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Kyle P. Smith

Newedge Wealth, Llc

Assets Managed
$8.395B
Holdings
1109
Last Quarter
2026 - Q1
Filed Date
3d ago
Growth Rate
-5.16%(2Q avg: 10.87%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Newedge Wealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1109 positions.

Assets under management

The assets under management (AUM) of Newedge Wealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 8.395B in assets, with a quarterly growth rate of -5.16% and a 2-quarter average growth rate of 10.87%. The portfolio is managed by Kyle P. Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Decreased -8.37%
4.58%
$384.214M
7.632M shares@ $50.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.37%
4.12%
$345.744M↓ Put
1.362M shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -2.49%
3.4%
$284.601M
768,837 shares@ $370.18 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -7.91%
2.86%
$239.421M↑ Call
1.373M shares@ $174.41 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -8.34%
2.79%
$233.832M
813,160 shares@ $287.57 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 9.58%
1.9%
$159.146M
514,188 shares@ $309.52 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 0.8%
1.84%
$154.092M
236,940 shares@ $650.35 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.52%
1.73%
$144.893M
492,565 shares@ $294.17 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -1.59%
1.67%
$140.047M
672,432 shares@ $208.27 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 13.48%
1.57%
$131.165M
2.241M shares@ $58.55 avg price

1-10 of 1109