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, NVDA, GOOGL, and represent 22.14% of Wealthedge Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: PAAA (+$6.8M), VO, OEF, SCHG, BSX, META, VTI, AMRZ, STX, SNDK.
- Started 19 new stock positions in ALAB, CRDO, NOMD, BSX, PYLD, VST, PAAA, LMT, BE, CIEN. GEHC, IJH, SNY, IBM, JEPI, GS, MELI, RSEE, STX.
- Reduced shares in these 10 stocks: JAAA (-$7.1M), PRU, UNH, AMZN, INTC, LLY, UPS, BFS, TSLA, XLV.
- Sold out of its positions in ADBE, ADP, CNI, CHCT, XOM, XZO, DOC, IDXX, OCSL, OKE. PLTR, RLI, SAP, TXO, WD, EG, OEC.
- Wealthedge Investment Advisors was a net seller of stock by $-597k.
- Wealthedge Investment Advisors has $294M in assets under management (AUM), dropping by 8.03%.
- 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 143 positions in its portfolio as reported in the June 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) | 6.5 | $19M | +4% | 25k | 746.79 |
|
| Microsoft Corporation (MSFT) | 4.5 | $13M | +2% | 35k | 373.02 |
|
| Apple (AAPL) | 4.2 | $12M | -5% | 43k | 289.36 |
|
| NVIDIA Corporation (NVDA) | 3.6 | $11M | +3% | 52k | 200.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $10M | -8% | 28k | 357.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 3.1 | $9.3M | +2% | 94k | 98.98 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 3.1 | $9.2M | +49% | 271k | 33.84 |
|
| Vanguard Index Fds Value Etf (VTV) | 3.0 | $9.0M | +16% | 41k | 217.93 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 2.9 | $8.5M | -4% | 11k | 748.92 |
|
| Meta Platforms Cl A (META) | 2.6 | $7.7M | +37% | 14k | 563.29 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 2.3 | $6.8M | NEW | 133k | 51.27 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 2.1 | $6.3M | +254% | 78k | 80.57 |
|
| Ishares Tr S&p 100 Etf (OEF) | 2.0 | $5.8M | +120% | 16k | 365.88 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 1.8 | $5.3M | -6% | 53k | 100.67 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 1.8 | $5.2M | -19% | 33k | 158.66 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 1.6 | $4.8M | +6% | 58k | 82.65 |
|
| Qualcomm (QCOM) | 1.5 | $4.5M | +6% | 25k | 184.79 |
|
| Amazon (AMZN) | 1.5 | $4.4M | -36% | 18k | 238.34 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.5 | $4.3M | -9% | 164k | 26.50 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 1.5 | $4.3M | 86k | 50.23 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.4 | $4.1M | 50k | 82.11 |
|
|
| Micron Technology (MU) | 1.4 | $4.0M | +7% | 3.5k | 1154.33 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 1.3 | $3.7M | -6% | 69k | 53.61 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $3.5M | -16% | 37k | 96.58 |
|
| Eli Lilly & Co. (LLY) | 1.2 | $3.5M | -34% | 2.9k | 1199.52 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 1.1 | $3.4M | -20% | 49k | 68.41 |
|
| Progressive Corporation (PGR) | 1.1 | $3.3M | +44% | 15k | 218.45 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.1 | $3.2M | +141% | 8.6k | 370.07 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $3.2M | -5% | 63k | 50.57 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.1 | $3.1M | -7% | 16k | 190.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $2.9M | -9% | 8.0k | 368.38 |
|
| Visa Com Cl A (V) | 1.0 | $2.8M | +5% | 8.2k | 343.11 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $2.5M | -24% | 8.4k | 300.47 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.8 | $2.5M | -9% | 5.8k | 426.45 |
|
| Amrize SHS (AMRZ) | 0.8 | $2.3M | +354% | 44k | 53.30 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.8 | $2.2M | +3% | 21k | 109.43 |
|
| Sandisk Corp (SNDK) | 0.8 | $2.2M | +192% | 982.00 | 2273.73 |
|
| Boston Scientific Corporation (BSX) | 0.7 | $2.2M | NEW | 51k | 42.68 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $2.2M | -9% | 14k | 158.04 |
|
| Abbott Laboratories (ABT) | 0.7 | $2.1M | +31% | 23k | 90.74 |
|
| Broadcom (AVGO) | 0.6 | $1.9M | +6% | 5.0k | 377.80 |
|
| Pimco Etf Tr 15+ Yr Us Tips (LTPZ) | 0.6 | $1.9M | -38% | 37k | 50.65 |
|
| Broadridge Financial Solutions (BR) | 0.6 | $1.9M | +25% | 14k | 136.95 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.9M | -3% | 26k | 71.25 |
|
| Corning Incorporated (GLW) | 0.6 | $1.8M | -3% | 6.9k | 255.43 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.7M | -19% | 3.4k | 500.39 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.6 | $1.7M | NEW | 1.7k | 965.00 |
|
| Lam Research Corp Com New (LRCX) | 0.6 | $1.6M | +120% | 3.8k | 433.37 |
|
| Pepsi (PEP) | 0.5 | $1.6M | +125% | 12k | 135.41 |
|
| J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) | 0.5 | $1.6M | -15% | 22k | 72.31 |
|
| Ge Aerospace Com New (GE) | 0.5 | $1.4M | -14% | 3.8k | 373.82 |
|
| Manager Directed Portfolios Sanj Alph Bd Etf (SJCP) | 0.5 | $1.4M | -4% | 56k | 24.96 |
|
| Manager Directed Portfolios Sanj Alp Low Etf (SJLD) | 0.5 | $1.4M | -4% | 56k | 25.10 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $1.4M | +254% | 11k | 124.18 |
|
| Intuit (INTU) | 0.5 | $1.4M | +11% | 5.2k | 261.02 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.5 | $1.3M | -9% | 14k | 97.61 |
|
| Netflix (NFLX) | 0.5 | $1.3M | +547% | 19k | 71.40 |
|
| Ge Vernova (GEV) | 0.4 | $1.3M | +328% | 1.1k | 1174.86 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $1.3M | 5.2k | 245.28 |
|
|
| Arista Networks Com Shs (ANET) | 0.4 | $1.2M | +41% | 6.9k | 169.88 |
|
| Lockheed Martin Corporation (LMT) | 0.4 | $1.2M | NEW | 2.3k | 509.46 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | -3% | 3.5k | 327.38 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.4 | $1.1M | NEW | 4.1k | 271.95 |
|
| Collaborative Investmnt Ser Rareview Sys Eqt (RSEE) | 0.4 | $1.1M | NEW | 28k | 39.55 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.4 | $1.1M | NEW | 3.6k | 302.70 |
|
| Servicenow (NOW) | 0.4 | $1.1M | +54% | 11k | 99.28 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.4 | $1.1M | -86% | 21k | 50.49 |
|
| Quanta Services (PWR) | 0.3 | $1.0M | -27% | 1.4k | 720.07 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $987k | -28% | 1.3k | 736.88 |
|
| J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) | 0.3 | $985k | -21% | 14k | 72.28 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $985k | NEW | 15k | 64.01 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.3 | $979k | -26% | 2.9k | 334.82 |
|
| Vistra Energy (VST) | 0.3 | $953k | NEW | 6.0k | 158.63 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $949k | NEW | 12k | 77.11 |
|
| Insulet Corporation (PODD) | 0.3 | $942k | +35% | 6.2k | 152.25 |
|
| MercadoLibre (MELI) | 0.3 | $805k | NEW | 474.00 | 1697.39 |
|
| Toyota Motor Corp Ads (TM) | 0.3 | $796k | +39% | 4.7k | 168.42 |
|
| salesforce (CRM) | 0.3 | $781k | -58% | 5.0k | 156.66 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $774k | -7% | 23k | 33.29 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $761k | -9% | 1.5k | 515.23 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $749k | 1.00 | 748850.00 |
|
|
| Mccormick & Co Com Non Vtg (MKC) | 0.3 | $739k | +19% | 15k | 50.42 |
|
| Home Depot (HD) | 0.2 | $728k | -48% | 2.1k | 352.73 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $687k | 999.00 | 687.26 |
|
|
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $665k | -48% | 4.5k | 146.44 |
|
| Fiserv (FISV) | 0.2 | $660k | -21% | 13k | 49.05 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.2 | $629k | +27% | 12k | 53.91 |
|
| International Business Machines (IBM) | 0.2 | $622k | NEW | 2.2k | 281.28 |
|
| Emerson Electric (EMR) | 0.2 | $592k | 4.1k | 143.17 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.2 | $590k | +15% | 1.1k | 513.86 |
|
| S&p Global (SPGI) | 0.2 | $579k | +213% | 1.5k | 385.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.2 | $563k | 4.8k | 117.69 |
|
|
| J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) | 0.2 | $558k | -15% | 8.9k | 62.78 |
|
| Philip Morris International (PM) | 0.2 | $552k | +8% | 3.0k | 180.94 |
|
| Wal-Mart Stores (WMT) | 0.2 | $523k | -7% | 4.6k | 113.26 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $517k | 1.5k | 353.33 |
|
|
| Banco Santander Sa Adr (SAN) | 0.2 | $488k | 35k | 13.80 |
|
|
| Astera Labs (ALAB) | 0.2 | $483k | NEW | 1.0k | 483.02 |
|
| McDonald's Corporation (MCD) | 0.2 | $459k | -56% | 1.7k | 270.38 |
|
| Applied Materials (AMAT) | 0.2 | $441k | -42% | 610.00 | 723.13 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $441k | -16% | 1.5k | 303.13 |
|
| J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) | 0.1 | $436k | 3.1k | 140.26 |
|
|
| Caterpillar (CAT) | 0.1 | $421k | 395.00 | 1066.83 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $415k | -9% | 6.0k | 69.50 |
|
| Verizon Communications (VZ) | 0.1 | $411k | +11% | 9.7k | 42.34 |
|
| Cisco Systems (CSCO) | 0.1 | $407k | 3.5k | 117.49 |
|
|
| Uber Technologies (UBER) | 0.1 | $397k | +60% | 5.5k | 72.16 |
|
| Intel Corporation (INTC) | 0.1 | $383k | -84% | 2.7k | 139.68 |
|
| Profesionally Managed Portfo Akre Focus Etf (AKRE) | 0.1 | $376k | 7.1k | 53.19 |
|
|
| Proshares Tr Ultra Bitcon Etf (BITU) | 0.1 | $367k | +62% | 45k | 8.12 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.1 | $357k | -3% | 2.3k | 157.01 |
|
| Aon Shs Cl A (AON) | 0.1 | $342k | -74% | 1.0k | 331.72 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $341k | +27% | 364.00 | 937.06 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $334k | -54% | 912.00 | 366.01 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $325k | 3.0k | 107.17 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $314k | NEW | 5.6k | 56.48 |
|
| Prudential Financial (PRU) | 0.1 | $313k | -92% | 2.9k | 107.96 |
|
| Merck & Co (MRK) | 0.1 | $311k | 2.4k | 128.52 |
|
|
| TJX Companies (TJX) | 0.1 | $308k | 2.0k | 151.52 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $308k | -17% | 1.6k | 190.78 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $288k | -83% | 2.7k | 107.50 |
|
| Starbucks Corporation (SBUX) | 0.1 | $278k | 2.7k | 102.21 |
|
|
| Walt Disney Company (DIS) | 0.1 | $277k | +27% | 2.9k | 96.27 |
|
| Us Bancorp Com New (USB) | 0.1 | $270k | -6% | 4.5k | 60.41 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $260k | 4.9k | 53.12 |
|
|
| Manulife Finl Corp (MFC) | 0.1 | $258k | 6.4k | 40.52 |
|
|
| Saul Centers (BFS) | 0.1 | $254k | -83% | 6.8k | 37.39 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $246k | NEW | 501.00 | 490.56 |
|
| Goldman Sachs (GS) | 0.1 | $239k | NEW | 236.00 | 1012.94 |
|
| Abbvie (ABBV) | 0.1 | $238k | 944.00 | 251.90 |
|
|
| Consolidated Edison (ED) | 0.1 | $237k | 2.1k | 110.63 |
|
|
| Chimera Invt Corp Com Shs (CIM) | 0.1 | $234k | -78% | 18k | 13.34 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $233k | 985.00 | 236.78 |
|
|
| Agf Invts Tr Us Market Netrl (BTAL) | 0.1 | $228k | -18% | 21k | 11.15 |
|
| UnitedHealth (UNH) | 0.1 | $223k | -93% | 535.00 | 415.85 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $221k | NEW | 8.3k | 26.52 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $218k | NEW | 5.1k | 42.66 |
|
| Tesla Motors (TSLA) | 0.1 | $205k | -86% | 487.00 | 420.60 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $195k | -9% | 19k | 10.50 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.1 | $153k | -2% | 31k | 4.99 |
|
| Nomad Foods Usd Ord Shs (NOMD) | 0.0 | $117k | NEW | 11k | 10.95 |
|
| New Mountain Finance Corp (NMFC) | 0.0 | $113k | +24% | 16k | 7.17 |
|
| Cu (CULP) | 0.0 | $57k | -75% | 18k | 3.10 |
|
Past Filings by Wealthedge Investment Advisors
SEC 13F filings are viewable for Wealthedge Investment Advisors going back to 2024
- Wealthedge Investment Advisors 2026 Q2 filed July 21, 2026
- 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