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Size ($ in 1000's)
At 12/31/2025: $644,030
At 09/30/2025: $669,258Newbridge Financial Services Group Inc. AUM history
Newbridge Financial Services Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Newbridge Financial Services Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2025, below is a summary of the Newbridge Financial Services Group Inc. top holdings by largest position size, as per the latest 13f filing made by Newbridge Financial Services Group Inc..
In the Newbridge Financial Services Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Newbridge Financial Services Group Inc. in that top holding, then the share count change between reporting periods, and finally the Newbridge Financial Services Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2025 to 12/31/2025 |
Position Size
($ in 1000's) |
|---|
| NVIDIA CORPORATION |
270,276 |
+4,981 |
$50,406 | | NVDA | 270,276 | +4,981 | $50,406 | | APPLE INC |
94,008 |
+10,397 |
$25,557 | | AAPL | 94,008 | +10,397 | $25,557 | | AMAZON COM INC |
97,716 |
+12,775 |
$22,555 | | AMZN | 97,716 | +12,775 | $22,555 | | ALPHABET INC |
60,739 |
+4,239 |
$19,060 | | GOOG | 60,739 | +4,239 | $19,060 | | MICROSOFT CORP |
36,339 |
+1,500 |
$17,574 | | MSFT | 36,339 | +1,500 | $17,574 | | VANECK ETF TRUST (SMH) |
48,217 |
+3,035 |
$17,364 | | SMH | 48,217 | +3,035 | $17,364 | | BROADCOM INC |
49,939 |
+3,284 |
$17,284 | | AVGO | 49,939 | +3,284 | $17,284 | | INVESCO QQQ TR |
26,423 |
+2,893 |
$16,232 | | QQQ | 26,423 | +2,893 | $16,232 | | META PLATFORMS INC |
23,653 |
-215 |
$15,613 | | META | 23,653 | -215 | $15,613 | | PALANTIR TECHNOLOGIES INC |
82,186 |
-13,463 |
$14,609 | | PLTR | 82,186 | -13,463 | $14,609 | | CROWDSTRIKE HLDGS INC |
29,346 |
+1,757 |
$13,756 | | CRWD | 29,346 | +1,757 | $13,756 | | ISHARES TR (IVV) |
17,328 |
+2,058 |
$11,868 | | IVV | 17,328 | +2,058 | $11,868 | | TESLA INC |
26,063 |
+1,991 |
$11,721 | | TSLA | 26,063 | +1,991 | $11,721 | | SELECT SECTOR SPDR TR (XLK) |
76,097 |
+41,711 |
$10,956 | | XLK | 76,097 | +41,711 | $10,956 | | ISHARES TR (IXN) |
99,153 |
+9,677 |
$10,411 | | IXN | 99,153 | +9,677 | $10,411 | | ARM HOLDINGS PLC |
90,145 |
+31,610 |
$9,854 | | ARM | 90,145 | +31,610 | $9,854 | | VANGUARD INDEX FDS (VUG) |
19,616 |
+1,904 |
$9,570 | | VUG | 19,616 | +1,904 | $9,570 | | NETFLIX INC |
92,223 |
+86,336 |
$8,647 | | NFLX | 92,223 | +86,336 | $8,647 | | ORACLE CORP |
42,377 |
+6,382 |
$8,260 | | ORCL | 42,377 | +6,382 | $8,260 | | VANGUARD INDEX FDS (VBK) |
26,984 |
+772 |
$8,152 | | VBK | 26,984 | +772 | $8,152 | | VANGUARD INDEX FDS (VOT) |
29,181 |
+3,072 |
$8,146 | | VOT | 29,181 | +3,072 | $8,146 | | ISHARES TR (IOO) |
56,395 |
-402 |
$7,144 | | IOO | 56,395 | -402 | $7,144 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
119,884 |
-760 |
$6,968 | | JEPQ | 119,884 | -760 | $6,968 | | SERVICENOW INC |
44,655 |
+38,779 |
$6,841 | | NOW | 44,655 | +38,779 | $6,841 | | SNOWFLAKE INC |
31,022 |
+6,522 |
$6,805 | | SNOW | 31,022 | +6,522 | $6,805 | | ELI LILLY & CO |
6,077 |
-4,278 |
$6,531 | | LLY | 6,077 | -4,278 | $6,531 | | SALESFORCE INC |
22,792 |
+3,013 |
$6,038 | | CRM | 22,792 | +3,013 | $6,038 | | WALMART INC |
49,180 |
+394 |
$5,479 | | WMT | 49,180 | +394 | $5,479 | | GLOBAL X FDS |
134,200 |
-13,191 |
$5,453 | | XYLD | 134,200 | -13,191 | $5,453 | | GLOBAL X FDS |
307,442 |
-19,833 |
$5,432 | | QYLD | 307,442 | -19,833 | $5,432 | | ALPHABET INC |
16,137 |
+2,696 |
$5,051 | | GOOGL | 16,137 | +2,696 | $5,051 | | CLOUDFLARE INC |
24,364 |
+4,602 |
$4,803 | | NET | 24,364 | +4,602 | $4,803 |  BERKSHIRE HATHAWAY INC DEL |
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$4,695 | | BRK.B | 9,340 | +2,908 | $4,695 | | MARVELL TECHNOLOGY INC |
54,186 |
+2,133 |
$4,605 | | MRVL | 54,186 | +2,133 | $4,605 | | GE AEROSPACE |
14,303 |
+1,347 |
$4,406 | | GE | 14,303 | +1,347 | $4,406 | | UBER TECHNOLOGIES INC |
51,875 |
+14,929 |
$4,239 | | UBER | 51,875 | +14,929 | $4,239 | | NEOS ETF TRUST (SPYI) |
77,660 |
+14,664 |
$4,079 | | SPYI | 77,660 | +14,664 | $4,079 | | J P MORGAN EXCHANGE TRADED F (JPST) |
79,415 |
+14,468 |
$4,018 | | JPST | 79,415 | +14,468 | $4,018 | | INTERNATIONAL BUSINESS MACHS |
13,122 |
+3,029 |
$3,887 | | IBM | 13,122 | +3,029 | $3,887 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
66,019 |
-1,061 |
$3,779 | | JEPI | 66,019 | -1,061 | $3,779 | | CISCO SYS INC |
48,592 |
+7,626 |
$3,743 | | CSCO | 48,592 | +7,626 | $3,743 | | SPDR S&P 500 ETF TR (SPY) |
4,980 |
+889 |
$3,396 | | SPY | 4,980 | +889 | $3,396 | | ARES CAPITAL CORP |
164,770 |
+49,187 |
$3,333 | | ARCC | 164,770 | +49,187 | $3,333 | | NEOS ETF TRUST (QQQI) |
61,708 |
+16,723 |
$3,324 | | QQQI | 61,708 | +16,723 | $3,324 | | COSTCO WHSL CORP NEW |
3,831 |
-94 |
$3,304 | | COST | 3,831 | -94 | $3,304 | | GLOBAL X FDS |
135,672 |
+2,161 |
$3,260 | | SDIV | 135,672 | +2,161 | $3,260 | | ISHARES TR (IWF) |
6,832 |
-253 |
$3,234 | | IWF | 6,832 | -253 | $3,234 | | NEBIUS GROUP N.V. |
38,451 |
+35,227 |
$3,219 | | NBIS | 38,451 | +35,227 | $3,219 | | ADVANCED MICRO DEVICES INC |
14,881 |
-16,151 |
$3,187 | | AMD | 14,881 | -16,151 | $3,187 | | COREWEAVE INC |
43,211 |
+38,849 |
$3,094 | | CRWV | 43,211 | +38,849 | $3,094 |
See Full List: All Stocks Held By Newbridge Financial Services Group Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Newbridge Financial Services Group Inc.
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