Wealthedge Investment Advisors

Wealthedge Investment Advisors as of June 30, 2026

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 25k 746.79
Microsoft Corporation (MSFT) 4.5 $13M 35k 373.02
Apple (AAPL) 4.2 $12M 43k 289.36
NVIDIA Corporation (NVDA) 3.6 $11M 52k 200.09
Alphabet Cap Stk Cl A (GOOGL) 3.4 $10M 28k 357.38
Ishares Tr Core Us Aggbd Et (AGG) 3.1 $9.3M 94k 98.98
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 3.1 $9.2M 271k 33.84
Vanguard Index Fds Value Etf (VTV) 3.0 $9.0M 41k 217.93
Ishares Tr Core S&p500 Etf (IVV) 2.9 $8.5M 11k 748.92
Meta Platforms Cl A (META) 2.6 $7.7M 14k 563.29
Pgim Etf Tr Aaa Clo Etf (PAAA) 2.3 $6.8M 133k 51.27
Vanguard Index Fds Mid Cap Etf (VO) 2.1 $6.3M 78k 80.57
Ishares Tr S&p 100 Etf (OEF) 2.0 $5.8M 16k 365.88
Ishares Tr 0-3 Mth Treasury (SGOV) 1.8 $5.3M 53k 100.67
Select Sector Spdr Tr St Str Care Etf (XLV) 1.8 $5.2M 33k 158.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.6 $4.8M 58k 82.65
Qualcomm (QCOM) 1.5 $4.5M 25k 184.79
Amazon (AMZN) 1.5 $4.4M 18k 238.34
Schwab Strategic Tr Us Tips Etf (SCHP) 1.5 $4.3M 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 3.5k 1154.33
Select Sector Spdr Tr St Str Finl Etf (XLF) 1.3 $3.7M 69k 53.61
Ishares Tr Core Msci Eafe (IEFA) 1.2 $3.5M 37k 96.58
Eli Lilly & Co. (LLY) 1.2 $3.5M 2.9k 1199.52
Ishares Tr Msci Emg Mkt Etf (EEM) 1.1 $3.4M 49k 68.41
Progressive Corporation (PGR) 1.1 $3.3M 15k 218.45
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $3.2M 8.6k 370.07
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $3.2M 63k 50.57
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.1 $3.1M 16k 190.52
Spdr Gold Tr Gold Shs (GLD) 1.0 $2.9M 8.0k 368.38
Visa Com Cl A (V) 1.0 $2.8M 8.2k 343.11
Ishares Tr Russell 2000 Etf (IWM) 0.9 $2.5M 8.4k 300.47
Ishares Tr Russell 3000 Etf (IWV) 0.8 $2.5M 5.8k 426.45
Amrize SHS (AMRZ) 0.8 $2.3M 44k 53.30
Ishares Tr Tips Bd Etf (TIP) 0.8 $2.2M 21k 109.43
Sandisk Corp (SNDK) 0.8 $2.2M 982.00 2273.73
Boston Scientific Corporation (BSX) 0.7 $2.2M 51k 42.68
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $2.2M 14k 158.04
Abbott Laboratories (ABT) 0.7 $2.1M 23k 90.74
Broadcom (AVGO) 0.6 $1.9M 5.0k 377.80
Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.6 $1.9M 37k 50.65
Broadridge Financial Solutions (BR) 0.6 $1.9M 14k 136.95
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.6 $1.9M 26k 71.25
Corning Incorporated (GLW) 0.6 $1.8M 6.9k 255.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $1.7M 3.4k 500.39
Seagate Technology Hldngs Pl Ord Shs (STX) 0.6 $1.7M 1.7k 965.00
Lam Research Corp Com New (LRCX) 0.6 $1.6M 3.8k 433.37
Pepsi (PEP) 0.5 $1.6M 12k 135.41
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 0.5 $1.6M 22k 72.31
Ge Aerospace Com New (GE) 0.5 $1.4M 3.8k 373.82
Manager Directed Portfolios Sanj Alph Bd Etf (SJCP) 0.5 $1.4M 56k 24.96
Manager Directed Portfolios Sanj Alp Low Etf (SJLD) 0.5 $1.4M 56k 25.10
Ishares Tr Rus 1000 Grw Etf (IWF) 0.5 $1.4M 11k 124.18
Intuit (INTU) 0.5 $1.4M 5.2k 261.02
Ishares Tr Core 80 20 Etf (AOA) 0.5 $1.3M 14k 97.61
Netflix (NFLX) 0.5 $1.3M 19k 71.40
Ge Vernova (GEV) 0.4 $1.3M 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 6.9k 169.88
Lockheed Martin Corporation (LMT) 0.4 $1.2M 2.3k 509.46
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.5k 327.38
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $1.1M 4.1k 271.95
Collaborative Investmnt Ser Rareview Sys Eqt (RSEE) 0.4 $1.1M 28k 39.55
Bloom Energy Corp Com Cl A (BE) 0.4 $1.1M 3.6k 302.70
Servicenow (NOW) 0.4 $1.1M 11k 99.28
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $1.1M 21k 50.49
Quanta Services (PWR) 0.3 $1.0M 1.4k 720.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $987k 1.3k 736.88
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.3 $985k 14k 72.28
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $985k 15k 64.01
Vertiv Holdings Com Cl A (VRT) 0.3 $979k 2.9k 334.82
Vistra Energy (VST) 0.3 $953k 6.0k 158.63
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $949k 12k 77.11
Insulet Corporation (PODD) 0.3 $942k 6.2k 152.25
MercadoLibre (MELI) 0.3 $805k 474.00 1697.39
Toyota Motor Corp Ads (TM) 0.3 $796k 4.7k 168.42
salesforce (CRM) 0.3 $781k 5.0k 156.66
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $774k 23k 33.29
Applovin Corp Com Cl A (APP) 0.3 $761k 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 15k 50.42
Home Depot (HD) 0.2 $728k 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 4.5k 146.44
Fiserv (FISV) 0.2 $660k 13k 49.05
Ishares Tr New York Mun Etf (NYF) 0.2 $629k 12k 53.91
International Business Machines (IBM) 0.2 $622k 2.2k 281.28
Emerson Electric (EMR) 0.2 $592k 4.1k 143.17
Mastercard Incorporated Cl A (MA) 0.2 $590k 1.1k 513.86
S&p Global (SPGI) 0.2 $579k 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 8.9k 62.78
Philip Morris International (PM) 0.2 $552k 3.0k 180.94
Wal-Mart Stores (WMT) 0.2 $523k 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 1.0k 483.02
McDonald's Corporation (MCD) 0.2 $459k 1.7k 270.38
Applied Materials (AMAT) 0.2 $441k 610.00 723.13
Vanguard Index Fds Small Cp Etf (VB) 0.1 $441k 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 6.0k 69.50
Verizon Communications (VZ) 0.1 $411k 9.7k 42.34
Cisco Systems (CSCO) 0.1 $407k 3.5k 117.49
Uber Technologies (UBER) 0.1 $397k 5.5k 72.16
Intel Corporation (INTC) 0.1 $383k 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 45k 8.12
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $357k 2.3k 157.01
Aon Shs Cl A (AON) 0.1 $342k 1.0k 331.72
Costco Wholesale Corporation (COST) 0.1 $341k 364.00 937.06
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $334k 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 5.6k 56.48
Prudential Financial (PRU) 0.1 $313k 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 1.6k 190.78
United Parcel Svcs CL B (UPS) 0.1 $288k 2.7k 107.50
Starbucks Corporation (SBUX) 0.1 $278k 2.7k 102.21
Walt Disney Company (DIS) 0.1 $277k 2.9k 96.27
Us Bancorp Com New (USB) 0.1 $270k 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 6.8k 37.39
Ciena Corp Com New (CIEN) 0.1 $246k 501.00 490.56
Goldman Sachs (GS) 0.1 $239k 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 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 21k 11.15
UnitedHealth (UNH) 0.1 $223k 535.00 415.85
Pimco Etf Tr Multisector Bd (PYLD) 0.1 $221k 8.3k 26.52
Sanofi Sa Sponsored Adr (SNY) 0.1 $218k 5.1k 42.66
Tesla Motors (TSLA) 0.1 $205k 487.00 420.60
Fs Kkr Capital Corp (FSK) 0.1 $195k 19k 10.50
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $153k 31k 4.99
Nomad Foods Usd Ord Shs (NOMD) 0.0 $117k 11k 10.95
New Mountain Finance Corp (NMFC) 0.0 $113k 16k 7.17
Cu (CULP) 0.0 $57k 18k 3.10