Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Wealthedge Investment Advisors, LLC

Investment Activity

Wealthedge Investment Advisors, LLC has $294.06 million in total holdings as of June 30, 2026.
Wealthedge Investment Advisors, LLC owns shares of 143 different stocks, but just 49 companies or ETFs make up 80% of its holdings.
Approximately 18.05% of the portfolio was purchased this quarter.
About 18.26% of the portfolio was sold this quarter.
This quarter, Wealthedge Investment Advisors, LLC has purchased 141 new stocks and bought additional shares in 51 stocks.
Wealthedge Investment Advisors, LLC sold shares of 65 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

SPDR S&P 500 ETF Trust: $18,995,335
Microsoft: $13,096,421
Apple: $12,429,567
NVIDIA: $10,458,003
Alphabet: $10,130,958

Largest New Holdings this Quarter

69344A834 - PGIM ETF TR: $6,837,521 Holding
101137107 - Boston Scientific: $2,193,539 Holding
G7997R103 - Seagate Technology: $1,674,275 Holding
539830109 - Lockheed Martin: $1,150,879 Holding
G25457105 - Credo Technology Group: $1,127,233 Holding

Largest Purchases this Quarter

PGIM ETF TR: 133,363 shares (about $6.84M)
Vanguard Mid-Cap ETF: 55,747 shares (about $4.49M)
iShares S&P 100 ETF: 8,724 shares (about $3.19M)
Schwab U.S. Large-Cap Growth ETF: 89,782 shares (about $3.04M)
Boston Scientific: 51,395 shares (about $2.19M)

Largest Sales this Quarter

Janus Henderson AAA CLO ETF: 141,602 shares (about $7.15M)
Prudential Financial: 36,129 shares (about $3.90M)
UnitedHealth Group: 8,085 shares (about $3.36M)
Amazon.com: 10,374 shares (about $2.47M)
Intel: 15,489 shares (about $2.16M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPY SPDR S&P 500 ETF Trust	$18,995,335	$893,907 â–²	4.9%	25,436	6.5%	ETF
MSFT Microsoft	$13,096,421	$279,020 â–²	2.2%	35,109	4.5%	Technology
AAPL Apple	$12,429,567	$679,423 â–¼	-5.2%	42,955	4.2%	Technology
NVDA NVIDIA	$10,458,003	$393,981 â–²	3.9%	52,266	3.6%	Technology
GOOGL Alphabet	$10,130,958	$897,377 â–¼	-8.1%	28,348	3.4%	Communication Services
AGG iShares Core U.S. Aggregate Bond ETF	$9,258,838	$220,232 â–²	2.4%	93,542	3.1%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$9,172,425	$3,038,231 â–²	49.5%	271,052	3.1%	ETF
VTV Vanguard Value ETF	$8,954,462	$1,291,911 â–²	16.9%	41,088	3.0%	ETF
IVV iShares Core S&P 500 ETF	$8,534,647	$447,103 â–¼	-5.0%	11,396	2.9%	ETF
META Meta Platforms	$7,723,336	$2,093,204 â–²	37.2%	13,711	2.6%	Communication Services
PGIM ETF TR	$6,837,521	$6,837,521 â–²	New Holding	133,363	2.3%	AAA CLO ETF
VO Vanguard Mid-Cap ETF	$6,256,965	$4,491,579 â–²	254.4%	77,658	2.1%	ETF
OEF iShares S&P 100 ETF	$5,832,179	$3,191,965 â–²	120.9%	15,940	2.0%	ETF
SGOV iShares 0-3 Month Treasury Bond ETF	$5,344,294	$365,333 â–¼	-6.4%	53,087	1.8%	ETF
XLV Health Care Select Sector SPDR Fund	$5,202,608	$1,270,902 â–¼	-19.6%	32,790	1.8%	ETF
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$4,803,401	$275,887 â–²	6.1%	58,117	1.6%	ETF
QCOM Qualcomm	$4,519,327	$267,397 â–²	6.3%	24,456	1.5%	Technology
AMZN Amazon.com	$4,369,011	$2,472,539 â–¼	-36.1%	18,331	1.5%	Consumer Discretionary
SCHP Schwab U.S. TIPS ETF	$4,338,686	$458,874 â–¼	-9.6%	163,724	1.5%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$4,306,508	$73,286 â–²	1.7%	85,735	1.5%	ETF
SHY iShares 1-3 Year Treasury Bond ETF	$4,080,900	$30,545 â–²	0.8%	49,700	1.4%	ETF
MU Micron Technology	$4,047,087	$292,046 â–²	7.8%	3,506	1.4%	Technology
XLF Financial Select Sector SPDR Fund	$3,722,451	$271,859 â–¼	-6.8%	69,435	1.3%	ETF
IEFA iShares Core MSCI EAFE ETF	$3,546,746	$689,589 â–¼	-16.3%	36,723	1.2%	ETF
LLY Eli Lilly and Company	$3,485,814	$1,824,475 â–¼	-34.4%	2,906	1.2%	Healthcare
EEM iShares MSCI Emerging Markets ETF	$3,367,786	$870,730 â–¼	-20.5%	49,229	1.1%	ETF
PGR Progressive	$3,346,066	$1,024,551 â–²	44.1%	15,317	1.1%	Finance
VTI Vanguard Total Stock Market ETF	$3,199,633	$1,872,929 â–²	141.2%	8,646	1.1%	ETF
JPST JPMorgan Ultra-Short Income ETF	$3,175,013	$184,987 â–¼	-5.5%	62,784	1.1%	ETF
XLK Technology Select Sector SPDR Fund	$3,109,549	$239,489 â–¼	-7.2%	16,321	1.1%	ETF
GLD SPDR Gold Shares	$2,943,725	$306,861 â–¼	-9.4%	7,991	1.0%	ETF
V Visa	$2,803,893	$155,772 â–²	5.9%	8,172	1.0%	Finance
IWM iShares Russell 2000 ETF	$2,534,486	$821,792 â–¼	-24.5%	8,435	0.9%	ETF
IWV iShares Russell 3000 ETF	$2,457,633	$253,311 â–¼	-9.3%	5,763	0.8%	ETF
AMRIZE LTD	$2,349,357	$1,832,560 â–²	354.6%	44,078	0.8%	SHS
TIP iShares TIPS Bond ETF	$2,245,943	$75,726 â–²	3.5%	20,524	0.8%	ETF
SANDISK CORP	$2,232,803	$1,468,830 â–²	192.3%	982	0.8%	COM
BSX Boston Scientific	$2,193,539	$2,193,539 â–²	New Holding	51,395	0.7%	Healthcare
VYM Vanguard High Dividend Yield ETF	$2,179,944	$242,111 â–¼	-10.0%	13,794	0.7%	ETF
ABT Abbott Laboratories	$2,078,812	$501,713 â–²	31.8%	22,909	0.7%	Healthcare
AVGO Broadcom	$1,875,765	$115,228 â–²	6.5%	4,965	0.6%	Technology
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$1,865,224	$1,174,445 â–¼	-38.6%	36,825	0.6%	ETF
BR Broadridge Financial Solutions	$1,863,342	$375,380 â–²	25.2%	13,606	0.6%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$1,862,076	$73,175 â–¼	-3.8%	26,134	0.6%	ETF
GLW Corning	$1,759,913	$64,879 â–¼	-3.6%	6,890	0.6%	Technology
BRK.B Berkshire Hathaway	$1,703,328	$407,818 â–¼	-19.3%	3,404	0.6%	Finance
STX Seagate Technology	$1,674,275	$1,674,275 â–²	New Holding	1,735	0.6%	Technology
LAM RESEARCH CORP	$1,640,324	$897,953 â–²	121.0%	3,785	0.6%	COM NEW
PEP PepsiCo	$1,593,899	$886,929 â–²	125.5%	11,771	0.5%	Consumer Staples
JPIN JPMorgan Diversified Return International Equity ETF	$1,555,094	$280,286 â–¼	-15.3%	21,505	0.5%	ETF
GE GE Aerospace	$1,430,621	$237,751 â–¼	-14.3%	3,827	0.5%	Industrials
MANAGER DIRECTED PORTFOLIOS	$1,405,647	$58,956 â–¼	-4.0%	56,316	0.5%	SANJ ALPH BD ETF
MANAGER DIRECTED PORTFOLIOS	$1,394,581	$59,663 â–¼	-4.1%	55,561	0.5%	SANJ ALP LOW ETF
IWF iShares Russell 1000 Growth ETF	$1,375,140	$987,458 â–²	254.7%	11,074	0.5%	ETF
INTU Intuit	$1,354,973	$135,993 â–²	11.2%	5,191	0.5%	Technology
AOA iShares Core 80/20 Aggressive Allocation ETF	$1,337,972	$140,259 â–¼	-9.5%	13,708	0.5%	ETF
NFLX Netflix	$1,329,825	$1,124,550 â–²	547.8%	18,625	0.5%	Communication Services
GE VERNOVA INC	$1,298,220	$995,106 â–²	328.3%	1,105	0.4%	COM
NET Cloudflare	$1,264,418	$491 â–¼	0.0%	5,155	0.4%	Technology
ARISTA NETWORKS INC	$1,166,396	$340,609 â–²	41.2%	6,866	0.4%	COM SHS
LMT Lockheed Martin	$1,150,879	$1,150,879 â–²	New Holding	2,259	0.4%	Industrials
JPM JPMorgan Chase & Co.	$1,142,567	$40,268 â–¼	-3.4%	3,490	0.4%	Finance
CRDO Credo Technology Group	$1,127,233	$1,127,233 â–²	New Holding	4,145	0.4%	Technology
RSEE Rareview Systematic Equity ETF	$1,109,976	$1,109,976 â–²	New Holding	28,065	0.4%	ETF
BE Bloom Energy	$1,098,196	$1,098,196 â–²	New Holding	3,628	0.4%	Industrials
NOW ServiceNow	$1,074,011	$379,150 â–²	54.6%	10,818	0.4%	Technology
JAAA Janus Henderson AAA CLO ETF	$1,069,227	$7,149,487 â–¼	-87.0%	21,177	0.4%	ETF
PWR Quanta Services	$1,006,658	$378,037 â–¼	-27.3%	1,398	0.3%	Industrials
QQQ Invesco QQQ	$986,678	$393,492 â–¼	-28.5%	1,339	0.3%	ETF
JQUA JPMorgan U.S. Quality Factor ETF	$985,218	$264,628 â–¼	-21.2%	13,630	0.3%	ETF
GEHC GE HealthCare Technologies	$985,055	$985,055 â–²	New Holding	15,389	0.3%	Healthcare
VRT Vertiv	$979,349	$346,204 â–¼	-26.1%	2,925	0.3%	Industrials
VST Vistra	$953,208	$953,208 â–²	New Holding	6,009	0.3%	Utilities
IJH iShares Core S&P Mid-Cap ETF	$949,378	$949,378 â–²	New Holding	12,312	0.3%	ETF
PODD Insulet	$941,666	$247,254 â–²	35.6%	6,185	0.3%	Healthcare
MELI MercadoLibre	$804,563	$804,563 â–²	New Holding	474	0.3%	Consumer Discretionary
TM Toyota Motor	$795,616	$225,178 â–²	39.5%	4,724	0.3%	Consumer Discretionary
CRM Salesforce	$780,480	$1,122,155 â–¼	-59.0%	4,982	0.3%	Technology
ISHARES BITCOIN TRUST ETF	$773,660	$59,056 â–¼	-7.1%	23,240	0.3%	SHS BEN INT
APPLOVIN CORP	$760,479	$83,467 â–¼	-9.9%	1,476	0.3%	COM CL A
BRK.A Berkshire Hathaway	$748,850		0.0%	1	0.3%	Finance
MKC McCormick & Company, Incorporated	$738,956	$118,941 â–²	19.2%	14,656	0.3%	Consumer Staples
HD Home Depot	$728,031	$681,824 â–¼	-48.4%	2,064	0.2%	Consumer Discretionary
VOO Vanguard S&P 500 ETF	$686,574	$4,124 â–¼	-0.6%	999	0.2%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$664,836	$620,758 â–¼	-48.3%	4,540	0.2%	ETF
FISERV INC	$659,477	$182,711 â–¼	-21.7%	13,445	0.2%	COM
NYF iShares New York Muni Bond ETF	$628,478	$136,056 â–²	27.6%	11,659	0.2%	ETF
IBM International Business Machines	$622,190	$622,190 â–²	New Holding	2,212	0.2%	Technology
EMR Emerson Electric	$591,850		0.0%	4,134	0.2%	Industrials
MA Mastercard	$590,429	$80,677 â–²	15.8%	1,149	0.2%	Finance
SPGI S&P Global	$578,610	$394,087 â–²	213.6%	1,502	0.2%	Finance
BX Blackstone	$563,139		0.0%	4,785	0.2%	Finance
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$557,675	$100,197 â–¼	-15.2%	8,883	0.2%	ETF
PM Philip Morris International	$551,503	$43,064 â–²	8.5%	3,048	0.2%	Consumer Staples
WALMART INC	$523,151	$42,926 â–¼	-7.6%	4,619	0.2%	COM
GOOG Alphabet	$517,282	$353 â–²	0.1%	1,464	0.2%	Communication Services
SAN Banco Santander	$488,341		0.0%	35,387	0.2%	Finance
ASTERA LABS INC	$483,020	$483,020 â–²	New Holding	1,000	0.2%	COM
MCD McDonald's	$458,562	$604,837 â–¼	-56.9%	1,696	0.2%	Consumer Discretionary
AMAT Applied Materials	$441,107	$329,746 â–¼	-42.8%	610	0.2%	Technology

Showing largest 100 holdings. View all holdings.

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Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Wealthedge Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2026)

About Wealthedge Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWealthedge Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools