Institutions / Edge Wealth Management LLC
Edge Wealth Management LLC
CIK 1567163 · Institution · as of Dec 31, 2025
Portfolio value
$566.49M
Positions
82
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 82 →
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $56.26M | 9.9% |
| Simplify Exchange Traded Fun | $50.41M | 8.9% |
| Apple Inc. | $49.42M | 8.7% |
| Microsoft Corp | $39.79M | 7.0% |
| iShares Tr | $31.72M | 5.6% |
| JPMorgan Chase & Co | $28.20M | 5.0% |
| iShares Tr | $28.04M | 5.0% |
| Walmart Inc. | $23.79M | 4.2% |
| Warren E. Buffett | $20.42M | 3.6% |
| BlackRock, Inc. | $17.06M | 3.0% |
| General Dynamics Corp | $16.81M | 3.0% |
| Exxon Mobil Corp | $16.80M | 3.0% |
| Waste Management Inc | $16.70M | 2.9% |
| Johnson & Johnson | $16.09M | 2.8% |
| SPDR Series Trust | $13.42M | 2.4% |
| Merck & Co., Inc. | $12.96M | 2.3% |
| Public Storage | $11.45M | 2.0% |
| Honeywell International Inc | $10.71M | 1.9% |
| American Tower Corp | $10.61M | 1.9% |
| Slb LIMITED/NV | $9.96M | 1.8% |
| Public Service Enterprise Group Inc | $9.59M | 1.7% |
| Home Depot, Inc. | $9.52M | 1.7% |
| PROCTER & GAMBLE Co | $8.45M | 1.5% |
| Walt Disney Co | $8.03M | 1.4% |
| Mcdonald'S Corp | $7.40M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.