NewEdge Wealth, LLC
All 13F Filings
- Location
- Stamford, CT
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 8,851,775
- Description
- Stamford Connecticut based advisory led wealth manager with a manager led operating structure and a valuation conscious and methodical investment mandate. The approach emphasizes planning integrated mandate design, valuation discipline and downside awareness, and fundamental research depth for planning centered advisory portfolios. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio resilience planning and decision traceability.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/3/2026 | 1,187 | 8,851,775 | 13F-HR | NewEdge Wealth, LLC |
| Q3 2025 | 11/7/2025 | 1,019 | 6,975,405 | 13F-HR | NewEdge Wealth, LLC |
| Q2 2025 | 8/11/2025 | 961 | 6,384,348 | 13F-HR | NewEdge Wealth, LLC |
| Q1 2025 | 5/9/2025 | 932 | 5,521,134 | 13F-HR | NewEdge Wealth, LLC |
| Q4 2024 | 2/5/2025 | 917 | 5,766,490 | 13F-HR | NewEdge Wealth, LLC |
| Q3 2024 | 11/12/2024 | 871 | 5,541,811 | 13F-HR | NewEdge Wealth, LLC |
| Q2 2024 | 8/2/2024 | 759 | 4,616,524 | 13F-HR | NewEdge Wealth, LLC |
| Q1 2024 | 5/6/2024 | 805 | 4,457,714 | 13F-HR | NewEdge Wealth, LLC |
| Q4 2023 | 1/29/2024 | 736 | 3,912,490 | 13F-HR | NewEdge Wealth, LLC |
| Q3 2023 | 11/8/2023 | 647 | 3,156,099 | 13F-HR | NewEdge Wealth, LLC |
| Q2 2023 | 8/9/2023 | 633 | 2,993,473 | 13F-HR | NewEdge Wealth, LLC |
| Q1 2023 | 5/8/2023 | 608 | 2,634,807 | 13F-HR | NewEdge Wealth, LLC |
| Q4 2022 | 2/14/2023 | 543 | 2,322,370 | 13F-HR | NewEdge Wealth, LLC |
| Q3 2022 | 11/14/2022 | 517 | 2,114,491 | 13F-HR | NewEdge Wealth, LLC |
| Q2 2022 | 8/9/2022 | 551 | 2,201,552 | 13F-HR | NewEdge Wealth, LLC |
| Q1 2022 | 5/10/2022 | 415 | 2,252,479 | 13F-HR | NewEdge Wealth, LLC |
| Q4 2021 | 1/31/2022 | 395 | 2,386,043 | 13F-HR | NewEdge Wealth, LLC |
| Q3 2021 | 11/12/2021 | 283 | 1,680,287 | 13F-HR | NewEdge Wealth, LLC |
| Q2 2021 | 8/11/2021 | 275 | 1,309,498 | 13F-HR | NewEdge Wealth, LLC |
| Q1 2021 | 5/13/2021 | 291 | 1,006,011 | 13F-HR | NewEdge Wealth, LLC |
| Q4 2020 | 5/13/2021 | 142 | 325,052 | 13F-HR | NewEdge Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.902 K
(0.0% of total reported value)
· QoQ Δ:
+1.586 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.747 M | 87.5% | 1.558 M | 0 | 1.558 M |
| ETFs | 1.05 M | 11.9% | 319.6 K | 0 | 319.6 K |
| Debt | 51.45 K | 0.6% | 0 | 2.428 K | -2.428 K |
| Other | 829 | 0.0% | 0 | 286 | -286 |
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Fund Snapshot
Q4 2025
Latest filed
2/3/2026
Total value ($000)
8,851,775
Holdings
1187
QoQ value change ($000)
1,876,370
(26.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.