Institutions / Wealthedge Investment Advisors, LLC
Wealthedge Investment Advisors, LLC
CIK 2058455 · Institution · as of Dec 31, 2025
Portfolio value
$270.36M
Positions
132
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 132 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $14.45M | 5.3% |
| PIMCO ETF Tr | $13.25M | 4.9% |
| Microsoft Corp | $10.06M | 3.7% |
| NVIDIA Corp | $9.40M | 3.5% |
| iShares Tr | $8.68M | 3.2% |
| Janus Detroit Str Tr | $8.58M | 3.2% |
| iShares Tr | $8.29M | 3.1% |
| Alphabet Inc. | $8.03M | 3.0% |
| Apple Inc. | $8.02M | 3.0% |
| Schwab Strategic Tr | $7.07M | 2.6% |
| Vanguard Index Fds | $6.70M | 2.5% |
| United Parcel Service Inc | $6.31M | 2.3% |
| Vanguard Index Fds | $6.15M | 2.3% |
| Schwab Strategic Tr | $5.44M | 2.0% |
| iShares Tr | $5.26M | 1.9% |
| ELI LILLY & Co | $4.96M | 1.8% |
| iShares Tr | $4.79M | 1.8% |
| iShares Tr | $4.34M | 1.6% |
| Rli Corp | $4.01M | 1.5% |
| Qualcomm INC/DE | $3.96M | 1.5% |
| Select Sector SPDR Tr | $3.94M | 1.5% |
| SPDR Gold Tr | $3.85M | 1.4% |
| Amazon.com Inc | $3.58M | 1.3% |
| Select Sector SPDR Tr | $3.37M | 1.2% |
| Meta Platforms Inc | $3.36M | 1.2% |
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.