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NewEdge Wealth, LLC
Robert Sechan · Investment Advisor · Multi-Strategy
NewEdge Wealth, LLC is a boutique wealth management firm catering to ultra-high-net-worth families, family offices, and institutional clients. Founded in 2020 and headquartered in Stamford, Connecticut, the firm is a division of NewEdge Capital Group and was established by veteran advisors from major wirehouses to offer a conflicts-free, independent alternative. NewEdge provides institutional-caliber investment solutions, including private equity, alternative investments, and sophisticated financial planning, all powered by integrated technology. The firm emphasizes a personalized approach, typically serving clients with at least $10 million in investable assets.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +11.7% |
| YTD return | +6.8% |
| Sharpe ratio | 3.30 |
| Win rate | 43% |
| AUM | $3.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://newedgewealth.com/ |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 13.4% | +26.4% |
| MSFT | Microsoft Corporation | 12.1% | -2.3% |
| NVDA | NVIDIA Corporation | 11.0% | +9.8% |
| GOOGL | Alphabet Inc Class A | 9.9% | +31.7% |
| JPM | JPMorgan Chase & Co | 5.4% | +11.9% |
| AVGO | Broadcom Inc | 5.4% | -1.7% |
| AMZN | Amazon.com Inc | 5.3% | +9.7% |
| META | Meta Platforms Inc. | 4.2% | -2.0% |
| GILD | Gilead Sciences Inc | 3.4% | +26.0% |
| LRCX | Lam Research Corp | 3.3% | +41.1% |
| KLAC | KLA-Tencor Corporation | 3.3% | -33.4% |
| ABBV | AbbVie Inc | 3.3% | +10.8% |
| NVS | Novartis AG ADR | 2.8% | +0.9% |
| V | Visa Inc. Class A | 2.7% | +11.0% |
| P | Everpure, Inc. | 2.7% | -16.4% |
| MA | Mastercard Inc | 2.5% | -0.4% |
| ALSN | Allison Transmission Holdings Inc | 2.4% | -5.8% |
| MTG | MGIC Investment Corp | 2.4% | -1.8% |
| EBAY | eBay Inc | 2.3% | +3.4% |
| FITB | Fifth Third Bancorp | 2.2% | -4.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | ABBV | 3.3% → 3.3% |
| Sep 7, 2026 | SELL | MA | 2.6% → 2.5% |
| Sep 7, 2026 | BUY | GILD | 3.3% → 3.4% |
| Sep 7, 2026 | BUY | EBAY | 2.3% → 2.3% |
| Sep 7, 2026 | SELL | P | 2.6% → 2.7% |
Investment Style Analysis
NewEdge Wealth, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $3.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, NewEdge Wealth, LLC made a significant move by increasing exposure to ABBV. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
NewEdge Wealth’s investment philosophy centers on providing private clients with the same level of investment sophistication typically reserved for large institutions. The firm employs a quality-focused equity strategy, prioritizing companies with durable earnings growth and long-term potential while integrating tax-efficient planning into portfolio construction. Their approach is characterized by an open-architecture platform that grants access to diverse asset classes, including private equity, hedge funds, and structured products. By leveraging advanced data and technology, NewEdge seeks to navigate market volatility with a disciplined, opportunistic mindset, ensuring that every investment decision is aligned with the client’s specific liquidity needs and long-term financial objectives.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with NewEdge Wealth, LLC.
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Frequently asked questions
How is the simulated portfolio for NewEdge Wealth, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is NewEdge Wealth, LLC's largest holding?
As of the latest filing, NewEdge Wealth, LLC's top position is Apple Inc (AAPL), representing 13.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is NewEdge Wealth, LLC's historical performance and risk profile?
Our simulation indicates a total return of +11.7% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 3.30, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does NewEdge Wealth, LLC primarily invest in?
NewEdge Wealth, LLC has a strong preference for the Semiconductors sector, which makes up 16.4% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is NewEdge Wealth, LLC's portfolio concentrated or diversified?
NewEdge Wealth, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 36.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has NewEdge Wealth, LLC performed in 2026?
Our AI-simulated model portfolio for NewEdge Wealth, LLC tracks a Year-to-Date (YTD) return of +6.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert Sechan manage NewEdge Wealth, LLC directly?
Yes, Robert Sechan serves as the key portfolio manager for NewEdge Wealth, LLC, overseeing the investment strategy and final capital allocation decisions.