% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-Other | 0.96% | -0.60% | -11.80% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.96% | -0.83% | -55.92% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.94% | -0.80% | -32.53% | |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.94% | -0.84% | -72.35% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.91% | -0.61% | -5.98% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.89% | -0.78% | -50.58% | |
| 33 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.87% | -0.75% | -72.81% | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.86% | -0.69% | -67.83% | |
| 35 | IDEF | Ishares Def Industrials Act | ETF-Other | 0.85% | -0.71% | — | |
| 36 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.82% | -0.73% | -24.73% | |
| 37 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.81% | -0.64% | — | |
| 38 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.74% | -0.59% | -26.09% | |
| 39 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.74% | -0.62% | -40.26% | |
| 40 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.73% | -0.60% | -31.60% | |
| 41 | IFV | First Trust Dw Focus 5 Intl | ETF-Other | 0.67% | -0.61% | -54.64% | |
| 42 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.65% | -0.40% | +9.00% | |
| 43 | FSCS | First Trust Smid Capital Str | ETF-Other | 0.65% | -0.60% | -92.76% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.65% | -0.55% | -53.44% | |
| 45 | MISL | First Trust Indxx Aero & Def | ETF-Other | 0.64% | -0.63% | -74.30% | |
| 46 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.63% | -0.31% | -4.97% | |
| 47 | USMC | Principal US Mega-cap ETF | ETF-Other | 0.62% | -0.58% | -67.94% | |
| 48 | FTXL | First Trust Nasdaq Semicondu | ETF-Tech | 0.60% | -0.50% | -74.62% | |
| 49 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.58% | -0.52% | -56.15% | |
| 50 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.58% | -0.43% | -36.30% |
According to official SEC Form 13F filings, NewEdge Advisors, LLC reported a total U.S. public equity portfolio value of $33.6B across 1217 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VOO, VTV) accounted for 1.2% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
AAPL
前期市值: $933.1M
During Q1 2026, NewEdge Advisors, LLC's top holdings by market value included SPY (5.4%)、VOO (5.0%)、VTV (3.1%). The largest single position, SPY, represented 5.4% of total portfolio value.
In Q1 2026, NewEdge Advisors, LLC made 200 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 44 holdings, and fully liquidating 150 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.