Wealthedge Investment Advisors, LLC Top Holdings and 13F Report (2026) About Wealthedge Investment Advisors, LLCInvestment ActivityWealthedge Investment Advisors, LLC has $272.21 million in total holdings as of March 31, 2026.Wealthedge Investment Advisors, LLC owns shares of 141 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 26.55% of the portfolio was purchased this quarter.About 21.94% of the portfolio was sold this quarter.This quarter, Wealthedge Investment Advisors, LLC has purchased 132 new stocks and bought additional shares in 53 stocks.Wealthedge Investment Advisors, LLC sold shares of 52 stocks and completely divested from 21 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $15,763,857Microsoft $12,719,744Apple $11,497,629iShares Core U.S. Aggregate Bond ETF $9,065,113Alphabet $8,873,917 Largest New Holdings this Quarter 744320102 - Prudential Financial $3,812,389 Holding79466L302 - Salesforce $2,267,107 Holding743315103 - Progressive $2,106,751 Holding461202103 - Intuit $2,019,351 Holding002824100 - Abbott Laboratories $1,784,460 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 84,294 shares (about $8.37M)Microsoft 13,554 shares (about $5.02M)Apple 15,815 shares (about $4.01M)Prudential Financial 39,025 shares (about $3.81M)Meta Platforms 4,909 shares (about $2.81M) Largest Sales this Quarter PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 196,061 shares (about $10.01M)United Parcel Service 47,736 shares (about $4.70M)RLI 58,357 shares (about $3.33M)iShares 0-3 Month Treasury Bond ETF 29,754 shares (about $3.00M)iShares Russell 2000 ETF 10,189 shares (about $2.53M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWealthedge Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$15,763,857$1,979,018 ▲14.4%24,2395.8%FinanceMSFTMicrosoft$12,719,744$5,017,415 ▲65.1%34,3614.7%Computer and TechnologyAAPLApple$11,497,629$4,013,752 ▲53.6%45,3034.2%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$9,065,113$8,367,934 ▲1,200.3%91,3173.3%FinanceGOOGLAlphabet$8,873,917$1,496,192 ▲20.3%30,8593.3%Computer and TechnologyNVDANVIDIA$8,771,847$17,615 ▼-0.2%50,2973.2%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$8,199,210$345,137 ▼-4.0%162,7793.0%ETFIVViShares Core S&P 500 ETF$7,834,462$71,205 ▼-0.9%11,9932.9%ETFVTVVanguard Value ETF$6,898,550$576,056 ▲9.1%35,1602.5%ETFVOVanguard Mid-Cap ETF$6,292,437$336,003 ▼-5.1%21,9112.3%ETFXLVHealth Care Select Sector SPDR Fund$5,981,831$2,249,784 ▲60.3%40,8002.2%ETFAMZNAmazon.com$5,978,390$2,752,496 ▲85.3%28,7052.2%Retail/WholesaleMETAMeta Platforms$5,718,985$2,808,854 ▲96.5%9,9952.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$5,709,058$2,995,051 ▼-34.4%56,7162.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$5,280,398$419,734 ▲8.6%181,2701.9%ETFSCHPSchwab U.S. TIPS ETF$4,817,474$2,285,613 ▼-32.2%181,0401.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,532,964$2,614,984 ▲136.3%54,7791.7%ETFVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,209,608$1,243,961 ▲41.9%84,2761.5%ManufacturingSHYiShares 1-3 Year Treasury Bond ETF$4,073,076$1,136,016 ▲38.7%49,3281.5%ManufacturingLLYEli Lilly and Company$4,072,016$171,085 ▼-4.0%4,4271.5%MedicalIEFAiShares Core MSCI EAFE ETF$3,970,970$873,717 ▼-18.0%43,8631.5%ETFPRUPrudential Financial$3,812,389$3,812,389 ▲New Holding39,0251.4%FinanceGLDSPDR Gold Shares$3,796,879$385,110 ▼-9.2%8,8241.4%FinanceXLFFinancial Select Sector SPDR Fund$3,678,398$640,088 ▲21.1%74,5061.4%ETFEEMiShares MSCI Emerging Markets ETF$3,518,586$986,058 ▼-21.9%61,9571.3%FinanceJPSTJPMorgan Ultra-Short Income ETF$3,362,660$972,379 ▲40.7%66,4421.2%ETFLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$3,062,450$10,005,116 ▼-76.6%60,0121.1%ETFQCOMQualcomm$2,963,170$19,575 ▼-0.7%23,0091.1%Computer and TechnologyIWMiShares Russell 2000 ETF$2,770,397$2,527,088 ▼-47.7%11,1701.0%FinanceIWViShares Russell 3000 ETF$2,356,679$136,055 ▼-5.5%6,3570.9%ETFXLKTechnology Select Sector SPDR Fund$2,336,188$262,618 ▲12.7%17,5780.9%ETFVVisa$2,332,761$16,926 ▼-0.7%7,7180.9%Business ServicesUNHUnitedHealth Group$2,332,634$427,559 ▲22.4%8,6200.9%MedicalOEFiShares S&P 100 ETF$2,295,281$12,087 ▼-0.5%7,2160.8%ETFVYMVanguard High Dividend Yield ETF$2,269,810$266,732 ▼-10.5%15,3260.8%ETFCRMSalesforce$2,267,107$2,267,107 ▲New Holding12,1450.8%Computer and TechnologyTIPiShares TIPS Bond ETF$2,188,677$323,799 ▲17.4%19,8320.8%ETFPGRProgressive$2,106,751$2,106,751 ▲New Holding10,6270.8%FinanceBRK.BBerkshire Hathaway$2,021,745$1,062,387 ▲110.7%4,2190.7%FinanceINTUIntuit$2,019,351$2,019,351 ▲New Holding4,6700.7%Computer and TechnologyJPINJPMorgan Diversified Return International Equity ETF$1,808,189$138,280 ▼-7.1%25,3810.7%ETFABTAbbott Laboratories$1,784,460$1,784,460 ▲New Holding17,3800.7%MedicalBRBroadridge Financial Solutions$1,765,345$1,765,345 ▲New Holding10,8650.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,740,491$13,841 ▼-0.8%27,1610.6%ETFUPSUnited Parcel Service$1,563,220$4,696,448 ▼-75.0%15,8890.6%TransportationMANAGER DIRECTED PORTFOLIOS$1,459,386$178,574 ▼-10.9%58,6780.5%SANJAC ALPHA CORMANAGER DIRECTED PORTFOLIOS$1,456,851$184,665 ▼-11.2%57,9380.5%SANJAC ALPHA LOWAVGOBroadcom$1,442,401$38,381 ▼-2.6%4,6600.5%Computer and TechnologyBFSSaul Centers$1,367,024$318,665 ▼-18.9%41,9590.5%FinanceAOAiShares Core 80/20 Aggressive Allocation ETF$1,340,191$28,140 ▲2.1%15,1450.5%ETFTSLATesla$1,337,185$77,696 ▼-5.5%3,5970.5%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$1,331,414$56,293 ▼-4.1%3,1220.5%ETFHDHome Depot$1,314,881$779,981 ▲145.8%3,9970.5%Retail/WholesaleAONAON$1,310,199$740,154 ▲129.8%4,0590.5%FinanceGEGE Aerospace$1,266,700$120,057 ▼-8.7%4,4630.5%AerospaceMCDMcDonald's$1,222,470$781,722 ▲177.4%3,9330.4%Retail/WholesaleCHCTCommunity Healthcare Trust$1,210,036$916,433 ▲312.1%76,1500.4%FinanceHEALTHPEAK PROPERTIES INC$1,153,018$1,320,359 ▼-53.4%70,1770.4%COMVTIVanguard Total Stock Market ETF$1,150,117$62,879 ▼-5.2%3,5850.4%ETFIWPiShares Russell Mid-Cap Growth ETF$1,124,807$1,483,172 ▼-56.9%8,7790.4%ETFMUMicron Technology$1,099,036$671,652 ▲157.2%3,2530.4%Computer and TechnologyQQQInvesco QQQ$1,081,194$53,107 ▼-4.7%1,8730.4%FinanceNETCloudflare$1,064,095$171,675 ▼-13.9%5,1570.4%Computer and TechnologyJPMJPMorgan Chase & Co.$1,062,898$174,453 ▲19.6%3,6130.4%FinanceJQUAJPMorgan U.S. Quality Factor ETF$1,060,338$233,089 ▼-18.0%17,2910.4%ETFPWRQuanta Services$1,055,796$110,356 ▲11.7%1,9230.4%ConstructionCHIMERA INVT CORP$1,014,504$1,014,504 ▲New Holding80,8370.4%COM SHSEGEverest Group$997,578$997,578 ▲New Holding3,0520.4%FinanceVRTVertiv$992,046$14,283 ▲1.5%3,9590.4%Computer and TechnologyGLWCorning$971,370$1,403,075 ▼-59.1%7,1440.4%Computer and TechnologyISHARES BITCOIN TRUST ETF$961,038$39,726 ▲4.3%25,0140.4%SHS BEN INTFISERV INC$958,086$101,110 ▲11.8%17,1700.4%COMPODDInsulet$957,080$957,080 ▲New Holding4,5610.4%MedicalOKEONEOK$921,981$921,981 ▲New Holding10,2000.3%EnergyCNICanadian National Railway$874,264$569,448 ▲186.8%8,5070.3%TransportationPEPPepsiCo$810,889$810,889 ▲New Holding5,2210.3%Consumer StaplesINTCIntel$804,665$804,665 ▲New Holding18,2330.3%Computer and TechnologyOCSLOaktree Specialty Lending$768,829$639,340 ▲493.7%68,0370.3%FinanceCRWDCrowdStrike$762,471$165,143 ▼-17.8%1,9530.3%Computer and TechnologyADPAutomatic Data Processing$740,636$740,636 ▲New Holding3,6450.3%Computer and TechnologyNOWServiceNow$731,745$731,745 ▲New Holding6,9990.3%Computer and TechnologyBRK.ABerkshire Hathaway$718,1400.0%10.3%FinanceTMToyota Motor$698,027$698,027 ▲New Holding3,3870.3%Auto/Tires/TrucksIDXXIDEXX Laboratories$677,639$677,639 ▲New Holding1,2060.2%MedicalAPPLOVIN CORP$651,924$168,752 ▼-20.6%1,6380.2%COM CL AJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$651,045$47,466 ▼-6.8%10,4790.2%ETFSAPSAP$646,147$646,147 ▲New Holding3,7740.2%Computer and TechnologyWALMART INC$621,188$47,229 ▲8.2%4,9980.2%COMMKCMcCormick & Company, Incorporated$620,261$620,261 ▲New Holding12,2970.2%Consumer StaplesWDWalker & Dunlop$618,657$618,657 ▲New Holding13,9400.2%FinanceVBKVanguard Small-Cap Growth ETF$603,861$1,173,553 ▼-66.0%1,9970.2%ETFVOOVanguard S&P 500 ETF$600,930$66,371 ▲12.4%1,0050.2%ETFARISTA NETWORKS INC$596,834$44,446 ▼-6.9%4,8610.2%COM SHSBXBlackstone$550,309$550,309 ▲New Holding4,7850.2%FinanceAMRIZE LTD$543,170$543,170 ▲New Holding9,6960.2%SHSEMREmerson Electric$541,699$262 ▲0.0%4,1340.2%IndustrialsMAMastercard$495,802$200,920 ▲68.1%9920.2%Business ServicesNYFiShares New York Muni Bond ETF$485,251$231,922 ▲91.5%9,1350.2%ETFPMPhilip Morris International$464,635$992 ▲0.2%2,8100.2%Consumer StaplesVBVanguard Small-Cap ETF$454,327$104,280 ▼-18.7%1,7340.2%ETFShowing largest 100 holdings. 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