Wealthedge Investment Advisors

Wealthedge Investment Advisors as of March 31, 2026

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 24k 650.35
Microsoft Corporation (MSFT) 4.7 $13M 34k 370.18
Apple (AAPL) 4.2 $12M 45k 253.79
Ishares Tr Core Us Aggbd Et (AGG) 3.3 $9.1M 91k 99.27
Alphabet Cap Stk Cl A (GOOGL) 3.3 $8.9M 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 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 35k 196.20
Vanguard Index Fds Mid Cap Etf (VO) 2.3 $6.3M 22k 287.18
Select Sector Spdr Tr State Street Hea (XLV) 2.2 $6.0M 41k 146.61
Amazon (AMZN) 2.2 $6.0M 29k 208.27
Meta Platforms Cl A (META) 2.1 $5.7M 10k 572.18
Ishares Tr 0-3 Mnth Treasry (SGOV) 2.1 $5.7M 57k 100.66
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.9 $5.3M 181k 29.13
Schwab Strategic Tr Us Tips Etf (SCHP) 1.8 $4.8M 181k 26.61
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.7 $4.5M 55k 82.75
Vanguard Malvern Fds Strm Infproidx (VTIP) 1.5 $4.2M 84k 49.95
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $4.1M 49k 82.57
Eli Lilly & Co. (LLY) 1.5 $4.1M 4.4k 919.81
Ishares Tr Core Msci Eafe (IEFA) 1.5 $4.0M 44k 90.53
Prudential Financial (PRU) 1.4 $3.8M 39k 97.69
Spdr Gold Tr Gold Shs (GLD) 1.4 $3.8M 8.8k 430.29
Select Sector Spdr Tr State Street Fin (XLF) 1.4 $3.7M 75k 49.37
Ishares Tr Msci Emg Mkt Etf (EEM) 1.3 $3.5M 62k 56.79
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.2 $3.4M 66k 50.61
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.1 $3.1M 60k 51.03
Qualcomm (QCOM) 1.1 $3.0M 23k 128.78
Ishares Tr Russell 2000 Etf (IWM) 1.0 $2.8M 11k 248.02
Ishares Tr Russell 3000 Etf (IWV) 0.9 $2.4M 6.4k 370.72
Select Sector Spdr Tr State Street Tec (XLK) 0.9 $2.3M 18k 132.90
Visa Com Cl A (V) 0.9 $2.3M 7.7k 302.25
UnitedHealth (UNH) 0.9 $2.3M 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 15k 148.10
salesforce (CRM) 0.8 $2.3M 12k 186.67
Ishares Tr Tips Bd Etf (TIP) 0.8 $2.2M 20k 110.36
Progressive Corporation (PGR) 0.8 $2.1M 11k 198.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $2.0M 4.2k 479.20
Intuit (INTU) 0.7 $2.0M 4.7k 432.41
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.7 $1.8M 25k 71.24
Abbott Laboratories (ABT) 0.7 $1.8M 17k 102.67
Broadridge Financial Solutions (BR) 0.6 $1.8M 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 16k 98.38
Manager Directed Portfolios Sanjac Alpha Cor (SJCP) 0.5 $1.5M 59k 24.87
Manager Directed Portfolios Sanjac Alpha Low (SJLD) 0.5 $1.5M 58k 25.14
Broadcom (AVGO) 0.5 $1.4M 4.7k 309.53
Saul Centers (BFS) 0.5 $1.4M 42k 32.58
Ishares Tr Core 80/20 Aggre (AOA) 0.5 $1.3M 15k 88.49
Tesla Motors (TSLA) 0.5 $1.3M 3.6k 371.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.3M 3.1k 426.46
Home Depot (HD) 0.5 $1.3M 4.0k 328.97
Aon Shs Cl A (AON) 0.5 $1.3M 4.1k 322.79
Ge Aerospace Com New (GE) 0.5 $1.3M 4.5k 283.82
McDonald's Corporation (MCD) 0.4 $1.2M 3.9k 310.82
Community Healthcare Tr (CHCT) 0.4 $1.2M 76k 15.89
Peak (DOC) 0.4 $1.2M 70k 16.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $1.2M 3.6k 320.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.1M 8.8k 128.12
Micron Technology (MU) 0.4 $1.1M 3.3k 337.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.1M 1.9k 577.25
Cloudflare Cl A Com (NET) 0.4 $1.1M 5.2k 206.34
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.6k 294.19
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.4 $1.1M 17k 61.32
Quanta Services (PWR) 0.4 $1.1M 1.9k 549.04
Chimera Invt Corp Com Shs (CIM) 0.4 $1.0M 81k 12.55
Everest Re Group (EG) 0.4 $998k 3.1k 326.86
Vertiv Holdings Com Cl A (VRT) 0.4 $992k 4.0k 250.58
Corning Incorporated (GLW) 0.4 $971k 7.1k 135.97
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.4 $961k 25k 38.42
Fiserv (FISV) 0.4 $958k 17k 55.80
Insulet Corporation (PODD) 0.4 $957k 4.6k 209.84
Oneok (OKE) 0.3 $922k 10k 90.39
Canadian Natl Ry (CNI) 0.3 $874k 8.5k 102.77
Pepsi (PEP) 0.3 $811k 5.2k 155.31
Intel Corporation (INTC) 0.3 $805k 18k 44.13
Oaktree Specialty Lending Corp (OCSL) 0.3 $769k 68k 11.30
Crowdstrike Hldgs Cl A (CRWD) 0.3 $763k 2.0k 390.41
Automatic Data Processing (ADP) 0.3 $741k 3.6k 203.19
Servicenow (NOW) 0.3 $732k 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 3.4k 206.09
IDEXX Laboratories (IDXX) 0.2 $678k 1.2k 561.89
Applovin Corp Com Cl A (APP) 0.2 $652k 1.6k 398.00
J P Morgan Exchange Traded F Div Rtn Em Eqt (JPEM) 0.2 $651k 11k 62.13
Sap Se Spon Adr (SAP) 0.2 $646k 3.8k 171.21
Wal-Mart Stores (WMT) 0.2 $621k 5.0k 124.29
Mccormick & Co Com Non Vtg (MKC) 0.2 $620k 12k 50.44
Walker & Dunlop (WD) 0.2 $619k 14k 44.38
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $604k 2.0k 302.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $601k 1.0k 597.94
Arista Networks Com Shs (ANET) 0.2 $597k 4.9k 122.78
Blackstone Group Inc Com Cl A (BX) 0.2 $550k 4.8k 115.01
Amrize SHS (AMRZ) 0.2 $543k 9.7k 56.02
Emerson Electric (EMR) 0.2 $542k 4.1k 131.04
Mastercard Incorporated Cl A (MA) 0.2 $496k 992.00 499.80
Ishares Tr New York Mun Etf (NYF) 0.2 $485k 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 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 3.1k 130.21
Banco Santander Sa Adr (SAN) 0.1 $399k 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 1.7k 213.70
Applied Materials (AMAT) 0.1 $364k 1.1k 341.82
Agf Invts Tr Us Market Netrl (BTAL) 0.1 $348k 25k 13.96
Select Sector Spdr Tr State Street Com (XLC) 0.1 $333k 3.0k 110.86
TJX Companies (TJX) 0.1 $329k 2.1k 159.71
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $327k 2.4k 138.33
Proshares Tr Ultra Bitcoin Et (BITU) 0.1 $323k 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 2.1k 146.28
Merck & Co (MRK) 0.1 $291k 2.4k 120.30
Costco Wholesale Corporation (COST) 0.1 $285k 285.00 998.11
Orion Engineered Carbons (OEC) 0.1 $281k 43k 6.50
Caterpillar (CAT) 0.1 $280k 395.00 709.75
Netflix (NFLX) 0.1 $276k 2.9k 96.15
Cisco Systems (CSCO) 0.1 $268k 3.5k 77.59
Us Bancorp Com New (USB) 0.1 $247k 4.8k 52.02
Rli (RLI) 0.1 $247k 4.3k 57.04
Uber Technologies (UBER) 0.1 $247k 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 1.4k 169.78
Ge Vernova (GEV) 0.1 $225k 258.00 872.90
Manulife Finl Corp (MFC) 0.1 $219k 6.4k 34.45
Exzeo Group Com Shs (XZO) 0.1 $219k 15k 14.67
Adobe Systems Incorporated (ADBE) 0.1 $218k 896.00 243.08
Walt Disney Company (DIS) 0.1 $218k 2.3k 96.41
Sandisk Corp (SNDK) 0.1 $214k 336.00 635.34
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $212k 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 479.00 425.39
Cu (CULP) 0.1 $203k 74k 2.74
Txo Partners Com Unit (TXO) 0.1 $174k 14k 12.58
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $159k 31k 5.10
New Mountain Finance Corp (NMFC) 0.0 $99k 13k 7.76