Wealthedge Investment Advisors

Wealthedge Investment Advisors as of Dec. 31, 2025

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 21k 681.92
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 4.9 $13M 256k 51.75
Microsoft Corporation (MSFT) 3.7 $10M 21k 483.62
NVIDIA Corporation (NVDA) 3.5 $9.4M 50k 186.50
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.2 $8.7M 87k 100.38
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 3.2 $8.6M 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 26k 313.01
Apple (AAPL) 3.0 $8.0M 30k 271.87
Schwab Strategic Tr Us Tips Etf (SCHP) 2.6 $7.1M 267k 26.49
Vanguard Index Fds Mid Cap Etf (VO) 2.5 $6.7M 23k 290.22
United Parcel Service CL B (UPS) 2.3 $6.3M 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 167k 32.62
Ishares Tr Russell 2000 Etf (IWM) 1.9 $5.3M 21k 246.16
Eli Lilly & Co. (LLY) 1.8 $5.0M 4.6k 1074.73
Ishares Tr Core Msci Eafe (IEFA) 1.8 $4.8M 54k 89.46
Ishares Tr Msci Emg Mkt Etf (EEM) 1.6 $4.3M 79k 54.71
Rli (RLI) 1.5 $4.0M 63k 63.98
Qualcomm (QCOM) 1.5 $4.0M 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 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 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 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 17k 143.52
Peak (DOC) 0.9 $2.4M 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 7.0k 330.15
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $2.2M 16k 143.97
Txo Partners Com Unit (TXO) 0.8 $2.1M 200k 10.67
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.7 $1.9M 23k 83.75
Msci (MSCI) 0.7 $1.9M 3.3k 573.75
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.7 $1.9M 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 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 66k 25.16
Broadcom (AVGO) 0.6 $1.7M 4.8k 346.16
Manager Directed Portfolios Sanjac Alpha Low (SJLD) 0.6 $1.7M 65k 25.28
Saul Centers (BFS) 0.6 $1.6M 52k 31.53
Etf Opportunities Trust Kingsbarn Tactic (KDRN) 0.6 $1.6M 70k 23.21
Anthem (ELV) 0.6 $1.6M 4.5k 350.56
Linde SHS (LIN) 0.6 $1.5M 3.6k 426.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.6 $1.5M 3.3k 473.32
Corning Incorporated (GLW) 0.6 $1.5M 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 13k 113.10
Applovin Corp Com Cl A (APP) 0.5 $1.4M 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 21k 63.18
Ishares Tr Core 80/20 Aggre (AOA) 0.5 $1.3M 15k 89.56
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $1.3M 3.8k 335.33
AutoZone (AZO) 0.5 $1.2M 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 6.7k 177.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $1.2M 24k 49.65
Cloudflare Cl A Com (NET) 0.4 $1.2M 6.0k 197.15
Metropcs Communications (TMUS) 0.4 $1.2M 5.7k 203.05
Doordash Cl A (DASH) 0.4 $1.1M 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 76k 14.39
Fiserv (FI) 0.4 $1.0M 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 4.1k 219.36
Goldman Sachs Bdc SHS (GSBD) 0.3 $797k 86k 9.28
ConocoPhillips (COP) 0.3 $796k 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 14k 53.94
Quanta Services (PWR) 0.3 $727k 1.7k 422.07
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $702k 7.0k 99.89
Arista Networks Com Shs (ANET) 0.3 $684k 5.2k 131.03
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.3 $683k 11k 60.73
Vertiv Holdings Com Cl A (VRT) 0.2 $632k 3.9k 162.01
Aon Shs Cl A (AON) 0.2 $623k 1.8k 352.90
Rocket Lab Corp (RKLB) 0.2 $608k 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 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 5.0k 98.77
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.2 $463k 7.1k 65.51
Alphabet Cap Stk Cl C (GOOG) 0.2 $459k 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
Ishares Tr Core 60/40 Balan (AOR) 0.2 $429k 6.6k 65.01
Dow (DOW) 0.2 $428k 18k 23.38
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.1 $403k 3.3k 123.98
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $392k 1.8k 219.86
Micron Technology (MU) 0.1 $361k 1.3k 285.44
Select Sector Spdr Tr State Street Com (XLC) 0.1 $357k 3.0k 117.74
Verizon Communications (VZ) 0.1 $352k 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 2.2k 141.08
Walt Disney Company (DIS) 0.1 $315k 2.8k 113.78
Adobe Systems Incorporated (ADBE) 0.1 $312k 892.00 349.99
Fs Kkr Capital Corp (FSK) 0.1 $305k 21k 14.81
Community Healthcare Tr (CHCT) 0.1 $303k 19k 16.42
Canadian Natl Ry (CNI) 0.1 $293k 3.0k 98.85
Us Bancorp Del Com New (USB) 0.1 $272k 5.1k 53.37
Cisco Systems (CSCO) 0.1 $264k 3.4k 77.05
TJX Companies (TJX) 0.1 $263k 1.7k 153.62
Ishares Tr New York Mun Etf (NYF) 0.1 $255k 4.8k 53.51
Merck & Co (MRK) 0.1 $254k 2.4k 105.27
Orion Engineered Carbons (OEC) 0.1 $253k 48k 5.28
Cu (CULP) 0.1 $248k 70k 3.56
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.1 $240k 11k 21.00
Altria (MO) 0.1 $236k 4.1k 57.67
Applied Materials (AMAT) 0.1 $235k 916.00 257.02
Costco Wholesale Corporation (COST) 0.1 $235k 272.00 863.45
Manulife Finl Corp (MFC) 0.1 $231k 6.4k 36.29
Starbucks Corporation (SBUX) 0.1 $228k 2.7k 84.24
Caterpillar (CAT) 0.1 $226k 393.00 573.92
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $220k 4.9k 44.72
International Business Machines (IBM) 0.1 $219k 737.00 296.43
Netflix (NFLX) 0.1 $215k 2.3k 93.76
Consolidated Edison (ED) 0.1 $212k 2.1k 99.34
Abbvie (ABBV) 0.1 $212k 927.00 228.52
Goldman Sachs (GS) 0.1 $208k 236.00 879.39
New Mountain Finance Corp (NMFC) 0.1 $189k 21k 9.21
Oaktree Specialty Lending Corp (OCSL) 0.1 $146k 12k 12.74
Fs Credit Opportunities Corp Common Stock (FSCO) 0.0 $120k 19k 6.30
Rocky Mtn Chocolate Factory (RMCF) 0.0 $19k 10k 1.90