Wealthedge Investment Advisors

Wealthedge Investment Advisors as of Sept. 30, 2025

Portfolio Holdings for Wealthedge Investment Advisors

Wealthedge Investment Advisors holds 127 positions in its portfolio as reported in the September 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) 5.5 $14M 22k 666.18
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 5.4 $14M 267k 53.28
Microsoft Corporation (MSFT) 3.2 $8.5M 17k 517.98
Agf Invts Tr Us Market Netrl (BTAL) 3.1 $8.2M 517k 15.92
Ishares Tr Core S&p500 Etf (IVV) 3.1 $8.2M 12k 669.31
NVIDIA Corporation (NVDA) 2.6 $6.8M 36k 186.58
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $6.6M 22k 293.75
Apple (AAPL) 2.4 $6.4M 25k 254.64
Schwab Strategic Tr Us Tips Etf (SCHP) 2.4 $6.2M 232k 26.95
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 2.3 $6.2M 122k 50.78
Vanguard Index Fds Value Etf (VTV) 2.3 $6.0M 32k 186.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.1 $5.5M 174k 31.91
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.1 $5.5M 55k 100.70
Ishares Tr Russell 2000 Etf (IWM) 2.0 $5.2M 22k 241.97
Bristol Myers Squibb (BMY) 1.9 $5.1M 112k 45.10
Meta Platforms Cl A (META) 1.8 $4.9M 6.6k 734.39
Ishares Tr Core Msci Eafe (IEFA) 1.7 $4.6M 52k 87.31
United Parcel Service CL B (UPS) 1.7 $4.5M 53k 83.53
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $4.2M 79k 53.40
Alphabet Cap Stk Cl A (GOOGL) 1.5 $3.9M 16k 243.11
Qualcomm (QCOM) 1.4 $3.7M 22k 166.36
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.3 $3.6M 26k 139.17
Spdr Gold Tr Gold Shs (GLD) 1.3 $3.5M 9.8k 355.47
Amazon (AMZN) 1.3 $3.4M 16k 219.57
Rli (RLI) 1.3 $3.3M 51k 65.22
Select Sector Spdr Tr Financial (XLF) 1.2 $3.3M 61k 53.87
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.1 $2.9M 58k 50.63
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.1 $2.9M 35k 82.96
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $2.9M 20k 142.41
Anthem (ELV) 1.0 $2.7M 8.4k 323.12
Peak (DOC) 1.0 $2.7M 141k 19.15
Ishares Tr Russell 3000 Etf (IWV) 1.0 $2.7M 7.0k 378.97
Visa Com Cl A (V) 1.0 $2.6M 7.7k 341.39
Txo Partners Com Unit (TXO) 0.9 $2.5M 178k 14.05
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $2.5M 18k 140.96
Ishares Tr S&p 100 Etf (OEF) 0.9 $2.4M 7.2k 332.89
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.9 $2.4M 47k 50.73
Dow (DOW) 0.9 $2.4M 104k 22.93
Community Healthcare Tr (CHCT) 0.9 $2.3M 152k 15.30
Select Sector Spdr Tr Technology (XLK) 0.8 $2.2M 7.8k 281.89
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.7 $1.9M 29k 66.61
Robinhood Mkts Com Cl A (HOOD) 0.7 $1.9M 13k 143.18
Ishares Tr Tips Bd Etf (TIP) 0.7 $1.9M 17k 111.22
Saul Centers (BFS) 0.7 $1.9M 59k 31.87
UnitedHealth (UNH) 0.7 $1.8M 5.1k 345.35
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $1.8M 5.9k 297.64
Palantir Technologies Cl A (PLTR) 0.6 $1.7M 9.1k 182.42
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.6M 27k 59.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.6M 3.5k 468.42
Broadcom (AVGO) 0.6 $1.6M 4.8k 329.94
Arista Networks Com Shs (ANET) 0.6 $1.6M 11k 145.71
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.5M 18k 84.11
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $1.5M 23k 65.00
Adobe Systems Incorporated (ADBE) 0.6 $1.5M 4.2k 352.75
Ge Aerospace Com New (GE) 0.5 $1.4M 4.8k 300.86
Doordash Cl A (DASH) 0.5 $1.4M 5.3k 271.99
Applovin Corp Com Cl A (APP) 0.5 $1.4M 2.0k 718.54
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.5 $1.4M 22k 62.91
Eli Lilly & Co. (LLY) 0.5 $1.4M 1.8k 763.08
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.5 $1.3M 9.2k 145.61
Ishares Tr Core 80/20 Aggre (AOA) 0.5 $1.3M 14k 88.15
Cloudflare Cl A Com (NET) 0.5 $1.3M 5.9k 214.59
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.2M 3.8k 328.17
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.2M 2.0k 600.61
Crowdstrike Hldgs Cl A (CRWD) 0.4 $1.2M 2.4k 490.38
Spotify Technology S A SHS (SPOT) 0.4 $1.1M 1.6k 698.00
Netflix (NFLX) 0.4 $1.1M 939.00 1198.92
Eastman Chemical Company (EMN) 0.4 $1.1M 17k 63.05
ConocoPhillips (COP) 0.4 $1.1M 11k 94.60
Manager Directed Portfolios Sanjac Alpha Cor (SJCP) 0.4 $1.1M 42k 25.12
Axon Enterprise (AXON) 0.4 $1.0M 1.4k 717.64
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.0M 2.0k 502.74
Tesla Motors (TSLA) 0.4 $994k 2.2k 444.72
Vertex Pharmaceuticals Incorporated (VRTX) 0.4 $965k 2.5k 391.64
Snowflake Com Shs (SNOW) 0.4 $963k 4.3k 225.55
JPMorgan Chase & Co. (JPM) 0.4 $955k 3.0k 315.52
New Mountain Finance Corp (NMFC) 0.4 $928k 96k 9.64
Oaktree Specialty Lending Corp (OCSL) 0.4 $927k 71k 13.05
Marten Transport (MRTN) 0.3 $764k 72k 10.66
Quanta Services (PWR) 0.3 $764k 1.8k 414.43
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $754k 1.00 754200.00
Celestica (CLS) 0.3 $746k 3.0k 246.38
Strategy Cl A New (MSTR) 0.3 $731k 2.3k 322.21
Canadian Natl Ry (CNI) 0.3 $729k 7.7k 94.30
Manager Directed Portfolios Sanjac Alpha Low (SJLD) 0.3 $728k 29k 25.34
Oracle Corporation (ORCL) 0.3 $725k 2.6k 281.25
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.3 $701k 12k 59.00
Home Depot (HD) 0.3 $664k 1.6k 405.28
Aon Shs Cl A (AON) 0.2 $630k 1.8k 356.60
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $582k 5.8k 100.26
Vanguard Index Fds Small Cp Etf (VB) 0.2 $574k 2.3k 254.35
Sonoco Products Company (SON) 0.2 $562k 13k 43.09
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $546k 891.00 612.88
Emerson Electric (EMR) 0.2 $542k 4.1k 131.19
Orion Engineered Carbons (OEC) 0.2 $524k 69k 7.58
Wal-Mart Stores (WMT) 0.2 $480k 4.7k 103.08
Howmet Aerospace (HWM) 0.2 $479k 2.4k 196.23
Philip Morris International (PM) 0.2 $455k 2.8k 162.23
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.2 $427k 3.4k 123.94
McDonald's Corporation (MCD) 0.2 $424k 1.4k 303.98
Ishares Tr Core 60/40 Balan (AOR) 0.2 $407k 6.3k 64.39
Alphabet Cap Stk Cl C (GOOG) 0.2 $400k 1.6k 243.60
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $383k 1.8k 215.85
Select Sector Spdr Tr Communication (XLC) 0.1 $374k 3.2k 118.38
Mastercard Incorporated Cl A (MA) 0.1 $337k 591.00 569.53
Walt Disney Company (DIS) 0.1 $329k 2.9k 114.51
Cu (CULP) 0.1 $323k 73k 4.46
Vertiv Holdings Com Cl A (VRT) 0.1 $323k 2.1k 150.86
Fs Kkr Capital Corp (FSK) 0.1 $296k 20k 14.93
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $275k 2.0k 137.83
Us Bancorp Del Com New (USB) 0.1 $263k 5.4k 48.33
Verizon Communications (VZ) 0.1 $259k 5.9k 43.95
Costco Wholesale Corporation (COST) 0.1 $254k 274.00 926.30
TJX Companies (TJX) 0.1 $247k 1.7k 144.62
Adicet Bio (ACET) 0.1 $243k 300k 0.81
CF Industries Holdings (CF) 0.1 $240k 2.7k 89.70
Starbucks Corporation (SBUX) 0.1 $229k 2.7k 84.62
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $227k 11k 20.93
Cisco Systems (CSCO) 0.1 $226k 3.3k 68.43
Chubb (CB) 0.1 $218k 773.00 282.55
Select Sector Spdr Tr Energy (XLE) 0.1 $218k 2.4k 89.37
Consolidated Edison (ED) 0.1 $215k 2.1k 100.53
Abbvie (ABBV) 0.1 $214k 922.00 231.62
Mercer International (MERC) 0.1 $206k 72k 2.88
Rocky Mtn Chocolate Factory (RMCF) 0.1 $162k 102k 1.59
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $132k 19k 6.91
FutureFuel (FF) 0.0 $118k 30k 3.88