Wealthedge Investment Advisors
Latest statistics and disclosures from Wealthedge Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, LTPZ, MSFT, NVDA, SGOV, and represent 20.66% of Wealthedge Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: SGOV, LLY, GOOGL, NVDA, JAAA, MSFT, MSCI, KDRN, LIN, GLW.
- Started 20 new stock positions in AZO, MO, INCY, MSCI, GLW, NYF, CAT, MRK, KDRN, RKLB. MFC, TMUS, FI, LIN, IBM, AMAT, AKRE, GS, MU, GSBD.
- Reduced shares in these 10 stocks: BTAL (-$6.3M), BMY (-$5.3M), CHCT, DOW, ELV, ADBE, SPOT, EMN, AXON, META.
- Sold out of its positions in Adicet Bio, AXON, CF, CLS, EMN, FF, HWM, MRTN, MERC, MSTR. ORCL, SON, VRTX, CB, SPOT.
- Wealthedge Investment Advisors was a net buyer of stock by $6.5M.
- Wealthedge Investment Advisors has $270M in assets under management (AUM), dropping by 2.30%.
- Central Index Key (CIK): 0002058455
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Portfolio Holdings for Wealthedge Investment Advisors
Wealthedge Investment Advisors holds 132 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 5.3 | $15M | -2% | 21k | 681.92 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 4.9 | $13M | -4% | 256k | 51.75 |
|
| Microsoft Corporation (MSFT) | 3.7 | $10M | +26% | 21k | 483.62 |
|
| NVIDIA Corporation (NVDA) | 3.5 | $9.4M | +39% | 50k | 186.50 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.2 | $8.7M | +57% | 87k | 100.38 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.2 | $8.6M | +38% | 170k | 50.58 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 3.1 | $8.3M | 12k | 684.95 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $8.0M | +60% | 26k | 313.01 |
|
| Apple (AAPL) | 3.0 | $8.0M | +16% | 30k | 271.87 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 2.6 | $7.1M | +15% | 267k | 26.49 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.5 | $6.7M | +2% | 23k | 290.22 |
|
| United Parcel Service CL B (UPS) | 2.3 | $6.3M | +19% | 64k | 99.19 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.3 | $6.2M | 32k | 190.99 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.0 | $5.4M | -3% | 167k | 32.62 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.9 | $5.3M | 21k | 246.16 |
|
|
| Eli Lilly & Co. (LLY) | 1.8 | $5.0M | +159% | 4.6k | 1074.73 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $4.8M | +2% | 54k | 89.46 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.6 | $4.3M | 79k | 54.71 |
|
|
| Rli (RLI) | 1.5 | $4.0M | +23% | 63k | 63.98 |
|
| Qualcomm (QCOM) | 1.5 | $4.0M | +4% | 23k | 171.05 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 1.5 | $3.9M | 26k | 154.81 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $3.9M | 9.7k | 396.31 |
|
|
| Amazon (AMZN) | 1.3 | $3.6M | 16k | 230.82 |
|
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.2 | $3.4M | 62k | 54.77 |
|
|
| Meta Platforms Cl A (META) | 1.2 | $3.4M | -23% | 5.1k | 660.13 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.1 | $2.9M | 36k | 82.82 |
|
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.1 | $2.9M | +2% | 59k | 49.46 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.0 | $2.8M | 20k | 136.95 |
|
|
| Visa Com Cl A (V) | 1.0 | $2.7M | 7.8k | 350.74 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 1.0 | $2.6M | -4% | 6.7k | 386.91 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.9 | $2.5M | 7.3k | 343.01 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.9 | $2.5M | -3% | 17k | 143.52 |
|
| Peak (DOC) | 0.9 | $2.4M | +6% | 151k | 16.08 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.9 | $2.4M | 47k | 50.59 |
|
|
| UnitedHealth (UNH) | 0.9 | $2.3M | +36% | 7.0k | 330.15 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.8 | $2.2M | +99% | 16k | 143.97 |
|
| Txo Partners Com Unit (TXO) | 0.8 | $2.1M | +12% | 200k | 10.67 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.7 | $1.9M | +28% | 23k | 83.75 |
|
| Msci (MSCI) | 0.7 | $1.9M | NEW | 3.3k | 573.75 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.7 | $1.9M | -5% | 27k | 68.14 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.7 | $1.9M | 17k | 109.91 |
|
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.7 | $1.8M | 5.9k | 302.12 |
|
|
| Tesla Motors (TSLA) | 0.6 | $1.7M | +70% | 3.8k | 449.72 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.7M | 27k | 62.47 |
|
|
| Manager Directed Portfolios Sanjac Alpha Cor (SJCP) | 0.6 | $1.7M | +55% | 66k | 25.16 |
|
| Broadcom (AVGO) | 0.6 | $1.7M | 4.8k | 346.16 |
|
|
| Manager Directed Portfolios Sanjac Alpha Low (SJLD) | 0.6 | $1.7M | +127% | 65k | 25.28 |
|
| Saul Centers (BFS) | 0.6 | $1.6M | -11% | 52k | 31.53 |
|
| Etf Opportunities Trust Kingsbarn Tactic (KDRN) | 0.6 | $1.6M | NEW | 70k | 23.21 |
|
| Anthem (ELV) | 0.6 | $1.6M | -46% | 4.5k | 350.56 |
|
| Linde SHS (LIN) | 0.6 | $1.5M | NEW | 3.6k | 426.39 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.6 | $1.5M | -6% | 3.3k | 473.32 |
|
| Corning Incorporated (GLW) | 0.6 | $1.5M | NEW | 18k | 87.56 |
|
| Ge Aerospace Com New (GE) | 0.6 | $1.5M | 4.9k | 308.08 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.5 | $1.5M | -3% | 13k | 113.10 |
|
| Applovin Corp Com Cl A (APP) | 0.5 | $1.4M | +5% | 2.1k | 673.82 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $1.3M | 9.4k | 143.89 |
|
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.5 | $1.3M | -5% | 21k | 63.18 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.5 | $1.3M | +2% | 15k | 89.56 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.5 | $1.3M | 3.8k | 335.33 |
|
|
| AutoZone (AZO) | 0.5 | $1.2M | NEW | 361.00 | 3391.50 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.2M | 2.0k | 614.33 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $1.2M | -26% | 6.7k | 177.75 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $1.2M | +3% | 24k | 49.65 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $1.2M | 6.0k | 197.15 |
|
|
| Metropcs Communications (TMUS) | 0.4 | $1.2M | NEW | 5.7k | 203.05 |
|
| Doordash Cl A (DASH) | 0.4 | $1.1M | -6% | 4.9k | 226.48 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.4 | $1.1M | 2.4k | 468.76 |
|
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.4 | $1.1M | -85% | 76k | 14.39 |
|
| Fiserv (FI) | 0.4 | $1.0M | NEW | 15k | 67.17 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.0M | 2.0k | 502.65 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $973k | 3.0k | 322.23 |
|
|
| Snowflake Com Shs (SNOW) | 0.3 | $899k | -4% | 4.1k | 219.36 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.3 | $797k | NEW | 86k | 9.28 |
|
| ConocoPhillips (COP) | 0.3 | $796k | -25% | 8.5k | 93.62 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $755k | 1.00 | 754800.00 |
|
|
| Bristol Myers Squibb (BMY) | 0.3 | $755k | -87% | 14k | 53.94 |
|
| Quanta Services (PWR) | 0.3 | $727k | -6% | 1.7k | 422.07 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $702k | +21% | 7.0k | 99.89 |
|
| Arista Networks Com Shs (ANET) | 0.3 | $684k | -51% | 5.2k | 131.03 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.3 | $683k | -5% | 11k | 60.73 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $632k | +82% | 3.9k | 162.01 |
|
| Aon Shs Cl A (AON) | 0.2 | $623k | 1.8k | 352.90 |
|
|
| Rocket Lab Corp (RKLB) | 0.2 | $608k | NEW | 8.7k | 69.76 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $561k | 894.00 | 627.77 |
|
|
| Home Depot (HD) | 0.2 | $560k | 1.6k | 344.22 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $550k | -5% | 2.1k | 257.98 |
|
| Emerson Electric (EMR) | 0.2 | $549k | 4.1k | 132.74 |
|
|
| Wal-Mart Stores (WMT) | 0.2 | $515k | 4.6k | 111.43 |
|
|
| Incyte Corporation (INCY) | 0.2 | $491k | NEW | 5.0k | 98.77 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.2 | $463k | NEW | 7.1k | 65.51 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $459k | -10% | 1.5k | 313.95 |
|
| Philip Morris International (PM) | 0.2 | $450k | 2.8k | 160.45 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $434k | 1.4k | 305.72 |
|
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| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $429k | +4% | 6.6k | 65.01 |
|
| Dow (DOW) | 0.2 | $428k | -82% | 18k | 23.38 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.1 | $403k | -5% | 3.3k | 123.98 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $392k | 1.8k | 219.86 |
|
|
| Micron Technology (MU) | 0.1 | $361k | NEW | 1.3k | 285.44 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $357k | -3% | 3.0k | 117.74 |
|
| Verizon Communications (VZ) | 0.1 | $352k | +46% | 8.6k | 40.73 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $337k | 590.00 | 571.84 |
|
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $316k | +12% | 2.2k | 141.08 |
|
| Walt Disney Company (DIS) | 0.1 | $315k | -3% | 2.8k | 113.78 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $312k | -78% | 892.00 | 349.99 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $305k | +3% | 21k | 14.81 |
|
| Community Healthcare Tr (CHCT) | 0.1 | $303k | -87% | 19k | 16.42 |
|
| Canadian Natl Ry (CNI) | 0.1 | $293k | -61% | 3.0k | 98.85 |
|
| Us Bancorp Del Com New (USB) | 0.1 | $272k | -6% | 5.1k | 53.37 |
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| Cisco Systems (CSCO) | 0.1 | $264k | +4% | 3.4k | 77.05 |
|
| TJX Companies (TJX) | 0.1 | $263k | 1.7k | 153.62 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.1 | $255k | NEW | 4.8k | 53.51 |
|
| Merck & Co (MRK) | 0.1 | $254k | NEW | 2.4k | 105.27 |
|
| Orion Engineered Carbons (OEC) | 0.1 | $253k | -30% | 48k | 5.28 |
|
| Cu (CULP) | 0.1 | $248k | -3% | 70k | 3.56 |
|
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.1 | $240k | +5% | 11k | 21.00 |
|
| Altria (MO) | 0.1 | $236k | NEW | 4.1k | 57.67 |
|
| Applied Materials (AMAT) | 0.1 | $235k | NEW | 916.00 | 257.02 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $235k | 272.00 | 863.45 |
|
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| Manulife Finl Corp (MFC) | 0.1 | $231k | NEW | 6.4k | 36.29 |
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| Starbucks Corporation (SBUX) | 0.1 | $228k | 2.7k | 84.24 |
|
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| Caterpillar (CAT) | 0.1 | $226k | NEW | 393.00 | 573.92 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $220k | +101% | 4.9k | 44.72 |
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| International Business Machines (IBM) | 0.1 | $219k | NEW | 737.00 | 296.43 |
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| Netflix (NFLX) | 0.1 | $215k | +143% | 2.3k | 93.76 |
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| Consolidated Edison (ED) | 0.1 | $212k | 2.1k | 99.34 |
|
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| Abbvie (ABBV) | 0.1 | $212k | 927.00 | 228.52 |
|
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| Goldman Sachs (GS) | 0.1 | $208k | NEW | 236.00 | 879.39 |
|
| New Mountain Finance Corp (NMFC) | 0.1 | $189k | -78% | 21k | 9.21 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.1 | $146k | -83% | 12k | 12.74 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $120k | 19k | 6.30 |
|
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| Rocky Mtn Chocolate Factory (RMCF) | 0.0 | $19k | -90% | 10k | 1.90 |
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Past Filings by Wealthedge Investment Advisors
SEC 13F filings are viewable for Wealthedge Investment Advisors going back to 2024
- Wealthedge Investment Advisors 2025 Q4 filed Feb. 17, 2026
- Wealthedge Investment Advisors 2025 Q3 filed Nov. 12, 2025
- Wealthedge Investment Advisors 2025 Q2 filed Aug. 13, 2025
- Wealthedge Investment Advisors 2025 Q1 filed May 13, 2025
- Wealthedge Investment Advisors 2024 Q4 filed March 12, 2025