Institutions / Edge Financial Advisors LLC
Edge Financial Advisors LLC
CIK 2011402 · Institution · as of Dec 31, 2025
Portfolio value
$237.65M
Positions
135
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$237.65M+146.1%Positions
135+55.2%Top holdings
Dec 31, 2025View all 135 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $28.20M | 11.9% |
| American Centy ETF Tr | $12.12M | 5.1% |
| SPDR S&P 500 ETF Tr | $11.67M | 4.9% |
| Dimensional ETF Trust | $10.10M | 4.3% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $10.01M | 4.2% |
| iShares MSCI UAE ETF | $9.45M | 4.0% |
| J P Morgan Exchange Traded F | $9.04M | 3.8% |
| Dimensional ETF Trust | $8.61M | 3.6% |
| Apple Inc. | $8.17M | 3.4% |
| Vanguard Scottsdale Fds | $6.24M | 2.6% |
| JPMORGAN CHASE & CO | $5.45M | 2.3% |
| iShares MSCI UAE ETF | $4.84M | 2.0% |
| Vanguard Index Fds | $4.32M | 1.8% |
| iShares Tr | $3.94M | 1.7% |
| iShares Tr | $3.77M | 1.6% |
| Dimensional ETF Trust | $3.29M | 1.4% |
| Vanguard Index Fds | $2.87M | 1.2% |
| iShares MSCI UAE ETF | $2.83M | 1.2% |
| Dimensional ETF Trust | $2.58M | 1.1% |
| NVIDIA Corp | $2.14M | 0.9% |
| Allspring Exchange Traded Fu | $2.09M | 0.9% |
| iShares Tr | $2.09M | 0.9% |
| Vanguard Tax-Managed Fds | $2.05M | 0.9% |
| iShares Tr | $2.02M | 0.8% |
| Tesla Inc | $1.99M | 0.8% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | 25434V401 | $28.20M | +380K | 380,180 11.87% of portfolio | medium |
| Q4 2025 as of | New | 025072174 | $12.12M | +165K | 164,799 5.10% of portfolio | medium |
| Q4 2025 as of | New | BlackRock ETF Trust - iShares International Country Rotation Active ETF | $10.01M | +165K | 164,620 4.21% of portfolio | medium |
| Q4 2025 as of | New | 46641Q761 | $9.04M | +143K | 143,068 3.80% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF | $8.95M | +60K +1781.94% | 63,572 3.98% of portfolio | medium |
| Q4 2025 as of | Add | 25434V831 | $7.70M | +203K +321.09% | 265,613 4.25% of portfolio | medium |
| Q4 2025 as of | Add | 25434V203 | $6.27M | +165K +267.49% | 226,035 3.62% of portfolio | medium |
| Q4 2025 as of | New | 92206C102 | $6.24M | +106K | 106,196 2.62% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF | $4.59M | +54K +1801.50% | 57,235 2.04% of portfolio | low |
| Q4 2025 as of | Add | 464287200 | $3.38M | +5K +597.94% | 5,758 1.66% of portfolio | low |