Benjamin Edwards Reports $7.85B in Holdings Across 1,697 Positions

The firm’s mid-year filing reveals broad equity exposure managed across multiple affiliated entities.

August 15, 2025

Benjamin Edwards Inc. Discloses Vast Equity Holdings in Latest SEC Report

Benjamin Edwards Inc. ended the second quarter of 2025 with $7.85 billion in equity assets across 1,697 positions. The firm’s latest 13F filing offers a straightforward view of how its public equity exposure is structured and managed.

This report reflects consolidated activity across three entities—Benjamin Edwards Inc., Benjamin F. Edwards & Company, Inc., and Benjamin F. Edwards Wealth Management, LLC. Each is listed separately but reported under a single filing, giving a clear line of sight into the firm’s total exposure while meeting regulatory requirements across all its investment operations.

Every position in the filing represents a snapshot as of June 30. With 1,697 total entries, the portfolio spans a wide range of names and market segments. While the filing doesn’t break down specific sectors or holdings, the overall size signals meaningful breadth.

Affiliated Structure and Reporting Approach

The structure of the filing also points to a coordinated oversight model. Benjamin Edwards Inc. appears as the primary filer, with the other two affiliates identified as contributing managers. This kind of setup supports internal alignment, helping the firm report its equity positions in one place while keeping operations distributed across multiple arms of the business.

The report doesn’t include performance metrics or recent changes to strategy, but it gives investors and partners a clear benchmark of the firm’s positioning. As the second half of the year unfolds, this baseline will help track how the portfolio evolves in response to market dynamics.