NewEdge Advisors, LLC

Est. AUM

$2.10T

13F long equity only

Positions

1,197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	STATE STR SPDR S&P 500 ETF T	TR UNIT	$113.44B	433,978	5.41%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$104.19B	432,004	4.97%	SOLE
3	VANGUARD INDEX FDS	VALUE ETF	$65.76B	810,598	3.13%	SOLE
4	BLACKROCK ETF TRUST	ISHARES US EQUIT	$63.10B	3,343,664	3.01%	SOLE
5	SPDR SERIES TRUST	STATE STREET SPD	$54.26B	2,074,082	2.59%	SOLE
6	CISCO SYS INC	COM	$38.42B	1,998,166	1.83%	SOLE
7	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$34.88B	474,198	1.66%	SOLE
8	EMERSON ELEC CO	COM	$34.45B	159,824	1.64%	SOLE
9	BLACKROCK ETF TRUST	ISHARES US THEMA	$32.66B	3,057,970	1.56%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$30.26B	537,138	1.44%	SOLE
11	BLACKROCK ETF TRUST	ISHARES A I INNO	$30.22B	2,447,558	1.44%	SOLE
12	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.55B	607,474	1.36%	SOLE
13	FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$27.34B	793,314	1.30%	SOLE
14	ISHARES TR	US TREAS BD ETF	$24.70B	1,841,277	1.18%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$24.17B	163,345	1.15%	SOLE
16	AB ACTIVE ETFS INC	SHORT DURATION H	$24.12B	264,402	1.15%	SOLE
17	FIRST TR EXCHANGE-TRADED ALP	MID CP GR ALPH	$23.96B	24,217	1.14%	SOLE
18	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$23.72B	692,162	1.13%	SOLE
19	VANGUARD INDEX FDS	SML CP GRW ETF	$23.66B	23,699	1.13%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$22.95B	118,261	1.09%	SOLE
21	VANGUARD MUN BD FDS	TAX EXEMPT BD	$22.76B	448,328	1.08%	SOLE
22	DOUBLELINE ETF TRUST	OPPORTUNISTIC CO	$22.18B	204,611	1.06%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$22.11B	52,400	1.05%	SOLE
24	VANGUARD INDEX FDS	TOTAL STK MKT	$21.84B	314,566	1.04%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$21.29B	342,650	1.01%	SOLE
26	VANGUARD INDEX FDS	MID CAP ETF	$21.22B	242,448	1.01%	SOLE
27	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$20.28B	1,157,890	0.97%	SOLE
28	VANGUARD INDEX FDS	MCAP GR IDXVIP	$20.13B	64,019	0.96%	SOLE
29	SPDR SERIES TRUST	STATE STREET SPD	$19.78B	220,215	0.94%	SOLE
30	SPDR INDEX SHS FDS	STATE STREET SPD	$19.75B	172,193	0.94%	SOLE
31	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$19.10B	154,951	0.91%	SOLE
32	VANGUARD INDEX FDS	MCAP VL IDXVIP	$18.76B	97,297	0.89%	SOLE
33	FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$18.21B	252,798	0.87%	SOLE
34	INTERNATIONAL BUSINESS MACHS	COM	$18.10B	121,998	0.86%	SOLE
35	BLACKROCK ETF TRUST	ISHARES DEFENSE	$17.87B	640,776	0.85%	SOLE
36	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.21B	921,641	0.82%	SOLE
37	BLACKROCK ETF TRUST	ISHARES LARGE CA	$17.02B	579,998	0.81%	SOLE
38	FIRST TR EXCHANGE-TRADED FD	DJ INTL INTRNT	$16.74B	64,786	0.80%	SOLE
39	VICTORY PORTFOLIOS II	VICTORYSHARES SM	$16.07B	55,318	0.77%	SOLE
40	WISDOMTREE TR	US QTLY DIV GRT	$15.50B	389,160	0.74%	SOLE
41	INVESCO EXCHANGE TRADED FD T	S&P MDCP QUALITY	$15.49B	185,650	0.74%	SOLE
42	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$15.29B	760,749	0.73%	SOLE
43	FIRST TR EXCHANGE TRADED FD	DORSEY WRIGHT	$14.04B	236,221	0.67%	SOLE
44	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$13.76B	116,811	0.66%	SOLE
45	FIRST TR EXCHANGE TRADED FD	SMID CAPITAL STR	$13.74B	27,020	0.65%	SOLE
46	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$13.73B	490,058	0.65%	SOLE
47	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$13.29B	2,611,177	0.63%	SOLE
48	PRINCIPAL EXCHANGE TRADED FD	US MEGA CP ETF	$12.98B	100,514	0.62%	SOLE
49	FIRST TR EXCHANGE TRADED FD	NASDQ SEMCNDTR	$12.71B	34,701	0.61%	SOLE
50	SELECT SECTOR SPDR TR	STATE STREET COM	$12.20B	96,672	0.58%	SOLE

1–50 of 1,197

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.