NewEdge Wealth, LLC ETF holdings
Stamford, CT
Reported $3.1B in 383 ETFs in its Form 13F for June 30, 2026.
ETF value
$3.1B
ETFs held
383
Change from prior quarter
+17.6%
With price moves
ETFs as a share of its 13F
31.1%
of $9.9B
Top 10 of 383 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| USFR | WisdomTree Floating Rate Treasury Fund | $558.9M | 11,099,477 | +3,467,101 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $168.1M | 225,123 | −8,817 shares |
| VOO | Vanguard S&P 500 ETF | $143.6M | 209,049 | +10,617 shares |
| VGSH | Vanguard Short-Term Treasury ETF | $134.6M | 2,312,922 | +72,313 shares |
| IWF | iShares Russell 1000 Growth ETF | $126.6M | 1,019,850 | +776,239 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $114.6M | 1,608,770 | +248,270 shares |
| SMH | VanEck Semiconductor ETF | $80.2M | 122,260 | +1,366 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $60.8M | 285,858 | +11,553 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $59.3M | 160,346 | +4,949 shares |
| EFA | iShares MSCI EAFE ETF | $55.4M | 533,044 | +17,627 shares |
373 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001861796. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does NewEdge Wealth, LLC own?
NewEdge Wealth, LLC reported 383 ETF positions worth $3.1B in its Form 13F for June 30, 2026. The largest was USFR, at $558.9M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.