BENJAMIN EDWARDS INC
Q4 2025 Form 13-F
CLAYTON, MISSOURI
CIK 0001451623
· CRD 146936
· SEC-registered investment adviser
Consolidated report · includes
2 managers
since Q2 2024
$9.0B Reported Value Total
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED reports 49,475 total accounts under management (AUM). There are 37,132 discretionary accounts valued at $9,967,029,022, and 12,343 non-discretionary accounts valued at $5,689,453,886.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-20
Reported value
$9.0B
Quarter over quarter
-0.1%
Holdings
1,304
Top-10 concentration
16.2%
Filing Structure
Reports holdings for
- BENJAMIN F EDWARDS & COMPANY INC · File #028-15560 · since Q3 2024
- Benjamin F. Edwards Wealth Management, LLC (not a 13F filer in our records) · File #028-24291 · since Q2 2024
Holdings reported by
- BENJAMIN F EDWARDS & COMPANY INC · Q1 2019 – Q2 2024
Key People
Form ADV owners & control persons
Todd Heinrich Brandstadt
DIRECTOR/DIRECTOR OF BRANCHES
Benjamin Franklin Edwards
DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES
Benjamin Franklin IV Edwards
CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT
Filing Navigation
13F Metrics
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Q4 2025 13F record
Q4 2025 13F filing summary
| Period of report | December 31, 2025 |
|---|---|
| Filed | February 02, 2026 |
| Form | 13F-HR |
| Reported value | $9.0B |
| Positions | 1,304 |
| Change in reported value | +2.1% |
| New positions | 91 |
| Exited positions | 73 |
| Position turnover | 11.9% |
| Top-10 concentration | 16.2% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Jul 24, 2026
|
1,416 | $11.0B |
|
Q1 2026 13F
Filed May 12, 2026
|
1,350 | $10.1B |
|
Q4 2025 13F
Filed Feb 2, 2026
|
1,304 | $9.0B |
|
Q3 2025 13F
Filed Oct 23, 2025
|
1,286 | $8.8B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
1,143 | $7.9B |
|
Q1 2025 13F
Filed May 12, 2025
|
1,075 | $7.2B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
1,101 | $7.0B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
1,082 | $6.9B |
|
Q2 2024 13F
Filed Aug 12, 2024
|
665 | $519.7M |
|
Q1 2024 13F
Filed Apr 29, 2024
|
697 | $503.2M |
|
Q4 2023 13F
Filed Feb 6, 2024
|
624 | $458.8M |
|
Q3 2023 13F
Filed Nov 13, 2023
|
622 | $422.3M |
|
Q2 2023 13F
Filed Aug 15, 2023
|
651 | $430.6M |
|
Q1 2023 13F
Filed Apr 27, 2023
|
672 | $409.8M |
|
Q4 2022 13F
Filed Feb 7, 2023
|
695 | $380.3M |
|
Q3 2022 13F
Filed Oct 28, 2022
|
671 | $333.1M |
|
Q2 2022 13F
Filed Aug 12, 2022
|
678 | $340.3M |
|
Q1 2022 13F
Filed May 4, 2022
|
679 | $344.0M |
|
Q4 2021 13F
Filed Feb 7, 2022
|
686 | $308.8M |
|
Q3 2021 13F
Filed Nov 2, 2021
|
519 | $164.4M |
10 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AAPL APPLE INC | $262.1M | 2.9% |
| 2 | MSFT MICROSOFT CORP | $190.5M | 2.11% |
| 3 | SPDW SPDR INDEX SHS FDS | $178.7M | 1.98% |
| 4 | SPYG SPDR SERIES TRUST | $143.3M | 1.59% |
| 5 | SPMB SPDR SERIES TRUST | $137.2M | 1.52% |
| 6 | IUSG ISHARES TR | $119.6M | 1.32% |
| 7 | NVDA NVIDIA CORPORATION | $118.7M | 1.31% |
| 8 | IUSV ISHARES TR | $117.7M | 1.3% |
| 9 | SCHF SCHWAB STRATEGIC TR | $100.8M | 1.12% |
| 10 | APH AMPHENOL CORP NEW | $94.3M | 1.04% |
| 11 | SPYV SPDR SERIES TRUST | $86.6M | 0.96% |
| 12 | AVGO BROADCOM INC | $86.1M | 0.95% |
| 13 | GLDM WORLD GOLD TR | $84.8M | 0.94% |
| 14 | ABBV ABBVIE INC | $77.8M | 0.86% |
| 15 | COST COSTCO WHSL CORP NEW | $76.0M | 0.84% |
| 16 | WMT WALMART INC | $74.8M | 0.83% |
| 17 | XOM EXXON MOBIL CORP | $73.9M | 0.82% |
| 18 | CASY CASEYS GEN STORES INC | $72.2M | 0.8% |
| 19 | VCIT VANGUARD SCOTTSDALE FDS | $71.6M | 0.79% |
| 20 | MCD MCDONALDS CORP | $70.6M | 0.78% |
Values as reported on the Q4 2025 Form 13F. Every position is in the holdings table below.