Newbridge Financial Services Group, Inc.

Est. AUM

$608.3M

13F long equity, this entity only

Positions

1,182

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$41.9M	240369	6.89%	SOLE
2	APPLE INC	COM	$22.7M	89477	3.73%	SOLE
3	AMAZON COM INC	COM	$22.0M	105500	3.61%	SOLE
4	VANECK ETF TRUST	SEMICONDUCTR ETF	$18.3M	47850	3.02%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$16.0M	27685	2.63%	SOLE
6	MICROSOFT CORP	COM	$15.5M	41874	2.55%	SOLE
7	ALPHABET INC	CAP STK CL C	$14.5M	50699	2.39%	SOLE
8	META PLATFORMS INC	CL A	$14.3M	24910	2.34%	SOLE
9	BROADCOM INC	COM	$13.9M	44917	2.29%	SOLE
10	CROWDSTRIKE HLDGS INC	CL A	$13.4M	34276	2.20%	SOLE
11	PALANTIR TECHNOLOGIES INC	CL A	$13.1M	89462	2.15%	SOLE
12	ISHARES TR	CORE S&P500 ETF	$11.8M	18087	1.94%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET TEC	$10.3M	77614	1.70%	SOLE
14	ISHARES TR	GLOBAL TECH ETF	$10.2M	101862	1.67%	SOLE
15	VANGUARD INDEX FDS	GROWTH ETF	$9.7M	22299	1.60%	SOLE
16	TESLA INC	COM	$9.2M	24814	1.52%	SOLE
17	ORACLE CORP	COM	$8.6M	58215	1.41%	SOLE
18	VANGUARD INDEX FDS	MCAP GR IDXVIP	$8.0M	30962	1.31%	SOLE
19	VANGUARD INDEX FDS	SML CP GRW ETF	$7.9M	25974	1.29%	SOLE
20	ISHARES TR	EXPANDED TECH	$6.7M	83671	1.10%	SOLE
21	ISHARES TR	GLOBAL 100 ETF	$6.6M	54357	1.08%	SOLE
22	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$6.6M	118016	1.08%	SOLE
23	SNOWFLAKE INC	COM SHS	$6.3M	41718	1.03%	SOLE
24	MARVELL TECHNOLOGY INC	COM	$6.0M	60533	0.99%	SOLE
25	WALMART INC	COM	$6.0M	47920	0.98%	SOLE
26	NETFLIX INC.	COM	$6.0M	61912	0.98%	SOLE
27	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$5.8M	115523	0.96%	SOLE
28	COREWEAVE INC	COM CL A	$5.5M	70427	0.90%	SOLE
29	ADVANCED MICRO DEVICES INC	COM	$5.4M	26487	0.89%	SOLE
30	CLOUDFLARE INC	CL A COM	$5.4M	25962	0.88%	SOLE
31	GLOBAL X FDS	NASDAQ 100 COVER	$5.2M	305009	0.86%	SOLE
32	GLOBAL X FDS	S&P 500 COVERED	$5.2M	132201	0.85%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.9M	10275	0.81%	SOLE
34	ELI LILLY & CO	COM	$4.8M	5184	0.78%	SOLE
35	UBER TECHNOLOGIES INC	COM	$4.6M	64572	0.76%	SOLE
36	GE AEROSPACE	COM NEW	$4.3M	14997	0.70%	SOLE
37	ALPHABET INC	CAP STK CL A	$4.2M	14766	0.70%	SOLE
38	INTERNATIONAL BUSINESS MACHS	COM	$4.1M	16893	0.67%	SOLE
39	NEOS ETF TRUST	NEOS S&P 500 HI	$3.9M	79695	0.65%	SOLE
40	CISCO SYS INC	COM	$3.9M	50476	0.64%	SOLE
41	ALTRIA GROUP INC	COM	$3.9M	58828	0.64%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$3.9M	3870	0.63%	SOLE
43	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$3.7M	66086	0.62%	SOLE
44	GE VERNOVA INC	COM	$3.6M	4166	0.60%	SOLE
45	ARM HOLDINGS PLC	SPONSORED ADS	$3.5M	22938	0.57%	SOLE
46	GLOBAL X FDS	SUPERDIVIDEND	$3.5M	137181	0.57%	SOLE
47	SERVICENOW INC	COM	$3.3M	31269	0.54%	SOLE
48	NEOS ETF TRUST	NASDAQ 100 HIGH	$3.3M	65462	0.53%	SOLE
49	MICRON TECHNOLOGY INC	COM	$3.2M	9572	0.53%	SOLE
50	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.1M	4819	0.52%	SOLE

1–50 of 1,182

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