Edge Wealth Management LLC
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $4.88M | 0.9% |
| Amazon.com Inc | $4.66M | 0.8% |
| SPDR S&P 500 ETF TR | $4.23M | 0.7% |
| NEWMARK GROUP, INC. | $2.91M | 0.5% |
| Roivant Sciences Ltd. | $1.96M | 0.3% |
| NVIDIA Corp | $1.76M | 0.3% |
| Adaptive Biotechnologies Corp | $1.46M | 0.3% |
| ISHARES TR | $1.23M | 0.2% |
| BANK OF AMERICA CORP /DE | $1.08M | 0.2% |
| SELECT SECTOR SPDR TR | $998.6K | 0.2% |
| Palantir Technologies Inc | $844.3K | 0.1% |
| CHEVRON CORP | $733.4K | 0.1% |
| SPDR GOLD TR | $701.5K | 0.1% |
| The Boeing Company | $695.9K | 0.1% |
| CISCO SYSTEMS, INC. | $686.5K | 0.1% |
| Union Pacific Corp | $608.4K | 0.1% |
| BARRICK MNG CORP | $594.1K | 0.1% |
| LLOYDS BANKING GROUP PLC | $583.0K | 0.1% |
| VANECK ETF TRUST | $539.1K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $521.6K | 0.1% |
| BP PLC | $502.4K | 0.1% |
| Alphabet Inc. | $467.1K | 0.1% |
| Tesla Inc | $442.5K | 0.1% |
| VANGUARD INDEX FDS | $442.4K | 0.1% |
| ALPS ETF TR | $436.8K | 0.1% |