Wealthedge Investment Advisors
Latest statistics and disclosures from Wealthedge Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, MSFT, AAPL, AGG, GOOGL, and represent 21.28% of Wealthedge Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: AGG (+$8.4M), MSFT (+$5.0M), AAPL, PRU, META, AMZN, VCIT, CRM, XLV, PGR.
- Started 30 new stock positions in PODD, BR, AMRZ, SNDK, PEP, ADP, CIM, WD, IDXX, EG.
- Reduced shares in these 10 stocks: LTPZ (-$10M), UPS, RLI, SGOV, IWM, TXO, SCHP, , KDRN, ELV.
- Sold out of its positions in MO, ELV, AZO, BMY, COP, DASH, DOW, KDRN, GS, GSBD. INCY, IBM, BKLN, MSCI, HOOD, RKLB, RMCF, SNOW, TMUS, CRDO, LIN.
- Wealthedge Investment Advisors was a net buyer of stock by $13M.
- Wealthedge Investment Advisors has $272M in assets under management (AUM), dropping by 0.69%.
- Central Index Key (CIK): 0002058455
Tip: Access up to 7 years of quarterly data
Positions held by Wealthedge Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Wealthedge Investment Advisors
Wealthedge Investment Advisors holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 5.8 | $16M | +14% | 24k | 650.35 |
|
| Microsoft Corporation (MSFT) | 4.7 | $13M | +65% | 34k | 370.18 |
|
| Apple (AAPL) | 4.2 | $12M | +53% | 45k | 253.79 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.3 | $9.1M | +1200% | 91k | 99.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $8.9M | +20% | 31k | 287.56 |
|
| NVIDIA Corporation (NVDA) | 3.2 | $8.8M | 50k | 174.40 |
|
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 3.0 | $8.2M | -4% | 163k | 50.37 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $7.8M | 12k | 653.25 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 2.5 | $6.9M | +9% | 35k | 196.20 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.3 | $6.3M | -5% | 22k | 287.18 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 2.2 | $6.0M | +60% | 41k | 146.61 |
|
| Amazon (AMZN) | 2.2 | $6.0M | +85% | 29k | 208.27 |
|
| Meta Platforms Cl A (META) | 2.1 | $5.7M | +96% | 10k | 572.18 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 2.1 | $5.7M | -34% | 57k | 100.66 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.9 | $5.3M | +8% | 181k | 29.13 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.8 | $4.8M | -32% | 181k | 26.61 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.7 | $4.5M | +136% | 55k | 82.75 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.5 | $4.2M | +41% | 84k | 49.95 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $4.1M | +38% | 49k | 82.57 |
|
| Eli Lilly & Co. (LLY) | 1.5 | $4.1M | -4% | 4.4k | 919.81 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.5 | $4.0M | -18% | 44k | 90.53 |
|
| Prudential Financial (PRU) | 1.4 | $3.8M | NEW | 39k | 97.69 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $3.8M | -9% | 8.8k | 430.29 |
|
| Select Sector Spdr Tr State Street Fin (XLF) | 1.4 | $3.7M | +21% | 75k | 49.37 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.3 | $3.5M | -21% | 62k | 56.79 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.2 | $3.4M | +40% | 66k | 50.61 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 1.1 | $3.1M | -76% | 60k | 51.03 |
|
| Qualcomm (QCOM) | 1.1 | $3.0M | 23k | 128.78 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 1.0 | $2.8M | -47% | 11k | 248.02 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.9 | $2.4M | -5% | 6.4k | 370.72 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.9 | $2.3M | +12% | 18k | 132.90 |
|
| Visa Com Cl A (V) | 0.9 | $2.3M | 7.7k | 302.25 |
|
|
| UnitedHealth (UNH) | 0.9 | $2.3M | +22% | 8.6k | 270.61 |
|
| Ishares Tr S&p 100 Etf (OEF) | 0.8 | $2.3M | 7.2k | 318.08 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $2.3M | -10% | 15k | 148.10 |
|
| salesforce (CRM) | 0.8 | $2.3M | NEW | 12k | 186.67 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $2.2M | +17% | 20k | 110.36 |
|
| Progressive Corporation (PGR) | 0.8 | $2.1M | NEW | 11k | 198.25 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $2.0M | +110% | 4.2k | 479.20 |
|
| Intuit (INTU) | 0.7 | $2.0M | NEW | 4.7k | 432.41 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.7 | $1.8M | -7% | 25k | 71.24 |
|
| Abbott Laboratories (ABT) | 0.7 | $1.8M | NEW | 17k | 102.67 |
|
| Broadridge Financial Solutions (BR) | 0.6 | $1.8M | NEW | 11k | 162.48 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.7M | 27k | 64.08 |
|
|
| United Parcel Svcs CL B (UPS) | 0.6 | $1.6M | -75% | 16k | 98.38 |
|
| Manager Directed Portfolios Sanjac Alpha Cor (SJCP) | 0.5 | $1.5M | -10% | 59k | 24.87 |
|
| Manager Directed Portfolios Sanjac Alpha Low (SJLD) | 0.5 | $1.5M | -11% | 58k | 25.14 |
|
| Broadcom (AVGO) | 0.5 | $1.4M | -2% | 4.7k | 309.53 |
|
| Saul Centers (BFS) | 0.5 | $1.4M | -18% | 42k | 32.58 |
|
| Ishares Tr Core 80/20 Aggre (AOA) | 0.5 | $1.3M | +2% | 15k | 88.49 |
|
| Tesla Motors (TSLA) | 0.5 | $1.3M | -5% | 3.6k | 371.75 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.3M | -4% | 3.1k | 426.46 |
|
| Home Depot (HD) | 0.5 | $1.3M | +145% | 4.0k | 328.97 |
|
| Aon Shs Cl A (AON) | 0.5 | $1.3M | +129% | 4.1k | 322.79 |
|
| Ge Aerospace Com New (GE) | 0.5 | $1.3M | -8% | 4.5k | 283.82 |
|
| McDonald's Corporation (MCD) | 0.4 | $1.2M | +177% | 3.9k | 310.82 |
|
| Community Healthcare Tr (CHCT) | 0.4 | $1.2M | +312% | 76k | 15.89 |
|
| Peak (DOC) | 0.4 | $1.2M | -53% | 70k | 16.43 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.2M | -5% | 3.6k | 320.81 |
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.4 | $1.1M | -56% | 8.8k | 128.12 |
|
| Micron Technology (MU) | 0.4 | $1.1M | +157% | 3.3k | 337.85 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.1M | -4% | 1.9k | 577.25 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $1.1M | -13% | 5.2k | 206.34 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | +19% | 3.6k | 294.19 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.4 | $1.1M | -18% | 17k | 61.32 |
|
| Quanta Services (PWR) | 0.4 | $1.1M | +11% | 1.9k | 549.04 |
|
| Chimera Invt Corp Com Shs (CIM) | 0.4 | $1.0M | NEW | 81k | 12.55 |
|
| Everest Re Group (EG) | 0.4 | $998k | NEW | 3.1k | 326.86 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.4 | $992k | 4.0k | 250.58 |
|
|
| Corning Incorporated (GLW) | 0.4 | $971k | -59% | 7.1k | 135.97 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.4 | $961k | +4% | 25k | 38.42 |
|
| Fiserv (FISV) | 0.4 | $958k | +11% | 17k | 55.80 |
|
| Insulet Corporation (PODD) | 0.4 | $957k | NEW | 4.6k | 209.84 |
|
| Oneok (OKE) | 0.3 | $922k | NEW | 10k | 90.39 |
|
| Canadian Natl Ry (CNI) | 0.3 | $874k | +186% | 8.5k | 102.77 |
|
| Pepsi (PEP) | 0.3 | $811k | NEW | 5.2k | 155.31 |
|
| Intel Corporation (INTC) | 0.3 | $805k | NEW | 18k | 44.13 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.3 | $769k | +493% | 68k | 11.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.3 | $763k | -17% | 2.0k | 390.41 |
|
| Automatic Data Processing (ADP) | 0.3 | $741k | NEW | 3.6k | 203.19 |
|
| Servicenow (NOW) | 0.3 | $732k | NEW | 7.0k | 104.55 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $718k | 1.00 | 718140.00 |
|
|
| Toyota Motor Corp Ads (TM) | 0.3 | $698k | NEW | 3.4k | 206.09 |
|
| IDEXX Laboratories (IDXX) | 0.2 | $678k | NEW | 1.2k | 561.89 |
|
| Applovin Corp Com Cl A (APP) | 0.2 | $652k | -20% | 1.6k | 398.00 |
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.2 | $651k | -6% | 11k | 62.13 |
|
| Sap Se Spon Adr (SAP) | 0.2 | $646k | NEW | 3.8k | 171.21 |
|
| Wal-Mart Stores (WMT) | 0.2 | $621k | +8% | 5.0k | 124.29 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.2 | $620k | NEW | 12k | 50.44 |
|
| Walker & Dunlop (WD) | 0.2 | $619k | NEW | 14k | 44.38 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.2 | $604k | -66% | 2.0k | 302.38 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $601k | +12% | 1.0k | 597.94 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $597k | -6% | 4.9k | 122.78 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $550k | NEW | 4.8k | 115.01 |
|
| Amrize SHS (AMRZ) | 0.2 | $543k | NEW | 9.7k | 56.02 |
|
| Emerson Electric (EMR) | 0.2 | $542k | 4.1k | 131.04 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $496k | +68% | 992.00 | 499.80 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.2 | $485k | +91% | 9.1k | 53.12 |
|
| Philip Morris International (PM) | 0.2 | $465k | 2.8k | 165.35 |
|
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $454k | -18% | 1.7k | 262.01 |
|
| Verizon Communications (VZ) | 0.2 | $437k | 8.7k | 50.20 |
|
|
| Ishares Tr Core 60/40 Balan (AOR) | 0.2 | $424k | 6.6k | 64.35 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $420k | 1.5k | 287.03 |
|
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.2 | $410k | -3% | 3.1k | 130.21 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $399k | NEW | 35k | 11.28 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $374k | 7.1k | 52.85 |
|
|
| Lam Research Corp Com New (LRCX) | 0.1 | $366k | NEW | 1.7k | 213.70 |
|
| Applied Materials (AMAT) | 0.1 | $364k | +16% | 1.1k | 341.82 |
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $348k | -67% | 25k | 13.96 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.1 | $333k | 3.0k | 110.86 |
|
|
| TJX Companies (TJX) | 0.1 | $329k | +20% | 2.1k | 159.71 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $327k | +5% | 2.4k | 138.33 |
|
| Proshares Tr Ultra Bitcoin Et (BITU) | 0.1 | $323k | NEW | 28k | 11.64 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $303k | 4.9k | 61.27 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $300k | -69% | 2.1k | 146.28 |
|
| Merck & Co (MRK) | 0.1 | $291k | 2.4k | 120.30 |
|
|
| Costco Wholesale Corporation (COST) | 0.1 | $285k | +4% | 285.00 | 998.11 |
|
| Orion Engineered Carbons (OEC) | 0.1 | $281k | -10% | 43k | 6.50 |
|
| Caterpillar (CAT) | 0.1 | $280k | 395.00 | 709.75 |
|
|
| Netflix (NFLX) | 0.1 | $276k | +25% | 2.9k | 96.15 |
|
| Cisco Systems (CSCO) | 0.1 | $268k | 3.5k | 77.59 |
|
|
| Us Bancorp Com New (USB) | 0.1 | $247k | -6% | 4.8k | 52.02 |
|
| Rli (RLI) | 0.1 | $247k | -93% | 4.3k | 57.04 |
|
| Uber Technologies (UBER) | 0.1 | $247k | NEW | 3.4k | 71.93 |
|
| Starbucks Corporation (SBUX) | 0.1 | $243k | 2.7k | 89.61 |
|
|
| Consolidated Edison (ED) | 0.1 | $242k | 2.1k | 113.22 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $237k | NEW | 1.4k | 169.78 |
|
| Ge Vernova (GEV) | 0.1 | $225k | NEW | 258.00 | 872.90 |
|
| Manulife Finl Corp (MFC) | 0.1 | $219k | 6.4k | 34.45 |
|
|
| Exzeo Group Com Shs (XZO) | 0.1 | $219k | NEW | 15k | 14.67 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $218k | 896.00 | 243.08 |
|
|
| Walt Disney Company (DIS) | 0.1 | $218k | -18% | 2.3k | 96.41 |
|
| Sandisk Corp (SNDK) | 0.1 | $214k | NEW | 336.00 | 635.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $212k | -44% | 984.00 | 215.07 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $210k | 21k | 10.18 |
|
|
| Abbvie (ABBV) | 0.1 | $204k | 937.00 | 217.55 |
|
|
| S&p Global (SPGI) | 0.1 | $204k | NEW | 479.00 | 425.39 |
|
| Cu (CULP) | 0.1 | $203k | +6% | 74k | 2.74 |
|
| Txo Partners Com Unit (TXO) | 0.1 | $174k | -93% | 14k | 12.58 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $159k | +64% | 31k | 5.10 |
|
| New Mountain Finance Corp (NMFC) | 0.0 | $99k | -37% | 13k | 7.76 |
|
Past Filings by Wealthedge Investment Advisors
SEC 13F filings are viewable for Wealthedge Investment Advisors going back to 2024
- Wealthedge Investment Advisors 2026 Q1 filed May 8, 2026
- 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