Edge Financial Advisors LLC
All holdings · as of Dec 31, 2025
| 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% |
| Accenture plc | $1.92M | 0.8% |
| ISHARES TR | $1.89M | 0.8% |
| J P MORGAN EXCHANGE TRADED F | $1.67M | 0.7% |
| SPDR S&P MIDCAP 400 ETF TR | $1.65M | 0.7% |
| MICROSOFT CORP | $1.65M | 0.7% |
| ISHARES TR | $1.61M | 0.7% |
| ISHARES TR | $1.60M | 0.7% |
| INVESCO QQQ TR | $1.60M | 0.7% |
| ISHARES GOLD TR | $1.58M | 0.7% |
| AbbVie Inc. | $1.55M | 0.7% |
| ISHARES TR | $1.54M | 0.6% |
| VANGUARD STAR FDS | $1.53M | 0.6% |
| VANGUARD BD INDEX FDS | $1.44M | 0.6% |
| GOLDMAN SACHS ETF TR | $1.42M | 0.6% |
| INVESCO EXCH TRADED FD TR II | $1.40M | 0.6% |
| ISHARES TR | $1.35M | 0.6% |
| Duke Energy Corp | $1.30M | 0.5% |
| ISHARES TR | $1.26M | 0.5% |
| Broadcom Inc. | $1.20M | 0.5% |
| SOUTHERN CO | $1.14M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.14M | 0.5% |
| iShares MSCI UAE ETF | $1.12M | 0.5% |
| J P MORGAN EXCHANGE TRADED F | $1.11M | 0.5% |
| iShares MSCI UAE ETF | $1.10M | 0.5% |
| Constellation Energy Corp | $1.09M | 0.5% |